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The Kobeissi Letter
BREAKING: A federal judge has banned @DOGE from accessing personally identifiable information from the Social Security Administration, per CNBC. https://t.co/dKjHQNajzX
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BREAKING: A federal judge has banned @DOGE from accessing personally identifiable information from the Social Security Administration, per CNBC. https://t.co/dKjHQNajzX
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Stock Analysis Compilation
Horizon Kinetics on Texas Pacific Land $TPL US
Thesis: TPL is a potentially undervalued investment due to unrealized revenues from natural gas production that will increase as pipeline capacity improves.
(Extract from their Q4 letter) https://t.co/KqOWtCCNsZ
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Horizon Kinetics on Texas Pacific Land $TPL US
Thesis: TPL is a potentially undervalued investment due to unrealized revenues from natural gas production that will increase as pipeline capacity improves.
(Extract from their Q4 letter) https://t.co/KqOWtCCNsZ
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App Economy Insights
$NKE Nike Q3 FY25 (ending Feb. 2025).
• Revenue -9% Y/Y to $11.3B ($240M beat).
• GAAP EPS $0.54 ($0.26 beat).
• Inventory -2% Y/Y to $7.5B.
• Wholesale -7% Y/Y to $6.2B.
• Direct revenue -12% Y/Y to $4.7B. https://t.co/sGr3oQDTrg
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$NKE Nike Q3 FY25 (ending Feb. 2025).
• Revenue -9% Y/Y to $11.3B ($240M beat).
• GAAP EPS $0.54 ($0.26 beat).
• Inventory -2% Y/Y to $7.5B.
• Wholesale -7% Y/Y to $6.2B.
• Direct revenue -12% Y/Y to $4.7B. https://t.co/sGr3oQDTrg
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Novo Nordisk stock trades near its lowest valuation in the last 5 years, almost hitting its bottom at the peak of pessimism during the 2020 stock market crash
This is despite strong double-digit EPS growth estimates through 2027
$NVO https://t.co/wGdJpfsVO3
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RT @DimitryNakhla: Novo Nordisk stock trades near its lowest valuation in the last 5 years, almost hitting its bottom at the peak of pessimism during the 2020 stock market crash
This is despite strong double-digit EPS growth estimates through 2027
$NVO https://t.co/wGdJpfsVO3
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Alvin
RT @sondesix: Apple (Probably): Symmetry is good and it symbolises quality.
Samsung: https://t.co/v55lEuEsz8
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RT @sondesix: Apple (Probably): Symmetry is good and it symbolises quality.
Samsung: https://t.co/v55lEuEsz8
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The All-In Podcast
🇺🇸 all-in takes dc part 2!
@chamath and @friedberg sit down with @CommerceGov secretary @howardlutnick for another long-form interview 🔥
-- insights from running trump's transition team
-- creating @DOGE with @elonmusk
-- fixing gdp
-- tariff strategy
-- how to sell 1m+ trump cards
-- government software strategies
++ much, much more
(0:00) chamath and friedberg welcome commerce secretary howard lutnick!
(1:10) howard describes his 30+ year relationship with president trump and his road from business to politics
(14:44) running trump's transition team, doge origin story, what it's like working for trump
(38:01) balancing the budget and fixing gdp
(52:21) tariff history and strategy, global trade
(1:10:34) trump cards, building better government software, ai thoughts
(1:22:49) sovereign wealth fund strategy
(1:37:16) how his family reacted to his new role
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🇺🇸 all-in takes dc part 2!
@chamath and @friedberg sit down with @CommerceGov secretary @howardlutnick for another long-form interview 🔥
-- insights from running trump's transition team
-- creating @DOGE with @elonmusk
-- fixing gdp
-- tariff strategy
-- how to sell 1m+ trump cards
-- government software strategies
++ much, much more
(0:00) chamath and friedberg welcome commerce secretary howard lutnick!
(1:10) howard describes his 30+ year relationship with president trump and his road from business to politics
(14:44) running trump's transition team, doge origin story, what it's like working for trump
(38:01) balancing the budget and fixing gdp
(52:21) tariff history and strategy, global trade
(1:10:34) trump cards, building better government software, ai thoughts
(1:22:49) sovereign wealth fund strategy
(1:37:16) how his family reacted to his new role
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Offshore
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The Kobeissi Letter
You can't make this up:
DoorDash, $DASH, is now allowing customers to FINANCE their food delivery orders.
This comes as US credit card debt hit a RECORD $1.2 trillion and $2+ trillion of excess savings have been depleted.
Are we in a consumer debt bubble?
(a thread) https://t.co/9xlX5Jjn9f
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You can't make this up:
DoorDash, $DASH, is now allowing customers to FINANCE their food delivery orders.
This comes as US credit card debt hit a RECORD $1.2 trillion and $2+ trillion of excess savings have been depleted.
Are we in a consumer debt bubble?
(a thread) https://t.co/9xlX5Jjn9f
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Stock Analysis Compilation
AMG River Road Large Cap Value Select Fund on LVMH Moet Hennessy Louis Vuitton SE $LVMUY US
Thesis: LVMH Moet Hennessy Louis Vuitton SE is a resilient global luxury goods company trading at five-year valuation lows, largely due to China market concerns, yet maintains strong financials and a solid growth trajectory in its key fashion and leather goods segment.
(Extract from their Q4 letter)
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AMG River Road Large Cap Value Select Fund on LVMH Moet Hennessy Louis Vuitton SE $LVMUY US
Thesis: LVMH Moet Hennessy Louis Vuitton SE is a resilient global luxury goods company trading at five-year valuation lows, largely due to China market concerns, yet maintains strong financials and a solid growth trajectory in its key fashion and leather goods segment.
(Extract from their Q4 letter)
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Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
Periscope Tele Camera, Auto mode. 📸
Both taken using the same 100 mm focal length.
Leica Authentic on the Xiaomi, ZEISS Natural on the vivo. https://t.co/Jr2vkpijCX
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Xiaomi 15 Ultra vs vivo X200 Pro
Periscope Tele Camera, Auto mode. 📸
Both taken using the same 100 mm focal length.
Leica Authentic on the Xiaomi, ZEISS Natural on the vivo. https://t.co/Jr2vkpijCX
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