⁠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

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. 🍿 - Alvin
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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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⁠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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⁠Finding Compounders
Interesting read

A Tribute to Benjamin Graham by Irving Khan. https://t.co/mXZPGFr6f1
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⁠Alvin
Another mystery phone. 👀
Will reveal soon! https://t.co/wJdkGo313m
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⁠Finding Compounders
Joel Greenblatt explains barriers to entry https://t.co/bzr2weHquN
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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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⁠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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⁠Investing visuals
A follower recently asked me what content I create for subscribers. In a nutshell:

🔹Exclusive business breakdowns
🔹Special-request infographics
🔹Portfolio updates of my ~$100K portfolio
🔹Visualized stock buy & sell history
🔹Exclusive income statement visuals https://t.co/qRM6omEZtm
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⁠The Kobeissi Letter
Key Events This Week:

1. February ISM Manufacturing PMI data - Monday

2. ADP Nonfarm Employment data - Wednesday

3. Initial Jobless Claims data - Thursday

4. February Jobs Report - Friday

5. Fed Chair Powell Speaks - Friday

6. Total of 9 Fed Speaker Events This Week

This week is all about the labor market and the Fed.
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