Offshore
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Finding Compounders
Warren Buffett invested $488 million in PetroChina after only reading their annual report .
No site visits and no calls to management.
A shareholder then asks him if just reading an annual report is enough to make an investment
Listen to his answer https://t.co/wmOAGN8jZp
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Warren Buffett invested $488 million in PetroChina after only reading their annual report .
No site visits and no calls to management.
A shareholder then asks him if just reading an annual report is enough to make an investment
Listen to his answer https://t.co/wmOAGN8jZp
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
___
March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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RT @DimitryNakhla: To our knowledge, Babylon Capital® is the only investment management firm that has:
1. Made the call to buy amid peak fear
2. See a top 5 S&P 500 one-day gain since 1945, within 5 days of that call
___
March 20, 2020 | March 24, 2020 +9.38%
April 5, 2025 | April 9 2025 +9.52% https://t.co/T74vsWLjxO
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Offshore
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The Kobeissi Letter
What just happened?
After rising +2,400 points since its April 7th low, the Nasdaq is now down nearly -900 points since Monday's high.
Today, Fed Chair Powell made it clear that the "Fed put" is NOT saving the market any time soon.
Here's what happened.
(a thread) https://t.co/Kk78LYTO6e
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What just happened?
After rising +2,400 points since its April 7th low, the Nasdaq is now down nearly -900 points since Monday's high.
Today, Fed Chair Powell made it clear that the "Fed put" is NOT saving the market any time soon.
Here's what happened.
(a thread) https://t.co/Kk78LYTO6e
tweet
Offshore
Photo
The Kobeissi Letter
This is interesting:
At 2:45 PM ET, the White House announced a Press Briefing at 4:30 PM ET with a "Special Guest."
21 minutes later, at 3:06 PM ET, there was a $10 million spike in puts on the S&P 500 ETF, $SPY.
A similar trend was seen in $QQQ options prior to Nvidia's announcement of H20 chip restrictions yesterday.
A trend worth watching.
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This is interesting:
At 2:45 PM ET, the White House announced a Press Briefing at 4:30 PM ET with a "Special Guest."
21 minutes later, at 3:06 PM ET, there was a $10 million spike in puts on the S&P 500 ETF, $SPY.
A similar trend was seen in $QQQ options prior to Nvidia's announcement of H20 chip restrictions yesterday.
A trend worth watching.
tweet
Offshore
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Quiver Quantitative
JUST IN: Palantir, $PLTR, just disclosed $1.57M of new lobbying https://t.co/YJ2kBrdkIj
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JUST IN: Palantir, $PLTR, just disclosed $1.57M of new lobbying https://t.co/YJ2kBrdkIj
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The All-In Podcast
the sultan of science @friedberg is LIVE on #CelebrityJeopardy
(for you eastern and central time people!)
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the sultan of science @friedberg is LIVE on #CelebrityJeopardy
(for you eastern and central time people!)
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Offshore
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The Kobeissi Letter
BREAKING: US large bankruptcies jumped 49 year-over-year in Q1 2025, to 188, the highest quarterly count since 2010.
Even during the onset of the 2020 pandemic, the number of filings was lower at ~150.
This comes after 694 large companies went bankrupt last year, the most in 14 years.
The industrial sector recorded the highest number of bankruptcies in Q1 2025, at 32.
This was followed by consumer discretionary and healthcare, at 24 and 13.
Bankruptcies are rising.
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BREAKING: US large bankruptcies jumped 49 year-over-year in Q1 2025, to 188, the highest quarterly count since 2010.
Even during the onset of the 2020 pandemic, the number of filings was lower at ~150.
This comes after 694 large companies went bankrupt last year, the most in 14 years.
The industrial sector recorded the highest number of bankruptcies in Q1 2025, at 32.
This was followed by consumer discretionary and healthcare, at 24 and 13.
Bankruptcies are rising.
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Offshore
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App Economy Insights
$ASML ASML Q1 FY25:
• Net bookings €3.9B (€0.9B miss).
• Net sales +46% Y/Y to €7.7B (€40M miss).
• Gross margin 54% (+3pp Y/Y).
• Operating margin 35% (+9pp Y/Y).
• EPS €6.00 (€0.20 beat).
• FY25 Net sales: €30-35B (unchanged). https://t.co/Kvx3MwSyKV
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$ASML ASML Q1 FY25:
• Net bookings €3.9B (€0.9B miss).
• Net sales +46% Y/Y to €7.7B (€40M miss).
• Gross margin 54% (+3pp Y/Y).
• Operating margin 35% (+9pp Y/Y).
• EPS €6.00 (€0.20 beat).
• FY25 Net sales: €30-35B (unchanged). https://t.co/Kvx3MwSyKV
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