Offshore
Photo
Alvin
Shot on Xiaomi 15 Ultra's 200 MP periscope tele camera. 📸
100 mm • 200 mm • 400 mm
Leica Vibrant https://t.co/dYq2pjuuzz
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Shot on Xiaomi 15 Ultra's 200 MP periscope tele camera. 📸
100 mm • 200 mm • 400 mm
Leica Vibrant https://t.co/dYq2pjuuzz
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Offshore
Video
Alvin
RT @sondesix: The new Huawei Pura X is a wider flip-style foldable phone that has a 16:10 main/inner screen aspect ratio.
It has a larger 3.5" cover screen too!
A very interesting approach right there, different from what others have made. https://t.co/MrEKtYzveK
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RT @sondesix: The new Huawei Pura X is a wider flip-style foldable phone that has a 16:10 main/inner screen aspect ratio.
It has a larger 3.5" cover screen too!
A very interesting approach right there, different from what others have made. https://t.co/MrEKtYzveK
tweet
Offshore
Photo
Hidden Value Gems
➡️"Total exports of Swiss timepieces dropped 8.2% to 1.98 billion Swiss francs ($2.26 billion) in February compared with the prior-year period" - more like 5% decline if adjusted for leap year 2024.
➡️"The U.S., the leading market for watch exports, reported a drop of 6.7%, while exports to China continued to fall, dropping by 25%."
➡️"Analysts at RBC Capital Markets said the acceleration seen in the U.S. during the fourth quarter was supported by one-off factors that are unlikely to sustain in the first three months of 2025."
Explains the recent weakness in $WOSG.L
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➡️"Total exports of Swiss timepieces dropped 8.2% to 1.98 billion Swiss francs ($2.26 billion) in February compared with the prior-year period" - more like 5% decline if adjusted for leap year 2024.
➡️"The U.S., the leading market for watch exports, reported a drop of 6.7%, while exports to China continued to fall, dropping by 25%."
➡️"Analysts at RBC Capital Markets said the acceleration seen in the U.S. during the fourth quarter was supported by one-off factors that are unlikely to sustain in the first three months of 2025."
Explains the recent weakness in $WOSG.L
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The Investing for Beginners Podcast
RT @IFB_podcast: The 5 most important metrics for stock analysis:
Always check these ratios before buying or selling-
-Earnings Per Share
-Price to Free Cash Flow
-Free Cash Flow Yield
-Net debt to EBITDA
-Return on Invested Capital
Anything else?
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RT @IFB_podcast: The 5 most important metrics for stock analysis:
Always check these ratios before buying or selling-
-Earnings Per Share
-Price to Free Cash Flow
-Free Cash Flow Yield
-Net debt to EBITDA
-Return on Invested Capital
Anything else?
tweet
Offshore
Photo
Alvin
vivo V50 - Full Review:
Striking Gaze, Lasts for Days, Reliable Always.
Meet the sleek and gorgeous vivo V50 in Harmony Red!
With the V50, vivo has made some improvements that may seem minor on paper, such as:
✅ The new “Rounded-edge Design” with a micro quad-curved display
✅ 6000 mAh battery and 90W charging, all without making the phone bulky, thick, and heavy
✅ An Aura Light that is larger with 100% more lighting area
✅ Underwater Photography feature
After using this phone for more than three weeks, my initial impressions started to change as I found some unexpected improvements along with other findings that made me think that this phone is better than I expected.
So, settle in as we explore the ins and outs of the vivo V50, from its design, camera, performance, battery life, and everything in between. 👇
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vivo V50 - Full Review:
Striking Gaze, Lasts for Days, Reliable Always.
Meet the sleek and gorgeous vivo V50 in Harmony Red!
With the V50, vivo has made some improvements that may seem minor on paper, such as:
✅ The new “Rounded-edge Design” with a micro quad-curved display
✅ 6000 mAh battery and 90W charging, all without making the phone bulky, thick, and heavy
✅ An Aura Light that is larger with 100% more lighting area
✅ Underwater Photography feature
After using this phone for more than three weeks, my initial impressions started to change as I found some unexpected improvements along with other findings that made me think that this phone is better than I expected.
So, settle in as we explore the ins and outs of the vivo V50, from its design, camera, performance, battery life, and everything in between. 👇
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Offshore
Photo
Finding Compounders
Great piece by Josh Tarasoff
Implicit vs Explicit conviction. https://t.co/JUjbHpXAiv
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Great piece by Josh Tarasoff
Implicit vs Explicit conviction. https://t.co/JUjbHpXAiv
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Offshore
Photo
The Kobeissi Letter
Another day, another 4:00 AM market sell off.
Futures are now set to open 40+ points below their overnight high.
A trend worth watching. https://t.co/1599d4LMTw
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Another day, another 4:00 AM market sell off.
Futures are now set to open 40+ points below their overnight high.
A trend worth watching. https://t.co/1599d4LMTw
The market feels broken:
This morning, between 4:40 AM and 6:20 AM ET, S&P 500 futures erased -$600 BILLION of market cap without any major headlines.
These sudden "flash crashes" are being seen in ALL risky asset classes.
What is happening? Let us explain.
(a thread) https://t.co/ytaujZPSAK tweet
Offshore
Photo
Hidden Value Gems
Francois Rochon on four categories of investment risks:
1⃣ Portfolio diversification
2⃣Quality of the companies held
3⃣Stock market valuations paid
4⃣Investor’s own behaviour
1 || Portfolio diversification. "Our experience and analysis show that a portfolio of twenty or so securities considerably reduces the risk of having too much concentration in a few securities.
"This is a figure that represents a good balance between having enough securities to obtain a greater probability of doing better than the average while having a reduction in the risk associated with too much concentration."
🧵👇
1/4
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Francois Rochon on four categories of investment risks:
1⃣ Portfolio diversification
2⃣Quality of the companies held
3⃣Stock market valuations paid
4⃣Investor’s own behaviour
1 || Portfolio diversification. "Our experience and analysis show that a portfolio of twenty or so securities considerably reduces the risk of having too much concentration in a few securities.
"This is a figure that represents a good balance between having enough securities to obtain a greater probability of doing better than the average while having a reduction in the risk associated with too much concentration."
🧵👇
1/4
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