⁠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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⁠Finding Compounders
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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⁠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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⁠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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⁠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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⁠Capital Employed
RT @capitalemployed: 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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⁠The All-In Podcast
e218 = A BANGER! 🔥

first, @JTLonsdale joins the besties to talk:
-- tariffs
-- trump's economic endgame
-- fixing federal govt operations
-- state of ukr/russia and the western alliance
-- golden age of language models

then, @DavidSacks jumps on with @Jason for 30 mins:
-- strategic bitcoin reserve
-- digital asset stockpile
++ more

(0:00) the besties welcome joe lonsdale!

(3:51) jason recaps an eventful week in washington

(8:29) trump's tariffs: endgame, impact, chaos, master plan

(26:25) @doge, ira grifting, do campaign contributions need to be capped?

(53:42) @coreweave ipo

(1:03:36) trump 2.0 favoring main street > wall street, bond market breakdown, re-balancing the economy

(1:14:19) state of ukraine/russia, the western alliance, and how techno-optimism plays into the future of defense pacts

(1:24:31) gpt-4.5, @grok 3 on @x, and the golden age of language models

(1:33:47) all-in live: miami!

(1:37:34) sacks joins jason to break down the strategic bitcoin reserve and digital asset stockpile

(1:48:30) sacks addresses clearing all of his crypto-related positions prior to inauguration day

(1:57:23) importance of disclosures and updates on a market structure bill
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⁠Quiver Quantitative
JUST IN: Representative Seth Magaziner has introduced legislation to prohibit funds for the Armed Forces to invade Canada, Panama, or Greenland. https://t.co/Uou5nDFMYR
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