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Finding Compounders
Here are a students notes on Seth Klarman’s CFA institute meeting in 2010
He also gave some book recommendations at the end https://t.co/nJoV9YsiXR
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Here are a students notes on Seth Klarman’s CFA institute meeting in 2010
He also gave some book recommendations at the end https://t.co/nJoV9YsiXR
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Finding Compounders
RT @gainify_io: Brutal multiple resets. 3 days.
Top 10 Biggest P/E forward contractions across $40B+ names:
$MU $DELL $SBUX $AMD $AAPL $C $GS $GE $TSLA
Market repricing risk or or buying setup? https://t.co/rYtqUS8oX7
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RT @gainify_io: Brutal multiple resets. 3 days.
Top 10 Biggest P/E forward contractions across $40B+ names:
$MU $DELL $SBUX $AMD $AAPL $C $GS $GE $TSLA
Market repricing risk or or buying setup? https://t.co/rYtqUS8oX7
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The Kobeissi Letter
BREAKING: President Trump will meet with House Republicans at 1:00 PM ET today.
Turn on our post notifications @KobeissiLetter for real time updates and analysis as this develops.
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BREAKING: President Trump will meet with House Republicans at 1:00 PM ET today.
Turn on our post notifications @KobeissiLetter for real time updates and analysis as this develops.
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The Kobeissi Letter
BREAKING: President Trump says "China wants to make a deal, badly, but they don't know how to get it started."
He also says that "we have the probability of a great deal" with South Korea after a call with their President. https://t.co/IR1LSMSTrb
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BREAKING: President Trump says "China wants to make a deal, badly, but they don't know how to get it started."
He also says that "we have the probability of a great deal" with South Korea after a call with their President. https://t.co/IR1LSMSTrb
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Finding Compounders
Francis Chou’s 1999 fund letter
It’s a must read
He criticizes the prices at which investors were buying internet stocks at. https://t.co/evY8y1lgTl
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Francis Chou’s 1999 fund letter
It’s a must read
He criticizes the prices at which investors were buying internet stocks at. https://t.co/evY8y1lgTl
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App Economy Insights
The steepest US tariffs in a century are in.
📦 Hundreds of goods hit.
🌏 China, Vietnam, and the EU—targeted.
🔍 What sparked it—and who pays the price?
https://t.co/Fhs4nKAGaP
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The steepest US tariffs in a century are in.
📦 Hundreds of goods hit.
🌏 China, Vietnam, and the EU—targeted.
🔍 What sparked it—and who pays the price?
https://t.co/Fhs4nKAGaP
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock trades.
She bought the tariff dip.
Over a dozen purchases.
She bought $RH, which is up 18% since.
Full trade list up on Quiver. https://t.co/azjqUuk9Qy
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BREAKING: Marjorie Taylor Greene just disclosed new stock trades.
She bought the tariff dip.
Over a dozen purchases.
She bought $RH, which is up 18% since.
Full trade list up on Quiver. https://t.co/azjqUuk9Qy
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The Kobeissi Letter
BREAKING: The S&P 500 extends gains to +4% on the day. https://t.co/dowqZa2Ft5
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BREAKING: The S&P 500 extends gains to +4% on the day. https://t.co/dowqZa2Ft5
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The Kobeissi Letter
BREAKING: The S&P 500 pares gains and falls back below 5200 after rising as much as +4.5%. https://t.co/ahzimDMUvc
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BREAKING: The S&P 500 pares gains and falls back below 5200 after rising as much as +4.5%. https://t.co/ahzimDMUvc
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