⁠Alvin
I have been using the Galaxy S25 Ultra mostly without any case for weeks now.

This little "experiment" is mostly successful.

I just adore this phone's design.

It looks gorgeous, lighter, and it feels extremely solid to hold.

Samsung did a great job designing this phone. https://t.co/PwCkNq8l6h
tweet

⁠Finding Compounders
How management should think about Capital Allocation

Source: @ashishkila https://t.co/Zfv5mB8FsJ
tweet

⁠Hidden Value Gems
The range of investment opportunities is widening, but no need to rush in my view. Interesting charts on US housebuilders - rising inventories, less affordability + higher input costs due to tariffs... https://t.co/VSWnmbpv1y
tweet

⁠Dimitry Nakhla | Babylon Capital®
Charlie Munger stated:

“A great business at a fair price is superior to a fair business at a great price, but sometimes you get the great business at a wonderful price when the market overreacts.”

Here are 15 great stocks trading DOWN AT LEAST ~20% from their all-time highs 🧵 https://t.co/WZqbWdyZPr
tweet

⁠Alvin
The Camera 🤝 The Photos https://t.co/NrkuOgagJJ
tweet

⁠The Investing for Beginners Podcast
Before pulling the trigger on any company.

Always check these ratios before investing-

-Earning Per Share
-Price to Earning
-Price to Free Cash Flow
-Free Cash Flow Yield
-Debt to Equity
-Interest Coverage
-Return on Equity
-Return on Capital Employed

Anything else?
tweet

⁠The Kobeissi Letter
Morgan Stanley with a MASSIVE call:

As Tesla's stock, $TSLA, falls below its November 5th low, MS is calling for a HISTORIC rally to $800 next.

This would imply a +300% rally which they say can happen within 12 MONTHS.

Here's how they see it happening.

(a thread) https://t.co/S10vwT8iO7
tweet