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The Kobeissi Letter
BREAKING: U.S. Defense Secretary Pete Hegseth warns of potential military action in Mexico if the country fails to meet President Trump's border demands, per WSJ. https://t.co/yERBAxbp3P
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BREAKING: U.S. Defense Secretary Pete Hegseth warns of potential military action in Mexico if the country fails to meet President Trump's border demands, per WSJ. https://t.co/yERBAxbp3P
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Stock Analysis Compilation
Artisan US Small Cap Growth Strategy on Parsons Corporation $PSN US
Thesis: Parsons Corporation is a leading disruptive technology provider well-positioned to benefit from increasing defense and infrastructure spending despite recent market uncertainties.
(Extract from their Q4 letter)
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Artisan US Small Cap Growth Strategy on Parsons Corporation $PSN US
Thesis: Parsons Corporation is a leading disruptive technology provider well-positioned to benefit from increasing defense and infrastructure spending despite recent market uncertainties.
(Extract from their Q4 letter)
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Alvin
I already know the pricing of the entire Xiaomi 15 Series in Indonesia, and I'm 100% sure you guys are going to love it. 😌
Yes, both the Xiaomi 15 and 15 Ultra.
Samsung should really be afraid this time, lol. https://t.co/sdHmpv5joq
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I already know the pricing of the entire Xiaomi 15 Series in Indonesia, and I'm 100% sure you guys are going to love it. 😌
Yes, both the Xiaomi 15 and 15 Ultra.
Samsung should really be afraid this time, lol. https://t.co/sdHmpv5joq
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The Kobeissi Letter
BREAKING: Ukrainian President Zelenskyy says he would not go back to the White House, even if he could. https://t.co/4POqobDrNI
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BREAKING: Ukrainian President Zelenskyy says he would not go back to the White House, even if he could. https://t.co/4POqobDrNI
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App Economy Insights
RT @EconomyApp: $NVDA Jensen Huang says AI is just getting started.
What we learned from NVIDIA's Q4 FY25:
💰 Blackwell: $11B, fastest ramp ever.
🧠 AI reasoning: Requires 100x more compute.
🦾 Enterprise AI: Poised to outgrow hyperscalers.
📊 Full breakdown 👇
https://t.co/hKsR1yLdbj
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RT @EconomyApp: $NVDA Jensen Huang says AI is just getting started.
What we learned from NVIDIA's Q4 FY25:
💰 Blackwell: $11B, fastest ramp ever.
🧠 AI reasoning: Requires 100x more compute.
🦾 Enterprise AI: Poised to outgrow hyperscalers.
📊 Full breakdown 👇
https://t.co/hKsR1yLdbj
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Capital Employed
RT @capitalemployed: 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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RT @capitalemployed: 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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The All-In Podcast
e217: the three amigos!
epstein files flop, celebrity jeopardy recap, autonomous robots, state of the economy, gold card + more!
(0:00) bestie intros
(1:41) epstein files first release underwhelms
(4:40) friedberg recaps his experience on celebrity jeopardy!
(14:22) state of autonomous robots
(21:06) comparing annual reports from stripe and adyen; stripe's network effects, stablecoin infra, and the pace of ai company building
(29:12) state of the market: stocks, tariffs, spending bill, the "great reset"
(49:07) trump's gold card
(56:19) sophisticated investor test, changing accreditation laws
(1:06:57) usps, bezos refocuses the wapo's opinion page
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e217: the three amigos!
epstein files flop, celebrity jeopardy recap, autonomous robots, state of the economy, gold card + more!
(0:00) bestie intros
(1:41) epstein files first release underwhelms
(4:40) friedberg recaps his experience on celebrity jeopardy!
(14:22) state of autonomous robots
(21:06) comparing annual reports from stripe and adyen; stripe's network effects, stablecoin infra, and the pace of ai company building
(29:12) state of the market: stocks, tariffs, spending bill, the "great reset"
(49:07) trump's gold card
(56:19) sophisticated investor test, changing accreditation laws
(1:06:57) usps, bezos refocuses the wapo's opinion page
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The All-In Podcast
Friedberg: DC Elites Must Take DOGE More Seriously
@friedberg on E217:
"You hear @elonmusk talking to all the members of the cabinet and he's pretty clear cut, like, 'Hey, we've got to save this government, it's in a debt spiral, we have to fix this problem.'"
"And then it's sort of like business as usual."
"When we were in DC, that was exactly my observation for every senator, representative, member of Congress that we met with or that I talked to at a cocktail party, it was the same bulls**t."
"It was like, 'I got to get this for my people.'"
"And we've turned this Federated Republic into a whole bunch of elected representatives showing up in DC, scrambling and grabbing money for their constituents."
"And it's a really unfortunate circumstance that no one looks out for the better interest of the US dollar over time and says, 'You know what, we've actually got a limitation on us, and that limitation should be less than 3% deficit to GDP. That's our budget. That's our max budget.' And start from there, and then do a buildup."
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Friedberg: DC Elites Must Take DOGE More Seriously
@friedberg on E217:
"You hear @elonmusk talking to all the members of the cabinet and he's pretty clear cut, like, 'Hey, we've got to save this government, it's in a debt spiral, we have to fix this problem.'"
"And then it's sort of like business as usual."
"When we were in DC, that was exactly my observation for every senator, representative, member of Congress that we met with or that I talked to at a cocktail party, it was the same bulls**t."
"It was like, 'I got to get this for my people.'"
"And we've turned this Federated Republic into a whole bunch of elected representatives showing up in DC, scrambling and grabbing money for their constituents."
"And it's a really unfortunate circumstance that no one looks out for the better interest of the US dollar over time and says, 'You know what, we've actually got a limitation on us, and that limitation should be less than 3% deficit to GDP. That's our budget. That's our max budget.' And start from there, and then do a buildup."
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Finding Compounders
Here is GEIC0’s income statement over 5 years(1980-1985) .
Would it have got you interested? https://t.co/D6Xz5B90VG
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Here is GEIC0’s income statement over 5 years(1980-1985) .
Would it have got you interested? https://t.co/D6Xz5B90VG
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Hidden Value Gems
I always find it insightful to see what other top value investors are doing. Some interesting names here 👇
h/t @gurufocus
#stocks #StockMarket #investing https://t.co/gKmgn3Ze1X
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I always find it insightful to see what other top value investors are doing. Some interesting names here 👇
h/t @gurufocus
#stocks #StockMarket #investing https://t.co/gKmgn3Ze1X
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