Offshore
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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
Offshore
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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
Offshore
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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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Offshore
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The Kobeissi Letter
US consumers are pulling back spending on dining out:
Restaurant and bar retail sales dropped -1.5% month-over-month in February, the biggest decline in 2 years.
This marks the second monthly decrease out of the last three.
As a result, restaurant sales have plummeted by an -8.5% annual rate over the last 3 months, the most since Q1 2022 when GDP contracted by -1.0%.
This is a sharp decline from the high-single-digit growth seen in Q3 2024.
This comes as food inflation has been a major issue with food away from home prices rising ~30% over the last 5 years.
Dining out is officially a luxury.
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US consumers are pulling back spending on dining out:
Restaurant and bar retail sales dropped -1.5% month-over-month in February, the biggest decline in 2 years.
This marks the second monthly decrease out of the last three.
As a result, restaurant sales have plummeted by an -8.5% annual rate over the last 3 months, the most since Q1 2022 when GDP contracted by -1.0%.
This is a sharp decline from the high-single-digit growth seen in Q3 2024.
This comes as food inflation has been a major issue with food away from home prices rising ~30% over the last 5 years.
Dining out is officially a luxury.
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Offshore
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Stock Analysis Compilation
Lindsell Train UK Equity Fund on Intertek $ITRK LN
Thesis: Intertek is a leading global testing and assurance company poised to benefit from increasing regulatory demands and the green transition, supported by high barriers to entry and a growing focus on quality assurance.
(Extract from their Q4 letter)
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Lindsell Train UK Equity Fund on Intertek $ITRK LN
Thesis: Intertek is a leading global testing and assurance company poised to benefit from increasing regulatory demands and the green transition, supported by high barriers to entry and a growing focus on quality assurance.
(Extract from their Q4 letter)
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Finding Compounders
Great read
Capital Cycle Analysis helps to identify investments with high and sustainable returns https://t.co/85vLuoiKpU
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Great read
Capital Cycle Analysis helps to identify investments with high and sustainable returns https://t.co/85vLuoiKpU
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Offshore
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The Kobeissi Letter
How often do market corrections lead to a recession in the US?
There have been 60 S&P 500 corrections including the most recent one, according to Deutsche Bank analysis.
Historically, in 12% of corrections, a recession had already begun in the previous 12 months.
32% of the time a recession took place within the next 12 months.
In 56% of corrections, the US avoided an economic downturn within the next 12 months.
In other words, market corrections are only accompanied by a recession ~44% of the time.
Can we avoid a recession this time?
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How often do market corrections lead to a recession in the US?
There have been 60 S&P 500 corrections including the most recent one, according to Deutsche Bank analysis.
Historically, in 12% of corrections, a recession had already begun in the previous 12 months.
32% of the time a recession took place within the next 12 months.
In 56% of corrections, the US avoided an economic downturn within the next 12 months.
In other words, market corrections are only accompanied by a recession ~44% of the time.
Can we avoid a recession this time?
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