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Finding Compounders
Came across this post by Michael Burry ( Must read)
- Michael Burry was critiqued by value investors for calling Apple( $AAPL) a Buffett stock
- $AAPL had been trading in roughly the same range for the past 11 years
-Michael Burry explains what make a “Buffett -like” stock
-“ Historical share price performance in absolutely no way adds additional value to the current business”
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Came across this post by Michael Burry ( Must read)
- Michael Burry was critiqued by value investors for calling Apple( $AAPL) a Buffett stock
- $AAPL had been trading in roughly the same range for the past 11 years
-Michael Burry explains what make a “Buffett -like” stock
-“ Historical share price performance in absolutely no way adds additional value to the current business”
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Offshore
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The All-In Podcast
📊 IPO Breakdown: Gavin Baker on CoreWeave
@GavinSBaker on E221:
🚩 Red flags caused some negativity ahead of the IPO:
-- "Investors on X are pretty negative on CoreWeave. I think there's maybe a little bit of negativity in the market."
-- "They had to reduce the range, lower the price, and everyone is very convinced this is a commodity business, loads of debt, loads of CapEx."
🐂 Gavin points out the bull case:
"Wall Street consensus has been wrong before, and I do think CoreWeave runs these big GPU clusters as well as anyone."
"And there aren't that many people on planet Earth who can run them well."
"What may be underappreciated about CoreWeave is it's actually really hard to run these big training clusters."
"Everybody thinks it's easy, but to synchronize tens of thousands of GPUs where they're melting or cables are being unplugged and you lose a bunch of training data when it happens."
"It may not be the commodity that everyone thinks it is, and it may turn out that it's much harder to do than people think."
🏪 Compares it to running a national retail brand:
"In America, if you can pick any retail category, and if you can run 1000 stores in 50 different states with different preferences and have those stores well lit, clean, stocked by friendly employees with the right stuff in stock, you will create a business that is worth well over $10B."
"And that sounds easy, but very few companies have been able to do it."
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📊 IPO Breakdown: Gavin Baker on CoreWeave
@GavinSBaker on E221:
🚩 Red flags caused some negativity ahead of the IPO:
-- "Investors on X are pretty negative on CoreWeave. I think there's maybe a little bit of negativity in the market."
-- "They had to reduce the range, lower the price, and everyone is very convinced this is a commodity business, loads of debt, loads of CapEx."
🐂 Gavin points out the bull case:
"Wall Street consensus has been wrong before, and I do think CoreWeave runs these big GPU clusters as well as anyone."
"And there aren't that many people on planet Earth who can run them well."
"What may be underappreciated about CoreWeave is it's actually really hard to run these big training clusters."
"Everybody thinks it's easy, but to synchronize tens of thousands of GPUs where they're melting or cables are being unplugged and you lose a bunch of training data when it happens."
"It may not be the commodity that everyone thinks it is, and it may turn out that it's much harder to do than people think."
🏪 Compares it to running a national retail brand:
"In America, if you can pick any retail category, and if you can run 1000 stores in 50 different states with different preferences and have those stores well lit, clean, stocked by friendly employees with the right stuff in stock, you will create a business that is worth well over $10B."
"And that sounds easy, but very few companies have been able to do it."
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The Kobeissi Letter
BREAKING: The S&P 500 reclaims 5600 building on a massive intraday reversal of +120 points. https://t.co/tnbXVbcxWp
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BREAKING: The S&P 500 reclaims 5600 building on a massive intraday reversal of +120 points. https://t.co/tnbXVbcxWp
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Quiver Quantitative
Representative Begich has around $250K in cryptocurrency, including Bitcoin.
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Representative Begich has around $250K in cryptocurrency, including Bitcoin.
Congressman Begich says the U.S. will be buying 1 million bitcoin soon: https://t.co/oEVOygw4cT tweet
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Dimitry Nakhla | Babylon Capital®
Billionaire investor Stan Druckenmiller was one of few hedge fund managers that caught $NVDA stock early on for ~$15 a share
As of his latest filing, Druckenmiller SOLD $NVDA & BOUGHT shares of 2 great co’s I’ve mentioned a lot lately:
1. MercadoLibre $MELI
2. Amazon $AMZN https://t.co/UyeJwgasYE
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Billionaire investor Stan Druckenmiller was one of few hedge fund managers that caught $NVDA stock early on for ~$15 a share
As of his latest filing, Druckenmiller SOLD $NVDA & BOUGHT shares of 2 great co’s I’ve mentioned a lot lately:
1. MercadoLibre $MELI
2. Amazon $AMZN https://t.co/UyeJwgasYE
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Quiver Quantitative
Senator Tommy Tuberville sold off up to $265K of stock in January.
ALL of the stocks he sold have fallen since his trades.
Well let you know if we see any more trades from him.
https://t.co/ehKTanuyJ8
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Senator Tommy Tuberville sold off up to $265K of stock in January.
ALL of the stocks he sold have fallen since his trades.
Well let you know if we see any more trades from him.
https://t.co/ehKTanuyJ8
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Offshore
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Dimitry Nakhla | Babylon Capital®
Billionaire investor Stan Druckenmiller was one of few hedge fund managers that caught $NVDA stock early on for ~$15 a share
As of his latest filing, Druckenmiller SOLD $NVDA & BOUGHT shares of 2 great co’s I’ve mentioned a lot lately:
1. MercadoLibre $MELI
2. Amazon $AMZN
Source: TIKR
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Billionaire investor Stan Druckenmiller was one of few hedge fund managers that caught $NVDA stock early on for ~$15 a share
As of his latest filing, Druckenmiller SOLD $NVDA & BOUGHT shares of 2 great co’s I’ve mentioned a lot lately:
1. MercadoLibre $MELI
2. Amazon $AMZN
Source: TIKR
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $SIG has just reported purchasing ~$860K of the company's stock.
This is the first insider purchase we have seen at the company in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $SIG has just reported purchasing ~$860K of the company's stock.
This is the first insider purchase we have seen at the company in over 4 years.
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Dimitry Nakhla | Babylon Capital®
Ticker starts now! @Babylon_Capital X @Solana 🔥🔥
CA: H1kBwBawuKQHNEr1MDZbg5GjAWLJ62B6nuHu45wMpump
https://t.co/Vrj6CISBBN https://t.co/bOrO2lmBdi
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Ticker starts now! @Babylon_Capital X @Solana 🔥🔥
CA: H1kBwBawuKQHNEr1MDZbg5GjAWLJ62B6nuHu45wMpump
https://t.co/Vrj6CISBBN https://t.co/bOrO2lmBdi
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures reverse course again, now down -150 points since the close. https://t.co/qkP9ZEpTgi
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BREAKING: Nasdaq 100 futures reverse course again, now down -150 points since the close. https://t.co/qkP9ZEpTgi
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Offshore
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The Kobeissi Letter
Absolutely insane:
Gold prices with ANOTHER record high in after hours and now up nearly +20% YTD.
The warning signs were there months in advance. https://t.co/PjRum0HPBR
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Absolutely insane:
Gold prices with ANOTHER record high in after hours and now up nearly +20% YTD.
The warning signs were there months in advance. https://t.co/PjRum0HPBR
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