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Stock Analysis Compilation
Harris Global Concentrated Strategy on Sysco Corporation $SYY US
Thesis: Sysco Corporation is a high-quality foodservice distribution company benefiting from scale advantages, poised for long-term growth despite recent slowdowns in independent restaurant sales.
(Extract from their Q4 letter)
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Harris Global Concentrated Strategy on Sysco Corporation $SYY US
Thesis: Sysco Corporation is a high-quality foodservice distribution company benefiting from scale advantages, poised for long-term growth despite recent slowdowns in independent restaurant sales.
(Extract from their Q4 letter)
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Finding Compounders
When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/9C24jfK4mg
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When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/9C24jfK4mg
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Alvin
One UI 7 is a mess.
Not because it is bad. In fact, it is MY FAVOURITE smartphone OS/Android skin so far.
I just think it is Samsung's most chaotic OS upgrade ever.
Why?
✅ Super long delays. It will be released to older Samsung phones 6 MONTHS after other brands started their rollout phases.
✅ Some UI elements on the *stable* Galaxy S25 Series builds are so embarrassingly unpolished (the blur effects when trying to open an app using the lock screen shortcuts, the charging animations, etc.)
✅ They are still actively refining and changing up some UI elements on the Beta versions for the older Samsung phones instead of pushing them first to the S25 Series
✅ Now Bar on Samsung phones with an optical under-screen fingerprint scanner is so horribly out of place, making them unappealing to look at.
And more...
Honestly, Samsung should really take care of their consistency and readiness with One UI 8, because this is messy.
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One UI 7 is a mess.
Not because it is bad. In fact, it is MY FAVOURITE smartphone OS/Android skin so far.
I just think it is Samsung's most chaotic OS upgrade ever.
Why?
✅ Super long delays. It will be released to older Samsung phones 6 MONTHS after other brands started their rollout phases.
✅ Some UI elements on the *stable* Galaxy S25 Series builds are so embarrassingly unpolished (the blur effects when trying to open an app using the lock screen shortcuts, the charging animations, etc.)
✅ They are still actively refining and changing up some UI elements on the Beta versions for the older Samsung phones instead of pushing them first to the S25 Series
✅ Now Bar on Samsung phones with an optical under-screen fingerprint scanner is so horribly out of place, making them unappealing to look at.
And more...
Honestly, Samsung should really take care of their consistency and readiness with One UI 8, because this is messy.
tweet
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Alvin
About the lock screen blur being buggy on One UI 7, here's what I meant.
Look at the difference between the blur effects on my Galaxy S25 Ultra (One UI 7) and my S24 Ultra (One UI 6.1).
The S24U looked MILES better. That blur on the S25U is messy. https://t.co/Pe9Ks9tCl3
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About the lock screen blur being buggy on One UI 7, here's what I meant.
Look at the difference between the blur effects on my Galaxy S25 Ultra (One UI 7) and my S24 Ultra (One UI 6.1).
The S24U looked MILES better. That blur on the S25U is messy. https://t.co/Pe9Ks9tCl3
One UI 7 is a mess.
Not because it is bad. In fact, it is MY FAVOURITE smartphone OS/Android skin so far.
I just think it is Samsung's most chaotic OS upgrade ever.
Why?
✅ Super long delays. It will be released to older Samsung phones 6 MONTHS after other brands started their rollout phases.
✅ Some UI elements on the *stable* Galaxy S25 Series builds are so embarrassingly unpolished (the blur effects when trying to open an app using the lock screen shortcuts, the charging animations, etc.)
✅ They are still actively refining and changing up some UI elements on the Beta versions for the older Samsung phones instead of pushing them first to the S25 Series
✅ Now Bar on Samsung phones with an optical under-screen fingerprint scanner is so horribly out of place, making them unappealing to look at.
And more...
Honestly, Samsung should really take care of their consistency and readiness with One UI 8, because this is messy. tweet
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Quiver Quantitative
BREAKING: A federal judge has ruled that actions taken by Elon Musk and DOGE to close USAID were unconstitutional.
Has ordered DOGE reinstate almost all of USAID's functionality. https://t.co/2AOOrroQVI
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BREAKING: A federal judge has ruled that actions taken by Elon Musk and DOGE to close USAID were unconstitutional.
Has ordered DOGE reinstate almost all of USAID's functionality. https://t.co/2AOOrroQVI
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