⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Charlie Munger once said:

“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”

Here are 10 high-quality stocks trading near their 200-week moving average 🧵 https://t.co/usTZ04V9kh
tweet

⁠Quiver Quantitative
BREAKING: Senator Dave McCormick just filed up to $150K of purchases of the Bitwise Bitcoin ETF.

These purchases were made on February 26th, just days before the crypto reserve announcement.

Track politicians' portfolios on Quiver. https://t.co/DAjShSTekX
tweet

⁠Finding Compounders
Understanding ROE https://t.co/1LiRn97GnT
tweet

⁠The Investing for Beginners Podcast
RT @IFB_podcast: Return on Assets (ROA) often flies under the radar, but it's crucial for analyzing banks, financial institutions, and insurance companies.

Check out this simple infographic to understand and calculate ROA. https://t.co/IrYJMEcEfC
tweet

⁠The Investing for Beginners Podcast
RT @IFB_podcast: How to measure moats?

Use Michael Mauboussin's checklist: https://t.co/m9zQE0fGoO
tweet

⁠The Kobeissi Letter
WOW.

The US saw 172,000 job cuts in February, with YTD government layoffs SURGING +41,300% due to @DOGE.

We have now seen a MASSIVE 221,812 job cuts in 2025, the highest YTD total since 2009.

Are we witnessing the largest federal layoff in US history?

(a thread) https://t.co/VWnAqE2WPr
tweet

⁠The Investing for Beginners Podcast
Cash Flow Statement Green Flags:

• Operating Cash Flow to Sales > 15%
• Free Cash Flow growing > 10%
• Capex of Net Sales < 15%
• SBC of Net Income < 5%
• Cash Flow to Debt > 1

What else?
tweet

⁠The Investing for Beginners Podcast
We were recently lucky to have @Invesquotes join us on the pod to talk all things investing.

I always enjoyed his takes and knew he was smart, but this confirms it.

Great convo on cyclical compounding and much more....

Watch below ⬇️ https://t.co/TIqL4M8rvG
tweet