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Finding Compounders
Here is an interview Michael Porter , a professor at Harvard Business School, did with Value Investor Insight https://t.co/lT8IYzccUV
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Finding Compounders
Timeless advice from Charlie Munger: https://t.co/wVIRuc34mI
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Finding Compounders
Charlie Munger on pricing power https://t.co/9JbQEjx9s7
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Finding Compounders
Buy like Buffett without Berkshire https://t.co/0haQDx8gFb
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Finding Compounders
Buffett’s gold tactics https://t.co/mNbwtzTJWm
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Investing visuals
$META: everything you need to know at a glance👇 https://t.co/XcWYRBHby4
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Finding Compounders
Interesting story of the phone call between Steve Jobs and Warren Buffett

Sourced from my free newsletter.
Link is in my bio https://t.co/61TdSuV6cR
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The Kobeissi Letter
Given the recent sell-off in Treasuries, who effectively owns US public debt?

The largest holders of Treasuries are foreigners who own $8.5 trillion, or 33% of the total.

Japan is the top foreign owner of $1.08 trillion of US government bonds.

China is the second-largest holder and owns ~$760 billion.

31%, or $8.0 trillion is held by the financial sector including banks, mutual funds, and hedge funds.

The government and households own 24% and 11% of the Treasury market, respectively.

Foreign holdings of US Treasuries are huge.
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