⁠Finding Compounders
Seth Klarman: Why Most Investment Managers Have it Backwards https://t.co/7O1Jqb5Z3M
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⁠Hidden Value Gems
Seems like ‘buy the dip’ strategy has worked so far. Even though traditionally retail activity was seen as a contrarian indicator.

Interesting how it will continue 🤔 https://t.co/4QJntM81wT
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⁠Dimitry Nakhla | Babylon Capital®
RT @TacticzH: @DimitryNakhla Damn your account/profile is high quality.

Great research and insights.
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⁠The Kobeissi Letter
BREAKING: President Trump would consider it a victory if the US has 50% tariffs one year from now.

It seems like 100%+ tariffs are set to be reduced, but Trump plans to have some form of long-term tariffs.
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⁠The Kobeissi Letter
BREAKING: China says it is NOT having any talks with the US and that the US should "stop creating confusion."

For the last 3 days, President Trump has said multiple times that there are ongoing daily negotiations with China.

Who's lying here?
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⁠Finding Compounders
Office Hours with Warren Buffett https://t.co/JnjwwTQvx6
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⁠App Economy Insights
$GOOG Google is moving fast.
But regulators are hitting the brakes.

☁️ Cloud margins
▶️ YouTube subscriptions
🔎 AI Mode and Search Overviews.

📊 Let's visualize the quarter. 👇
https://t.co/C7R19qNDlz
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⁠The Kobeissi Letter
BREAKING: President Trump says he spoke with China's President Xi.

He also says the US is "very close" to a trade deal with Japan.

BREAKING: China says it is NOT having any talks with the US and that the US should "stop creating confusion."

For the last 3 days, President Trump has said multiple times that there are ongoing daily negotiations with China.

Who's lying here? - The Kobeissi Letter
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