Offshore
Photo
β App Economy Insights
π¬ Streaming Subs Leaderboard
Q4 2024 gains:
β’ Netflix: +19M β 302M. $NFLX
β’ Disney+: Flat β 125M. $DIS
β’ Max: +6M β 117M. $WBD
β’ Paramount+: +6M β 78M. $PARA
β’ Hulu: +2M β 54M. $DIS
β’ Peacock: Flat β 36M. $CMCSA
The battle below Netflix is heating up. π https://t.co/8y9rXzxVRW
tweet
π¬ Streaming Subs Leaderboard
Q4 2024 gains:
β’ Netflix: +19M β 302M. $NFLX
β’ Disney+: Flat β 125M. $DIS
β’ Max: +6M β 117M. $WBD
β’ Paramount+: +6M β 78M. $PARA
β’ Hulu: +2M β 54M. $DIS
β’ Peacock: Flat β 36M. $CMCSA
The battle below Netflix is heating up. π https://t.co/8y9rXzxVRW
tweet
Offshore
Photo
β The Kobeissi Letter
BREAKING: President Trump says that when Canada places tariffs on the US, he will "immediately increase" US tariffs by a like amount. https://t.co/4VA5cUgYP3
tweet
BREAKING: President Trump says that when Canada places tariffs on the US, he will "immediately increase" US tariffs by a like amount. https://t.co/4VA5cUgYP3
tweet
Offshore
Photo
β Finding Compounders
David Einhornβs Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/EbN0XR4LCr
tweet
David Einhornβs Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/EbN0XR4LCr
tweet
Offshore
Photo
β The Kobeissi Letter
BREAKING: The S&P 500 reclaims 5,800 in a +70 point reversal over the last 2 hours.
Can it finish green? https://t.co/QXNg1kL8dV
tweet
BREAKING: The S&P 500 reclaims 5,800 in a +70 point reversal over the last 2 hours.
Can it finish green? https://t.co/QXNg1kL8dV
tweet
Offshore
Photo
β Investing visuals
The VIX index is a great indicator to judge whether it is a good time to buyπ https://t.co/JysrJVBzTq
tweet
The VIX index is a great indicator to judge whether it is a good time to buyπ https://t.co/JysrJVBzTq
tweet
Offshore
Photo
β Stock Analysis Compilation
Baron Opportunity Fund on LPL Financial Holdings Inc. $LPLA US
Thesis: LPL Financial Holdings Inc. is a leading independent broker-dealer in the U.S., capitalizing on the growing demand for financial advice and shifting preferences among advisors towards independent models, supported by advanced technology and operational flexibility.
(Extract from their Q4 letter)
tweet
Baron Opportunity Fund on LPL Financial Holdings Inc. $LPLA US
Thesis: LPL Financial Holdings Inc. is a leading independent broker-dealer in the U.S., capitalizing on the growing demand for financial advice and shifting preferences among advisors towards independent models, supported by advanced technology and operational flexibility.
(Extract from their Q4 letter)
tweet