⁠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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⁠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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⁠The Investing for Beginners Podcast
Understanding Free Cash Flow: https://t.co/ZcBIrHQxog
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⁠Alvin
X is down
Where should I go now? 😳
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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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⁠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
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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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⁠Quiver Quantitative
Tesla stock has now fallen 44% since Jack Schlossberg, JFK's only grandson, bought puts. https://t.co/euGA9MdYPN
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