⁠Investing visuals
Earnings season is about to kick off, with notable names like $ASML, $TSM, and $NFLX

Which are you looking forward to the most? https://t.co/bYucaF71vu
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⁠Finding Compounders
From 1926 to 2020, Small Cap Stocks were the clear winner.

Source: Villere & Co https://t.co/bfrNeBVH38
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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⁠Investing visuals
Tariff memes are absolutely hilarious.
A thread of my favorites so far 🧵👇 https://t.co/4JKx7RKdNV
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⁠Hidden Value Gems
I decided to read this book on tariffs. Just started. This quote is quite telling:

“Tariffs are extraordinarily uninteresting things unless related to the political events which give them meaning.”

- Alan Millard, British economist https://t.co/JMG4IqfpUN
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⁠Finding Compounders
Buffett offers investing advice https://t.co/NnDA3NWo8L
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⁠Finding Compounders
RT @gainify_io: VALUATION CHECK of the largest SEMICONDUCTORS post-tariff exemption.

Massive valuation gaps vs. 5-year P/E averages for these names:
🔻 $NVDA: -52%
🔻 $AMD: -51%
🔻 $ASML: -40%
🔻 $TSM: -27%

Room to rerate?👀 https://t.co/87X8DrMaP7
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⁠Hidden Value Gems
A nice chart on shareholder dilution from management compensation at tech companies.

$BOX $LYFT $W $TWLO stand out https://t.co/Yiin5bhC0l
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⁠The Kobeissi Letter
BREAKING: Commerce Secretary Lutnick says tariffs on semiconductors and electronics will come in “a month or so.”
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