⁠Finding Compounders
“What is the key mistake investors make”

Chris Davis answers this question and much more in the extract below . https://t.co/Y2SkWT6OYw
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⁠Stock Analysis Compilation
Generation IM on Becton Dickinson $BDX US

Thesis: Becton Dickinson is a stable US medical device company with a 60% market share, delivering consistent revenue growth and viewed as an attractive investment opportunity despite recent underperformance.

(Extract from their Q4 letter)
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⁠The Kobeissi Letter
BREAKING: Crypto market losses accelerate with over -$130 billion erased today. https://t.co/uT0EiI4jsI

This is absolutely insane:

On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.

On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.

12 days later, the Nasdaq 100 crashed -11%.

How did they know?

(a thread) https://t.co/xbzHVWkAlI - The Kobeissi Letter
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⁠Finding Compounders
Common Mistakes Even Smart Investors Make https://t.co/XpSgu3Mmpx
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⁠Alvin
Next month's Ultra is going to be 🔥

😏
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⁠The Kobeissi Letter
BREAKING: Ethereum losses on the day accelerate to -9%, now 1% away from breaking below the pivotal $2,000 level. https://t.co/EtePX1Y6E7
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⁠iinvested
4Q'24 Crossroads Capital on $CLMT, $NTDOY, $MGNI

Read the full letter here:
https://t.co/dVDkhhwsJS https://t.co/IwCIpSPk5D
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