⁠Finding Compounders
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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⁠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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⁠Alvin
The Camera 🤝 The Photos https://t.co/NrkuOgagJJ
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⁠The Investing for Beginners Podcast
Before pulling the trigger on any company.

Always check these ratios before investing-

-Earning Per Share
-Price to Earning
-Price to Free Cash Flow
-Free Cash Flow Yield
-Debt to Equity
-Interest Coverage
-Return on Equity
-Return on Capital Employed

Anything else?
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⁠The Kobeissi Letter
Morgan Stanley with a MASSIVE call:

As Tesla's stock, $TSLA, falls below its November 5th low, MS is calling for a HISTORIC rally to $800 next.

This would imply a +300% rally which they say can happen within 12 MONTHS.

Here's how they see it happening.

(a thread) https://t.co/S10vwT8iO7
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⁠The Kobeissi Letter
BREAKING: Nasdaq 100 futures erase premarket gain and turn negative, now down -12.5% since February 19th. https://t.co/YMexFdpM46
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The CEO of $IE has just reported purchasing $288K of the company's stock, increasing his ownership stake by 7%.
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