⁠Stock Analysis Compilation
Conestoga on Crane NXT Co. $CXT US

Thesis: Crane NXT Co. is a leading provider of trusted technology solutions for securing and authenticating assets, with a strong history and expected double-digit EBITDA growth.

(Extract from their Q4 letter) https://t.co/rFAkH2i8Ln
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⁠The All-In Podcast
Chamath on Trump's Gold Card: "I love that. If I had to do it again, I would have spent $5 million bucks."

On E217, the besties discussed Trump's "Gold Card" or Golden Visa, which would grant card holders permanent residency for $5M.

@chamath:

"What do you guys think about the golden visa? I love that."

@Jason:

"I literally tweeted like six months ago, you know, we should just sell citizenship for $500K a pop, and he added a zero!"

@friedberg:

"The way this is proposed by Trump and Lutnick is it's $5M for basically a green card. You get to live here permanently."

@chamath:

"I will predict that within the next few months after this gets announced, you are going to hear about founders taking $5M of secondary in a round, to make sure that if they are non-Americans, (they) get their visas."

"And Donald Trump said that you would not have to pay any tax on foreign assets."

"If I had to do it again, and this was available to me, I would have spent $5M bucks."
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⁠Finding Compounders
Everytime I post about Allan Mecham , I get a couple of comments on if he still runs the fund.

Unfortunately no

Here is the reason he gives : https://t.co/WJ4T2aehlv
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⁠Alvin
I'm glad that Samsung finally differentiates the camera housing design between the Galaxy S Series and A Series.

This design suits the Galaxy A56 and A36 very well, and it makes the phone look even more premium than the previous two Galaxy A Series generations. https://t.co/iLUSwvv5H8
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⁠Alvin
Samsung Galaxy A56 is here!

📱 New camera island design
🪶 Thinner & lighter body (7.4 mm thick, 197 g weight)
⚒️ Gorilla Glass Victus+ for the front & back
💦 IP67 dust & water resistance rating
📸 50 MP 1/1.56" F/1.8 main camera + 12 MP F/2.2 ultra-wide lens + 5 MP F/2.4 macro lens
🤳 New 12 MP F/2.2 selfie camera
☀️ Larger and brighter 6.7" FHD+ OLED display, 120 Hz refresh rate, 1200 nits brightness (HBM)
🔋 5000 mAh battery
🔌 45W wired charging
👨‍💻 Android 15-based One UI 7
⏫ 6 years of OS and security updates
🔐 Samsung Knox Vault

Galaxy A56 is available in 4 colours:
✅ Awesome Pink
✅ Awesome Olive
✅ Awesome Graphite
✅ Awesome Lightgray

Pricing (8/128 GB variant):
• United States: $499
• United Kingdom: £499
• Europe: €479
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⁠Alvin
Crazy how the mid-range Galaxy A56, A36, and A26 already runs One UI 7, while Samsung's 1 year old flagship (Galaxy S24 Series) still runs One UI 6.1 💀 https://t.co/wzIEOQqqOr
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⁠Alvin
Fun fact:
I intended to post my Galaxy S25 Ultra full review last week.

But, I ended up posting it two days ago and I forgot to change the title to "3 Weeks" instead of "2 Weeks" 💀

Hope you enjoyed reading it though!👀

If you haven't seen it, then what are you waiting for? 😏 https://t.co/b1lmClZ03e

2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.

Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.

On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.

I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.

Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿 - Alvin
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