⁠Alvin
Finally, another smartphone brand has joined the 7-year update club aside from Google and Samsung!

Honor announces that starting with the Magic7 Series, they will be giving 7 years of OS and security upgrades for the Magic Series high-end phones. https://t.co/hS6Y0J4BBt
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⁠Finding Compounders
Commentary on stock buybacks by Tweedy Browne https://t.co/Q5hScrOSxU
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⁠Alvin
RT @sondesix: Xiaomi 15 Ultra goes official for the worldwide market! 🔥

⚒️ Xiaomi Shield Glass 2.0
💦 IP68 dust and water resistance rating
💿 Leica Vario-Summilux Optics
📸 Quad Camera System with 50 MP Sony LYT-900 Main Camera sensor (23 mm, 1" size, F/1.63) and 50 MP ISOCELL JN5 ultra-wide lens (14 mm, 1/2.76" size, F/2.2)
🔍 Dual Telephoto Solution with 200 MP ISOCELL HP9 sensor (100 mm, 4.3x zoom periscope lens, 1/1.4" size, F/2.6) and 50 MP IMX858 sensor (70 mm, 3x zoom lens, 1/2.51" size, F/1.8, telemacro)
🎥 Up to 8K Video Recording at 30 fps, 4K@60 fps, Dolby Vision & 10-bit LOG recording in 4K at 60 fps using all lenses
🤳 32 MP OV32B front camera, Aperture F/2.0
📱 6.73" 2K+ LTPO OLED display, 1-120 Hz refresh rate, 3200 nits peak brightness, 1920 Hz PWM/DC dimming, Dolby Vision support., 12-bit colour depth
🔋 5410 mAh Silicon-Carbon battery
🔌 90W wired HyperCharge charging, 80W wireless HyperCharge
👨‍💻 Android 15-based HyperOS 2
🧠 Xiaomi HyperAI, HyperConnect, and HyperCore
💨 Qualcomm Snapdragon 8 Elite chip
❄️ 3D Dual-channel IceLoop cooling system
🔳 16 GB LPDDR5X RAM and up to 1 TB UFS 4.1 storage
🐾 Ultrasonic Fingerprint Scanner
🪙 Aluminium frame
💳 9.35 mm thick
🪶 Weight: 229 grams (Silver Chrome), 226 grams (Black, White)
🎞️ Photography Kit with several exclusive features and 2000 mAh extra battery

Pricing starts from €1499 in Europe.
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⁠Alvin
This is the realme "Ultra" concept phone with an interchangeable lens.

It has a triple camera system:
✅ Dual 50 MP 1" Sony IMX989 sensor (main camera & periscope tele)
✅ A 50 MP 1/1.56" Sony IMX890 sensor (ultra-wide)

This phone has a Leica M mount that allows you to change the lens to something like a 73 mm portrait lens or a 234 mm telephoto lens.
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⁠Finding Compounders
A Business Week article criticizing Henry Singleton’s aggressive buyback and acquisition approach .

Teledyne achieved 20.4% compounded annual returns over 27 years with Singleton at the helm.

So don’t listen to the press ! https://t.co/lSvBfNrkP3
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⁠The Investing for Beginners Podcast
RT @IFB_podcast: Charlie Munger USC speech

Dropping Charlie wisdom as always https://t.co/vTmt4prSn8
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⁠The Kobeissi Letter
BREAKING: President Trump is going to make "an investment announcement" today at 1:30 PM ET - per the White House.
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