Offshore
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Stock Analysis Compilation
Artemis UK Special Situations Fund on Lloyds Banking Group $LLOY LN
Thesis: Lloyds Banking Group is a quality UK bank with manageable risks from recent reviews, poised for enhanced shareholder returns and benefiting from strong growth dynamics.
(Extract from their Q4 letter) https://t.co/HrIwEvmdVk
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Artemis UK Special Situations Fund on Lloyds Banking Group $LLOY LN
Thesis: Lloyds Banking Group is a quality UK bank with manageable risks from recent reviews, poised for enhanced shareholder returns and benefiting from strong growth dynamics.
(Extract from their Q4 letter) https://t.co/HrIwEvmdVk
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The Kobeissi Letter
BREAKING: Bitcoin is officially back below $80,000, now down -27% from its all time high.
The rally after the U.S. Strategic Reserve was announced has been completely erased. https://t.co/FrD6KkMBA1
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BREAKING: Bitcoin is officially back below $80,000, now down -27% from its all time high.
The rally after the U.S. Strategic Reserve was announced has been completely erased. https://t.co/FrD6KkMBA1
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Investing visuals
Remember that sell-offs like today present great long-term opportunities.
Zoom out. https://t.co/xZNAOsJ4p6
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Remember that sell-offs like today present great long-term opportunities.
Zoom out. https://t.co/xZNAOsJ4p6
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Finding Compounders
A letter Warren Buffett wrote, in Barron’s, back when he still ran the Buffett Partnership. ( It’s the second one) https://t.co/UaMwBHiPkB
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A letter Warren Buffett wrote, in Barron’s, back when he still ran the Buffett Partnership. ( It’s the second one) https://t.co/UaMwBHiPkB
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The Kobeissi Letter
RT @KobeissiLetter: This is absolutely insane:
On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.
12 days later, the Nasdaq 100 crashed -11%.
How did they know?
(a thread) https://t.co/xbzHVWkAlI
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RT @KobeissiLetter: This is absolutely insane:
On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.
12 days later, the Nasdaq 100 crashed -11%.
How did they know?
(a thread) https://t.co/xbzHVWkAlI
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Stock Analysis Compilation
Diamond Hill Large Cap Concentrated Fund on Aon $AON US
Thesis: Aon is a leading global insurance broker with steady growth, minimal capital needs, and long-term value potential following its recent acquisition of NFP, prompting us to initiate a position at an attractive valuation.
(Extract from their Q4 letter)
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Diamond Hill Large Cap Concentrated Fund on Aon $AON US
Thesis: Aon is a leading global insurance broker with steady growth, minimal capital needs, and long-term value potential following its recent acquisition of NFP, prompting us to initiate a position at an attractive valuation.
(Extract from their Q4 letter)
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Quiver Quantitative
JUST IN: Marjorie Taylor Greene just filed new trades.
She bought:
- Bitcoin, $IBIT
- Tesla, $TSLA
- Dollar General, $DG
She also bought a small company called Impinj, $PI.
Full trade list here: https://t.co/QI5Ce8MWYe
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JUST IN: Marjorie Taylor Greene just filed new trades.
She bought:
- Bitcoin, $IBIT
- Tesla, $TSLA
- Dollar General, $DG
She also bought a small company called Impinj, $PI.
Full trade list here: https://t.co/QI5Ce8MWYe
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