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Finding Compounders
I’m the long run , sales growth is the key driver of Long Term Stock Performance

Source : BCG Analysis and Morgan Stanley Research https://t.co/rj98U0LZgP
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Quiver Quantitative
JUST IN: Senator Ashley Moody just disclosed over a dozen stock trades.

These two caught my eye:

A purchase of up to $250K of stock in the pharma company Eli Lilly (Moody sits on the Senate Health Committee).

A purchase of stock in a small company called Genius Sports, $GENI. https://t.co/TZ7ymNSgw7
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Investing visuals
$ASML's stock is down 🔻26% over the past year and trading near a 1-year low. Meanwhile:

🔹 Revenue is up 28%
🔹 Free cash flow is up 238%
🔹 Holds $9 billion in cash
🔹 Maintains a monopoly position in the industry https://t.co/HpHqCfCvMZ
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Finding Compounders
Charles D, Ellis just absolutely rips through diversification. https://t.co/crJxUAexWW
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The All-In Podcast
Treasury Secretary @SecScottBessent lays out Trump's economic plan to the Besties:

-- De-lever the government via cutting spending

-- Shed excess labor from the government

-- Re-lever the private sector by de-regulating the financial system

-- Allow an unshackled private sector to absorb laid off government workers

-- Re-order global trade through tariffs

-- Bring manufacturing jobs back to the US

-- Re-invigorate the middle class

-- Unleash American energy, dropping prices

-- Prices down, real wages up

Thanks to our partners for making the DC trip happen:

@wearehims: https://t.co/AMh4ngrEHo | https://t.co/LNav2Y8k8u

@Gemini: https://t.co/4U7NUkFzaU

@iTrustCapital (use code allin): https://t.co/TyBmNQbZ9Z
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Finding Compounders
The Inside Story of Warren Buffett https://t.co/uIR99jqawR
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The Kobeissi Letter
The Kobeissi Letter for the week of March 24th has been published and may be viewed through the link below:

https://t.co/6TDuawkxql

The Chart of the Week for the week of March 24th has been published. View or sign up for FREE through the link below:

https://t.co/jCCx3iTj1h
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it.”

— Warren Buffett 🗣️
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