Offshore
Photo
The Investing for Beginners Podcast
Unlock the secret to valuing companies!
Introducing the Price to Book Ratio—a powerful tool comparing market value to book value.
Spot undervalued stocks and uncover hidden opportunities with this easy-to-understand graphic. https://t.co/2tJ6iHjJfo
tweet
Unlock the secret to valuing companies!
Introducing the Price to Book Ratio—a powerful tool comparing market value to book value.
Spot undervalued stocks and uncover hidden opportunities with this easy-to-understand graphic. https://t.co/2tJ6iHjJfo
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Representative Scott Franklin just filed multiple purchases Lockheed Martin stock, $LMT.
Lockheed Martin is a defense contractor.
Franklin sits on the House appropriations subcommittee on military construction.
We'll be keeping an eye on this. https://t.co/CviOIG8Zwu
tweet
BREAKING: Representative Scott Franklin just filed multiple purchases Lockheed Martin stock, $LMT.
Lockheed Martin is a defense contractor.
Franklin sits on the House appropriations subcommittee on military construction.
We'll be keeping an eye on this. https://t.co/CviOIG8Zwu
tweet
Offshore
Photo
The Kobeissi Letter
US housing affordability is still getting worse:
The annual income needed to afford an average home in the US is now $124,200, an all-time high.
By comparison, the median US household income is $79,200, or a whopping $45,000 lower.
This makes the gap between income needed to buy a home and annual income the largest on record.
To put this into perspective, median household income was ~$3,000 higher than the income required to buy a home just 4 years ago.
This gap has widened at a faster pace than the lead up to the 2006 housing bubble.
Truly unprecedented times for housing.
tweet
US housing affordability is still getting worse:
The annual income needed to afford an average home in the US is now $124,200, an all-time high.
By comparison, the median US household income is $79,200, or a whopping $45,000 lower.
This makes the gap between income needed to buy a home and annual income the largest on record.
To put this into perspective, median household income was ~$3,000 higher than the income required to buy a home just 4 years ago.
This gap has widened at a faster pace than the lead up to the 2006 housing bubble.
Truly unprecedented times for housing.
tweet
Offshore
Photo
Stock Analysis Compilation
Hardman Johnston Global Equity on Bank of America Corp. $BAC US
Thesis: Bank of America Corp. is a highly diversified bank poised for growth and efficiency improvements, benefiting from a favorable regulatory environment and significant opportunities in mass retail and wealth management.
(Extract from their Q4 letter)
tweet
Hardman Johnston Global Equity on Bank of America Corp. $BAC US
Thesis: Bank of America Corp. is a highly diversified bank poised for growth and efficiency improvements, benefiting from a favorable regulatory environment and significant opportunities in mass retail and wealth management.
(Extract from their Q4 letter)
tweet
Offshore
Photo
Investing visuals
Business battle: $GOOGL vs. $MSFT – who’s your favorite? https://t.co/2v8MRfe5yo
tweet
Business battle: $GOOGL vs. $MSFT – who’s your favorite? https://t.co/2v8MRfe5yo
tweet
Offshore
Photo
The Investing for Beginners Podcast
As investors, we HAVE to understand the business.
But how do we do this?
Answer these questions:
1. What are main costs?
2. Who are main customers?
3. Who are main competitors?
4. How do they make money?
5. What problem does their product/service solve?
You're well on the way https://t.co/DLzcDXmBfb
tweet
As investors, we HAVE to understand the business.
But how do we do this?
Answer these questions:
1. What are main costs?
2. Who are main customers?
3. Who are main competitors?
4. How do they make money?
5. What problem does their product/service solve?
You're well on the way https://t.co/DLzcDXmBfb
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: X has been valued at $44 billion in a deal where investors sold existing stakes in the business, per FT.
X is also raising $2 billion in a primary round to pay off debt taken during @ElonMusk's acquisition of Twitter.
X's valuation is now up over +400% from its low. https://t.co/A8XZId89FA
tweet
BREAKING: X has been valued at $44 billion in a deal where investors sold existing stakes in the business, per FT.
X is also raising $2 billion in a primary round to pay off debt taken during @ElonMusk's acquisition of Twitter.
X's valuation is now up over +400% from its low. https://t.co/A8XZId89FA
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: Nvidia, $NVDA, CEO Jensen Huang says the market's understanding of DeepSeek R1 is "completely wrong."
Huang says demand for computing remains "extremely high" and reasoning AI is increasing computing demand. https://t.co/eX60ODi3NH
tweet
BREAKING: Nvidia, $NVDA, CEO Jensen Huang says the market's understanding of DeepSeek R1 is "completely wrong."
Huang says demand for computing remains "extremely high" and reasoning AI is increasing computing demand. https://t.co/eX60ODi3NH
tweet
Offshore
Photo
The Investing for Beginners Podcast
4 Profitability Ratios All Investors Need to Know
Let's dig in. https://t.co/SGfGBxoVts
tweet
4 Profitability Ratios All Investors Need to Know
Let's dig in. https://t.co/SGfGBxoVts
tweet
Offshore
Photo
The Kobeissi Letter
Rate cut expectations are DROPPING again:
Heading into this week, prediction markets saw a base case of 3 interest rate cuts in 2025.
Now, the base case is falling sharply with a median forecast of just 2.6 cuts, per @Kalshi.
Odds of a rate cut before June 2025 are now back below 20%.
All eyes are on the Fed today.
tweet
Rate cut expectations are DROPPING again:
Heading into this week, prediction markets saw a base case of 3 interest rate cuts in 2025.
Now, the base case is falling sharply with a median forecast of just 2.6 cuts, per @Kalshi.
Odds of a rate cut before June 2025 are now back below 20%.
All eyes are on the Fed today.
tweet