⁠Alvin
RT @sondesix: The Camera 🤝 The Photos https://t.co/NrkuOgagJJ
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⁠Finding Compounders
Why Institutions Systematically Underperform Broadly Based Market Indexes https://t.co/j4EFbb5mib
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⁠Quiver Quantitative
Look at this.

In May, we noticed a US politician buying stock in a German arms manufacturer.

Rheinmetall stock has now risen 141% since we posted this report: https://t.co/jESBIuZcyX
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⁠The Kobeissi Letter
The SHORT SQUEEZE continued:

Over the last 20 years, March 12th is the last day of the year that has a NEGATIVE average YTD return for the S&P 500, per @RyanDetrick.

Will history repeat itself this year?

Some hope for the bulls. https://t.co/EVumAs1hwg

The case for a SHORT SQUEEZE:

Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.

Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.

Is a short squeeze coming?

(a thread) https://t.co/AutLiKW7Yh - The Kobeissi Letter
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⁠The Investing for Beginners Podcast
What is free cash flow?

Free cash flow = operating cash flow - CAPEX

Where:

• Operating cash flow = operating income + non-cash changes - changes in working capital - taxes
• Capex = Changes in Property, Plant & Equipment + Depreciation
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⁠Value Spotlight (Andrew Sather)
Amazon's ROIC has officially crossed over its WACC (again).

This with 25% YOY growth in Invested Capital.

🤯 https://t.co/hxHV6o1hPK
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⁠Finding Compounders
Must Read Article

Warren Buffett and WallStreet https://t.co/ogXszVCJPz
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⁠The Kobeissi Letter
BREAKING: The US Government's YTD deficit in FY2025 hit a record $1.15 trillion in February, a new year-to-date record.

The deficit is now $318 billion above 2024 levels for the same time period, or ~38% higher.

This is a crisis. https://t.co/d6Wt5EXqPK
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