⁠Finding Compounders
Charlie Munger on pricing power https://t.co/9JbQEjx9s7
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⁠Finding Compounders
Buy like Buffett without Berkshire https://t.co/0haQDx8gFb
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⁠Finding Compounders
Buffett’s gold tactics https://t.co/mNbwtzTJWm
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⁠Investing visuals
$META: everything you need to know at a glance👇 https://t.co/XcWYRBHby4
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⁠Finding Compounders
Interesting story of the phone call between Steve Jobs and Warren Buffett

Sourced from my free newsletter.
Link is in my bio https://t.co/61TdSuV6cR
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⁠The Kobeissi Letter
Given the recent sell-off in Treasuries, who effectively owns US public debt?

The largest holders of Treasuries are foreigners who own $8.5 trillion, or 33% of the total.

Japan is the top foreign owner of $1.08 trillion of US government bonds.

China is the second-largest holder and owns ~$760 billion.

31%, or $8.0 trillion is held by the financial sector including banks, mutual funds, and hedge funds.

The government and households own 24% and 11% of the Treasury market, respectively.

Foreign holdings of US Treasuries are huge.
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⁠Finding Compounders
Sayings of Chairman Buffett https://t.co/mlzLDcXIvs
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⁠App Economy Insights
📊 This Week in Visuals:

⚙️ TSMC $TSM
🔬 ASML $ASML
💼 UnitedHealth $UNH
💊 Johnson & Johnson $JNJ
💳 American Express $AXP
🏦 Charles Schwab $SCHW
🛩️ United Airlines $UAL
https://t.co/ruiqVVvOyw
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⁠Finding Compounders
Charlie Munger’s answer when asked on when to sell .

Investors need to adopt this kind of thinking

“Find Costco’s, not good exits” https://t.co/W4SWTxQevU
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