⁠Finding Compounders
Understanding ROE https://t.co/1LiRn97GnT
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⁠The Investing for Beginners Podcast
RT @IFB_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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⁠The Investing for Beginners Podcast
RT @IFB_podcast: How to measure moats?

Use Michael Mauboussin's checklist: https://t.co/m9zQE0fGoO
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⁠The Kobeissi Letter
WOW.

The US saw 172,000 job cuts in February, with YTD government layoffs SURGING +41,300% due to @DOGE.

We have now seen a MASSIVE 221,812 job cuts in 2025, the highest YTD total since 2009.

Are we witnessing the largest federal layoff in US history?

(a thread) https://t.co/VWnAqE2WPr
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⁠The Investing for Beginners Podcast
Cash Flow Statement Green Flags:

• Operating Cash Flow to Sales > 15%
• Free Cash Flow growing > 10%
• Capex of Net Sales < 15%
• SBC of Net Income < 5%
• Cash Flow to Debt > 1

What else?
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⁠The Investing for Beginners Podcast
We were recently lucky to have @Invesquotes join us on the pod to talk all things investing.

I always enjoyed his takes and knew he was smart, but this confirms it.

Great convo on cyclical compounding and much more....

Watch below ⬇️ https://t.co/TIqL4M8rvG
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⁠Investing visuals
A side-by-side of $NVDA vs. $AMD: who do you believe will perform better over the next 5 years? https://t.co/h0JcJxWXfn
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⁠Stock Analysis Compilation
Donville Kent on Zedcore $ZDC CN

Thesis: Zedcor’s operational excellence and rapid tower expansion support long-term growth despite accounting distortions

(Extract from their Q4 letter) https://t.co/tA6gk2W4dE
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⁠The Kobeissi Letter
BREAKING: The Nasdaq 100 falls -350 points on continued trade war concerns and officially enters correction territory.

The Nasdaq is now down -10% from its all time high. https://t.co/9oGQksdyc3
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