⁠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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⁠App Economy Insights
📊 Earnings season, visualized.

150+ visuals breaking down Q4 earnings.

Get the full report here👇
https://t.co/KpjVPbpk6f https://t.co/PujSAkBqMh
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⁠Quiver Quantitative
BREAKING: President Trump has announced plans for a "U.S. Crypto Reserve", which includes XRP, SOL, and ADA.

$SOL is up almost 10% in the last 5 minutes.
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⁠The Kobeissi Letter
BREAKING: Solana prices surge over +15% as President Trump announces a "Crypto Strategic Reserve that includes $XRP, $SOL, and $ADA." https://t.co/mRaG7EitVl
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⁠The Kobeissi Letter
BREAKING: President Trump officially announces a "Crypto Strategic Reserve" and says he will "make sure the US is the Crypto Capital of the World." https://t.co/5boMpkE8ZC

BREAKING: Solana prices surge over +15% as President Trump announces a "Crypto Strategic Reserve that includes $XRP, $SOL, and $ADA." https://t.co/mRaG7EitVl - The Kobeissi Letter
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