Offshore
Photo
AkhenOsiris
Stop advertising this shit to us and pick up the damn phone with your other trump lickers and tell him
tweet
Stop advertising this shit to us and pick up the damn phone with your other trump lickers and tell him
Vix spiking. Highest fear level since covid. Now things start to break. The danger w shock therapy approaches in complex systems - it’s impossible to model the negative reflexivity. Time to make some deals & move on before we cause a recession & lose support for tax reform.😮📉 - Brad Gerstnertweet
AkhenOsiris
RT @novy_williams: Oct. 2021: @VividSeats goes public, stock has struggled
June 2022: @Seatgeek calls off reverse merger
April 2023: @Seatgeek files confidential IPO docs (hasn't happened)
Apr. 2025: @StubHub hits pause on IPO
What's up with these ticket companies? hollywoodreporter.com/busine…
tweet
RT @novy_williams: Oct. 2021: @VividSeats goes public, stock has struggled
June 2022: @Seatgeek calls off reverse merger
April 2023: @Seatgeek files confidential IPO docs (hasn't happened)
Apr. 2025: @StubHub hits pause on IPO
What's up with these ticket companies? hollywoodreporter.com/busine…
tweet
Offshore
Video
The All-In Podcast
Antonio Gracias Breaks Down SHOCKING Immigration Data 🤯
On E222 of All-In, @AntonioGracias joined to break down recent revelations that his @DOGE team uncovered while working at @SocialSecurity:
THE DISCOVERY:
"We mapped the system from enumeration, that's how you get your number, all the way to the end, went to the offices and saw how the offices operate."
"And in that process, one of our engineers found this data called Enumeration Beyond Entry."
"It had this giant ramp to it, and that just jumped out at us."
"And we're like, okay, what is that? So we dug into it."
"What happened was this program was designed for people that we want to let in, like the CARE Program, which is the Afghans. They would be in this number."
"What jumped out at us wasn't that this is here, because it has legitimate use."
"It's the growth. Why did it grow this fast?"
"That's what we dug into."
"What we find here is that a legitimate program was... the word I use is abused."
THE PROCESS:
"They allowed people that were illegals at the border to come in legally."
"They were giving people, at times, notices to appear."
"And what that allows you to do is come in the country, and then you're scheduled a court date, which is like six years out."
"Six years out is the average, by the way. It could be longer than that."
"And while you're waiting for your court date, you could fill out an asylum application."
"Once the application's in, you can file another form, 765, to get a work authorization."
"Once you get that, you get a 766 and we automatically send you a social security card in the mail."
"No interview at all."
"That is the majority of the growth you see in these numbers."
THE SHOCKING DATA:
"We found that every benefit program we looked at was being accessed by these people."
"1.3M of them are on Medicaid right now, today."
"And by the way, it's just ramping, it's just starting."
"And we looked at voter rolls and we found that thousands of them were registered to vote in a handful of states."
"And then we went even further with those friendly states and found that many of those people had actually voted."
"It was shocking to us. And if I hadn't seen it with my own eyes, I wouldn't believe it."
"And this is the tip of the iceberg."
tweet
Antonio Gracias Breaks Down SHOCKING Immigration Data 🤯
On E222 of All-In, @AntonioGracias joined to break down recent revelations that his @DOGE team uncovered while working at @SocialSecurity:
THE DISCOVERY:
"We mapped the system from enumeration, that's how you get your number, all the way to the end, went to the offices and saw how the offices operate."
"And in that process, one of our engineers found this data called Enumeration Beyond Entry."
"It had this giant ramp to it, and that just jumped out at us."
"And we're like, okay, what is that? So we dug into it."
"What happened was this program was designed for people that we want to let in, like the CARE Program, which is the Afghans. They would be in this number."
"What jumped out at us wasn't that this is here, because it has legitimate use."
"It's the growth. Why did it grow this fast?"
"That's what we dug into."
"What we find here is that a legitimate program was... the word I use is abused."
