Offshore
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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
tweet
Offshore
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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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Offshore
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Alvin
Shot on vivo X200 Pro. 📸
This phone makes me so excited about the upcoming X200 Ultra. https://t.co/Fk3wclTvde
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Shot on vivo X200 Pro. 📸
This phone makes me so excited about the upcoming X200 Ultra. https://t.co/Fk3wclTvde
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Offshore
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The Kobeissi Letter
The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5
tweet
The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5
tweet
Offshore
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App Economy Insights
📊 This Week in Visuals:
$AVGO $COST $SE $MRVL $JD $TGT $FLUT $VEEV $IOT $HPE $MDB $BBY $ONON $OKTA $GTLB $CELH
Check out the latest earnings 👇 https://t.co/JiHKY0Btf4
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📊 This Week in Visuals:
$AVGO $COST $SE $MRVL $JD $TGT $FLUT $VEEV $IOT $HPE $MDB $BBY $ONON $OKTA $GTLB $CELH
Check out the latest earnings 👇 https://t.co/JiHKY0Btf4
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