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Finding Compounders
When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/hS7zUwajmH
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When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/hS7zUwajmH
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The Kobeissi Letter
BREAKING: The S&P 500 turns negative as the EU says tariffs will remain with little progress made in tariff talks. https://t.co/0pG3xdHtSh
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BREAKING: The S&P 500 turns negative as the EU says tariffs will remain with little progress made in tariff talks. https://t.co/0pG3xdHtSh
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Quiver Quantitative
We've received Q1 fundraising data for 56 members of Congress so far.
Here's who's raised the most:
🔴 Rep. Eli Crane: $1M (99% from individual donors)
🔴 Rep. Mike Lawler: $927K (54%)
🔴 Rep. Don Bacon: $619K (43%)
🔴 Sen. Susan Collins: $570K (76%)
Should get the rest soon. https://t.co/DkX1jS1mO9
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We've received Q1 fundraising data for 56 members of Congress so far.
Here's who's raised the most:
🔴 Rep. Eli Crane: $1M (99% from individual donors)
🔴 Rep. Mike Lawler: $927K (54%)
🔴 Rep. Don Bacon: $619K (43%)
🔴 Sen. Susan Collins: $570K (76%)
Should get the rest soon. https://t.co/DkX1jS1mO9
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The Kobeissi Letter
US consumers are exhausted:
Real income growth expectations of US consumers over the next 5 years are at record lows.
Americans in the bottom-third income group now see record low ~18% chance of higher inflation-adjusted incomes in 5 years,
By comparison, 5 years ago this percentage was twice as large.
Middle-third income consumers' probability of higher incomes is also at a record low of ~25%, falling from ~45% in 2020.
In other words, consumers see inflation outpacing wage growth for the foreseeable future.
Consumers are sick of persistent inflation.
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US consumers are exhausted:
Real income growth expectations of US consumers over the next 5 years are at record lows.
Americans in the bottom-third income group now see record low ~18% chance of higher inflation-adjusted incomes in 5 years,
By comparison, 5 years ago this percentage was twice as large.
Middle-third income consumers' probability of higher incomes is also at a record low of ~25%, falling from ~45% in 2020.
In other words, consumers see inflation outpacing wage growth for the foreseeable future.
Consumers are sick of persistent inflation.
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App Economy Insights
Trump’s steep tariffs on Chinese imports are shaking up the markets.
🤝 This post is sponsored by @HelloRyse
Investors are moving into private markets for stability.
One smart home disruptor is leading the charge, with 10+ patents, an Amazon partnership, and $10M+ in revenue. Now sold in 127 Best Buy locations.
This tech startup is following the acquisition blueprint of Ring ($1.2B) and Nest ($3.2B).
With 200% YoY growth and support from investors like Daymond John, it’s a rare chance to invest before their next big move.
Our readers can earn up to 25% in bonus shares: https://t.co/OGJbNmtbE8
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Trump’s steep tariffs on Chinese imports are shaking up the markets.
🤝 This post is sponsored by @HelloRyse
Investors are moving into private markets for stability.
One smart home disruptor is leading the charge, with 10+ patents, an Amazon partnership, and $10M+ in revenue. Now sold in 127 Best Buy locations.
This tech startup is following the acquisition blueprint of Ring ($1.2B) and Nest ($3.2B).
With 200% YoY growth and support from investors like Daymond John, it’s a rare chance to invest before their next big move.
Our readers can earn up to 25% in bonus shares: https://t.co/OGJbNmtbE8
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Offshore
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Finding Compounders
Warren Buffett
Don’t Let Emotions Guide Your Investment Decisions https://t.co/gPqTC989Dr
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Warren Buffett
Don’t Let Emotions Guide Your Investment Decisions https://t.co/gPqTC989Dr
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