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$PLTR shareholders after being down 30% in 2025 but up 400% in 2024 https://t.co/rhX9dojtK2
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$PLTR shareholders after being down 30% in 2025 but up 400% in 2024 https://t.co/rhX9dojtK2
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Mads
"sacré bleu, that guy is so retarded" https://t.co/WEJ5JBRRxF
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"sacré bleu, that guy is so retarded" https://t.co/WEJ5JBRRxF
FRANCE'S MACRON: I LEFT WASHINGTON WITH VERY LITTLE HOPE ON PROGRESS REGARDING TARIFFS tweet
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The Kobeissi Letter
This is incredible:
US consumer spending on healthcare and government expenditures accounted for over 50% of US GDP growth in Q3 2024.
Consumer spending on healthcare services alone accounted for 25% of GDP growth in Q3 2024.
Government spending accounted for 28%, a combined total of ~53%.
The majority US economic growth now comes from healthcare and the government through taxes and debt.
Since January 2023, the government has created more jobs than the tech, finance, construction, and manufacturing sectors COMBINED.
What happens if @DOGE cuts these jobs?
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This is incredible:
US consumer spending on healthcare and government expenditures accounted for over 50% of US GDP growth in Q3 2024.
Consumer spending on healthcare services alone accounted for 25% of GDP growth in Q3 2024.
Government spending accounted for 28%, a combined total of ~53%.
The majority US economic growth now comes from healthcare and the government through taxes and debt.
Since January 2023, the government has created more jobs than the tech, finance, construction, and manufacturing sectors COMBINED.
What happens if @DOGE cuts these jobs?
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The Investing for Beginners Podcast
"Capital Returns" offers key insights into capital allocation's impact on investments. Here are top 5 takeaways from the book:
1. Capital Cycle Dynamics
2. Management Incentives' Influence
3. Behavioral Factors' Role
4. Contrarian Opportunities
5. Learn from Real Case Studies https://t.co/HJanJflW4s
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"Capital Returns" offers key insights into capital allocation's impact on investments. Here are top 5 takeaways from the book:
1. Capital Cycle Dynamics
2. Management Incentives' Influence
3. Behavioral Factors' Role
4. Contrarian Opportunities
5. Learn from Real Case Studies https://t.co/HJanJflW4s
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Quiver Quantitative
JUST IN: Representative Rashida Tlaib has introduced a bill to ban politicians from owning defense stocks.
She said:
"Every time my colleagues in Congress vote to pass more funding to bomb people, they benefit financially." https://t.co/QEbe9SIc1e
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JUST IN: Representative Rashida Tlaib has introduced a bill to ban politicians from owning defense stocks.
She said:
"Every time my colleagues in Congress vote to pass more funding to bomb people, they benefit financially." https://t.co/QEbe9SIc1e
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The Kobeissi Letter
BREAKING: Microsoft, $MSFT, announces that they will be officially shutting down Skype.
Skype launched 21 years ago. https://t.co/WQ74LLmHfa
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BREAKING: Microsoft, $MSFT, announces that they will be officially shutting down Skype.
Skype launched 21 years ago. https://t.co/WQ74LLmHfa
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Investing visuals
$AMD is now down 🔻52% over the past year. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹 Free cash flow grew +350% Y/Y
🔹 Overall revenue is up 24% Y/Y
A thriving business with a beaten down stock, I like it👌 https://t.co/u4N9ona7Xb
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$AMD is now down 🔻52% over the past year. 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
A thriving business with a beaten down stock, I like it👌 https://t.co/u4N9ona7Xb
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The Kobeissi Letter
Investors are pulling out of crypto at a record pace:
Crypto funds posted a record $2.6 BILLION outflow in the week ending Wednesday.
This is ~$500 million above the previous record set at the end of the last year.
On Tuesday alone, #Bitcoin ETFs posted a record one-day withdrawal of $1.0 billion.
As a result, the 4-week moving average of crypto fund flows turned negative for just the 4th time in 14 months.
Meanwhile, Bitcoin prices are down ~21% in February, on track for their worst month since June 2022.
Is a new bear market beginning?
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Investors are pulling out of crypto at a record pace:
Crypto funds posted a record $2.6 BILLION outflow in the week ending Wednesday.
This is ~$500 million above the previous record set at the end of the last year.
On Tuesday alone, #Bitcoin ETFs posted a record one-day withdrawal of $1.0 billion.
As a result, the 4-week moving average of crypto fund flows turned negative for just the 4th time in 14 months.
Meanwhile, Bitcoin prices are down ~21% in February, on track for their worst month since June 2022.
Is a new bear market beginning?
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Stock Analysis Compilation
Baron Opportunity Fund on CyberArk Software Ltd. $CYBR US
Thesis: CyberArk Software Ltd. is a market leader in privileged access management (PAM) and a comprehensive identity security solution, positioned for significant organic growth and enhanced cash flow following its acquisition of Venafi.
(Extract from their Q4 letter)
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Baron Opportunity Fund on CyberArk Software Ltd. $CYBR US
Thesis: CyberArk Software Ltd. is a market leader in privileged access management (PAM) and a comprehensive identity security solution, positioned for significant organic growth and enhanced cash flow following its acquisition of Venafi.
(Extract from their Q4 letter)
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