Offshore
Photo
Finding Compounders
Warren and Me
What I learned when I spent a day in the company of billionaires https://t.co/oZiUVNeU8r
tweet
Warren and Me
What I learned when I spent a day in the company of billionaires https://t.co/oZiUVNeU8r
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: Crypto markets have now erased $1.3 TRILLION of market cap since their December 16th all time high.
That's a -33% in drop 3 months or -$15.5 billion PER DAY for 84 days straight.
Has the 2025 crypto bear market begun? https://t.co/tJJDQoasIk
tweet
BREAKING: Crypto markets have now erased $1.3 TRILLION of market cap since their December 16th all time high.
That's a -33% in drop 3 months or -$15.5 billion PER DAY for 84 days straight.
Has the 2025 crypto bear market begun? https://t.co/tJJDQoasIk
tweet
Offshore
Photo
The Kobeissi Letter
RT @KobeissiLetter: 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
tweet
RT @KobeissiLetter: 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
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: Representative Robert Bresnahan just filed another purchase of Alibaba stock.
We have now seen multiple US politicians buying up stock in Chinese companies. https://t.co/mI9VmFfwvS
tweet
JUST IN: Representative Robert Bresnahan just filed another purchase of Alibaba stock.
We have now seen multiple US politicians buying up stock in Chinese companies. https://t.co/mI9VmFfwvS
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Emerging Markets Fund on Talabat $N/A
Thesis: Talabat is the leading food, grocery, and retail delivery platform in the MENA region, with significant growth potential and strong profitability outlook.
(Extract from their Q4 letter) https://t.co/NerG3k68wD
tweet
Baron Emerging Markets Fund on Talabat $N/A
Thesis: Talabat is the leading food, grocery, and retail delivery platform in the MENA region, with significant growth potential and strong profitability outlook.
(Extract from their Q4 letter) https://t.co/NerG3k68wD
tweet
Offshore
Photo
Quiver Quantitative
Yikes.
Nancy Pelosi has lost $5.6M in the stock market today, per our estimates: https://t.co/jGx0rQKavf
tweet
Yikes.
Nancy Pelosi has lost $5.6M in the stock market today, per our estimates: https://t.co/jGx0rQKavf
tweet
Offshore
Photo
The Kobeissi Letter
Sentiment is everything:
AMD stock, $AMD, was once one of the most popular names in the market.
It's now down -50% over the last 12 months and at its lowest level since the October 2023 bottom.
Markets are incredible. https://t.co/wds2YgaRiY
tweet
Sentiment is everything:
AMD stock, $AMD, was once one of the most popular names in the market.
It's now down -50% over the last 12 months and at its lowest level since the October 2023 bottom.
Markets are incredible. https://t.co/wds2YgaRiY
The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5 tweet
Offshore
Photo
Stock Analysis Compilation
Baron Emerging Markets Fund on Talabat $TALABAT
Thesis: Talabat is the leading food, grocery, and retail delivery platform in the MENA region, with significant growth potential and strong profitability outlook.
(Extract from their Q4 letter) https://t.co/ZTzf8YHY9U
tweet
Baron Emerging Markets Fund on Talabat $TALABAT
Thesis: Talabat is the leading food, grocery, and retail delivery platform in the MENA region, with significant growth potential and strong profitability outlook.
(Extract from their Q4 letter) https://t.co/ZTzf8YHY9U
tweet