⁠Hidden Value Gems
interesting piece on $CSU.TO by @_inpractise

"This month, from multiple separate credible sources, we've been told that over ~250 new software acquirers have been started over the last ~2 years globally. Although the majority of these have yet to acquire more than one company, the continued increase in competition led us to revisit Constellation’s moat."
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⁠Alvin
For its debut in Indonesia, Honor seems to be much more well-prepared.

✅ Better after-sales service
✅ Brand positioning: Mid-Premium
✅ Initial launch: 3 phones, 2 tablets, 2 wearables, & 1 laptop

They are so confident about this relaunch to the point that they are launching 8 devices at the same time.
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⁠Finding Compounders
Ever heard of Bernard Baruch ?

Me neither, till I read this article.

It's a must read, on a great investor https://t.co/keRjsOOmnl
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⁠Mads Capital
gm https://t.co/hPyK5zQbsp
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⁠Mads Capital
American big tech is innovative and all with the AI stuff
But have you thought about European banks? https://t.co/6wC4GKyL1J
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⁠Mads Capital
a company designing graphics cards will decide the fate of the universe today https://t.co/nbdSlxq4Q2
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⁠Mads Capital
https://t.co/y1pCDtPhLa

Someone find me one Wikipedia page where virtually every fact or quote is a complete fabrication. - Joe Weisenthal
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⁠Mads Capital
https://t.co/z7bSEf92FF

1) We are short AppLovin $APP, an AdTech platform for mobile games. Having peaked at $173 billion in market cap, we believe AppLovin could go down as the single largest stock promotion unraveling since at least the GFC. Our full report is now available on our website, https://t.co/RE8Wi3tuti - Culper
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