⁠The Kobeissi Letter
BREAKING: Bitcoin losses accelerate leading to the first drop below $80,000 in 3.5 months. https://t.co/CJb5974gPL
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⁠The Kobeissi Letter
RT @KobeissiLetter: Crypto markets in trade wars:

Since trade war worries began on January 20th, crypto markets have erased -$800 BILLION.

For 10+ years, Bitcoin was viewed as a decentralized HEDGE against uncertainty, but something changed.

Why is crypto falling? Let us explain.

(a thread) https://t.co/NQiRiD5Be5
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchases

The CEO, CFO, and 2 Directors of $OSUR have all reported purchases of the company's stock, ~$600k in total.

These are the first insider purchases at the medical device company in almost two years, and there have been no recent sales.
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⁠Alvin
So, I just bought the Xiaomi 15 Ultra in the Black-Silver colourway (China unit)!

This is an unplanned purchase cause I wanted to wait for the local Indonesian version to arrive, but I just couldn't wait.

Besides, the Chinese unit is *usually* better than the global unit in some ways.
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⁠Capital Employed
49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/bB7QQFBa3n https://t.co/XWENmYa03c
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⁠Finding Compounders
Startups innate advantage

Mark Zuckerberg explains why startups often beat big companies https://t.co/wMJznx5JqA - Finding Compounders
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⁠Investing visuals
We’re still in the early days of AI, and the best is yet to come.

Infra is still being built, early adopters are creating fundamental apps like ChatGPT, and many businesses are just starting to experiment with AI.

The real magic happens in Phases 3 & 4✨ https://t.co/Gsek2bGGEr
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⁠Mads
gm https://t.co/o2yt6eim5Y
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⁠Mads
The Juice traded $TMDX yesterday like a master too
DEAD SERIOUS 🐐 https://t.co/9GjymI1HKC

The Juice having one of his better day trading hedges
Just a master at his craft, might never be down again https://t.co/aBPMjKTm6l - Mads
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⁠Dimitry Nakhla | Babylon Capital®
5 Quality Stocks Trading <10-year mean p/e | down -15% from high | 5-year eps cagr | ltm roic 💵

👾 synopsis $snps
•ntm p/e: 28.87x
•mean p/e: 29.84x
•% down: -27%
•eps cagr: 24%
•ltm roic: 13%

🖱️ google $goog $googl
•ntm p/e: 18.94x
•mean p/e: 23.70x
•% down: -18%
•eps cagr: 25%
•ltm roic: 32%

☀️ asml holding $asml
•ntm p/e: 27.81x
•mean p/e: 31.09x
•% down: -36%
•eps cagr: 26%
•ltm roic: 40%

🧬 novo nordisk $nvo
•ntm p/e: 23.37x
•mean p/e: 25.26x
•% down: -38%
•eps cagr: 23%
•ltm roic: 56%

🏢 nvr inc $nvr
•ntm p/e: 14.26x
•mean p/e: 15.31x
•% down: -28%
•eps cagr: 18%
•ltm roic: 41%
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