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The Investing for Beginners Podcast
"Capital Returns" offers key insights into capital allocation's impact on investments. Here are top 5 takeaways from the book:
1. Capital Cycle Dynamics
2. Management Incentives' Influence
3. Behavioral Factors' Role
4. Contrarian Opportunities
5. Learn from Real Case Studies https://t.co/HJanJflW4s
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"Capital Returns" offers key insights into capital allocation's impact on investments. Here are top 5 takeaways from the book:
1. Capital Cycle Dynamics
2. Management Incentives' Influence
3. Behavioral Factors' Role
4. Contrarian Opportunities
5. Learn from Real Case Studies https://t.co/HJanJflW4s
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Quiver Quantitative
JUST IN: Representative Rashida Tlaib has introduced a bill to ban politicians from owning defense stocks.
She said:
"Every time my colleagues in Congress vote to pass more funding to bomb people, they benefit financially." https://t.co/QEbe9SIc1e
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JUST IN: Representative Rashida Tlaib has introduced a bill to ban politicians from owning defense stocks.
She said:
"Every time my colleagues in Congress vote to pass more funding to bomb people, they benefit financially." https://t.co/QEbe9SIc1e
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The Kobeissi Letter
BREAKING: Microsoft, $MSFT, announces that they will be officially shutting down Skype.
Skype launched 21 years ago. https://t.co/WQ74LLmHfa
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BREAKING: Microsoft, $MSFT, announces that they will be officially shutting down Skype.
Skype launched 21 years ago. https://t.co/WQ74LLmHfa
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Investing visuals
$AMD is now down 🔻52% over the past year. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹 Free cash flow grew +350% Y/Y
🔹 Overall revenue is up 24% Y/Y
A thriving business with a beaten down stock, I like it👌 https://t.co/u4N9ona7Xb
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$AMD is now down 🔻52% over the past year. 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
A thriving business with a beaten down stock, I like it👌 https://t.co/u4N9ona7Xb
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The Kobeissi Letter
Investors are pulling out of crypto at a record pace:
Crypto funds posted a record $2.6 BILLION outflow in the week ending Wednesday.
This is ~$500 million above the previous record set at the end of the last year.
On Tuesday alone, #Bitcoin ETFs posted a record one-day withdrawal of $1.0 billion.
As a result, the 4-week moving average of crypto fund flows turned negative for just the 4th time in 14 months.
Meanwhile, Bitcoin prices are down ~21% in February, on track for their worst month since June 2022.
Is a new bear market beginning?
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Investors are pulling out of crypto at a record pace:
Crypto funds posted a record $2.6 BILLION outflow in the week ending Wednesday.
This is ~$500 million above the previous record set at the end of the last year.
On Tuesday alone, #Bitcoin ETFs posted a record one-day withdrawal of $1.0 billion.
As a result, the 4-week moving average of crypto fund flows turned negative for just the 4th time in 14 months.
Meanwhile, Bitcoin prices are down ~21% in February, on track for their worst month since June 2022.
Is a new bear market beginning?
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Stock Analysis Compilation
Baron Opportunity Fund on CyberArk Software Ltd. $CYBR US
Thesis: CyberArk Software Ltd. is a market leader in privileged access management (PAM) and a comprehensive identity security solution, positioned for significant organic growth and enhanced cash flow following its acquisition of Venafi.
(Extract from their Q4 letter)
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Baron Opportunity Fund on CyberArk Software Ltd. $CYBR US
Thesis: CyberArk Software Ltd. is a market leader in privileged access management (PAM) and a comprehensive identity security solution, positioned for significant organic growth and enhanced cash flow following its acquisition of Venafi.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, has now erased -$450 BILLION of market cap over the last 24 hours.
This comes after the company crushed earnings expectations, posting record quarterly revenue of $39.3B. https://t.co/Mla5cxz5l1
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BREAKING: Nvidia, $NVDA, has now erased -$450 BILLION of market cap over the last 24 hours.
This comes after the company crushed earnings expectations, posting record quarterly revenue of $39.3B. https://t.co/Mla5cxz5l1
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Mads
https://t.co/GNp3N7RvJW
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https://t.co/GNp3N7RvJW
$MSFT - MICROSOFT TO SHUT DOWN SKYPE IN MAY 2025 tweet
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The Kobeissi Letter
BREAKING: MicroStrategy stock, $MSTR, falls -57% from its all time high seen on November 21st.
$MSTR has now lost an average of -$720 million of market cap PER TRADING DAY for 62 days straight.
That's -$45 billion of market cap. https://t.co/c2pawDXzwt
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BREAKING: MicroStrategy stock, $MSTR, falls -57% from its all time high seen on November 21st.
$MSTR has now lost an average of -$720 million of market cap PER TRADING DAY for 62 days straight.
That's -$45 billion of market cap. https://t.co/c2pawDXzwt
The MicroStrategy liquidation:
As MicroStrategy, $MSTR, falls over -55%, many are asking about "forced liquidation."
The company now holds $44 BILLION worth of Bitcoin, could they be forced to sell it?
Is liquidation even possible? Let us explain.
(a thread) https://t.co/GcDZVu2gVa tweet