Offshore
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Finding Compounders
How a Group of Business Students Sold Enron a Year Before The Collapse https://t.co/eWoeT1un0k
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How a Group of Business Students Sold Enron a Year Before The Collapse https://t.co/eWoeT1un0k
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Offshore
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The Kobeissi Letter
BREAKING: The share of US small businesses saying it is a good time to expand over the next 3 months declined by 5 percentage points in February, to 12%.
This marked the largest drop in expansion plans since the 2020 pandemic, according to the NFIB survey.
At the same time, the Uncertainty Index rose 4 points, to 104, the second-highest reading on record.
Small businesses mentioned labor quality, inflation, and labor costs as their most important problems.
Small firms are a major driver of the US economy reflecting ~43.5% of GDP.
Uncertainty is skyrocketing.
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BREAKING: The share of US small businesses saying it is a good time to expand over the next 3 months declined by 5 percentage points in February, to 12%.
This marked the largest drop in expansion plans since the 2020 pandemic, according to the NFIB survey.
At the same time, the Uncertainty Index rose 4 points, to 104, the second-highest reading on record.
Small businesses mentioned labor quality, inflation, and labor costs as their most important problems.
Small firms are a major driver of the US economy reflecting ~43.5% of GDP.
Uncertainty is skyrocketing.
tweet
Offshore
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Investing visuals
$HIMS is down 🔻50% from its February peak. If you're interested in the company, you should know these 5 visuals 🧵👇
1 - How $HIMS makes money https://t.co/afgWXv4m2c
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$HIMS is down 🔻50% from its February peak. If you're interested in the company, you should know these 5 visuals 🧵👇
1 - How $HIMS makes money https://t.co/afgWXv4m2c
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Offshore
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The Kobeissi Letter
JUST IN: Robinhood stock, $HOOD, rises over +5% after announcing a new prediction markets hub with @Kalshi.
This will bring prediction market trading to 25+ million users on Robinhood's platform.
Prediction markets are expanding. https://t.co/puqEUcVf51
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JUST IN: Robinhood stock, $HOOD, rises over +5% after announcing a new prediction markets hub with @Kalshi.
This will bring prediction market trading to 25+ million users on Robinhood's platform.
Prediction markets are expanding. https://t.co/puqEUcVf51
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Offshore
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The Investing for Beginners Podcast
Every Tuesday, I share:
➡️ Six pieces of interesting content with 18,000+ investors
➡️ One finance thread
➡️ One quote
All are focused on making you a better investor.
Want to join?
Sign up here (for free):
https://t.co/IXojwHVVCL
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Every Tuesday, I share:
➡️ Six pieces of interesting content with 18,000+ investors
➡️ One finance thread
➡️ One quote
All are focused on making you a better investor.
Want to join?
Sign up here (for free):
https://t.co/IXojwHVVCL
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Offshore
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Stock Analysis Compilation
Clearbridge SMid Cap Growth Strategy on RadNet $RDNT US
Thesis: RadNet is a growing player in the health care sector, benefiting from a shift to freestanding diagnostic imaging centers, with growth potential through geographic expansion and AI applications.
(Extract from their Q4 letter)
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Clearbridge SMid Cap Growth Strategy on RadNet $RDNT US
Thesis: RadNet is a growing player in the health care sector, benefiting from a shift to freestanding diagnostic imaging centers, with growth potential through geographic expansion and AI applications.
(Extract from their Q4 letter)
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Offshore
Video
Finding Compounders
Jeff Bezos reiterates something Warren Buffett previously mentioned
Focus on what is not going to change !
Customers will still want low prices and quicker delivery 10 years from now .
People are still gonna drink Coke , 10 years from now https://t.co/5Fwcdusawv
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Jeff Bezos reiterates something Warren Buffett previously mentioned
Focus on what is not going to change !
Customers will still want low prices and quicker delivery 10 years from now .
People are still gonna drink Coke , 10 years from now https://t.co/5Fwcdusawv
tweet
Offshore
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The Kobeissi Letter
BREAKING: US high-yield corporate bond spreads are up ~60 basis points over the last month, to 3.20%, a 6-month high.
At the same time, investment grade corporate bond spreads have risen 27 bps, to 0.96%, the highest since September 2024.
US corporate bond spreads are a good gauge of financial market distress.
Spreads have widened amid rising trade war uncertainty and recession odds.
Uncertainty is here to stay.
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BREAKING: US high-yield corporate bond spreads are up ~60 basis points over the last month, to 3.20%, a 6-month high.
At the same time, investment grade corporate bond spreads have risen 27 bps, to 0.96%, the highest since September 2024.
US corporate bond spreads are a good gauge of financial market distress.
Spreads have widened amid rising trade war uncertainty and recession odds.
Uncertainty is here to stay.
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Offshore
Photo
Finding Compounders
Warren Buffett considers Henry Singelton as having the best operating and Capital deployment record in American Business
This is evident by looking at Teledyne’s financial summary https://t.co/fFuk93oT5O
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Warren Buffett considers Henry Singelton as having the best operating and Capital deployment record in American Business
This is evident by looking at Teledyne’s financial summary https://t.co/fFuk93oT5O
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