⁠Finding Compounders
During his speech at Peking University, Li Lu lists the 4 ideas that entail value investing https://t.co/kqmIzzCT47
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⁠The All-In Podcast
🚨HUGE EPISODE🚨

two major topics with two amazing guests:
@benshapiro + @antoniogracias!

-- @DOGE updates w/ antonio

-- liberation day tariff reactions and analysis

(0:00) the besties welcome ben shapiro and antonio gracias

(1:54) what it's like working with doge

(4:56) doge's latest findings: illegal immigration, social security, and more

(27:59) was biden's open border policy a dem strategy to expand their voter base?

(39:55) tariffs: liberation day chaos, reactions, strategy

(55:26) impact, consequences, and risks for the trump administration

(1:13:50) how the US can thrive in a high-tariff world

(1:31:33) future political landscape if the tariff strategy fails

(1:42:27) chamath recaps his best-performing asset of 2025 + wrap
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⁠Finding Compounders
Seth Klarman on why market efficiency doesn’t exist https://t.co/ZD75SehGw6
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⁠Finding Compounders
The secret to life is weak competition- Warren Buffett
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⁠Finding Compounders
Warren Buffett have an interesting answer when he was asked why he would do to live a happier life , if he could live over again https://t.co/g4L2KPVhMV
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #110 with Xinyu Ru from Fawkes Capital Management.

Xinyu discusses two stocks he's bullish on + much more...

https://t.co/DRnBCIMyTO https://t.co/vTA97UsNOl
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⁠Quiver Quantitative
BREAKING: China has announced an extra 34% tariffs on US goods.

The S&P 500 is down 2% in pre-market trading.
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⁠The Kobeissi Letter
BREAKING: Nasdaq 100 futures fall over -600 points as China announces 34% tariffs on all U.S. imports.

Buckle up folks, this is going to get ugly. https://t.co/SPwRNNeqt0
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⁠The Kobeissi Letter
BREAKING: Dow futures extend losses to -1,000 points, bringing 2-day losses to -2,700 points. https://t.co/7j2uNlMHsm
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⁠The Kobeissi Letter
BREAKING: Nvidia stock, $NVDA, drops below $100 for the first time since August 2024 as China announces 34% reciprocal tariffs on all US goods. https://t.co/x16uXqNDJ5

It's official:

After "Liberation Day," the Russell 2000 has closed in BEAR market territory for the first time since 2022.

Over the last 24 hours, S&P 500 stocks have erased -$120 billion PER HOUR for a total of -$2.9 trillion.

What's next? Let us explain.

(a thread) https://t.co/SzOJhxshf7 - The Kobeissi Letter
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