⁠Read
RT @macaronicapital: @jbulltard1 $oxy https://t.co/A5SqcmjYOB
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⁠Read
RT @wallstengine: OpenAI made its Super Bowl debut with a $14 million ad for ChatGPT. https://t.co/NbUhaPNP4t
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⁠Capital Employed
Currently compiling the next Best Stock Pitches newsletter, to be published on Friday.

Any excellent stock pitches we should be reading?
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⁠Finding Compounders
Li Lu has held a single company’s stock for over 22 years

During this period , the stock has dropped more than 50% up to 6 times !

“Only then is your circle of competence truly tested “ https://t.co/Qshzn309JJ
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⁠Finding Compounders
Why Walter Schloss is Such a Great Investor https://t.co/kWSgMOYkv6
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⁠Hidden Value Gems
After seeing Berkshire building a 35% stake, I decided to take a closer look at $SIRI.

🧵👇

✅Surprisingly, its monthly subscriber churn rate is just 1.6%, lower than 2%+ at Netflix or 4-5% at Spotify. An average subscriber stays with Sirius XM for 62.5 months vs 43 months at Netflix and 25 months at Spotify.

1/7
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⁠Dimitry Nakhla | Babylon Capital®
S&P Global $SPGI Q4 2024 Report 🗓️

✅ Revenue: $3.59B vs $3.50B (est)

✅ Adjusted EPS: $3.77 vs $3.47 (est)

⬆️ FY 2025 Adjusted EPS Guidance Raised to $17.00 - $17.25 vs $16.92 (est)

💸 FY 24’ ratings revenue increased +31% from $3.33B to $4.37B https://t.co/Wge6ChlehS
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