⁠Stock Analysis Compilation
East 72 on Viel et Cie $VIL FP

Thesis: Viel et Cie is a French financial holding company trading at a significant discount, primarily due to concentrated ownership, with substantial value in its investments in Compagnie Financière Tradition and other entities.

(Extract from their Q4 letter)
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⁠The Investing for Beginners Podcast
How capital efficient is your company?

Ask these questions to find out:

1. What are the returns on invested capital?
2. Is ROIC > cost of capital (WACC)
3. Are historical returns growing?
4. Capex trending up or down? https://t.co/yE22TtWJQM
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⁠Alvin
This is the realme "Ultra" Interchangeable-lens Concept Phone.

This phone has a Leica M mount that allows you to use a 73 mm portrait lens or a 234 mm telephoto lens.

A very cool concept right here! https://t.co/YNA7fWF8vX
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⁠The Kobeissi Letter
BREAKING: S&P 500 futures fall -120 points from their high in a massive post-CPI inflation reversal. https://t.co/x3ctWM6YHU
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⁠Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
200 MP periscope telephoto camera

Both taken using the auto mode. 📸

Focal lengths (native on both):
• Xiaomi: 100 mm, Leica Authentic
• vivo: 85 mm, Vivid mode https://t.co/3iX77BxE2l
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⁠The Investing for Beginners Podcast
Free Cash Flow is the lifeblood of every company.

But how do we calculate it?

Let's learn how 🧵⬇️ https://t.co/TWiP1CsNfV
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⁠Quiver Quantitative
Representative Tim Moore just disclosed more day-trades.

He bought and sold up to $100K of Harley-Davidson stock, $HOG, on the same day. https://t.co/Lb43o8BUWT
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⁠Finding Compounders
Chuck Akre’s interview on MasterCard and Visa back in 2012 https://t.co/XcbAJQhQJ8
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