Offshore
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Stock Analysis Compilation
Diamond Hill Mid Cap Fund on LPL Financial $LPLA US
Thesis: LPL Financial is well-positioned for double-digit revenue and earnings growth despite concerns over cash flows and regulatory scrutiny, making it an attractive investment opportunity due to its low valuation.
(Extract from their Q4 letter)
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Diamond Hill Mid Cap Fund on LPL Financial $LPLA US
Thesis: LPL Financial is well-positioned for double-digit revenue and earnings growth despite concerns over cash flows and regulatory scrutiny, making it an attractive investment opportunity due to its low valuation.
(Extract from their Q4 letter)
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The All-In Podcast
David Sacks Explains the Strategic Bitcoin Reserve + US Digital Asset Stockpile in 90 Seconds
On E218, @DavidSacks joined @Jason to break down the latest EO on crypto:
Strategic Bitcoin Reserve
-- Purpose: long-term preservation
-- "Like a digital Fort Knox for digital gold."
-- Prohibited from selling the bitcoin
-- US govt has an estimated 200K bitcoin
-- It had ~400K at one point, but sold roughly half for ~$360M (would be worth $17B+ today)
-- Treasury and Commerce Secretaries can propose budget-neutral strategies to accumulate more bitcoin
-- EO requires a full audit of all government-owned bitcoin
US Digital Asset Stockpile
-- Purpose: responsible stewardship
-- Centralized account under the direction of the Treasury Secretary
-- Treasury Sec. has discretion to rebalance or change the portfolio if it's in the long-term interest of the US
-- EO requires a full audit of all government-owned digital assets
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David Sacks Explains the Strategic Bitcoin Reserve + US Digital Asset Stockpile in 90 Seconds
On E218, @DavidSacks joined @Jason to break down the latest EO on crypto:
Strategic Bitcoin Reserve
-- Purpose: long-term preservation
-- "Like a digital Fort Knox for digital gold."
-- Prohibited from selling the bitcoin
-- US govt has an estimated 200K bitcoin
-- It had ~400K at one point, but sold roughly half for ~$360M (would be worth $17B+ today)
-- Treasury and Commerce Secretaries can propose budget-neutral strategies to accumulate more bitcoin
-- EO requires a full audit of all government-owned bitcoin
US Digital Asset Stockpile
-- Purpose: responsible stewardship
-- Centralized account under the direction of the Treasury Secretary
-- Treasury Sec. has discretion to rebalance or change the portfolio if it's in the long-term interest of the US
-- EO requires a full audit of all government-owned digital assets
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App Economy Insights
RT @EconomyApp: 🦅 CrowdStrike bounced back from its IT outage.
📈 ARR +23% to $4.24B
🤝 350 deals over $1M in Q4
💰 Multi-module adoption keeps rising
🔮 Growth set to re-accelerate in late 2025
Let’s review $CRWD 👇
https://t.co/5yqJUulN43
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RT @EconomyApp: 🦅 CrowdStrike bounced back from its IT outage.
📈 ARR +23% to $4.24B
🤝 350 deals over $1M in Q4
💰 Multi-module adoption keeps rising
🔮 Growth set to re-accelerate in late 2025
Let’s review $CRWD 👇
https://t.co/5yqJUulN43
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Alvin
I was in the middle of capturing my vivo V50 product photos when my cat distracted me by meowing and being so cute. https://t.co/IEw0d5O99A
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I was in the middle of capturing my vivo V50 product photos when my cat distracted me by meowing and being so cute. https://t.co/IEw0d5O99A
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud
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RT @DimitryNakhla: Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud
1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6 tweet
Offshore
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Stock Analysis Compilation
Diamond Hill International Fund on Krones $KRN GR
Thesis: Krones is a resilient leader in the beverage machinery industry with strong market share and customer relationships, presenting a favorable investment opportunity despite past order volatility.
(Extract from their Q4 letter)
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Diamond Hill International Fund on Krones $KRN GR
Thesis: Krones is a resilient leader in the beverage machinery industry with strong market share and customer relationships, presenting a favorable investment opportunity despite past order volatility.
(Extract from their Q4 letter)
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The Kobeissi Letter
US firms’ inflation expectations are surging:
Services and manufacturing companies anticipate their costs will increase by 5.7% and 7.3% in 2025, according to the NY Fed.
That would mark the largest jump for manufacturing firms in at least 3 years and the largest jump for services firms in 2 years.
Furthermore, expected cost increases are higher among companies that import more from abroad.
Services firms expect their selling prices will rise by ~5.0% in 2025, the most since 2023.
At the same time, manufacturing firms anticipate selling prices to increase 5.4%, the most since 2022.
Inflation is set to remain elevated.
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US firms’ inflation expectations are surging:
Services and manufacturing companies anticipate their costs will increase by 5.7% and 7.3% in 2025, according to the NY Fed.
That would mark the largest jump for manufacturing firms in at least 3 years and the largest jump for services firms in 2 years.
Furthermore, expected cost increases are higher among companies that import more from abroad.
Services firms expect their selling prices will rise by ~5.0% in 2025, the most since 2023.
At the same time, manufacturing firms anticipate selling prices to increase 5.4%, the most since 2022.
Inflation is set to remain elevated.
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