Offshore
Photo
The Kobeissi Letter
BREAKING: The S&P 500 has erased its intra-day decline and turned POSITVE on the day.
What a time to be a trader. https://t.co/dRPcMtIrDX
tweet
BREAKING: The S&P 500 has erased its intra-day decline and turned POSITVE on the day.
What a time to be a trader. https://t.co/dRPcMtIrDX
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud
tweet
Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud
1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6 tweet
Offshore
Photo
Finding Compounders
Book : Memos from the Chairman
https://t.co/wjNhKXMuEL https://t.co/VqwirIJKPP
tweet
Book : Memos from the Chairman
https://t.co/wjNhKXMuEL https://t.co/VqwirIJKPP
tweet
Offshore
Photo
Stock Analysis Compilation
Giverny Capital on Medpace Holdings $MEDP US
Thesis: Medpace Holdings is a leading clinical trial provider for early-stage biopharma companies, demonstrating strong growth and resilience amid industry challenges.
(Extract from their Q4 letter) https://t.co/zn3t0qrVfn
tweet
Giverny Capital on Medpace Holdings $MEDP US
Thesis: Medpace Holdings is a leading clinical trial provider for early-stage biopharma companies, demonstrating strong growth and resilience amid industry challenges.
(Extract from their Q4 letter) https://t.co/zn3t0qrVfn
tweet
Offshore
Photo
Investing visuals
The four phases of the AI (r)evolution and companies I believe will benefit greatly:
Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $DDOG, $NET
Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/P6AcKUDokQ
tweet
The four phases of the AI (r)evolution and companies I believe will benefit greatly:
Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $DDOG, $NET
Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/P6AcKUDokQ
tweet
Offshore
Photo
Alvin
RT @sondesix: Get your Samsung Galaxy S25 Series here and save up to $1020 on your purchase. 👀
✅️ Galaxy S25: https://t.co/BvMPERu17L
✅️ Galaxy S25+: https://t.co/FtJIANio0i
✅️ Galaxy S25 Ultra: https://t.co/XYOQvERSpB
That also includes double storage upgrade for select models, an instant discount, and a trade-in cashback!
(SamsungPartner)
(US Only)
tweet
RT @sondesix: Get your Samsung Galaxy S25 Series here and save up to $1020 on your purchase. 👀
✅️ Galaxy S25: https://t.co/BvMPERu17L
✅️ Galaxy S25+: https://t.co/FtJIANio0i
✅️ Galaxy S25 Ultra: https://t.co/XYOQvERSpB
That also includes double storage upgrade for select models, an instant discount, and a trade-in cashback!
(SamsungPartner)
(US Only)
tweet
Offshore
Photo
Finding Compounders
Secrets of a Bargain Hunting Billionaire : Warren Buffett https://t.co/tHycIMiKNz
tweet
Secrets of a Bargain Hunting Billionaire : Warren Buffett https://t.co/tHycIMiKNz
tweet
Offshore
Photo
The Kobeissi Letter
Retail traders are losing market share:
Retail's share of the options market has declined 3 percentage points over the last 4 months, to 17%, the lowest since November 2023.
This is a similar decline as the one seen after the Meme Stock Mania peak in January 2021.
This is all despite the S&P 500's average daily options trading volume hitting a record 3.5 million contracts in February.
Additionally, on February 21st, total US options volume hit a record 25.7 million contracts across the Cboe's 4 options exchanges.
Institutional investors are ramping up trading activity.
tweet
Retail traders are losing market share:
Retail's share of the options market has declined 3 percentage points over the last 4 months, to 17%, the lowest since November 2023.
This is a similar decline as the one seen after the Meme Stock Mania peak in January 2021.
This is all despite the S&P 500's average daily options trading volume hitting a record 3.5 million contracts in February.
Additionally, on February 21st, total US options volume hit a record 25.7 million contracts across the Cboe's 4 options exchanges.
Institutional investors are ramping up trading activity.
tweet