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Alvin
I know that this is a fingerprint magnet, but the Xiaomi 15 in Liquid Silver looks AWESOME! https://t.co/pYdFQOYWv8
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I know that this is a fingerprint magnet, but the Xiaomi 15 in Liquid Silver looks AWESOME! https://t.co/pYdFQOYWv8
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The Kobeissi Letter
BREAKING: Commerce Secretary Lutnick says the stock market is "not driving outcomes" for the Trump Administration.
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BREAKING: Commerce Secretary Lutnick says the stock market is "not driving outcomes" for the Trump Administration.
BREAKING: The Nasdaq 100 falls -350 points on continued trade war concerns and officially enters correction territory.
The Nasdaq is now down -10% from its all time high. https://t.co/9oGQksdyc3 tweet
Offshore
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Alvin
Smartphone brands...
Please put a telephoto lens to more of your mid-range phones. https://t.co/pmxNUsrDQd
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Smartphone brands...
Please put a telephoto lens to more of your mid-range phones. https://t.co/pmxNUsrDQd
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Investing visuals
$TTD is now down 🔻52% from its highs, marking one of its biggest declines as a public company. Meanwhile, $TTD:
🔹 Free cash flow grew 171% Y/Y
🔹 Revenue grew 22% Y/Y
🔹 Net retention remains >95%
🔹 Holds $1.6 billion in cash
Smells like opportunity👌 https://t.co/qul00Ah0pQ
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$TTD is now down 🔻52% from its highs, marking one of its biggest declines as a public company. Meanwhile, $TTD:
🔹 Free cash flow grew 171% Y/Y
🔹 Revenue grew 22% Y/Y
🔹 Net retention remains >95%
🔹 Holds $1.6 billion in cash
Smells like opportunity👌 https://t.co/qul00Ah0pQ
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Stock Analysis Compilation
Baron Emerging Markets Fund on MercadoLibre $MELI US
Thesis: MercadoLibre is the largest digital commerce ecosystem in Latin America, offering e-commerce and fintech services, with significant growth opportunities in advertising, financial services, and logistics.
(Extract from their Q4 letter)
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Baron Emerging Markets Fund on MercadoLibre $MELI US
Thesis: MercadoLibre is the largest digital commerce ecosystem in Latin America, offering e-commerce and fintech services, with significant growth opportunities in advertising, financial services, and logistics.
(Extract from their Q4 letter)
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Finding Compounders
Here are some highlights from a Lou Simpson interview
He answers on the differences between him and Warren Buffett and the factors he looks for when he is worried an investment might blow up https://t.co/haGMSODq8S
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Here are some highlights from a Lou Simpson interview
He answers on the differences between him and Warren Buffett and the factors he looks for when he is worried an investment might blow up https://t.co/haGMSODq8S
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The Kobeissi Letter
BREAKING: The Atlanta Fed has once again revised their Q1 2025 GDP estimate to show -2.4% contraction.
Just one month ago, their estimate showed GDP growing by +3.9%. https://t.co/li6kAl2Swn
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BREAKING: The Atlanta Fed has once again revised their Q1 2025 GDP estimate to show -2.4% contraction.
Just one month ago, their estimate showed GDP growing by +3.9%. https://t.co/li6kAl2Swn
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The Kobeissi Letter
Options activity is exploding on the trade war:
The S&P 500 ETF's, $SPY, put options volume spiked to 7.94 million contracts on Tuesday, the third-highest on record.
Volume has doubled since the trade war commenced.
At the same time, Nasdaq 100, $QQQ, put options volume hit the highest level in history, according to Goldman Sachs.
Interestingly, the previous 2 volume highs in 2022 and early 2023 were posted near short-term bottoms.
We are seeing historic levels of volatility and volume.
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Options activity is exploding on the trade war:
The S&P 500 ETF's, $SPY, put options volume spiked to 7.94 million contracts on Tuesday, the third-highest on record.
Volume has doubled since the trade war commenced.
At the same time, Nasdaq 100, $QQQ, put options volume hit the highest level in history, according to Goldman Sachs.
Interestingly, the previous 2 volume highs in 2022 and early 2023 were posted near short-term bottoms.
We are seeing historic levels of volatility and volume.
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