The Kobeissi Letter
TARIFFS NOW LIVE:
1. 25% tariffs on all good from Mexico to US
2. 25% tariffs on all goods except energy from Canada to US
3. 20% tariffs on many goods from China to US
4. 10% tariffs on energy from Canada to US
5. 25% retaliatory tariffs on up to $155B of goods from US to Canada
The trade war has officially begun.
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TARIFFS NOW LIVE:
1. 25% tariffs on all good from Mexico to US
2. 25% tariffs on all goods except energy from Canada to US
3. 20% tariffs on many goods from China to US
4. 10% tariffs on energy from Canada to US
5. 25% retaliatory tariffs on up to $155B of goods from US to Canada
The trade war has officially begun.
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Offshore
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The Investing for Beginners Podcast
RT @IFB_podcast: ROIC measures a company's capital efficiency.
Visualizations like the one below helps us see what drives ROIC.
Pricing, volume, cost controls, and many others drive growth + ROIC. https://t.co/jqqfjWO6UU
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RT @IFB_podcast: ROIC measures a company's capital efficiency.
Visualizations like the one below helps us see what drives ROIC.
Pricing, volume, cost controls, and many others drive growth + ROIC. https://t.co/jqqfjWO6UU
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Offshore
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The Kobeissi Letter
BREAKING: China retaliates with new tariffs on the US as the trade war officially begins.
China just said it would impose additional tariffs of up to 15% on some US goods beginning March 10th.
These tariffs largely cover US agricultural goods. https://t.co/alXQqhLIDF
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BREAKING: China retaliates with new tariffs on the US as the trade war officially begins.
China just said it would impose additional tariffs of up to 15% on some US goods beginning March 10th.
These tariffs largely cover US agricultural goods. https://t.co/alXQqhLIDF
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Offshore
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Finding Compounders
The Simplest Way to Select Bargain Stocks
By Ben Graham https://t.co/C1H9Oncjl7
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The Simplest Way to Select Bargain Stocks
By Ben Graham https://t.co/C1H9Oncjl7
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Offshore
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Finding Compounders
This is a must read for every investor
Sequoia’s 1978 Quarterly Report
“ If anyone offers you a new Mercedes for $2500, take it and don’t worry about the outcome of the Salt talks or the Middle East situation”
The gist of this letter : Focus on what actually matters !! https://t.co/1tjlSuUtRc
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This is a must read for every investor
Sequoia’s 1978 Quarterly Report
“ If anyone offers you a new Mercedes for $2500, take it and don’t worry about the outcome of the Salt talks or the Middle East situation”
The gist of this letter : Focus on what actually matters !! https://t.co/1tjlSuUtRc
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Alvin
I think the reason why some people who reviewed the Xiaomi 15 Ultra got a slower than expected charging speed is because they haven't switched the charging mode from "Standard" to "Top Speed".
This is the first thing a reviewer should do when testing Xiaomi phones. https://t.co/IQhhJPdlz0
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I think the reason why some people who reviewed the Xiaomi 15 Ultra got a slower than expected charging speed is because they haven't switched the charging mode from "Standard" to "Top Speed".
This is the first thing a reviewer should do when testing Xiaomi phones. https://t.co/IQhhJPdlz0
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Hidden Value Gems
A small arbitrage opportunity?
$WBA
“They have been discussing Sycamore paying between $11.30 a share and $11.40 a share in cash, the people said. The deal could also include contingent value rights that would increase the value if certain targets are later reached, they added.” https://t.co/0VVa254avE
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A small arbitrage opportunity?
$WBA
“They have been discussing Sycamore paying between $11.30 a share and $11.40 a share in cash, the people said. The deal could also include contingent value rights that would increase the value if certain targets are later reached, they added.” https://t.co/0VVa254avE
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Alvin
I saw someone calling my full review of the Galaxy S25 Ultra a paid review.
Samsung Indonesia hasn't even acknowledged me yet, let alone paid me. 💀
And even if they acknowledged me, do you think that I would receive some kind of compensation after months of criticising & "leaking" their products or mocking their stupid decisions? 🤣
Make it make sense.
I am fair. I will praise the good stuff and I will criticise the bad stuff.
Galaxy S25 Ultra is an excellent phone that has some flaws, just like other flagship phones.
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I saw someone calling my full review of the Galaxy S25 Ultra a paid review.
Samsung Indonesia hasn't even acknowledged me yet, let alone paid me. 💀
And even if they acknowledged me, do you think that I would receive some kind of compensation after months of criticising & "leaking" their products or mocking their stupid decisions? 🤣
Make it make sense.
I am fair. I will praise the good stuff and I will criticise the bad stuff.
Galaxy S25 Ultra is an excellent phone that has some flaws, just like other flagship phones.
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