⁠Hidden Value Gems
Some food for thought from Hosking Partners (ex Marathon) on which sectors look attractive today from a Capital Cycle viewpoint:

Returns improving: Coal, Oil, UK domestic, Japan, UK Housing

Trim: Airlines, US Banks, Shipping, Semis
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⁠Quiver Quantitative
Elon Musk has said: "Solar is so obviously the future for anyone who can do elementary math."

Meanwhile Congress is buying up oil and gas stocks.

Who are you trusting here? https://t.co/zv2cfx0n65
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⁠App Economy Insights
⚽️ Football clubs are battling it out in the new World Cup-style format.

So, we looked at 3 publicly traded clubs:

🔴 Man United
⚪️ Juventus
🟡 Dortmund

Spoiler: it's not pretty.
https://t.co/PDYmCoSLgC
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⁠Quiver Quantitative
We sounded the alarm when politicians started buying up Palantir stock as the start of this year.

Five members of Congress filed purchases in a matter of days.

Here's how it has done since then: https://t.co/3LV0cmjUEL
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⁠Investing visuals
How FinTwit darling $OSCR stacks up against its closest competitor $CNC 👇 https://t.co/w80Qtr2tT7
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⁠Dimitry Nakhla | Babylon Capital®
10 Quality Stocks FCF CAGR >12% Past 5 Years That Trade for Cheaper P/FCF Today💵*

💸 Visa $V | 13% CAGR
💳 Mastercard $MA | 13% CAGR
🌐 MSCI Inc $MSCI | 16% CAGR
👾 Synopsys $SNPS | 16% CAGR
🖱️ Google $GOOG | 19% CAGR
☀️ ASML $ASML | 20% CAGR
📊 Salesforce $CRM | 28% CAGR
🚘 Copart $CPRT | 29% CAGR
🤖 Nvidia $NVDA | 70% CAGR
🤝 MercadoLibre $MELI | 86% CAGR
___

*NTM FCF Yield vs exactly 5 years ago
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⁠Investing visuals
Be careful not to get lured out of your circle of competence by FOMO.

Stay focused on your edge as an investor. https://t.co/6nUgIQAAXj
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⁠Quiver Quantitative
Back in 2023, we came across a congressional stock trade that stood out to us.

We posted this report.

The stock has now risen 403% since: https://t.co/8Wm8IR916E
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⁠App Economy Insights
🕶️ Meta x Oakley just dropped new smart glasses.

3K video, open-ear audio, Meta AI built-in.
Water-resistant, 8-hour battery.
Starting at $399. Ships July 11.

Are glasses the new phones? Find out here. 👇
https://t.co/mvBUgCgbpG
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⁠App Economy Insights
📺 US TV Time May 2025:

Streaming 44.8% (+6.0pp Y/Y).

• YouTube 12.5% (+2.8pp Y/Y).
• Netflix 7.5% (-0.1pp Y/Y).
• Disney apps 5.0% (+0.1pp Y/Y).
• Prime Video 3.5% (+0.5pp Y/Y).
• Roku Channel 2.5% (+1.0pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/PCTok9amb8
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⁠The All-In Podcast
🚨HUGE episode after a massive week in tech!

almost two hours with the besties + thomas laffont:

-- ipos, m&a, and spacs are back: state of liquidity

-- mag 7 ai showdown: ranking the most likely winners

-- zuck on tilt: $100m offers, scale ai deal

-- why apple is fumbling ai and how they can fix it

-- amazon's position as an ai kingmaker

-- sacks joins to talk genius act passing the senate

(0:00) the besties welcome thomas laffont!

(3:26) state of la, hollywood's decline, positivity around gdp growth and ai productivity

(10:19) zuck on tilt over ai: $100m offers, scale ai deal, hiring spree

(23:58) mag 7 ai showdown: ranking the most likely ai winners, biggest stock divergences, and more

(42:41) why apple is fumbling ai and how they can fix it

(57:02) ipos and m&a heating up in 2025

(1:16:18) state of liquidity: spacs, direct listings, and more

(1:25:40) amazon's "kingmaker" position, job displacement

(1:37:47) sacks joins to discuss the genius act passing the senate

(1:52:13) animal trailer
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