⁠Finding Compounders
RT @gainify_io: Even on 2026E EBITDA, $NKE trades at 2x peer multiples.

Stock's down 40% over 9M, but the bar’s still high. https://t.co/n9VzMG1jXL
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⁠Finding Compounders
This is a must read from Warren Buffett https://t.co/jsad1Nyuj1
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⁠The All-In Podcast
saturday morning special! 🚨🚨🚨

@andrewrsorkin fills in for @Jason who was in detroit watching the knicks!

-- trump rally or bessent put?
-- tariffs damaging the american brand?
-- investing in india
-- elon back at tesla
-- google's gemini problem
-- china's thorium discovery

(0:00) the besties intro andrew ross sorkin

(2:04) market bump: trump rally or a bessent put?

(18:04) are tariffs damaging the american "brand"? apple's investment in india

(38:18) balance of power politics, ukraine/russia ceasefire halted over crimea

(50:00) alphabet earnings: massive resiliency, google's gemini problem

(1:05:40) tesla jumps on elon's return, pulling back from doge

(1:18:35) science corner: china's thorium breakthrough
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⁠Finding Compounders
Intrinsic value and Margin of Safety https://t.co/iiILSuiQf2
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⁠soken
RT @assliken: She makes a good argument, we should give her back all the land https://t.co/JWVSIqcWMk
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⁠Finding Compounders
Seek firms that create equity https://t.co/3rbNviGvha
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⁠Finding Compounders
Only if it was much harder to sell a stock, maybe there would be longer holding periods. https://t.co/bgLV3Pv5wg
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⁠soken
me checking if there anyone try to sell btc and make it dump again

Cuando este trabado no diré nada pero habrán señales https://t.co/dwzNrtkt8R - El Chiqui Mafia
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⁠soken
RT @IterIntellectus: ehm, don’t do drugs? https://t.co/MQKEOlfeWG
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