Offshore
Photo
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)
tweet
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)
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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.
tweet
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.
tweet
Offshore
Photo
The Investing for Beginners Podcast
Profit margins matter.
Why?
Because they can:
- Showcase efficiency
- Highlights strengths
- Enable comparisons
We can divide margins into for main categories: gross, operating, net, and free cash flow https://t.co/AEfGtuHNAz
tweet
Profit margins matter.
Why?
Because they can:
- Showcase efficiency
- Highlights strengths
- Enable comparisons
We can divide margins into for main categories: gross, operating, net, and free cash flow https://t.co/AEfGtuHNAz
tweet
Offshore
Photo
Alvin
Get your Samsung Galaxy S25 Series here and save up to $1020 on your purchase. 👀
✅️ Galaxy S25: https://t.co/BvMPERu17L
✅️ Galaxy S25+: https://t.co/FtJIANio0i
✅️ Galaxy S25 Ultra: https://t.co/XYOQvERSpB
That also includes double storage upgrade for select models, an instant discount, and a trade-in cashback!
(SamsungPartner)
(US Only)
tweet
Get your Samsung Galaxy S25 Series here and save up to $1020 on your purchase. 👀
✅️ Galaxy S25: https://t.co/BvMPERu17L
✅️ Galaxy S25+: https://t.co/FtJIANio0i
✅️ Galaxy S25 Ultra: https://t.co/XYOQvERSpB
That also includes double storage upgrade for select models, an instant discount, and a trade-in cashback!
(SamsungPartner)
(US Only)
tweet
Offshore
Video
Investing visuals
Average up instead of average down.
Winners tend to keep winning. https://t.co/HEEYxaipD3
tweet
Average up instead of average down.
Winners tend to keep winning. https://t.co/HEEYxaipD3
tweet