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Stock Analysis Compilation
Diamons Hill Small Mid Cap Fund on Informatica $INFA US
Thesis: Informatica is a promising data management software company with a solid long-term outlook, currently transitioning to cloud-native solutions, which presents an attractive investment opportunity.
(Extract from their Q4 letter)
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Diamons Hill Small Mid Cap Fund on Informatica $INFA US
Thesis: Informatica is a promising data management software company with a solid long-term outlook, currently transitioning to cloud-native solutions, which presents an attractive investment opportunity.
(Extract from their Q4 letter)
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The Kobeissi Letter
WOW.
The Atlanta Fed just revised their Q1 2025 GDP growth estimate lower AGAIN, from -1.5% on February 28th to -2.8% today.
This estimate has now dropped from +3.9% to -2.8% in 4 weeks.
What is happening here? https://t.co/uMRzy8uzMJ
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WOW.
The Atlanta Fed just revised their Q1 2025 GDP growth estimate lower AGAIN, from -1.5% on February 28th to -2.8% today.
This estimate has now dropped from +3.9% to -2.8% in 4 weeks.
What is happening here? https://t.co/uMRzy8uzMJ
Something is happening:
The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.
Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.
Are you ready for the era of volatility?
(a thread) https://t.co/kh3yp4JjVF tweet
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The Investing for Beginners Podcast
Every Tuesday, I share:
➡️ Six pieces of interesting content with 18,000+ investors
➡️ One finance thread
➡️ One quote
All are focused on making you a better investor.
Want to join?
Sign up here (for free):
https://t.co/IXojwHVVCL
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Every Tuesday, I share:
➡️ Six pieces of interesting content with 18,000+ investors
➡️ One finance thread
➡️ One quote
All are focused on making you a better investor.
Want to join?
Sign up here (for free):
https://t.co/IXojwHVVCL
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The Kobeissi Letter
BREAKING: The SEC is offering employees a $50,000 incentive to resign or retire by April 4th, per Bloomberg. https://t.co/jx0aJD3u4x
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BREAKING: The SEC is offering employees a $50,000 incentive to resign or retire by April 4th, per Bloomberg. https://t.co/jx0aJD3u4x
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Investing visuals
Most investors fail to beat the index.
Simply investing in an ETF like $QQQ is the best option for most👇 https://t.co/CpxUTPOx8m
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Most investors fail to beat the index.
Simply investing in an ETF like $QQQ is the best option for most👇 https://t.co/CpxUTPOx8m
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The Kobeissi Letter
BREAKING: Gold prices surge back above $2,900 as volatility rises and geopolitical tensions escalate. https://t.co/HkQgaAkwJX
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BREAKING: Gold prices surge back above $2,900 as volatility rises and geopolitical tensions escalate. https://t.co/HkQgaAkwJX
Something is happening:
The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.
Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.
Are you ready for the era of volatility?
(a thread) https://t.co/kh3yp4JjVF tweet
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Alvin
I saw Samsung fans mocking the iPhone 16e while defending phones like the Galaxy S25+.
Then, I saw Apple fans mocking the Galaxy A56 & S25 Series while defending phones like the iPhone 16e.
They are ALL bad deals.
Chinese phones >>>>> https://t.co/tqKyPE4prc
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I saw Samsung fans mocking the iPhone 16e while defending phones like the Galaxy S25+.
Then, I saw Apple fans mocking the Galaxy A56 & S25 Series while defending phones like the iPhone 16e.
They are ALL bad deals.
Chinese phones >>>>> https://t.co/tqKyPE4prc
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