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The Kobeissi Letter
BREAKING: The Fear & Greed Index falls to 14, Extreme Fear, its lowest level since the 2022 bear market. https://t.co/lNQpYJ7idy
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BREAKING: The Fear & Greed Index falls to 14, Extreme Fear, its lowest level since the 2022 bear market. https://t.co/lNQpYJ7idy
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
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Alvin
Samsung is teasing something...
"The Next Phase of Gaming" 👀
The "Project Moohan" VR headset launching soon? 🤔 https://t.co/xNdnfypqlK
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Samsung is teasing something...
"The Next Phase of Gaming" 👀
The "Project Moohan" VR headset launching soon? 🤔 https://t.co/xNdnfypqlK
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The Kobeissi Letter
Warren Buffett has once again proven why he is the greatest investor in history.
Will he be deploying any of his record $334 billion of cash this week? https://t.co/1tdi8VetZC
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Warren Buffett has once again proven why he is the greatest investor in history.
Will he be deploying any of his record $334 billion of cash this week? https://t.co/1tdi8VetZC
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
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Quiver Quantitative
Dollar General stock has now risen 17% since Marjorie Taylor Greene first bought in earlier this month: https://t.co/hb3BoM5rnG
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Dollar General stock has now risen 17% since Marjorie Taylor Greene first bought in earlier this month: https://t.co/hb3BoM5rnG
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Dimitry Nakhla | Babylon Capital®
Yes, $PLTR is a superb business
Yes, $PLTR is one of the most technologically advanced companies
Yes, $PLTR has a sensational CEO, team, & culture
Yet, all this doesn’t mean it was worth ~$295B ($125 stock price) even if $PLTR reaches $7.5B Rev by 2027 (current est $6.41B) https://t.co/ZyfOwrDcEQ
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Yes, $PLTR is a superb business
Yes, $PLTR is one of the most technologically advanced companies
Yes, $PLTR has a sensational CEO, team, & culture
Yet, all this doesn’t mean it was worth ~$295B ($125 stock price) even if $PLTR reaches $7.5B Rev by 2027 (current est $6.41B) https://t.co/ZyfOwrDcEQ
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Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 officially posts its worst day since 2022, erasing $1.4 TRILLION of market cap. https://t.co/n7Sb8LXMtj
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BREAKING: The S&P 500 officially posts its worst day since 2022, erasing $1.4 TRILLION of market cap. https://t.co/n7Sb8LXMtj
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Stock Analysis Compilation
Giverny Capital on Installed Building Products (IBP) $IBP US
Thesis: Installed Building Products is a profitable insulation installation company that leverages bulk purchasing discounts and expands its service offerings to homebuilders, positioning itself for growth despite current low home starts.
(Extract from their Q4 letter)
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Giverny Capital on Installed Building Products (IBP) $IBP US
Thesis: Installed Building Products is a profitable insulation installation company that leverages bulk purchasing discounts and expands its service offerings to homebuilders, positioning itself for growth despite current low home starts.
(Extract from their Q4 letter)
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