⁠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
tweet

⁠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
tweet

⁠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
tweet

⁠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
tweet

⁠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
tweet

⁠Finding Compounders
Chuck Akre’s interview on MasterCard and Visa back in 2012 https://t.co/XcbAJQhQJ8
tweet

⁠Stock Analysis Compilation
Edgewood on TransDigm $TDG US

Thesis: TransDigm’s pricing power, aftermarket dominance, and M&A strategy position it for sustained aerospace growth.

(Extract from their Q4 letter) https://t.co/fabk1JH64h
tweet

⁠Investing visuals
$TSLA in a nutshell:

🐻 Suffering major brand damage
🐻 Competition is catching up
🐻 It’s a political playball

🐂 Energy is growing rapidly
🐂 Optimus will be its next growth leg
🐂 FSD is the margin expansion play
🐂 Cybercab will boom

I’m firmly in the middle. https://t.co/ruFiFfmLKS
tweet

⁠Hidden Value Gems
It used to be ".com" and "e" in the company's name that boosted its valuation. More recently it was Cloud and AI. Today, it is probably defense (at least for European companies).

Surprised the stock is not jumping on this yet 😃

#VW $VOW3.DE https://t.co/HtUomnQJ8d
tweet