Offshore
Photo
The Investing for Beginners Podcast
Why is free cash flow important?
Free cash flow is the lifeblood of every company.
Learn if the company is burning or generating cash. https://t.co/33K5fx9UoK
tweet
Why is free cash flow important?
Free cash flow is the lifeblood of every company.
Learn if the company is burning or generating cash. https://t.co/33K5fx9UoK
tweet
Offshore
Video
The All-In Podcast
David Friedberg Predicts Trump's Master Plan
On E218, the besties debated Trump's economic strategy, and what his endgame could be.
@friedberg's most optimistic theory: the three-legged stool
leg 1) tariffs
-- encourages on-shoring of manufacturing
-- increases supply chain security
-- increases demand for domestic workforce
leg 2) reduced income taxes
-- unleashes capital into the private sector
-- potential pivot from income-based to consumption-based taxation
leg 3) reduced government spend
-- slashing govt workforce frees up labor for private sector
-- offsets inflation from tariffs
tweet
David Friedberg Predicts Trump's Master Plan
On E218, the besties debated Trump's economic strategy, and what his endgame could be.
@friedberg's most optimistic theory: the three-legged stool
leg 1) tariffs
-- encourages on-shoring of manufacturing
-- increases supply chain security
-- increases demand for domestic workforce
leg 2) reduced income taxes
-- unleashes capital into the private sector
-- potential pivot from income-based to consumption-based taxation
leg 3) reduced government spend
-- slashing govt workforce frees up labor for private sector
-- offsets inflation from tariffs
tweet
Offshore
Photo
App Economy Insights
$META Meta is testing its own AI training chip.
Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.
If the test is successful, Meta may scale production. https://t.co/SynhycrSQo
tweet
$META Meta is testing its own AI training chip.
Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.
If the test is successful, Meta may scale production. https://t.co/SynhycrSQo
tweet
Offshore
Photo
The Investing for Beginners Podcast
$NFLX is the perfect illustration of:
• Great CEO
• Smart, timely acquisitions
• Product innovation and iteration
h/t @Quartr_App for the great graphic https://t.co/UuMED0MePc
tweet
$NFLX is the perfect illustration of:
• Great CEO
• Smart, timely acquisitions
• Product innovation and iteration
h/t @Quartr_App for the great graphic https://t.co/UuMED0MePc
tweet
Offshore
Photo
Stock Analysis Compilation
Alger Mid Cap Focus Fund on Heico $HEI US
Thesis: Heico is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
(Extract from their Q4 letter)
tweet
Alger Mid Cap Focus Fund on Heico $HEI US
Thesis: Heico is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
(Extract from their Q4 letter)
tweet
Offshore
Photo
Finding Compounders
The Key to Successful Investing by Giverny Capital
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/I5J712uHgk
tweet
The Key to Successful Investing by Giverny Capital
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/I5J712uHgk
tweet
Offshore
Photo
Alvin
There's a major change in the recent apps interface of OPPO and OnePlus phones on the latest builds of ColorOS 15 and OxygenOS 15.
Before • After
Sadly, they have removed the scrollable recent apps list above the "Clear all" or "Close" button on the newer version.
That's one of the things about OPPO, OnePlus, and realme phones that I found very useful. Their signature for years.
tweet
There's a major change in the recent apps interface of OPPO and OnePlus phones on the latest builds of ColorOS 15 and OxygenOS 15.
Before • After
Sadly, they have removed the scrollable recent apps list above the "Clear all" or "Close" button on the newer version.
That's one of the things about OPPO, OnePlus, and realme phones that I found very useful. Their signature for years.
tweet
Offshore
Photo
The Kobeissi Letter
WOW.
Canada has threatened to SHUT OFF electricity to part of the US after Trump raised tariffs to 50% on aluminum and steel.
In response, Trump says Canada "will pay a financial price so big that it will be read about in History Books."
Buckle up. https://t.co/Cnzb4pLysv
tweet
WOW.
Canada has threatened to SHUT OFF electricity to part of the US after Trump raised tariffs to 50% on aluminum and steel.
In response, Trump says Canada "will pay a financial price so big that it will be read about in History Books."
Buckle up. https://t.co/Cnzb4pLysv
tweet