Offshore
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The Kobeissi Letter
BREAKING: The Nasdaq 100 extends its decline to over -315 points on the day as geopolitical tensions rise and trade war worries mount.
The S&P 500 is now down -80 points from its high seen just minutes before the close yesterday. https://t.co/urgSl0U9Fz
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BREAKING: The Nasdaq 100 extends its decline to over -315 points on the day as geopolitical tensions rise and trade war worries mount.
The S&P 500 is now down -80 points from its high seen just minutes before the close yesterday. https://t.co/urgSl0U9Fz
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Offshore
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Finding Compounders
Allan Mecham is one great investor who flys under the radar.
He started Arlington Value at the age of 22 and has had returns of 37% CAGR.
In this MOI interview he explains his investment philosophy and his AutoZone investment
He however has shut down his fund https://t.co/iDSMUXZ0Yp
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Allan Mecham is one great investor who flys under the radar.
He started Arlington Value at the age of 22 and has had returns of 37% CAGR.
In this MOI interview he explains his investment philosophy and his AutoZone investment
He however has shut down his fund https://t.co/iDSMUXZ0Yp
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AkhenOsiris
RT @CorleoneDon77: $GENI
More information:
Guggenheim starts Genius Sports with a Buy amid 'strong secular tailwinds'
Guggenheim initiated coverage of Genius Sports with a Buy rating and $12 price target. Genius has built a "unique position" at the intersection of sports, media, and gaming, which the firm calls "three industries with strong secular tailwinds," and has a "differentiated, scaled global sports technology platform." The firm believes the company has a "robust financial profile," multiple potential growth catalysts, and a strong balance sheet that should give it significant financial flexibility in the year ahead, the analyst tells investors.
cc: @akhenosiris
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RT @CorleoneDon77: $GENI
More information:
Guggenheim starts Genius Sports with a Buy amid 'strong secular tailwinds'
Guggenheim initiated coverage of Genius Sports with a Buy rating and $12 price target. Genius has built a "unique position" at the intersection of sports, media, and gaming, which the firm calls "three industries with strong secular tailwinds," and has a "differentiated, scaled global sports technology platform." The firm believes the company has a "robust financial profile," multiple potential growth catalysts, and a strong balance sheet that should give it significant financial flexibility in the year ahead, the analyst tells investors.
cc: @akhenosiris
$GENI Genius Sports initiated with a Buy at Guggenheim
Guggenheim analyst Curry Baker initiated coverage of Genius Sports with a Buy rating and $12 price target. - DonCorleone77tweet
Offshore
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Alvin
These photos were captured using the base model Tecno Camon 40 with its FlashSnap mode.
It is very suitable for fast-moving subjects. The results are surprisingly great. Really nice to see how well they have implemented this feature despite how affordable this phone is.
And again, this phone's main camera has a 1/1.56" sensor size.
I also noticed that the colour accuracy is great for a phone in its class.
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These photos were captured using the base model Tecno Camon 40 with its FlashSnap mode.
It is very suitable for fast-moving subjects. The results are surprisingly great. Really nice to see how well they have implemented this feature despite how affordable this phone is.
And again, this phone's main camera has a 1/1.56" sensor size.
I also noticed that the colour accuracy is great for a phone in its class.
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The All-In Podcast
the all-in pod is five years old today!
what a ride it's been, besties.
thanks for taking it with us, and here's to five more! 🍾🥂
@chamath @Jason @friedberg @DavidSacks
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the all-in pod is five years old today!
what a ride it's been, besties.
thanks for taking it with us, and here's to five more! 🍾🥂
@chamath @Jason @friedberg @DavidSacks
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Offshore
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Stock Analysis Compilation
Harris Global Concentrated Strategy on Elevance Health $ELV US
Thesis: Elevance Health is poised for recovery as its stock, currently undervalued due to temporary industry challenges, is expected to bounce back, reflecting its quality and growth potential.
(Extract from their Q4 letter)
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Harris Global Concentrated Strategy on Elevance Health $ELV US
Thesis: Elevance Health is poised for recovery as its stock, currently undervalued due to temporary industry challenges, is expected to bounce back, reflecting its quality and growth potential.
(Extract from their Q4 letter)
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Quiver Quantitative
FYI
We just received this statement from a spokesman for Representative Susie Lee, regarding her recent stock sales:
"Representative Lee is currently in the process of transferring holdings she received following her divorce into ETFs, index funds, and mutual funds, going above and beyond what’s required of her by law and ethics rules.
Representative Lee has never directed an individual stock trade prior to her divorce, and she strongly supports a ban on Members of Congress directing trades of individual stocks."
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FYI
We just received this statement from a spokesman for Representative Susie Lee, regarding her recent stock sales:
"Representative Lee is currently in the process of transferring holdings she received following her divorce into ETFs, index funds, and mutual funds, going above and beyond what’s required of her by law and ethics rules.
Representative Lee has never directed an individual stock trade prior to her divorce, and she strongly supports a ban on Members of Congress directing trades of individual stocks."
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