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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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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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Hidden Value Gems
An interesting story of Pete Liegl, the RV legend who was praised by Buffett in this year's letter.
🧵👇

1 || "After he made a fortune and established himself as an industry legend, he still kept his hands on the wheel of his company and fingers on the pulse of his customers. He worked seven days a week and kept hours that he called half days: 7 a.m. till 7 p.m. Even his vacations included stops at RV dealerships."

1/7
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Finding Compounders
Warren Buffett

Don’t Let Emotions Guide Your Investment Decisions https://t.co/U7deXOrYA1
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Alvin
Nothing Phone (3a) Series
Worldwide Pricing

A really nice pricing there for phones that capable. I think they are going to be the mid-range phones to beat this year. https://t.co/VkC21qwEMY
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Alvin
Nothing Phone (3a) Series

Honestly, I am very impressed by the value that these phones offer.

The (3a) Pro is an even better value, considering that you can get a periscope telephoto camera for around half the price of the Galaxy S25.

Aside from that, the design is still very eye-catching.

(And that Blue (3a) looks awesome)
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Alvin
Nothing Phone (3a) Series goes official!

🪶 Less than 8.4 mm thick, (3a) weighs 201 grams & (3a) Pro weighs 211 grams
⚒️ Panda Glass display cover
💦 IP64 dust & water resistance rating
📸 50 MP 1/1.57" F/1.88 main camera + 8 MP 1/4" F/2.2 ultra-wide lens
🔍 (3a) has a 2x telephoto lens (1/2.76", Aperture F/2.0), (3a) Pro has a 3x periscope tele lens (LYT-600, 1/1.95", Aperture F/2.55)
🤳 (3a) has a 32 MP front camera (1/3.44", F/2.2), (3a) Pro has a 50 MP front camera (1/2.76", F/2.2)
☀️ 6.77" FHD+ OLED display, 120 Hz refresh rate, 1000 Hz touch sampling rate, 2160 Hz PWM frequency, 3000 nits peak brightness, 10-bit colour depth
💨 Qualcomm Snapdragon 7s Gen 3 Mobile Platform, 4 nm process
🔋 5000 mAh battery
🔌 50W wired charging (50% in 19 mins)
👨‍💻 Android 15-based Nothing OS 3.1
3 years of OS upgrades and 6 years of security patches
🐾 Under-screen Fingerprint scanner
📳 Linear vibration motor

Available Colours:
Black
White (3a)
Grey (3a Pro)
Blue (3a)
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