Offshore
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Alvin
I have been using the Galaxy S25 Ultra mostly without any case for weeks now.
This little "experiment" is mostly successful.
I just adore this phone's design.
It looks gorgeous, lighter, and it feels extremely solid to hold.
Samsung did a great job designing this phone. https://t.co/PwCkNq8l6h
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I have been using the Galaxy S25 Ultra mostly without any case for weeks now.
This little "experiment" is mostly successful.
I just adore this phone's design.
It looks gorgeous, lighter, and it feels extremely solid to hold.
Samsung did a great job designing this phone. https://t.co/PwCkNq8l6h
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Offshore
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Finding Compounders
How management should think about Capital Allocation
Source: @ashishkila https://t.co/Zfv5mB8FsJ
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How management should think about Capital Allocation
Source: @ashishkila https://t.co/Zfv5mB8FsJ
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Hidden Value Gems
The range of investment opportunities is widening, but no need to rush in my view. Interesting charts on US housebuilders - rising inventories, less affordability + higher input costs due to tariffs... https://t.co/VSWnmbpv1y
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The range of investment opportunities is widening, but no need to rush in my view. Interesting charts on US housebuilders - rising inventories, less affordability + higher input costs due to tariffs... https://t.co/VSWnmbpv1y
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Offshore
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Dimitry Nakhla | Babylon Capital®
Charlie Munger stated:
“A great business at a fair price is superior to a fair business at a great price, but sometimes you get the great business at a wonderful price when the market overreacts.”
Here are 15 great stocks trading DOWN AT LEAST ~20% from their all-time highs 🧵 https://t.co/WZqbWdyZPr
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Charlie Munger stated:
“A great business at a fair price is superior to a fair business at a great price, but sometimes you get the great business at a wonderful price when the market overreacts.”
Here are 15 great stocks trading DOWN AT LEAST ~20% from their all-time highs 🧵 https://t.co/WZqbWdyZPr
tweet