⁠Finding Compounders
Checklist for Assessing Value Creation https://t.co/ttX6EumfUn
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⁠soken
RT @btc_charlie: GM https://t.co/0IhjGW45Gn
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⁠Finding Compounders
Seth Klarman: Why Most Investment Managers Have it Backwards https://t.co/7O1Jqb5Z3M
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⁠Hidden Value Gems
Seems like ‘buy the dip’ strategy has worked so far. Even though traditionally retail activity was seen as a contrarian indicator.

Interesting how it will continue 🤔 https://t.co/4QJntM81wT
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⁠Dimitry Nakhla | Babylon Capital®
RT @TacticzH: @DimitryNakhla Damn your account/profile is high quality.

Great research and insights.
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⁠The Kobeissi Letter
BREAKING: President Trump would consider it a victory if the US has 50% tariffs one year from now.

It seems like 100%+ tariffs are set to be reduced, but Trump plans to have some form of long-term tariffs.
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⁠The Kobeissi Letter
BREAKING: China says it is NOT having any talks with the US and that the US should "stop creating confusion."

For the last 3 days, President Trump has said multiple times that there are ongoing daily negotiations with China.

Who's lying here?
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