Offshore
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iinvested
1Q'25 SouthernSun Small Cap on $EXTR, $MOD

More fund letters here:
https://t.co/NM0463QOZj https://t.co/s8B8FIihsz
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soken
do one push up everytime your owner get rug https://t.co/MqbpYR973o
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Finding Compounders
Great piece by Josh Tarasoff

Implicit vs Explicit conviction https://t.co/VUMcDduu2O
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soken
technalyze trader if they see a bearsign (it's actually bull)

dude dressed up as a bear to scare his coworkers 😭 https://t.co/sJPxN19bK6
- internet hall of fame
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soken
RT @phantom: Gm to everyone back in the trenches https://t.co/RNMwc5rLh7
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The Kobeissi Letter
BREAKING: US equity funds have seen a record $156 billion in net inflows year-to-date.

This has tripled from the previous year and has surpassed the $154 billion seen in 2021.

At the same time, global equity funds have attracted $250 billion in inflows, twice as much as in 2024.

This is only below the record $413 billion posted in 2021.

Despite recent volatility, investors are looking for bargains.

Inflows remain strong for now.
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