⁠Finding Compounders
Common Mistakes Even Smart Investors Make https://t.co/N9yddmQTTc
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⁠soken
RT @y0bushid0: Thats all i will say https://t.co/E3A6ntvTi5
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⁠soken
RT @sydneycrave: sydney sweeney in "euphoria" https://t.co/4QjWM548z8
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⁠Finding Compounders
A chart depicting Customer Value

Source: The Economics of Customer Business by @mjmauboussin , D. Callahan https://t.co/2PaxC5P02v
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⁠Finding Compounders
Jeff Bezos lays down Amazon’s fundamental management and decision making approach in his 1997 shareholder letter : https://t.co/lpmCbtGbEK
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⁠Finding Compounders
The Berkshire Empire
( a little outdated - but still) https://t.co/eRnCjhK3kq
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⁠The Kobeissi Letter
BREAKING: Spain and Portugal have been hit by massive blackouts, knocking out electricity across both countries entirely.

Internet and mobile service are reportedly down as well.
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⁠Finding Compounders
80% of volatility is diversified in the first 8 stocks

Source: Dorsey Asset Management https://t.co/cazgCpCgTO
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⁠The Kobeissi Letter
BREAKING: Spain's government convenes a "crisis meeting" as the nation-wide power outage persists.

BREAKING: Spain and Portugal have been hit by massive blackouts, knocking out electricity across both countries entirely.

Internet and mobile service are reportedly down as well. - The Kobeissi Letter
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⁠Investing visuals
$AMD is down 🔻48% since its peak. Meanwhile:

🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹Free cash flow grew +350% Y/Y
🔹Overall revenue is up 24% Y/Y
🔹Well positioned for massive demand in inference https://t.co/tOYDvM1rIG
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