⁠Finding Compounders
Pretty excited about this episode

Time for some coffee and a good listen (@FoundersPodcast ) https://t.co/jAgD5ffldG
tweet

⁠Finding Compounders
Graph visualizing Total Shareholder Return.

Source : McKinsey Valuation https://t.co/vkW7pie1z8
tweet

⁠The Kobeissi Letter
BREAKING: Foreign investors pulled ~$5 billion out of US corporate bond funds over the last 2 weeks, the most since April 2020.

As a result, the 4-week moving average jumped to ~$1.2 billion, the highest since the 2020 pandemic.

During this time, the high-yield corporate bond ETF, $HYG, and the investment-grade corporate bond ETF, $LQD, have fallen by -1.2% and -0.9%, respectively.

Meanwhile, high-yield corporate bond spreads have risen 1.5 percentage points over the last 2 months, to 4.16%, near the highest in 2 years.

However, foreign investors still own ~$4.4 trillion, or 27%, of the total US corporate bond market, according to BofA.

Will foreigners continue dumping US assets?
tweet

⁠The Kobeissi Letter
BREAKING: US stock market indices extend gains to over +2% on the day. https://t.co/Sai8EQeJyA
tweet

⁠Finding Compounders
Analyzing the cash flow statement https://t.co/rXi75o6IlO
tweet

⁠Quiver Quantitative
Nancy Pelosi has made $2.5M in the stock market today, per our estimates.

Track live on Quiver: https://t.co/e3SG9sdDN6
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 1/11 $EFX has been going through a silent business transformation

Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027

Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
tweet

⁠The Kobeissi Letter
BREAKING: US Treasury Secretary Bessent says the tariff standoff with China is unsustainable and he expects de-escalation, per Bloomberg.

The Dow has extended its gain to +1,000 points on the day.
tweet

⁠Hidden Value Gems
Norges crossed 3% in $WOSG.L https://t.co/lKcEhQpXoy
tweet