Hidden Value Gems
So the feeling was right. Sad day but I think there is much more to come for #BRK.
Munger was the architect, Buffett put everything together, but Abel can drive individual businesses and find some synergies between them.
Being one of the largest energy producers in the US at a time of major changes in demand is a great position.
And who knows for how long Warren will “hang around”. He has set so many records already, there may be more 🤞🙏
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So the feeling was right. Sad day but I think there is much more to come for #BRK.
Munger was the architect, Buffett put everything together, but Abel can drive individual businesses and find some synergies between them.
Being one of the largest energy producers in the US at a time of major changes in demand is a great position.
And who knows for how long Warren will “hang around”. He has set so many records already, there may be more 🤞🙏
Buffett's latest letter reads a bit like a farewell, which is quite sad...hopefully, it is just my feeling and we have another decade or more of his great letters and annual meetings in Omaha!
#BRK #WarrenBuffett tweet
twitter.com
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Wall St Engine
RT @wallstengine: If you support this account, go ahead and like ♥️ this post. I’m committed to sharing quality and accurate information and will always do my best to avoid spreading anything misleading or false.
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RT @wallstengine: If you support this account, go ahead and like ♥️ this post. I’m committed to sharing quality and accurate information and will always do my best to avoid spreading anything misleading or false.
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Offshore
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Investing visuals
Both $PLTR and $HIMS will report Q1 tomorrow. Get ready for some fireworks! 🎇 https://t.co/MH5TLdFDca
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Both $PLTR and $HIMS will report Q1 tomorrow. Get ready for some fireworks! 🎇 https://t.co/MH5TLdFDca
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The All-In Podcast
🚨🇺🇸 all-in takes DC is back!
@friedberg is joined by secretary of agriculture @SecRollins
-- reforming the usda
-- massive impact of food stamps on the usda budget
-- the trump admin's outsider advantage
-- state of farming in 2025: labor, innovation, expanding markets
-- working with doge
++ much more
(0:00) friedberg welcomes secretary rollins!
(1:32) how she ended up in trump's two administrations, history of the usda
(16:56) trump's first 100 days, what needs to be reformed in the usda
(21:31) snap's massive impact on usda budget: soda, obesity, health challenges; how being dc outsiders helps the trump administration
(30:48) how she reconciles running a department with a lot of government intervention after coming from a free market background
(34:33) state of us farming in 2025, labor costs, opening up new markets, and more
(42:11) working with doge, farm bill negotiation, stance on agricultural innovation
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🚨🇺🇸 all-in takes DC is back!
@friedberg is joined by secretary of agriculture @SecRollins
-- reforming the usda
-- massive impact of food stamps on the usda budget
-- the trump admin's outsider advantage
-- state of farming in 2025: labor, innovation, expanding markets
-- working with doge
++ much more
(0:00) friedberg welcomes secretary rollins!
(1:32) how she ended up in trump's two administrations, history of the usda
(16:56) trump's first 100 days, what needs to be reformed in the usda
(21:31) snap's massive impact on usda budget: soda, obesity, health challenges; how being dc outsiders helps the trump administration
(30:48) how she reconciles running a department with a lot of government intervention after coming from a free market background
(34:33) state of us farming in 2025, labor costs, opening up new markets, and more
(42:11) working with doge, farm bill negotiation, stance on agricultural innovation
tweet
twitter.com
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Offshore
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Investing visuals
Thank you for donating and supporting my work @kdraghi1 🙏
Contributions like this make it possible for me to keep most of my work free and accessible for everyone. https://t.co/rlLlN6ZCET
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Thank you for donating and supporting my work @kdraghi1 🙏
Contributions like this make it possible for me to keep most of my work free and accessible for everyone. https://t.co/rlLlN6ZCET
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Offshore
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App Economy Insights
$AMZN AWS drives Amazon’s margins.
In Q1 FY25:
• 19% of revenue.
• 63% of its operating profit. https://t.co/4ZMFPlIEYi
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$AMZN AWS drives Amazon’s margins.
In Q1 FY25:
• 19% of revenue.
• 63% of its operating profit. https://t.co/4ZMFPlIEYi
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Mastercard $MA Reports a Strong Q1 🎯
✅ Rev: $7.25B vs $7.11B (est) | +14% YoY
✅ EPS: $3.73 vs $3.57 (est) | +13% YoY
$2.5B worth of shares repurchased through Q1 25’ | $11.8B remaining under approved share repurchase programs 💵 https://t.co/zpXW50GWFV
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RT @DimitryNakhla: Mastercard $MA Reports a Strong Q1 🎯
✅ Rev: $7.25B vs $7.11B (est) | +14% YoY
✅ EPS: $3.73 vs $3.57 (est) | +13% YoY
$2.5B worth of shares repurchased through Q1 25’ | $11.8B remaining under approved share repurchase programs 💵 https://t.co/zpXW50GWFV
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Offshore
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Wall St Engine
TRUMP PLANS 100% TARIFF ON ALL MOVIES PRODUCED IN FOREIGN LAND https://t.co/CRfJ2T8nTK
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TRUMP PLANS 100% TARIFF ON ALL MOVIES PRODUCED IN FOREIGN LAND https://t.co/CRfJ2T8nTK
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Wall St Engine
Today's Key Events (All EST) — 05/05/2025
09:45: US S&P Services PMI Final
10:00: US ISM Services PMI
13:00: US 3-Year Note Auction
Before Open 👇
06:00: CNA Financial $CNA
06:00: Henry Schein $HSIC
06:30: Zimmer Biomet $ZBH
06:30: Freshpet $FRPT
06:30: Recursion $RXRX
06:45: Foot Locker $FL
06:55: BioNTech $BNTX
07:00: TG Therapeutics $TGTX
07:30: Cummins $CMI
07:30: Tyson Foods $TSN
07:30: ON Semiconductor $ON
After Hours 👇
16:00: Vertex Pharmaceuticals $VRTX
16:00: Diamondback Energy $FANG
16:05: Palantir $PLTR
16:05: Hims & Hers Health $HIMS
16:05: Ford $F
16:05: Realty Income $O
16:05: Vimeo $VMEO
16:05: Navitas Semiconductor $NVTS
16:10: Clorox $CLX
16:15: Williams Companies $WMB
17:00: BellRing Brands $BRBR
17:00: Contura Energy $CTRA
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Today's Key Events (All EST) — 05/05/2025
09:45: US S&P Services PMI Final
10:00: US ISM Services PMI
13:00: US 3-Year Note Auction
Before Open 👇
06:00: CNA Financial $CNA
06:00: Henry Schein $HSIC
06:30: Zimmer Biomet $ZBH
06:30: Freshpet $FRPT
06:30: Recursion $RXRX
06:45: Foot Locker $FL
06:55: BioNTech $BNTX
07:00: TG Therapeutics $TGTX
07:30: Cummins $CMI
07:30: Tyson Foods $TSN
07:30: ON Semiconductor $ON
After Hours 👇
16:00: Vertex Pharmaceuticals $VRTX
16:00: Diamondback Energy $FANG
16:05: Palantir $PLTR
16:05: Hims & Hers Health $HIMS
16:05: Ford $F
16:05: Realty Income $O
16:05: Vimeo $VMEO
16:05: Navitas Semiconductor $NVTS
16:10: Clorox $CLX
16:15: Williams Companies $WMB
17:00: BellRing Brands $BRBR
17:00: Contura Energy $CTRA
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