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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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Hidden Value Gems
RT @HiddenValueGems: “Marginal companies, cheap as hell in 1929, did not outperform the Coca-Cola's who were brutally expensive. The Coca-Cola's went down 75%, but the very cheap stocks, the number 7, 8, 9 automobile companies and so on, they all went out of business, and the ones that survived went down 96%. And when you're starting from 4 out of 100, to go back and catch up the Coca-Cola's who are still at 30, you have to go up 6 or 7 times just to get back in the game.
The 30s was a pretty good ultimate reminder that things are cheap, usually for a pretty good reason, so you have to tread carefully. If you're going to play the cheap game, you've got to make sure it is armor-plated with as much quality as you can get into it.”
- Jeremy Grantham
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RT @HiddenValueGems: “Marginal companies, cheap as hell in 1929, did not outperform the Coca-Cola's who were brutally expensive. The Coca-Cola's went down 75%, but the very cheap stocks, the number 7, 8, 9 automobile companies and so on, they all went out of business, and the ones that survived went down 96%. And when you're starting from 4 out of 100, to go back and catch up the Coca-Cola's who are still at 30, you have to go up 6 or 7 times just to get back in the game.
The 30s was a pretty good ultimate reminder that things are cheap, usually for a pretty good reason, so you have to tread carefully. If you're going to play the cheap game, you've got to make sure it is armor-plated with as much quality as you can get into it.”
- Jeremy Grantham
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Investing visuals
David vs. Goliath: an overview of how $UBER and $GRAB stack up against each other👇 https://t.co/XBNWsGTGrg
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David vs. Goliath: an overview of how $UBER and $GRAB stack up against each other👇 https://t.co/XBNWsGTGrg
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Dimitry Nakhla | Babylon Capital®
1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
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1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
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