Offshore
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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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Warren Buffett isn’t a fan of touring a company’s plants/ factories. https://t.co/6yJxN2PUCJ
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The All-In Podcast
RT @ChrisWillx: On @theallinpod panel as the token poor person tonight at SXSW
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RT @ChrisWillx: On @theallinpod panel as the token poor person tonight at SXSW
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Offshore
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The Kobeissi Letter
At some point, you have to ask yourself:
If physical gold holdings are rising at a faster pace than the pandemic (one of the largest crises in US history), are we in a crisis right now? https://t.co/nqKyJzrjSz
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At some point, you have to ask yourself:
If physical gold holdings are rising at a faster pace than the pandemic (one of the largest crises in US history), are we in a crisis right now? https://t.co/nqKyJzrjSz
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 tweet
Offshore
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Stock Analysis Compilation
Harding Loevner on Meituan $3690 HK
Thesis: Meituan is a leading Chinese super-app that has improved its financial performance in 2024 by consolidating its food delivery and local services, launching a premium membership to attract cost-conscious users, and focusing on optimizing its core businesses amidst economic challenges.
(Extract from their Q4 letter)
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Harding Loevner on Meituan $3690 HK
Thesis: Meituan is a leading Chinese super-app that has improved its financial performance in 2024 by consolidating its food delivery and local services, launching a premium membership to attract cost-conscious users, and focusing on optimizing its core businesses amidst economic challenges.
(Extract from their Q4 letter)
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Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 falls to a new low of 2025, now in correction territory, as President Trump says he not going to "change [his] mind" on April 2nd tariffs.
Trump says the US does not need Canadian cars, energy or lumber. https://t.co/tEjnb5nQ1G
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BREAKING: The S&P 500 falls to a new low of 2025, now in correction territory, as President Trump says he not going to "change [his] mind" on April 2nd tariffs.
Trump says the US does not need Canadian cars, energy or lumber. https://t.co/tEjnb5nQ1G
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 tweet