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iinvested
4Q'24 Crossroads Capital on $CLMT, $NTDOY, $MGNI
Read the full letter here:
https://t.co/dVDkhhwsJS https://t.co/IwCIpSPk5D
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4Q'24 Crossroads Capital on $CLMT, $NTDOY, $MGNI
Read the full letter here:
https://t.co/dVDkhhwsJS https://t.co/IwCIpSPk5D
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Offshore
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Stock Analysis Compilation
Diamond Hill Long Short Fund on Builders FirstSource $BLDR US
Thesis: Builders FirstSource is a high-quality US lumber and building materials distributor that we believe has temporarily faced macroeconomic challenges, presenting an attractive investment opportunity.
(Extract from their Q4 letter)
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Diamond Hill Long Short Fund on Builders FirstSource $BLDR US
Thesis: Builders FirstSource is a high-quality US lumber and building materials distributor that we believe has temporarily faced macroeconomic challenges, presenting an attractive investment opportunity.
(Extract from their Q4 letter)
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Finding Compounders
“He equated buying stocks with buying a truckload of pigs”
How Mr Womack Made a Killing by John Train https://t.co/LpKRXebcN4
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“He equated buying stocks with buying a truckload of pigs”
How Mr Womack Made a Killing by John Train https://t.co/LpKRXebcN4
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The Kobeissi Letter
The gold rush:
US gold imports hit a record $30.4 billion in January, marking a second consecutive month of sharp increases, according to ZeroHedge.
This is DOUBLE the amount seen during the 2020 pandemic.
At the same time, the US trade deficit with Switzerland reached a record $22 billion.
This suggests the majority of imported gold is coming from Swiss vaults.
Physical gold buying is concerningly strong.
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The gold rush:
US gold imports hit a record $30.4 billion in January, marking a second consecutive month of sharp increases, according to ZeroHedge.
This is DOUBLE the amount seen during the 2020 pandemic.
At the same time, the US trade deficit with Switzerland reached a record $22 billion.
This suggests the majority of imported gold is coming from Swiss vaults.
Physical gold buying is concerningly strong.
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Offshore
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Stock Analysis Compilation
Alger Mid Cap Focus Fund on Axon Enterprise $AXON US
Thesis: Axon Enterprise is a leading global provider of public safety solutions, notably TASER devices, video technology, and software, with strong growth across its segments and established relationships with nearly all U.S. law enforcement agencies.
(Extract from their Q4 letter)
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Alger Mid Cap Focus Fund on Axon Enterprise $AXON US
Thesis: Axon Enterprise is a leading global provider of public safety solutions, notably TASER devices, video technology, and software, with strong growth across its segments and established relationships with nearly all U.S. law enforcement agencies.
(Extract from their Q4 letter)
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The Kobeissi Letter
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
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Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
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Quiver Quantitative
We've been writing code to track politicians' portfolios.
Here's how you can see how much they are worth and how much they are making: https://t.co/kbXgELxuaI
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We've been writing code to track politicians' portfolios.
Here's how you can see how much they are worth and how much they are making: https://t.co/kbXgELxuaI
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The Kobeissi Letter
BREAKING: US stock market futures fall sharply at the open with the Dow now down 300+ points and Nasdaq 100 down -1%.
Crypto's decline was a clear indication of growing risk-off sentiment this weekend. https://t.co/SK6SdpTvw1
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BREAKING: US stock market futures fall sharply at the open with the Dow now down 300+ points and Nasdaq 100 down -1%.
Crypto's decline was a clear indication of growing risk-off sentiment this weekend. https://t.co/SK6SdpTvw1
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX tweet
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Stock Analysis Compilation
Giverny Capital on Kinsale Capital Group $KNSL US
Thesis: Kinsale Capital Group is a rapidly growing insurance company specializing in low-cost commercial liability and property coverage for small businesses, leveraging advanced technology to maintain a lean expense structure and achieve high profitability.
(Extract from their Q4 letter)
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Giverny Capital on Kinsale Capital Group $KNSL US
Thesis: Kinsale Capital Group is a rapidly growing insurance company specializing in low-cost commercial liability and property coverage for small businesses, leveraging advanced technology to maintain a lean expense structure and achieve high profitability.
(Extract from their Q4 letter)
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