Offshore
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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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Offshore
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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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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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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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Offshore
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The Investing for Beginners Podcast
Find investment ideas using 13F filings from Buffett, Greenblatt, and more....
1. Discover big players' moves.
2. Unearth trends and strategies.
3. Gauge risk and diversification.
4. Spot renowned investors' cues.
5. Time decisions via position history. https://t.co/6RRctd4I8B
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Find investment ideas using 13F filings from Buffett, Greenblatt, and more....
1. Discover big players' moves.
2. Unearth trends and strategies.
3. Gauge risk and diversification.
4. Spot renowned investors' cues.
5. Time decisions via position history. https://t.co/6RRctd4I8B
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Offshore
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Stock Analysis Compilation
Artisan Value Income Strategy on Boeing $BA US
Thesis: Boeing is facing significant production challenges and safety concerns with its 737 Max, but presents a unique investment opportunity due to its industry position and potential for recovery.
(Extract from their Q4 letter) https://t.co/bwcnHtmU2b
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Artisan Value Income Strategy on Boeing $BA US
Thesis: Boeing is facing significant production challenges and safety concerns with its 737 Max, but presents a unique investment opportunity due to its industry position and potential for recovery.
(Extract from their Q4 letter) https://t.co/bwcnHtmU2b
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