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Alvin
Fun fact:
I intended to post my Galaxy S25 Ultra full review last week.
But, I ended up posting it two days ago and I forgot to change the title to "3 Weeks" instead of "2 Weeks" 💀
Hope you enjoyed reading it though!👀
If you haven't seen it, then what are you waiting for? 😏 https://t.co/b1lmClZ03e
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Fun fact:
I intended to post my Galaxy S25 Ultra full review last week.
But, I ended up posting it two days ago and I forgot to change the title to "3 Weeks" instead of "2 Weeks" 💀
Hope you enjoyed reading it though!👀
If you haven't seen it, then what are you waiting for? 😏 https://t.co/b1lmClZ03e
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. 🍿 tweet
Offshore
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Investing visuals
February portfolio update! 📊
🔹Portfolio is down -3.6% vs $QQQ -2.8% *
🔹Portfolio is up +2.6% YTD vs $QQQ down -2.2%
* Based on money weighted rate of return.
Buys 💸
Added significantly to 5 positions, one of them being $TTD. I further reducing my cash position from 14% to 10%.
Sells 👋
I trimmed 3 positions early February due to valuation. One of them being $DUOL which I bough back when it dropped~20% after earnings.
Let's see what March will bring to the table!🙌
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February portfolio update! 📊
🔹Portfolio is down -3.6% vs $QQQ -2.8% *
🔹Portfolio is up +2.6% YTD vs $QQQ down -2.2%
* Based on money weighted rate of return.
Buys 💸
Added significantly to 5 positions, one of them being $TTD. I further reducing my cash position from 14% to 10%.
Sells 👋
I trimmed 3 positions early February due to valuation. One of them being $DUOL which I bough back when it dropped~20% after earnings.
Let's see what March will bring to the table!🙌
tweet
Offshore
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Investing visuals
How $AMD makes money (Q4 update)🫰
🔹Data Center – Hyper growth (EPYC, AMD Instinct)
🔹Client – High growth (Ryzen CPUs for PCs/laptops)
🔻Gaming – Declining (Radeon GPUs for consumers)
🔻Embedded – Declining (Custom & specialized processors) https://t.co/5Osv01y3hV
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How $AMD makes money (Q4 update)🫰
🔹Data Center – Hyper growth (EPYC, AMD Instinct)
🔹Client – High growth (Ryzen CPUs for PCs/laptops)
🔻Gaming – Declining (Radeon GPUs for consumers)
🔻Embedded – Declining (Custom & specialized processors) https://t.co/5Osv01y3hV
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Finding Compounders
Interesting read
A Tribute to Benjamin Graham by Irving Khan. https://t.co/mXZPGFr6f1
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Interesting read
A Tribute to Benjamin Graham by Irving Khan. https://t.co/mXZPGFr6f1
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The Investing for Beginners Podcast
Charlie Munger USC speech
Dropping Charlie wisdom as always https://t.co/vTmt4prSn8
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Charlie Munger USC speech
Dropping Charlie wisdom as always https://t.co/vTmt4prSn8
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Offshore
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App Economy Insights
📊 This Week in Visuals:
$BRK $CRM $INTU $DELL $WDAY $ADSK $SNOW $CPNG $HPQ $ZM $NTNX $DUOL $DPZ $AS $CART $ESTC $HIMS $AI $DOCN $DLO $DCBO $AMC $OLO
Check out the latest earnings 👇
https://t.co/qDKEGR1Wig https://t.co/B42aL9Vg0j
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📊 This Week in Visuals:
$BRK $CRM $INTU $DELL $WDAY $ADSK $SNOW $CPNG $HPQ $ZM $NTNX $DUOL $DPZ $AS $CART $ESTC $HIMS $AI $DOCN $DLO $DCBO $AMC $OLO
Check out the latest earnings 👇
https://t.co/qDKEGR1Wig https://t.co/B42aL9Vg0j
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