⁠Capital Employed
43 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/hLr6tNYp8F https://t.co/besuKszeao
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AkhenOsiris
You gonna wait Coreweave?

Breaking: I am told all dealmaking — I mean nearly all IPOs and M&A - has been stalled amid the tariff tantrum. Story developing - Charles Gasparino
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⁠Finding Compounders
In the earliest available Berkshire Hathaway shareholder letter, Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance . https://t.co/68x66E5JMS
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⁠Alvin
Motion capture or fast-moving subject handling when using auto mode:
vivo X200 Pro ≥ OPPO Find X8 Pro >>> Xiaomi 15 Ultra
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⁠Alvin
Shot on Xiaomi 15 Ultra. 📸
200 MP periscope tele lens.

Leica Vibrant • Leica Authentic https://t.co/gBoBIjNU1K
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⁠Alvin
30x Zoom Camera Comparison. 📸

From first to last:
• Xiaomi 15 Ultra, Leica Vibrant
• Galaxy S25 Ultra
• vivo X200 Pro, Vivid
• OPPO Find X8 Pro

One of these does not look like the others. 💀 https://t.co/2QD7MBxbt6
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⁠Hidden Value Gems
Should be an interesting discussion on $NKE with two former executives moderated by @TSOH_Investing

You can register for free at AlphaSense website. https://t.co/8sIMfUd5ig
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⁠Dimitry Nakhla | Babylon Capital®
As the saying goes: “History doesn’t repeat itself, but it often rhymes.”

$SPY $IXIC $PLTR $HIMS $MSTR https://t.co/c2y20tk3cU

Echoes of 2020 - 2022 over-extended pumps followed by strong sell offs $PLTR $HIMS $MSTR https://t.co/jFl3Pj3Z2l - Dimitry Nakhla | Babylon Capital®
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