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Alvin
I have to say that after trying Infinix's XOS 15 and TECNO's HiOS 15, they have stepped up their games in the software department.
HiOS 15 is a bit more polished, but both are "inspired by this and that" Android skin to me (OPPO's icons, vivo's OriginOS UI elements, Xiaomi's UI elements on some system apps, etc).
Even the Infinix Note 50 Series has wallpapers that look so similar to the Galaxy S24 Series, lol.
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I have to say that after trying Infinix's XOS 15 and TECNO's HiOS 15, they have stepped up their games in the software department.
HiOS 15 is a bit more polished, but both are "inspired by this and that" Android skin to me (OPPO's icons, vivo's OriginOS UI elements, Xiaomi's UI elements on some system apps, etc).
Even the Infinix Note 50 Series has wallpapers that look so similar to the Galaxy S24 Series, lol.
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Offshore
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Alvin
This is the new Tecno Camon 40.
This $160 phone has a main camera sensor that is as big as phones like the Galaxy S25, at 1/1.56".
It also has a feature called FlashSnap that allows you to easily capture fast-moving subjects.
Aside from that, the specs are actually promising for a phone in its class.
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This is the new Tecno Camon 40.
This $160 phone has a main camera sensor that is as big as phones like the Galaxy S25, at 1/1.56".
It also has a feature called FlashSnap that allows you to easily capture fast-moving subjects.
Aside from that, the specs are actually promising for a phone in its class.
tweet
Offshore
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Finding Compounders
Tom Gayner is the co-CEO and CIO of Markel Corporation. Markel is commonly referred to as a mini Berkshire
Here are Tom Gayner’s 4 North Star Investing Principles .
Source: Nasdaq https://t.co/SJ3FvuihZw
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Tom Gayner is the co-CEO and CIO of Markel Corporation. Markel is commonly referred to as a mini Berkshire
Here are Tom Gayner’s 4 North Star Investing Principles .
Source: Nasdaq https://t.co/SJ3FvuihZw
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers.
🧵👇
BASF
✅A major German chemical company, with a share price down 50% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex
✅However, it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets.
✅A recently completed €10bn project in China is poised to add to FCF, suggesting that the company is going through a trough in earnings and cash flow.
✅ The company targets €10-12bn EBITDA in 2028 and cumulative FCF of €12bn over 2025-28bn (current mkt cap - €47bn).
1/5
$BAS.DE $BASFY
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RT @HiddenValueGems: Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers.
🧵👇
BASF
✅A major German chemical company, with a share price down 50% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex
✅However, it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets.
✅A recently completed €10bn project in China is poised to add to FCF, suggesting that the company is going through a trough in earnings and cash flow.
✅ The company targets €10-12bn EBITDA in 2028 and cumulative FCF of €12bn over 2025-28bn (current mkt cap - €47bn).
1/5
$BAS.DE $BASFY
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Investing visuals
$GOOGL acquires cybersecurity business Wiz for $32Bln 🚨
It's $GOOGL's biggest acquisition ever. https://t.co/tcx54PXO9q
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$GOOGL acquires cybersecurity business Wiz for $32Bln 🚨
It's $GOOGL's biggest acquisition ever. https://t.co/tcx54PXO9q
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