⁠Finding Compounders
“Once the holding period extends into the 10 year and 20 year range, returns are mostly entirely explained by fundamentals. In the long term fundamental matter”

Source: Seilern Asset Management https://t.co/hKji2B7enP
tweet

⁠Finding Compounders
Why Walter Schloss is Such a Great Investor https://t.co/s4IRqwD8EE
tweet

⁠The Kobeissi Letter
Key Events This Week:

1. CB Consumer Confidence data - Tuesday

2. March JOLTs Job data - Tuesday

3. US Q1 2025 GDP data - Wednesday

4. March PCE Inflation data - Wednesday

5. April Jobs Report - Friday

6. ~25% of S&P 500 companies report earnings

We have a very busy week ahead.
tweet

⁠soken
the last thing you see before altseason https://t.co/7U43Y7qHUD
tweet

⁠Finding Compounders
Why Most Investors are Mostly Wrong Most of the Time https://t.co/wjVIN3cK3J
tweet

⁠The Kobeissi Letter
BREAKING: China’s Huawei has developed a new AI chip seeking to match Nvidia, $NVDA, per WSJ.

This comes just weeks after the U.S. restricted Nvidia’s H20 chip sales to China.
tweet

⁠Finding Compounders
RT @gainify_io: Surprisingly $TSM quietly checks all the "DIVIDEND STOCK" boxes:
- 30% payout
- 15% dividend growth last 3 years
- 2%+ yield

Oh, and $TSM is expected to grow revenue 20%+ over the next 3 years

Yeah... just your average boring dividend payer 😏 https://t.co/OD6U17qUNn
tweet

⁠The Kobeissi Letter
BREAKING: U.S. Treasury Secretary Bessent says trade talks are progressing positively, particularly with Asia.

This marks the third Sunday in a row with similar statements.
tweet

⁠The Kobeissi Letter
BREAKING: President Trump says tariff money will be used to reduce or completely eliminate income taxes, with a focus on those who make less than $200,000 per year. https://t.co/SHwfbH3yVu
tweet

⁠Finding Compounders
Interesting story on Jeff Bezos https://t.co/QZyDUfZ1EW
tweet