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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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Offshore
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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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Stock Analysis Compilation
Conestoga on Crane NXT Co. $CXT US
Thesis: Crane NXT Co. is a leading provider of trusted technology solutions for securing and authenticating assets, with a strong history and expected double-digit EBITDA growth.
(Extract from their Q4 letter) https://t.co/rFAkH2i8Ln
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Conestoga on Crane NXT Co. $CXT US
Thesis: Crane NXT Co. is a leading provider of trusted technology solutions for securing and authenticating assets, with a strong history and expected double-digit EBITDA growth.
(Extract from their Q4 letter) https://t.co/rFAkH2i8Ln
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The All-In Podcast
Chamath on Trump's Gold Card: "I love that. If I had to do it again, I would have spent $5 million bucks."
On E217, the besties discussed Trump's "Gold Card" or Golden Visa, which would grant card holders permanent residency for $5M.
@chamath:
"What do you guys think about the golden visa? I love that."
@Jason:
"I literally tweeted like six months ago, you know, we should just sell citizenship for $500K a pop, and he added a zero!"
@friedberg:
"The way this is proposed by Trump and Lutnick is it's $5M for basically a green card. You get to live here permanently."
@chamath:
"I will predict that within the next few months after this gets announced, you are going to hear about founders taking $5M of secondary in a round, to make sure that if they are non-Americans, (they) get their visas."
"And Donald Trump said that you would not have to pay any tax on foreign assets."
"If I had to do it again, and this was available to me, I would have spent $5M bucks."
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Chamath on Trump's Gold Card: "I love that. If I had to do it again, I would have spent $5 million bucks."
On E217, the besties discussed Trump's "Gold Card" or Golden Visa, which would grant card holders permanent residency for $5M.
@chamath:
"What do you guys think about the golden visa? I love that."
@Jason:
"I literally tweeted like six months ago, you know, we should just sell citizenship for $500K a pop, and he added a zero!"
@friedberg:
"The way this is proposed by Trump and Lutnick is it's $5M for basically a green card. You get to live here permanently."
@chamath:
"I will predict that within the next few months after this gets announced, you are going to hear about founders taking $5M of secondary in a round, to make sure that if they are non-Americans, (they) get their visas."
"And Donald Trump said that you would not have to pay any tax on foreign assets."
"If I had to do it again, and this was available to me, I would have spent $5M bucks."
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Finding Compounders
Everytime I post about Allan Mecham , I get a couple of comments on if he still runs the fund.
Unfortunately no
Here is the reason he gives : https://t.co/WJ4T2aehlv
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Everytime I post about Allan Mecham , I get a couple of comments on if he still runs the fund.
Unfortunately no
Here is the reason he gives : https://t.co/WJ4T2aehlv
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