Offshore
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The Kobeissi Letter
It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT
tweet
It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT
tweet
Offshore
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Stock Analysis Compilation
Artisan US Small Cap Growth Strategy on GitLab $GTLB US
Thesis: Gitlab is a leading platform for software development that empowers developers with essential tools, has a strong user base, and shows promising growth potential in the digital transformation market.
(Extract from their Q4 letter)
tweet
Artisan US Small Cap Growth Strategy on GitLab $GTLB US
Thesis: Gitlab is a leading platform for software development that empowers developers with essential tools, has a strong user base, and shows promising growth potential in the digital transformation market.
(Extract from their Q4 letter)
tweet
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Finding Compounders
“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/etNwiKd2Hg
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“Position sizing was 70 to 80% of the game. The reason that struck me is because, first of all, purportedly George Soros made money on fewer than 30% of his trades.”
What Stanley Druckenmiller taught Michael Mauboussin on investing https://t.co/etNwiKd2Hg
tweet
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Alvin
I can't wait for my Xiaomi 15 Ultra to arrive.
It will be my second Ultra phone of the year, and it will be one of the cameraphones to beat in 2025.
I'm expecting it to be much more refined than the 14 Ultra in every aspect, as I thought that the 14 Ultra was a bit underwhelming in the camera performance even though it is an excellent phone as a whole.
tweet
I can't wait for my Xiaomi 15 Ultra to arrive.
It will be my second Ultra phone of the year, and it will be one of the cameraphones to beat in 2025.
I'm expecting it to be much more refined than the 14 Ultra in every aspect, as I thought that the 14 Ultra was a bit underwhelming in the camera performance even though it is an excellent phone as a whole.
tweet
Offshore
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The Kobeissi Letter
This is insane:
NEW data shows Washington DC home prices are now down -$146,500 since DOGE layoff discussions began.
Washington DC home prices are now at their LOWEST since January 2020, down -21% since November 2024.
What is happening? Let us explain.
(a thread) https://t.co/6OvAQlbYKo
tweet
This is insane:
NEW data shows Washington DC home prices are now down -$146,500 since DOGE layoff discussions began.
Washington DC home prices are now at their LOWEST since January 2020, down -21% since November 2024.
What is happening? Let us explain.
(a thread) https://t.co/6OvAQlbYKo
tweet
Offshore
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Alvin
RT @sondesix: 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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RT @sondesix: 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
tweet
Offshore
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Stock Analysis Compilation
Cooper Investors Endowment Fund on CSL Ltd $CSL AU
Thesis: CSL Ltd is a company with a strong growth outlook despite recent setbacks in its clinical pipeline, driven by robust product offerings and a shift in management focus toward capital returns.
(Extract from their Q4 letter)
tweet
Cooper Investors Endowment Fund on CSL Ltd $CSL AU
Thesis: CSL Ltd is a company with a strong growth outlook despite recent setbacks in its clinical pipeline, driven by robust product offerings and a shift in management focus toward capital returns.
(Extract from their Q4 letter)
tweet
Offshore
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The Kobeissi Letter
This is unusual:
24 hours ago, someone took $200,000,000 worth of Ethereum and Bitcoin longs on 50x leverage.
This meant even a 2% drop in Bitcoin would liquidate $200M.
Today, President Trump announced the US Crypto Reserve including BTC and ETH.
Did someone know? https://t.co/nktfVJWw5v
tweet
This is unusual:
24 hours ago, someone took $200,000,000 worth of Ethereum and Bitcoin longs on 50x leverage.
This meant even a 2% drop in Bitcoin would liquidate $200M.
Today, President Trump announced the US Crypto Reserve including BTC and ETH.
Did someone know? https://t.co/nktfVJWw5v
It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT tweet