⁠Alvin
This is the realme "Ultra" concept phone with an interchangeable lens.

It has a triple camera system:
✅ Dual 50 MP 1" Sony IMX989 sensor (main camera & periscope tele)
✅ A 50 MP 1/1.56" Sony IMX890 sensor (ultra-wide)

This phone has a Leica M mount that allows you to change the lens to something like a 73 mm portrait lens or a 234 mm telephoto lens.
tweet

⁠Finding Compounders
A Business Week article criticizing Henry Singleton’s aggressive buyback and acquisition approach .

Teledyne achieved 20.4% compounded annual returns over 27 years with Singleton at the helm.

So don’t listen to the press ! https://t.co/lSvBfNrkP3
tweet

⁠The Investing for Beginners Podcast
RT @IFB_podcast: Charlie Munger USC speech

Dropping Charlie wisdom as always https://t.co/vTmt4prSn8
tweet

⁠The Kobeissi Letter
BREAKING: President Trump is going to make "an investment announcement" today at 1:30 PM ET - per the White House.
tweet

⁠Alvin
Xiaomi Modular Optical System 🔥

This concept allows you to mount a detachable camera to a customised Xiaomi 15 using a magnetic attachment mechanism.

Xiaomi combines the camera module's powerful hardware with the phone's processing algorithm.

It is a 100 MP M4/3 camera sensor (Micro Four Thirds or 4/3") with Aperture F/1.4 and 35 mm focal length.
tweet

⁠The Investing for Beginners Podcast
RT @IFB_podcast: How to Analyze Banks: https://t.co/Pt8bIKu82b
tweet

⁠Dimitry Nakhla | Babylon Capital®
Charlie Munger once said:

“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”

Here are 10 high-quality stocks trading near their 200-week moving average 🧵 https://t.co/usTZ04V9kh
tweet

⁠Hidden Value Gems
As a former equity analyst, I used to build and maintain detailed company models. With about 15 stocks under coverage at any given time, this meant 60 model updates each year 😲

How helpful these spreadsheets were for making intelligent investment decisions?

🧵👇

1/5
tweet

⁠The Kobeissi Letter
BREAKING: @EricTrump says his advice after posting to “Buy the dips” in crypto is to “HOLD long term.” https://t.co/KYTAM4OdJr
tweet

⁠The Investing for Beginners Podcast
5 powerful ratios for value investors:

1. P/E Ratio
2. P/B Ratio
3. Debt to equity
4. Current ratio
5. Dividend yield

With these, we can screen for valuation, liquidity, debt, and dividend strength.

Examples:

$TXN
$TSM
$GOOG
$WSO
tweet