THE PROCESS:
"They allowed people that were illegals at the border to come in legally."
"They were giving people, at times, notices to appear."
"And what that allows you to do is come in the country, and then you're scheduled a court date, which is like six years out."
"Six years out is the average, by the way. It could be longer than that."
"And while you're waiting for your court date, you could fill out an asylum application."
"Once the application's in, you can file another form, 765, to get a work authorization."
"Once you get that, you get a 766 and we automatically send you a social security card in the mail."
"No interview at all."
"That is the majority of the growth you see in these numbers."
THE SHOCKING DATA:
"We found that every benefit program we looked at was being accessed by these people."
"1.3M of them are on Medicaid right now, today."
"And by the way, it's just ramping, it's just starting."
"And we looked at voter rolls and we found that thousands of them were registered to vote in a handful of states."
"And then we went even further with those friendly states and found that many of those people had actually voted."
"It was shocking to us. And if I hadn't seen it with my own eyes, I wouldn't believe it."
"And this is the tip of the iceberg."
tweet
Offshore
Photo
The Kobeissi Letter
It's safe to say:
"Reciprocal tariffs" week lived up to the hype, the most volatile week since March 2020.
Next week will be "reciprocal tariffs on reciprocal tariffs" week.
Volatility is here to stay. https://t.co/Mb17htGw2M
tweet
It's safe to say:
"Reciprocal tariffs" week lived up to the hype, the most volatile week since March 2020.
Next week will be "reciprocal tariffs on reciprocal tariffs" week.
Volatility is here to stay. https://t.co/Mb17htGw2M
It's officially "reciprocal tariff" week:
President Trump has called Wednesday "Liberation Day" with 20%+ tariffs coming on up to 25+ countries.
US tariffs will impact $1.5+ TRILLION worth of imports by the end of April.
Here's what you need to know.
(a thread) https://t.co/WnaIVcApl0 tweet
Offshore
Photo
Finding Compounders
Buffett on Banking
Source : https://t.co/cSGsvZDVQW https://t.co/Skyh66pEFc
tweet
Buffett on Banking
Source : https://t.co/cSGsvZDVQW https://t.co/Skyh66pEFc
tweet
Offshore
Photo
App Economy Insights
RT @EconomyApp: Tariffs. Trade wars. AI hype.
In times like these, what really matters?
📈 Company fundamentals.
📊 The Rule of 40 is the most important metric in software investing—and most people misuse it.
Here’s how it works (and how to spot the outliers):
https://t.co/EB3eW9gfHX
tweet
RT @EconomyApp: Tariffs. Trade wars. AI hype.
In times like these, what really matters?
📈 Company fundamentals.
📊 The Rule of 40 is the most important metric in software investing—and most people misuse it.
Here’s how it works (and how to spot the outliers):
https://t.co/EB3eW9gfHX
tweet
Offshore
Photo
Finding Compounders
“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/PyAHGCrZs0
tweet
“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/PyAHGCrZs0
tweet
Offshore
Photo
Hidden Value Gems
"Nike sources 44% of its products from China and Vietnam. But 58% of its revenues come from outside the US and its brand carries some pricing power."
"TJX imports less than 10% of its merchandise directly from China. Instead its “opportunistic buying” strategy capitalises on other companies’ misfortunes. It buys items that have piled up due either to supply chain disruptions or weak consumer sentiment for pennies on the dollar. Shoppers flock to its 5,000-plus stores for the treasure hunt-like atmosphere."
$NKE $TJX
via @FT
tweet
"Nike sources 44% of its products from China and Vietnam. But 58% of its revenues come from outside the US and its brand carries some pricing power."
"TJX imports less than 10% of its merchandise directly from China. Instead its “opportunistic buying” strategy capitalises on other companies’ misfortunes. It buys items that have piled up due either to supply chain disruptions or weak consumer sentiment for pennies on the dollar. Shoppers flock to its 5,000-plus stores for the treasure hunt-like atmosphere."
$NKE $TJX
via @FT
tweet