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Stock Analysis Compilation
Highwood Value Partners on JZ Capital Partners $JZCP LN
Thesis: JZ Capital Partners is a UK-listed closed-end private equity fund in liquidation, focused on returning capital to shareholders with significant assets and a compelling expected IRR despite current share price not reflecting full Net Asset Value.
(Extract from their Q4 letter)
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Highwood Value Partners on JZ Capital Partners $JZCP LN
Thesis: JZ Capital Partners is a UK-listed closed-end private equity fund in liquidation, focused on returning capital to shareholders with significant assets and a compelling expected IRR despite current share price not reflecting full Net Asset Value.
(Extract from their Q4 letter)
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App Economy Insights
RT @EconomyApp: 💳 Klarna IPO $KLAR
I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
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RT @EconomyApp: 💳 Klarna IPO $KLAR
I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
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Offshore
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Stock Analysis Compilation
Harris US Concentrated Strategy on Equifax $EFX US
Thesis: Equifax is a leading U.S. credit bureau distinguished by its proprietary Workforce Solutions database, currently undervalued due to a downturn in mortgage activity, but poised for earnings recovery as demand rebounds.
(Extract from their Q4 letter)
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Harris US Concentrated Strategy on Equifax $EFX US
Thesis: Equifax is a leading U.S. credit bureau distinguished by its proprietary Workforce Solutions database, currently undervalued due to a downturn in mortgage activity, but poised for earnings recovery as demand rebounds.
(Extract from their Q4 letter)
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Alvin
Samsung, I really love Now Bar on my Galaxy S25 Ultra.
But seeing the Now Bar on Samsung phones like the Galaxy A56 looking like this, couldn't you have thought of a better solution than to put it here?
This looks weird and so out of place. https://t.co/z9jfJZKlXH
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Samsung, I really love Now Bar on my Galaxy S25 Ultra.
But seeing the Now Bar on Samsung phones like the Galaxy A56 looking like this, couldn't you have thought of a better solution than to put it here?
This looks weird and so out of place. https://t.co/z9jfJZKlXH
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Alvin
Meet the Galaxy A56 in Awesome Olive.
No matter what you want to say about this phone, it ends up being one of the most reliable choices out there for the class.
It might not stand out in every area, but it is a consistently good phone... Just like the Galaxy S25 Ultra.
When it comes to the design, I think the rear side and frame look very good and minimalistic.
That new camera housing design makes it look different to prior A Series phones and somehow more eye-catching than the Galaxy S25.
The front side needs some work though.
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Meet the Galaxy A56 in Awesome Olive.
No matter what you want to say about this phone, it ends up being one of the most reliable choices out there for the class.
It might not stand out in every area, but it is a consistently good phone... Just like the Galaxy S25 Ultra.
When it comes to the design, I think the rear side and frame look very good and minimalistic.
That new camera housing design makes it look different to prior A Series phones and somehow more eye-catching than the Galaxy S25.
The front side needs some work though.
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Alvin
This is the new OPPO Find X8s Series that will be launched in China soon!
Left: Find X8s+ (6.59" screen)
Right: Find X8s (6.3" screen)
Are these the "mini" phones you're waiting for? 👀 https://t.co/o2BhD9GOgE
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This is the new OPPO Find X8s Series that will be launched in China soon!
Left: Find X8s+ (6.59" screen)
Right: Find X8s (6.3" screen)
Are these the "mini" phones you're waiting for? 👀 https://t.co/o2BhD9GOgE
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Alvin
The new Huawei Pura X is a wider flip-style foldable phone that has a 16:10 main/inner screen aspect ratio.
It has a larger 3.5" cover screen too!
A very interesting approach right there, different from what others have made. https://t.co/MrEKtYzveK
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The new Huawei Pura X is a wider flip-style foldable phone that has a 16:10 main/inner screen aspect ratio.
It has a larger 3.5" cover screen too!
A very interesting approach right there, different from what others have made. https://t.co/MrEKtYzveK
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Offshore
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The Kobeissi Letter
The market feels broken:
This morning, between 4:40 AM and 6:20 AM ET, S&P 500 futures erased -$600 BILLION of market cap without any major headlines.
These sudden "flash crashes" are being seen in ALL risky asset classes.
What is happening? Let us explain.
(a thread) https://t.co/ytaujZPSAK
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The market feels broken:
This morning, between 4:40 AM and 6:20 AM ET, S&P 500 futures erased -$600 BILLION of market cap without any major headlines.
These sudden "flash crashes" are being seen in ALL risky asset classes.
What is happening? Let us explain.
(a thread) https://t.co/ytaujZPSAK
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The Kobeissi Letter
BREAKING: New York business services activity dropped 8.8 points in March, to -19.3, the lowest since January 2023.
The index of expectations fell 24.9 points, to -3.3, its lowest since December 2022.
The business climate index fell 16.0 points, to -51.7, its lowest in 4 years.
Input prices spiked at the fastest pace in almost 2 years.
Concerningly, the future employment index fell to its lowest since the 2020 pandemic.
The business conditions are sharply deteriorating.
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BREAKING: New York business services activity dropped 8.8 points in March, to -19.3, the lowest since January 2023.
The index of expectations fell 24.9 points, to -3.3, its lowest since December 2022.
The business climate index fell 16.0 points, to -51.7, its lowest in 4 years.
Input prices spiked at the fastest pace in almost 2 years.
Concerningly, the future employment index fell to its lowest since the 2020 pandemic.
The business conditions are sharply deteriorating.
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Offshore
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Quiver Quantitative
U.S. politicians have been buying an unusual amount of one specific stock recently.
Here's a report: https://t.co/5Lt7M1tJwK
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U.S. politicians have been buying an unusual amount of one specific stock recently.
Here's a report: https://t.co/5Lt7M1tJwK
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