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Finding Compounders
Book : Memos from the Chairman
https://t.co/wjNhKXMuEL https://t.co/VqwirIJKPP
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Book : Memos from the Chairman
https://t.co/wjNhKXMuEL https://t.co/VqwirIJKPP
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Stock Analysis Compilation
Giverny Capital on Medpace Holdings $MEDP US
Thesis: Medpace Holdings is a leading clinical trial provider for early-stage biopharma companies, demonstrating strong growth and resilience amid industry challenges.
(Extract from their Q4 letter) https://t.co/zn3t0qrVfn
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Giverny Capital on Medpace Holdings $MEDP US
Thesis: Medpace Holdings is a leading clinical trial provider for early-stage biopharma companies, demonstrating strong growth and resilience amid industry challenges.
(Extract from their Q4 letter) https://t.co/zn3t0qrVfn
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Investing visuals
The four phases of the AI (r)evolution and companies I believe will benefit greatly:
Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $DDOG, $NET
Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/P6AcKUDokQ
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The four phases of the AI (r)evolution and companies I believe will benefit greatly:
Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $DDOG, $NET
Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/P6AcKUDokQ
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Alvin
RT @sondesix: 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)
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RT @sondesix: 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)
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Offshore
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Finding Compounders
Secrets of a Bargain Hunting Billionaire : Warren Buffett https://t.co/tHycIMiKNz
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Secrets of a Bargain Hunting Billionaire : Warren Buffett https://t.co/tHycIMiKNz
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The Kobeissi Letter
Retail traders are losing market share:
Retail's share of the options market has declined 3 percentage points over the last 4 months, to 17%, the lowest since November 2023.
This is a similar decline as the one seen after the Meme Stock Mania peak in January 2021.
This is all despite the S&P 500's average daily options trading volume hitting a record 3.5 million contracts in February.
Additionally, on February 21st, total US options volume hit a record 25.7 million contracts across the Cboe's 4 options exchanges.
Institutional investors are ramping up trading activity.
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Retail traders are losing market share:
Retail's share of the options market has declined 3 percentage points over the last 4 months, to 17%, the lowest since November 2023.
This is a similar decline as the one seen after the Meme Stock Mania peak in January 2021.
This is all despite the S&P 500's average daily options trading volume hitting a record 3.5 million contracts in February.
Additionally, on February 21st, total US options volume hit a record 25.7 million contracts across the Cboe's 4 options exchanges.
Institutional investors are ramping up trading activity.
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Stock Analysis Compilation
Baron Emerging Markets Fund on SF Express $SFGC CH
Thesis: SF is Asia’s largest logistics provider, leading in premium express delivery, well-positioned for growth as Chinese enterprises expand overseas, with strong earnings potential and margin improvements ahead.
(Extract from their Q4 letter)
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Baron Emerging Markets Fund on SF Express $SFGC CH
Thesis: SF is Asia’s largest logistics provider, leading in premium express delivery, well-positioned for growth as Chinese enterprises expand overseas, with strong earnings potential and margin improvements ahead.
(Extract from their Q4 letter)
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Finding Compounders
Size Matters
Size does have a negative effect on performance
A concerned investors letter to Bruce Berkowitz’s on his decision to keep the fund open https://t.co/ow7o3Q8n31
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Size Matters
Size does have a negative effect on performance
A concerned investors letter to Bruce Berkowitz’s on his decision to keep the fund open https://t.co/ow7o3Q8n31
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Stock Analysis Compilation
East 72 on Laurent Perrier $LPE FP
Thesis: Laurent Perrier is a sizable French champagne producer with a strong export focus, effective premiumization strategy, and conservative financial management, resulting in robust margins.
(Extract from their Q4 letter) https://t.co/66CKpp9bzZ
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East 72 on Laurent Perrier $LPE FP
Thesis: Laurent Perrier is a sizable French champagne producer with a strong export focus, effective premiumization strategy, and conservative financial management, resulting in robust margins.
(Extract from their Q4 letter) https://t.co/66CKpp9bzZ
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