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Capital Employed
Q1 2025 Fund Letters Round-Up has just been published.
Many interesting letters to read...
https://t.co/lJZP1lUdTx https://t.co/B8eoLpPpC1
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Q1 2025 Fund Letters Round-Up has just been published.
Many interesting letters to read...
https://t.co/lJZP1lUdTx https://t.co/B8eoLpPpC1
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: I definitely missed the opportunity to share my thoughts & make strong calls on X & be a guiding hand to many
On the other hand, while some fund managers were having temper tantrums & sharing emotionally-driven posts, I was happy to remain highly focused as a capital allocator & help my investors maintain confidence & accumulate the world’s greatest businesses amid moments of great uncertainty & fear 💪🏽🧘🏽♂️
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RT @DimitryNakhla: I definitely missed the opportunity to share my thoughts & make strong calls on X & be a guiding hand to many
On the other hand, while some fund managers were having temper tantrums & sharing emotionally-driven posts, I was happy to remain highly focused as a capital allocator & help my investors maintain confidence & accumulate the world’s greatest businesses amid moments of great uncertainty & fear 💪🏽🧘🏽♂️
This past weekend, I shared some thoughts with my investors at Babylon Capital® suggesting the current market decline appears to represent a long-term buying opportunity
Part 2: “All Past Declines Look Like an Opportunity, all Future Declines Look Like a Risk” — Morgan Housel
Part 3: “Don’t Trust the Headlines — They Often Mislead & Play on Your Emotions”
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Many investors reached out and we took advantage of Monday morning’s dip
Could prices drop more from those lows?
Of course. But we’re not here to catch the absolute bottom—instead, our focus is on acquiring the world’s best businesses during moments of peak fear and pessimism tweet
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock purchases made during the tariff dip.
She bought Apple stock, $AAPL, on Wednesday.
It has risen almost 20% since then, after tariff exceptions on new phones were announced.
Full trade list up on Quiver. https://t.co/eDMXPOL0pD
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BREAKING: Marjorie Taylor Greene just disclosed new stock purchases made during the tariff dip.
She bought Apple stock, $AAPL, on Wednesday.
It has risen almost 20% since then, after tariff exceptions on new phones were announced.
Full trade list up on Quiver. https://t.co/eDMXPOL0pD
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The Kobeissi Letter
BREAKING: US financial conditions are now their tightest since the 2020 pandemic, per ZeroHedge.
Financial conditions are even tighter than during one of the most rapid Fed hike cycles of all time, in 2022.
Conditions have tightened rapidly as stocks have pulled back, while credit spreads have risen.
To put it differently, the availability and cost of financing for economic activity have worsened.
That suggests the economy may slow even further in the upcoming months.
Is Fed intervention imminent?
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BREAKING: US financial conditions are now their tightest since the 2020 pandemic, per ZeroHedge.
Financial conditions are even tighter than during one of the most rapid Fed hike cycles of all time, in 2022.
Conditions have tightened rapidly as stocks have pulled back, while credit spreads have risen.
To put it differently, the availability and cost of financing for economic activity have worsened.
That suggests the economy may slow even further in the upcoming months.
Is Fed intervention imminent?
tweet
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Finding Compounders
Confessions of a Buffetteer
Great presentation by Richard Rooney https://t.co/H70xrQJSYO
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Confessions of a Buffetteer
Great presentation by Richard Rooney https://t.co/H70xrQJSYO
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The Kobeissi Letter
This is the market’s reaction to Apple’s, $AAPL, tariffs being “reduced” from 145% to 20%.
That’s all you need to know to understand where we are right now. https://t.co/GAf0xl85KW
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This is the market’s reaction to Apple’s, $AAPL, tariffs being “reduced” from 145% to 20%.
That’s all you need to know to understand where we are right now. https://t.co/GAf0xl85KW
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, erases all “tariff exemption” gains and turns red on the day. https://t.co/gLXVdFwEJw
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BREAKING: Nvidia, $NVDA, erases all “tariff exemption” gains and turns red on the day. https://t.co/gLXVdFwEJw
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