⁠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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⁠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
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⁠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
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⁠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
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⁠Quiver Quantitative
President Trump: "I think the markets are gonna soar" https://t.co/d33puWA1PT
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