⁠Finding Compounders
Asked whether he considers himself a superinvestor, Schloss demurs: "Well, I don't like to lose money."

A Forbes article on Walter Schloss https://t.co/2mIndaFEXu
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⁠Alvin
Xiaomi 15 Ultra in Silver Chrome

The best-designed Xiaomi phone ever. 🔥 https://t.co/nbgzVJjqRy
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⁠Alvin
At the vivo V50 Indonesian Launch Event! 👀

I even put on a Red shirt that matches my Harmony Red V50. 😏 https://t.co/84c4H017wF
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⁠Alvin
Thin, light, and has a huge battery.
******* could never. https://t.co/UqKmc3pfqB
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⁠Finding Compounders
John O’ Rourke explains his Llyodminster Development Company Ltd Investment thesis https://t.co/5w16GM9oum
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⁠The Kobeissi Letter
Market liquidity is falling amid the sell-off:

Liquidity in S&P 500 futures has dropped below $4 million, the second-lowest level in 2 years.

Top-of-book depth in S&P 500 futures has declined ~80% over the last few weeks.

Low liquidity often exacerbates market volatility in both directions.

This makes it harder for investors to execute their buy and sell orders at a desired price, particularly for the larger orders.

All signs point to more volatility ahead.
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⁠Dimitry Nakhla | Babylon Capital®
15 Quality Stocks That Maintained ROIC >20% in the Last 5 Years | Average ROIC 💸

💳 Visa $V | 30%
📱 Apple $AAPL | 57%
🚘 Copart $CPRT | 25%
🧾 Paychex $PAYX | 42%
🌐 MSCI Inc $MSCI | 33%
🏦 Fair Isaac $FICO | 44%
💵 Mastercard $MA | 54%
☁️ Microsoft $MSFT | 30%
💨 Philip Morris $PM | 43%
🧬 Novo Nordisk $NVO | 64%
🖨️ Lam Research $LRCX | 36%
☀️ ASML Holding $ASML | 40%
📸 Meta Platforms $META | 27%
👩🏻‍🔬 Vertex Pharmaceuticals $VRTX | 29%
💰 Automatic Data Processing $ADP | 50%
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⁠The Kobeissi Letter
BREAKING: President Trump says he will place a 200% tariff on all wines, champagnes, and alcoholic products coming from the EU if they do not cancel their 50% tariff on US whisky. https://t.co/mQe3IoqZZo
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