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Quiver Quantitative
Republican Senator Rand Paul is currently giving a speech opposing the Trump-endorsed CR.
"The bill before us doesn't change anything" https://t.co/kehuY0qd5A
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Republican Senator Rand Paul is currently giving a speech opposing the Trump-endorsed CR.
"The bill before us doesn't change anything" https://t.co/kehuY0qd5A
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The Kobeissi Letter
BREAKING: The S&P 500 adds over $1 TRILLION of market cap and officially posts its best day of 2025. https://t.co/1srEG7qB7V
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BREAKING: The S&P 500 adds over $1 TRILLION of market cap and officially posts its best day of 2025. https://t.co/1srEG7qB7V
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Stock Analysis Compilation
Lindsell Train North American Equity Fund on Thermo Fisher Scientific $TMO US
Thesis: Thermo Fischer is a leading global life sciences tools and diagnostics company that benefits from industry growth and recurring revenues, making it an attractive investment opportunity despite recent flat share performance.
(Extract from their Q4 letter)
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Lindsell Train North American Equity Fund on Thermo Fisher Scientific $TMO US
Thesis: Thermo Fischer is a leading global life sciences tools and diagnostics company that benefits from industry growth and recurring revenues, making it an attractive investment opportunity despite recent flat share performance.
(Extract from their Q4 letter)
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Stock Analysis Compilation
Lindsell Train UK Equity Fund on Clarkson $CKN LN
Thesis: Clarkson’s dominance in shipbroking, resilient revenue model, and growing data services position it as a compelling long-term investment
(Extract from their Q4 letter) https://t.co/YMZlVHs2AI
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Lindsell Train UK Equity Fund on Clarkson $CKN LN
Thesis: Clarkson’s dominance in shipbroking, resilient revenue model, and growing data services position it as a compelling long-term investment
(Extract from their Q4 letter) https://t.co/YMZlVHs2AI
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AkhenOsiris
Why the fuck is Bhutan banned? Idiots
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Why the fuck is Bhutan banned? Idiots
List of trump travel ban
Red All travel banned
Afghanistan Bhutan Cuba Iran Libya
North Korea Somalia Sudan Syria Venezuela
Yemen
Visas sharply restricted
Belarus Eritrea
Pakistan Russia
Haiti
Sierra Leone
Laos
South Sudan
Myanmar
Turkmenistan
60 days to address concerns
Angola
Equatorial Guinea Gambia
Antigua and Barbuda
Benin
Liberia
Burkina Faso
Malawi
Cambodia
Mali
Cameroon
Mauritania
Cape Verde
St. Kitts and Nevis
Chad
St. Lucia
Republic of Congo
São Tomé and Príncipe
Dem. Republic of Congo
Vanuatu
Dominica
Zimbabwe - Alitweet
The All-In Podcast
e219: fixing the american dream with andrew schulz! 🇺🇸🇺🇸🇺🇸
@andrewschulz joins the besties for an incredible show:
-- tariffs and trump
-- fixing the dream: housing correction, social security reform
-- his rise in comedy, the value of youtube and an independent fan base
++ much more!
(0:00) the besties intro andrew schulz!
(3:29) @friedberg hits a quick science corner on the future of fertility
(9:35) reacting to @GavinNewsom's new podcast: genius or pandering?
(19:36) tariff experiment so far: risks, communication issues, and more
(30:44) why the american dream is broken and how to fix it: cracking the housing market, social security reform
(55:45) aligning upside via increased stock market participation
(1:11:23) how andrew blew up in comedy, going direct via youtube, building a cancel-proof following
(1:22:25) state of america, conspiracy obsession, thoughts on trump and doge
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e219: fixing the american dream with andrew schulz! 🇺🇸🇺🇸🇺🇸
@andrewschulz joins the besties for an incredible show:
-- tariffs and trump
-- fixing the dream: housing correction, social security reform
-- his rise in comedy, the value of youtube and an independent fan base
++ much more!
(0:00) the besties intro andrew schulz!
(3:29) @friedberg hits a quick science corner on the future of fertility
(9:35) reacting to @GavinNewsom's new podcast: genius or pandering?
(19:36) tariff experiment so far: risks, communication issues, and more
(30:44) why the american dream is broken and how to fix it: cracking the housing market, social security reform
(55:45) aligning upside via increased stock market participation
(1:11:23) how andrew blew up in comedy, going direct via youtube, building a cancel-proof following
(1:22:25) state of america, conspiracy obsession, thoughts on trump and doge
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The All-In Podcast
RT @TheChiefNerd: .@Jason: “Trump is the Democratic Party that we grew up with. It's kind of crazy. And then the Democrats became this elitist group that seemed to be in the pocket of business interest. I don't know what bizarro world we're living in.” https://t.co/m27MEuC1Cg
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RT @TheChiefNerd: .@Jason: “Trump is the Democratic Party that we grew up with. It's kind of crazy. And then the Democrats became this elitist group that seemed to be in the pocket of business interest. I don't know what bizarro world we're living in.” https://t.co/m27MEuC1Cg
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Hidden Value Gems
Daniel Kahneman spent the last few days in Paris before going to Switzerland for assisted dying. So sad to read this story by @jasonzweigwsj , a very unexpected turn, a lot to think about...
An abstract from Kahneman's letter to friends: "Not surprisingly, some of those who love me would have preferred for me to wait until it is obvious that my life is not worth extending. But I made my decision precisely because I wanted to avoid that state, so it had to appear premature."
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Daniel Kahneman spent the last few days in Paris before going to Switzerland for assisted dying. So sad to read this story by @jasonzweigwsj , a very unexpected turn, a lot to think about...
An abstract from Kahneman's letter to friends: "Not surprisingly, some of those who love me would have preferred for me to wait until it is obvious that my life is not worth extending. But I made my decision precisely because I wanted to avoid that state, so it had to appear premature."
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Alvin
I see several people, including my friends, trying a vivo phone for the first time.
I'm happy to see more people exploring smartphone brands instead of sticking to just one or two of the most popular ones. https://t.co/y1v4oSqgNr
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I see several people, including my friends, trying a vivo phone for the first time.
I'm happy to see more people exploring smartphone brands instead of sticking to just one or two of the most popular ones. https://t.co/y1v4oSqgNr
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