Offshore
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Finding Compounders
Bill Nygren on his definition of a quality business https://t.co/iR5da0d9Em
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Bill Nygren on his definition of a quality business https://t.co/iR5da0d9Em
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Offshore
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Stock Analysis Compilation
Conestoga on N-able $NABL US
Thesis: N-able’s strong recurring revenue model and expanding market position it well for long-term growth in IT security and cloud services
(Extract from their Q4 letter) https://t.co/MgWLVswzNx
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Conestoga on N-able $NABL US
Thesis: N-able’s strong recurring revenue model and expanding market position it well for long-term growth in IT security and cloud services
(Extract from their Q4 letter) https://t.co/MgWLVswzNx
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Offshore
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The Kobeissi Letter
It's getting WORSE:
NEW data shows Washington DC home prices are now down -$146,500 since DOGE layoff discussions began.
Washington DC home prices are now at their LOWEST since January 2020, down -21% since November 2024.
What is happening? Let us explain.
(a thread) https://t.co/5Vq7ifJ2Rc
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It's getting WORSE:
NEW data shows Washington DC home prices are now down -$146,500 since DOGE layoff discussions began.
Washington DC home prices are now at their LOWEST since January 2020, down -21% since November 2024.
What is happening? Let us explain.
(a thread) https://t.co/5Vq7ifJ2Rc
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Offshore
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The Kobeissi Letter
BREAKING: President Trump says Bitcoin and Ethereum "will be at the heart of the Reserve."
President Trump says "I also love Bitcoin and Ethereum!" https://t.co/n5TXqNuJHi
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BREAKING: President Trump says Bitcoin and Ethereum "will be at the heart of the Reserve."
President Trump says "I also love Bitcoin and Ethereum!" https://t.co/n5TXqNuJHi
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Offshore
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The Kobeissi Letter
This is insane:
Bitcoin is now surging back above $91,000 as President Trump announces it will be included in the Crypto Strategic Reserve.
In 48 hours, Bitcoin has added +$260 BILLION of market cap. https://t.co/iOhYveXMmU
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This is insane:
Bitcoin is now surging back above $91,000 as President Trump announces it will be included in the Crypto Strategic Reserve.
In 48 hours, Bitcoin has added +$260 BILLION of market cap. https://t.co/iOhYveXMmU
BREAKING: President Trump says Bitcoin and Ethereum "will be at the heart of the Reserve."
President Trump says "I also love Bitcoin and Ethereum!" https://t.co/n5TXqNuJHi tweet
Offshore
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The Kobeissi Letter
It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT
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It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT
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Offshore
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Stock Analysis Compilation
Artisan US Small Cap Growth Strategy on GitLab $GTLB US
Thesis: Gitlab is a leading platform for software development that empowers developers with essential tools, has a strong user base, and shows promising growth potential in the digital transformation market.
(Extract from their Q4 letter)
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Artisan US Small Cap Growth Strategy on GitLab $GTLB US
Thesis: Gitlab is a leading platform for software development that empowers developers with essential tools, has a strong user base, and shows promising growth potential in the digital transformation market.
(Extract from their Q4 letter)
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Offshore
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Finding Compounders
“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/etNwiKd2Hg
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“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/etNwiKd2Hg
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