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Stock Analysis Compilation
Artisan Value Income Strategy on Wells Fargo $WFC US
Thesis: Wells Fargo is poised for long-term growth and improved profitability as it works to lift a $1.95 trillion asset cap imposed by the Federal Reserve while enhancing accountability and operational efficiency under CEO Charlie Scharf.
(Extract from their Q4 letter)
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Artisan Value Income Strategy on Wells Fargo $WFC US
Thesis: Wells Fargo is poised for long-term growth and improved profitability as it works to lift a $1.95 trillion asset cap imposed by the Federal Reserve while enhancing accountability and operational efficiency under CEO Charlie Scharf.
(Extract from their Q4 letter)
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Investing visuals
Life goals: being able to buy a share of my favorite company with my X payout🧐
Quicks maths: $17.59 for 1,3 Mln impressions is $0.0000135 per impression.
Oh well…🤷♂️ https://t.co/FfETuizRCR
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Life goals: being able to buy a share of my favorite company with my X payout🧐
Quicks maths: $17.59 for 1,3 Mln impressions is $0.0000135 per impression.
Oh well…🤷♂️ https://t.co/FfETuizRCR
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Alvin
RT @sondesix: 2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.
Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.
On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.
I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.
Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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RT @sondesix: 2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.
Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.
On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.
I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.
Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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Alvin
The painful process of transferring data from a phone you're about to sell to another phone.... 🙂 https://t.co/m260iZMcGI
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The painful process of transferring data from a phone you're about to sell to another phone.... 🙂 https://t.co/m260iZMcGI
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Stock Analysis Compilation
Diamons Hill Small Cap Fund on Mesa Laboratories $MLAB US
Thesis: Mesa Laboratories is a diversified life sciences company strategically positioned for growth through organic development and acquisitions under CEO Gary Owns, enhancing its value in high-growth market segments.
(Extract from their Q4 letter)
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Diamons Hill Small Cap Fund on Mesa Laboratories $MLAB US
Thesis: Mesa Laboratories is a diversified life sciences company strategically positioned for growth through organic development and acquisitions under CEO Gary Owns, enhancing its value in high-growth market segments.
(Extract from their Q4 letter)
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Alvin
The upcoming OPPO Find X8 Ultra inside an anti-leak case is spotted by someone at an event in China.
✅️ Quad Camera System
✅️ Large Sensor for All Lenses
✅️ Dual Periscope Lenses https://t.co/q9BsGedZ24
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The upcoming OPPO Find X8 Ultra inside an anti-leak case is spotted by someone at an event in China.
✅️ Quad Camera System
✅️ Large Sensor for All Lenses
✅️ Dual Periscope Lenses https://t.co/q9BsGedZ24
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Alvin
OPPO Find X8 Ultra
✅️ Flat edges
✅️ Flat screen
✅️ Ultra-thin symmetrical bezels
It is one of those rare Chinese flagship phones with a flat display. https://t.co/6f1YpvSpRK
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OPPO Find X8 Ultra
✅️ Flat edges
✅️ Flat screen
✅️ Ultra-thin symmetrical bezels
It is one of those rare Chinese flagship phones with a flat display. https://t.co/6f1YpvSpRK
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The Kobeissi Letter
How bad has the US debt crisis become?
US net interest payments as a percentage of federal revenue reached a whopping 18.7% in January, the highest since the 1990s.
This is just 20 basis points below the all-time high of 18.9% posted in 1992.
Furthermore, this share has DOUBLED in just 18 months as interest costs have skyrocketed.
Interest expense hit a record $1.2 trillion over the last 12 months and is the second-largest government outlay after Social Security.
The worst part?
Net interest costs as a percentage of federal revenues are estimated to reach 34% by 2054, assuming there will be no recession over this period.
This is a crisis.
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How bad has the US debt crisis become?
US net interest payments as a percentage of federal revenue reached a whopping 18.7% in January, the highest since the 1990s.
This is just 20 basis points below the all-time high of 18.9% posted in 1992.
Furthermore, this share has DOUBLED in just 18 months as interest costs have skyrocketed.
Interest expense hit a record $1.2 trillion over the last 12 months and is the second-largest government outlay after Social Security.
The worst part?
Net interest costs as a percentage of federal revenues are estimated to reach 34% by 2054, assuming there will be no recession over this period.
This is a crisis.
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