Offshore
Video
Finding Compounders
When to sell according to Buffett and Munger https://t.co/vuV8PrkIzN
tweet
The Kobeissi Letter
BREAKING: Ford, $F, announces that they have halted shipments to China to avoid tariffs, per WSJ.
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: The number of Americans working multiple jobs jumped by 76,000 in March, to a record 8.94 million.

This now exceeds the 2019 high by over 500,000 people.

As a share of employment, multiple jobholders rose to 5.5%, the highest since 2009.

This comes as 28.47 million people work part-time jobs in the US, the third-highest on record.

Millions of Americans are working multiple jobs to afford basic necessities.
tweet
Offshore
Video
The All-In Podcast
friday mood https://t.co/7tr8Bs7gfI
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
In July 2024, $NVO traded at 40.03x offering $2.50 in earnings per $100 invested

Now, $NVO trades at 14.27x offering $7.00 for every $100 invested

Since July 2024, $NVO stock crashed -60%, yet revenue is forecasted to grow +19% in 2025 and +15% in 2026

“Efficient market” 🤷🏽‍♂️ https://t.co/ebWNR50zVI
tweet
The All-In Podcast
🚨🚨 e224 is LIVE!

featuring the incredible @TimJDillon

-- trump vs harvard

-- nvidia export controls

-- how dei killed hollywood

(0:00) the besties welcome tim dillon!

(6:56) nvidia h20 export controls and china's workarounds

(28:45) trump vs harvard

(57:04) hollywood's dei facade, thoughts on ai

(1:18:06) celebrity jeopardy update: friedberg is heading to the finals!

(1:26:44) science corner: mitochondrial therapy
tweet
Offshore
Video
The All-In Podcast
Tim Dillon on joining the Besties: " I feel like I'm having a Zoom meeting with DOGE to prove what I've done in the last week." 🤣🤣🤣

" This is the last thing someone at the EPA sees. It's just these four guys."

@TimJDillon
tweet
Offshore
Photo
Finding Compounders
Free Cash Flow Investing : A value strategy https://t.co/m8wXT0i5Tn
tweet
Offshore
Photo
Finding Compounders
“Exceeding our customers expectations must be our strategy.”

Sam Walton writes about Exceeding Customer Expectations https://t.co/ZSBPIKMGtm
tweet