Offshore
Photo
Finding Compounders
Jeff Bezos lays down Amazon’s fundamental management and decision making approach in his 1997 shareholder letter : https://t.co/lpmCbtGbEK
tweet
Jeff Bezos lays down Amazon’s fundamental management and decision making approach in his 1997 shareholder letter : https://t.co/lpmCbtGbEK
tweet
Offshore
Photo
Finding Compounders
The Berkshire Empire
( a little outdated - but still) https://t.co/eRnCjhK3kq
tweet
The Berkshire Empire
( a little outdated - but still) https://t.co/eRnCjhK3kq
tweet
Offshore
Photo
Finding Compounders
80% of volatility is diversified in the first 8 stocks
Source: Dorsey Asset Management https://t.co/cazgCpCgTO
tweet
80% of volatility is diversified in the first 8 stocks
Source: Dorsey Asset Management https://t.co/cazgCpCgTO
tweet
The Kobeissi Letter
BREAKING: Spain's government convenes a "crisis meeting" as the nation-wide power outage persists.
tweet
BREAKING: Spain's government convenes a "crisis meeting" as the nation-wide power outage persists.
BREAKING: Spain and Portugal have been hit by massive blackouts, knocking out electricity across both countries entirely.
Internet and mobile service are reportedly down as well. tweet
twitter.com
undefined
undefined
Offshore
Photo
Investing visuals
$AMD is down 🔻48% since its peak. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹Free cash flow grew +350% Y/Y
🔹Overall revenue is up 24% Y/Y
🔹Well positioned for massive demand in inference https://t.co/tOYDvM1rIG
tweet
$AMD is down 🔻48% since its peak. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹Free cash flow grew +350% Y/Y
🔹Overall revenue is up 24% Y/Y
🔹Well positioned for massive demand in inference https://t.co/tOYDvM1rIG
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: Senator Josh Hawley is reintroducing the "PELOSI Act".
It would ban members of Congress and their spouses from trading stock. https://t.co/XxZIsIAOpr
tweet
JUST IN: Senator Josh Hawley is reintroducing the "PELOSI Act".
It would ban members of Congress and their spouses from trading stock. https://t.co/XxZIsIAOpr
tweet
Offshore
Photo
Investing visuals
Both $V and $MA report earnings this week. Who's your favorite? https://t.co/EZDQ0diu1p
tweet
Both $V and $MA report earnings this week. Who's your favorite? https://t.co/EZDQ0diu1p
tweet
Offshore
Photo
Quiver Quantitative
Senator Mark Kelly just said:
"Which members of Congress and Administration officials are getting rich off stock trades while their constituents watch their 401Ks suffer?
I don't trade stocks and neither should they. It’s time to ban it." https://t.co/Ej498L7THd
tweet
Senator Mark Kelly just said:
"Which members of Congress and Administration officials are getting rich off stock trades while their constituents watch their 401Ks suffer?
I don't trade stocks and neither should they. It’s time to ban it." https://t.co/Ej498L7THd
tweet
AkhenOsiris
$DKNG $FLUT $GENI $SRAD
tweet
$DKNG $FLUT $GENI $SRAD
- 1Q Net Revenue up +34% YoY with strong growth across both iGaming (+27%) and Online Sports (+68%)
- Positive 1Q EBITDA and underlying trends reaffirm confidence that FY 2025 will be EBITDA positive
BetMGM 1Q 2025 Business Update
prnewswire.com/news-releases… - Alfonso Straffon 🇨🇷🇺🇸🇲🇽tweet
Offshore
Video
The All-In Podcast
Megyn Kelly on the Next Batch of Politicians: "These are Congressional Kardashians" 💣
At last year's All-In Summit, @megynkelly brought the 🔥:
@chamath:
"Give us a state of politicians, post this current batch."
"What is the same? What's different?"
@megynkelly:
"I don't feel very optimistic."
@chamath:
"Okay. Is it getting worse? "
@megynkelly:
"Yeah, it's getting worse because of Instagram and AOC. That kind of person."
"Yes, her specifically, but not just her."
"These are Congressional Kardashians."
"Can I tell you something? My experience in the news business dealing with politicians leads me to believe that the people in this room, and on this stage over your two day conference, are the people we need to be looking to for our future leaders, and ideas, and to save the country."
"It's not Washington, DC."
tweet
Megyn Kelly on the Next Batch of Politicians: "These are Congressional Kardashians" 💣
At last year's All-In Summit, @megynkelly brought the 🔥:
@chamath:
"Give us a state of politicians, post this current batch."
"What is the same? What's different?"
@megynkelly:
"I don't feel very optimistic."
@chamath:
"Okay. Is it getting worse? "
@megynkelly:
"Yeah, it's getting worse because of Instagram and AOC. That kind of person."
"Yes, her specifically, but not just her."
"These are Congressional Kardashians."
"Can I tell you something? My experience in the news business dealing with politicians leads me to believe that the people in this room, and on this stage over your two day conference, are the people we need to be looking to for our future leaders, and ideas, and to save the country."
"It's not Washington, DC."
tweet