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Value Spotlight (Andrew Sather)
Is the carnage in Alibaba over?
ROIC seems to think so. Two things stand out after looking at 5 years of ROIC https://t.co/FTcWZdCyI5
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Is the carnage in Alibaba over?
ROIC seems to think so. Two things stand out after looking at 5 years of ROIC https://t.co/FTcWZdCyI5
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AkhenOsiris
Don is awesome, posts a massive amount of sell-side info while asking 0 in return. No subscription stuff here.
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Don is awesome, posts a massive amount of sell-side info while asking 0 in return. No subscription stuff here.
Hello Everyone,
I am utterly humbled and honored to have been nominated, along with three other fantastic candidates, for the '@Stocktwits Community Member of the Year' award.
The voting ends in a couple of days. If the type work I do here is useful to you, I would appreciate your support in the voting on Stocktwits.
However, if this type of thing is not of interest to you, please don't worry as I don't want anyone to feel pressured into voting. I am sincerely thankful to be in a position to help other people every day and the outcome of a contest won't change that reality.
If you are willing to place a vote, you can do so through the link below. Simply click on it and select 'DonCorleone77.' If you are not a Stocktwits member, you may need to register to vote. Thanks for your support:
stocktwits.com/StocktwitsPol… - DonCorleone77tweet
Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 officially falls back below 5700 with market cap losses rising to -$700 billion on the day. https://t.co/0jEUsryaOZ
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BREAKING: The S&P 500 officially falls back below 5700 with market cap losses rising to -$700 billion on the day. https://t.co/0jEUsryaOZ
The trade war is back:
Markets are expecting Trump's April 2nd reciprocal tariffs day to be the "end of uncertainty."
But, we believe it will be the exact OPPOSITE, which is why tech stocks are down over -$400 billion this week.
Here's what's coming next.
(a thread) https://t.co/UPfm1lF7dh tweet
Offshore
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The Kobeissi Letter
Talk about a change in sentiment:
After being the hottest stock in the market for years, Nvidia, $NVDA, is down another -6.5% today.
It has now erased over $750B of market cap since its high.
As a result, Nvidia is now worth less than both Apple and Microsoft.
What happened to Nvidia?
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Talk about a change in sentiment:
After being the hottest stock in the market for years, Nvidia, $NVDA, is down another -6.5% today.
It has now erased over $750B of market cap since its high.
As a result, Nvidia is now worth less than both Apple and Microsoft.
What happened to Nvidia?
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Finding Compounders
Prem Wasta in his shareholder letter shares some sentiments similar to those shared by Warren Buffett and Tom Murphy
Decentralization !! https://t.co/ddgFf2R27N
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Prem Wasta in his shareholder letter shares some sentiments similar to those shared by Warren Buffett and Tom Murphy
Decentralization !! https://t.co/ddgFf2R27N
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Offshore
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The Kobeissi Letter
BREAKING: President Trump announces 25% tariffs on “cars not made in the United States.”
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BREAKING: President Trump announces 25% tariffs on “cars not made in the United States.”
The trade war is back:
Markets are expecting Trump's April 2nd reciprocal tariffs day to be the "end of uncertainty."
But, we believe it will be the exact OPPOSITE, which is why tech stocks are down over -$400 billion this week.
Here's what's coming next.
(a thread) https://t.co/UPfm1lF7dh tweet
Offshore
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The Kobeissi Letter
The key to profitability right now:
Timing and sentiment are everything in this market.
We continue to see sentiment switch from risk-on to risk-off at a rapid pace.
At 9:45 AM ET this morning, we shifted back to shorts in the S&P 500 after holding longs from 5,500.
It was clear that sentiment had become overly bullish and tariff headwinds were underpriced.
Just hours later, and the S&P 500 is -100 points lower as trade war concerns are back.
Below is one of our clients who was able to capitalize on this swing.
Get ahead of sentiment shifts and this market is incredibly profitable.
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The key to profitability right now:
Timing and sentiment are everything in this market.
We continue to see sentiment switch from risk-on to risk-off at a rapid pace.
At 9:45 AM ET this morning, we shifted back to shorts in the S&P 500 after holding longs from 5,500.
It was clear that sentiment had become overly bullish and tariff headwinds were underpriced.
Just hours later, and the S&P 500 is -100 points lower as trade war concerns are back.
Below is one of our clients who was able to capitalize on this swing.
Get ahead of sentiment shifts and this market is incredibly profitable.
@TKLSubscribers Just a portion of the wins today 💪💪thank you! https://t.co/bluzlejIT8 tweet
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App Economy Insights
ChatGPT 4o image creation is insane!
Created from scratch with just a screenshot of our newsletter landing page. https://t.co/lHNA8pesGu
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ChatGPT 4o image creation is insane!
Created from scratch with just a screenshot of our newsletter landing page. https://t.co/lHNA8pesGu
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Offshore
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The Kobeissi Letter
Auto tariffs are HERE:
President Trump's "Liberation Day" will now include 25% tariffs on cars not made in the US.
This is set to add up to +$12,500 to the price of the average new car SOLD, but not MADE, in the US.
So, why are US automakers crashing?
(a thread) https://t.co/WzBjulVZF7
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Auto tariffs are HERE:
President Trump's "Liberation Day" will now include 25% tariffs on cars not made in the US.
This is set to add up to +$12,500 to the price of the average new car SOLD, but not MADE, in the US.
So, why are US automakers crashing?
(a thread) https://t.co/WzBjulVZF7
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