⁠The Kobeissi Letter
BREAKING: The S&P 500 officially falls back below 5,600, now down over -100 points since 3 PM ET yesterday. https://t.co/lnyWk2Io9d
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⁠Quiver Quantitative
JUST IN: Congress has lost $71M in the stock market in the last month, per our estimates.

Someone start a GoFundMe. https://t.co/KyGF6Mnby6
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⁠The Kobeissi Letter
The collapse of US consumers:

Unemployment expectations in the US are now ABOVE 2020 levels and at their highest since 2008.

In 2024, a poll showed that a whopping 56% of Americans thought the US was in a recession.

Is the US set to enter a recession?

(a thread) https://t.co/iQhcQkRGUv
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⁠The Investing for Beginners Podcast
Want to find strong company moats?

Look for:

• Pricing power
• Higher margins than competitors
• High switching costs creating "sticky" customers
• Network effects where each new user adds value

True moats don't just protect revenue-they compound value
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⁠The Kobeissi Letter
Shocking stat of the day:

We have just witnessed the biggest drop in US equity allocation on record. https://t.co/qgVXqbhQEe

The collapse of US consumers:

Unemployment expectations in the US are now ABOVE 2020 levels and at their highest since 2008.

In 2024, a poll showed that a whopping 56% of Americans thought the US was in a recession.

Is the US set to enter a recession?

(a thread) https://t.co/iQhcQkRGUv - The Kobeissi Letter
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⁠The Investing for Beginners Podcast
Return on Assets: https://t.co/bPJMc04Fbg
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⁠Stock Analysis Compilation
Harding Loevner Global Small Companies Equity on LEM Holdings $HELS SW

Thesis: LEM Holdings is expanding its market presence in EVs and traditional industries while leveraging its in-house designed ASICs for competitive advantage.

(Extract from their Q4 letter) https://t.co/ytEjV9dzhj
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⁠Finding Compounders
Great Investment Checklist to Use https://t.co/zCshPkBJnS
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