Offshore
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Finding Compounders
These are the rejection emails Brian Chesky got from investors when pitching Airbnb https://t.co/73nArNt36o
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These are the rejection emails Brian Chesky got from investors when pitching Airbnb https://t.co/73nArNt36o
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Offshore
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The Investing for Beginners Podcast
Peter Lynch on avoiding slow growers:
h/t @finchat_io https://t.co/C5V8v347z4
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Peter Lynch on avoiding slow growers:
h/t @finchat_io https://t.co/C5V8v347z4
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Offshore
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The Kobeissi Letter
BREAKING: Global debt rose by ~$7 trillion in 2024, to a year-end record of $318 trillion.
Emerging markets accounted for ~65% of this growth, driven by China, India, Saudi Arabia, and Turkey.
Over the last 2.5 years, global debt has soared by a whopping ~$30 trillion.
The global Debt-to-GDP ratio also increased by 1.5 percentage points to 328%.
This marks the first jump in the ratio since the 2020 pandemic.
Deficit spending is becoming a global issue.
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BREAKING: Global debt rose by ~$7 trillion in 2024, to a year-end record of $318 trillion.
Emerging markets accounted for ~65% of this growth, driven by China, India, Saudi Arabia, and Turkey.
Over the last 2.5 years, global debt has soared by a whopping ~$30 trillion.
The global Debt-to-GDP ratio also increased by 1.5 percentage points to 328%.
This marks the first jump in the ratio since the 2020 pandemic.
Deficit spending is becoming a global issue.
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Offshore
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Stock Analysis Compilation
Hayden Capital on Sea $SE US
Thesis: Shopee is transforming into a logistics powerhouse with a ~$1.6BN investment in Shopee Express, achieving a ~14% ROI that could rise to ~24% as order volume increases, establishing a strong competitive advantage over rivals.
(Extract from their Q4 letter)
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Hayden Capital on Sea $SE US
Thesis: Shopee is transforming into a logistics powerhouse with a ~$1.6BN investment in Shopee Express, achieving a ~14% ROI that could rise to ~24% as order volume increases, establishing a strong competitive advantage over rivals.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The President of $CWH has just reported purchasing $100k of the company's stock.
This is the first insider purchase we have seen at the company in almost 3 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The President of $CWH has just reported purchasing $100k of the company's stock.
This is the first insider purchase we have seen at the company in almost 3 years.
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Offshore
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The Investing for Beginners Podcast
Return on Assets (ROA) often flies under the radar, but it's crucial for analyzing banks, financial institutions, and insurance companies.
Check out this simple infographic to understand and calculate ROA. https://t.co/IrYJMEcEfC
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Return on Assets (ROA) often flies under the radar, but it's crucial for analyzing banks, financial institutions, and insurance companies.
Check out this simple infographic to understand and calculate ROA. https://t.co/IrYJMEcEfC
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Offshore
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The Kobeissi Letter
BREAKING: Jim Cramer says he does NOT see a trade deal "on the horizon" and that "optimism might be misplaced." https://t.co/OSfgzWvney
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BREAKING: Jim Cramer says he does NOT see a trade deal "on the horizon" and that "optimism might be misplaced." https://t.co/OSfgzWvney
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Offshore
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Alvin
Apple introduces the M4 MacBook Air, now with a new Sky Blue colour.
✅️ M4 chip
✅️ 12 MP centre stage camera
✅️ Still comes with a 13" and 15" display size variants
Starts from $999, with 16 GB RAM + 256 GB storage configuration.
Another awesome deal for a Mac, $100 cheaper than the M3 variant launched last year.
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Apple introduces the M4 MacBook Air, now with a new Sky Blue colour.
✅️ M4 chip
✅️ 12 MP centre stage camera
✅️ Still comes with a 13" and 15" display size variants
Starts from $999, with 16 GB RAM + 256 GB storage configuration.
Another awesome deal for a Mac, $100 cheaper than the M3 variant launched last year.
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