Offshore
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soken
thinking why I invests Crypto every week for 7 years but I still broke
(that crrypto is ETH) https://t.co/bLTMqlDibl
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thinking why I invests Crypto every week for 7 years but I still broke
(that crrypto is ETH) https://t.co/bLTMqlDibl
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Offshore
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Finding Compounders
RT @thebigideas_: A 2012 article by Greenwald where he recommends selling Apple & Amazon.
Both have since 16x
A good reminder that success in investing comes in multiple facets, value investing is not the holy grail.
A good investment is not one w/ low P/E etc… it is simply a successful prediction of future cash flows, and a business with talented allocators.
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RT @thebigideas_: A 2012 article by Greenwald where he recommends selling Apple & Amazon.
Both have since 16x
A good reminder that success in investing comes in multiple facets, value investing is not the holy grail.
A good investment is not one w/ low P/E etc… it is simply a successful prediction of future cash flows, and a business with talented allocators.
tweet
Offshore
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Finding Compounders
Are these the new Warren Buffetts ?
This article was written in 2012
Are the investors mentioned still beating the market ? https://t.co/isjPjxeavZ
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Are these the new Warren Buffetts ?
This article was written in 2012
Are the investors mentioned still beating the market ? https://t.co/isjPjxeavZ
tweet
Offshore
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Finding Compounders
A letter Warren Buffett wrote, in Barron’s, back when he still ran the Buffett Partnership. ( It’s the second one) https://t.co/utR6PPHzKQ
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A letter Warren Buffett wrote, in Barron’s, back when he still ran the Buffett Partnership. ( It’s the second one) https://t.co/utR6PPHzKQ
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Offshore
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Investing visuals
Earnings summary of past week covering $TSLA, $GOOGL, $ISRG and $NOW 👇🧵 https://t.co/JmQyW5Olzk
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Earnings summary of past week covering $TSLA, $GOOGL, $ISRG and $NOW 👇🧵 https://t.co/JmQyW5Olzk
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Offshore
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The Kobeissi Letter
Market participation has been weak despite the recent rally:
The share of the S&P 500 stocks trading above their 200-day moving average currently stands at just 30%.
By comparison, this year’s peak was ~57% in February.
Additionally, the share of the S&P 500 stocks trading above their 50-day moving average stands at 32%.
All while the share of the Nasdaq 100 stocks trading above their 200-day average is at 36%, still HALF of the 2025 peak.
Market breadth has a long way to recover.
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Market participation has been weak despite the recent rally:
The share of the S&P 500 stocks trading above their 200-day moving average currently stands at just 30%.
By comparison, this year’s peak was ~57% in February.
Additionally, the share of the S&P 500 stocks trading above their 50-day moving average stands at 32%.
All while the share of the Nasdaq 100 stocks trading above their 200-day average is at 36%, still HALF of the 2025 peak.
Market breadth has a long way to recover.
tweet