⁠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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⁠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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⁠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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⁠Alvin
Xiaomi 15 Ultra goes official for the worldwide market! 🔥

⚒️ Xiaomi Shield Glass 2.0
💦 IP68 dust and water resistance rating
💿 Leica Vario-Summilux Optics
📸 Quad Camera System with 50 MP Sony LYT-900 Main Camera sensor (23 mm, 1" size, F/1.63) and 50 MP ISOCELL JN5 ultra-wide lens (14 mm, 1/2.76" size, F/2.2)
🔍 Dual Telephoto Solution with 200 MP ISOCELL HP9 sensor (100 mm, 4.3x zoom periscope lens, 1/1.4" size, F/2.6) and 50 MP IMX858 sensor (70 mm, 3x zoom lens, 1/2.51" size, F/1.8, telemacro)
🎥 Up to 8K Video Recording at 30 fps, 4K@60 fps, Dolby Vision & 10-bit LOG recording in 4K at 60 fps using all lenses
🤳 32 MP OV32B front camera, Aperture F/2.0
📱 6.73" 2K+ LTPO OLED display, 1-120 Hz refresh rate, 3200 nits peak brightness, 1920 Hz PWM/DC dimming, Dolby Vision support., 12-bit colour depth
🔋 5410 mAh Silicon-Carbon battery
🔌 90W wired HyperCharge charging, 80W wireless HyperCharge
👨‍💻 Android 15-based HyperOS 2
🧠 Xiaomi HyperAI, HyperConnect, and HyperCore
💨 Qualcomm Snapdragon 8 Elite chip
❄️ 3D Dual-channel IceLoop cooling system
🔳 16 GB LPDDR5X RAM and up to 1 TB UFS 4.1 storage
🐾 Ultrasonic Fingerprint Scanner
🪙 Aluminium frame
💳 9.35 mm thick
🪶 Weight: 229 grams (Silver Chrome), 226 grams (Black, White)
🎞️ Photography Kit with several exclusive features and 2000 mAh extra battery

Pricing starts from €1499 in Europe.
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⁠Finding Compounders
The late Jim Simons shreds through the Efficient Market Theory https://t.co/LlsIleAp8p
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 1/11 $EFX has been going through a silent business transformation

Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027

Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
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