⁠Investing visuals
I see great long-term opportunities in the current drawdown of some names below.

How about you? https://t.co/agDU2RlmaO
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⁠The Investing for Beginners Podcast
DCF vs Reverse DCF: https://t.co/bwnE9C3bBf
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⁠Stock Analysis Compilation
Artisan US Mid Cap Growth Strategy on Robinhood $HOOD US

Thesis: Robinhood is emerging as the leading trading platform for millennials with rapid account growth and significant potential for product expansion and margin improvement.

(Extract from their Q4 letter) https://t.co/KkmWYWaAau
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⁠The Kobeissi Letter
BREAKING: Spot gold prices officially surge to a new record high, now just 1% away from crossing $3,000/oz for the first time in history. https://t.co/njvrF5cYAR
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⁠Quiver Quantitative
BREAKING: Senator Elizabeth Warren just said that one of her most pressing concerns is that @elonmusk will build an empire using X Money. https://t.co/yHPQeXjthb
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⁠The Kobeissi Letter
It's very clear what's happening:

President Trump now believes "short term pain" is his ONLY option to lower inflation and refinance $9+ trillion of US debt.

We have seen over -$5 TRILLION erased from US stocks with the goal of LOWERING rates.

Will it work?

(a thread) https://t.co/QlQYU65AZT
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⁠Quiver Quantitative
BREAKING: Representative Julie Johnson just filed a purchase of Raytheon stock, $RTX.

Johnson sits on the House Committee on Foreign Affairs. https://t.co/y4jxmMhplE
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⁠The Kobeissi Letter
BREAKING: Putin says Russia agrees to stop fighting in Ukraine, but it should lead to long-standing peace.

Putin thanked President Trump for attention to the Russia-Ukraine conflict.

We are on the brink of a ceasefire for the first time since fighting began in February 2022.
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⁠The Kobeissi Letter
BREAKING: US stocks extend declines and the S&P 500 is set to enter correction territory for the 2nd time this week.

The post-CPI inflation rally has been erased. https://t.co/O5ode6C6fk

It's very clear what's happening:

President Trump now believes "short term pain" is his ONLY option to lower inflation and refinance $9+ trillion of US debt.

We have seen over -$5 TRILLION erased from US stocks with the goal of LOWERING rates.

Will it work?

(a thread) https://t.co/QlQYU65AZT - The Kobeissi Letter
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⁠Finding Compounders
Warren Buffett isn’t a fan of touring a company’s plants/ factories. https://t.co/6yJxN2PUCJ
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