⁠The Kobeissi Letter
The statement that broke crypto markets tonight:

“The government will not acquire additional assets for the Stockpile beyond those obtained through forfeiture proceedings.” https://t.co/KXBTjmEQM1
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⁠Finding Compounders
What’s the advantage of a business having a negative working Capital ?

I go through this on my newsletter

The link is in my bio https://t.co/fM1xE91ZFD
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #108 Alex Feng from @SnowsofNebraska

Alex discusses two stocks they're bullish on + much more...

https://t.co/sNzD5IlpYA https://t.co/di78Kulx4L
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⁠Alvin
The red accent on the Black Xiaomi 15 Ultra looks awesome. https://t.co/a8SeUOe86L
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⁠Finding Compounders
Aswath Damodaran on the shortfalls of ROIC

Source: @MT_Capital1 https://t.co/NP89FBziug
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⁠Finding Compounders
Seeking value in small caps https://t.co/03xf92UEPe
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⁠Hidden Value Gems
What do you think of the European market rally? 📈

1️⃣ A short-term trade as markets reposition from being overweight US

2️⃣ A long overdue discovery of value and quality offered by European companies
- Option 1
- Option 2
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⁠Alvin
Got an EDGE signal...
IN 2025

Average third-world country right there. https://t.co/pEA84wTcFN
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⁠Alvin
OriginOS is beautiful.
vivo should bring this worldwide. https://t.co/mIVOGz69BS
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⁠Quiver Quantitative
The U.S. built 2,710 ships in 1943. Last year? Just 21.

Here’s how Trump might change that: https://t.co/ou2791vsnh
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Peter Lynch said in a 1990 Barron’s interview:

“A company growing at 20% with a P/E of 40x isn’t cheap, but it’s not crazy if it can keep up.”

Here are 10 exceptional stocks currently trading with a PEG below 2.00 🧵 https://t.co/OXn0Wtm68Q
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