AkhenOsiris
WSJ:
Consulting firms meet with Trump administration officials to defend their government contracts.
GSA has asked procurement officials to list and justify consulting contracts from 10 companies, including Booz Allen, Accenture, Guidehouse and others.
Consulting firms are being asked to “defend the spend,” by explaining which of their existing projects they see as mission critical to the government’s goals, and which could be cut.
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WSJ:
Consulting firms meet with Trump administration officials to defend their government contracts.
GSA has asked procurement officials to list and justify consulting contracts from 10 companies, including Booz Allen, Accenture, Guidehouse and others.
Consulting firms are being asked to “defend the spend,” by explaining which of their existing projects they see as mission critical to the government’s goals, and which could be cut.
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The Kobeissi Letter
Crypto Markets in 2025:
1. President Trump launches his own memecoin
2. SEC drops lawsuits against Coinbase and others
3. SEC says that memecoins are not securities
4. US considers moving spending to blockchain
5. President Trump says US should be leader in crypto
6. US establishes first ever Strategic Crypto Reserve
Is this the biggest sentiment shift in crypto's history?
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Crypto Markets in 2025:
1. President Trump launches his own memecoin
2. SEC drops lawsuits against Coinbase and others
3. SEC says that memecoins are not securities
4. US considers moving spending to blockchain
5. President Trump says US should be leader in crypto
6. US establishes first ever Strategic Crypto Reserve
Is this the biggest sentiment shift in crypto's history?
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Offshore
Video
App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals:
$BRK $CRM $INTU $DELL $WDAY $ADSK $SNOW $CPNG $HPQ $ZM $NTNX $DUOL $DPZ $AS $CART $ESTC $HIMS $AI $DOCN $DLO $DCBO $AMC $OLO
Check out the latest earnings 👇
https://t.co/qDKEGR1Wig https://t.co/B42aL9Vg0j
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RT @EconomyApp: 📊 This Week in Visuals:
$BRK $CRM $INTU $DELL $WDAY $ADSK $SNOW $CPNG $HPQ $ZM $NTNX $DUOL $DPZ $AS $CART $ESTC $HIMS $AI $DOCN $DLO $DCBO $AMC $OLO
Check out the latest earnings 👇
https://t.co/qDKEGR1Wig https://t.co/B42aL9Vg0j
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Offshore
Photo
Hidden Value Gems
Not bad for $CPRI if the deal goes through.
Prada close to offer €1.5B for Versace (20% of Capri's Sales and negative contribution to earnings). Versace has been loss-making for the past 3 quarters. Should be highly accretive for $CPRI.
Capri bought Versace for €1.85B in 2018, its recent asking price was €3B.
“Everyone is looking” at Versace - Miuccia Prada.
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Not bad for $CPRI if the deal goes through.
Prada close to offer €1.5B for Versace (20% of Capri's Sales and negative contribution to earnings). Versace has been loss-making for the past 3 quarters. Should be highly accretive for $CPRI.
Capri bought Versace for €1.85B in 2018, its recent asking price was €3B.
“Everyone is looking” at Versace - Miuccia Prada.
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Offshore
Photo
Hidden Value Gems
US market performance and valuation by sector. Healthcare is one of the cheapest, especially if you remove $LLY (over 70x P/E)/.
#Stocks #StockMarket https://t.co/r1rd4CTglY
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US market performance and valuation by sector. Healthcare is one of the cheapest, especially if you remove $LLY (over 70x P/E)/.
#Stocks #StockMarket https://t.co/r1rd4CTglY
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Offshore
Photo
Hidden Value Gems
A stock for Asian investors to investigate - Mixue $2097.HK
Operates 45,000 stores across Asia and Australia, more than doubled its locations in 3 years, becoming the world’s biggest food-and-beverage chain by number of locations, topping McDonald’s and Starbucks.
"Mixue features ice cream and drinks priced at 6 Chinese yuan, about 83 cents."
"Mixue was founded in 1997 by Zhang Hongchao, who opened a store selling shaved ice in Henan, a Chinese heartland province."
"Its blistering expansion can be explained by the simplicity of its bright red stores, often stalls wedged next to phone-repair kiosks or dumpling shops."
cc @MikeFritzell @HaydenCapital
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A stock for Asian investors to investigate - Mixue $2097.HK
Operates 45,000 stores across Asia and Australia, more than doubled its locations in 3 years, becoming the world’s biggest food-and-beverage chain by number of locations, topping McDonald’s and Starbucks.
"Mixue features ice cream and drinks priced at 6 Chinese yuan, about 83 cents."
"Mixue was founded in 1997 by Zhang Hongchao, who opened a store selling shaved ice in Henan, a Chinese heartland province."
"Its blistering expansion can be explained by the simplicity of its bright red stores, often stalls wedged next to phone-repair kiosks or dumpling shops."
cc @MikeFritzell @HaydenCapital
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Offshore
Photo
Alvin
Xiaomi 15 Ultra is available in three colours in the worldwide market:
✅ Black
✅ Silver Chrome
✅ White
Which one do you like the most? 🤔 https://t.co/9dvcpqC9Cx
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Xiaomi 15 Ultra is available in three colours in the worldwide market:
✅ Black
✅ Silver Chrome
✅ White
Which one do you like the most? 🤔 https://t.co/9dvcpqC9Cx
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Offshore
Video
App Economy Insights
RT @EconomyApp: 📊 Earnings season, visualized.
150+ visuals breaking down Q4 earnings.
Get the full report here👇
https://t.co/KpjVPbpk6f https://t.co/PujSAkBqMh
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RT @EconomyApp: 📊 Earnings season, visualized.
150+ visuals breaking down Q4 earnings.
Get the full report here👇
https://t.co/KpjVPbpk6f https://t.co/PujSAkBqMh
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