Offshore
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The Investing for Beginners Podcast
Visualizing company drivers.

As a visual person, this helped me tremendously.

Per McKinsey Valuation book, must read..... https://t.co/zsW2UcMyg4
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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
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Finding Compounders
Charles Ellis

Understand That Short Term Underperformance is Inevitable https://t.co/btVWIjXjg9
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Offshore
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Alvin
I know, it has only been 5 hours since I have received my Xiaomi 15 Ultra.

But to be honest, I don't feel the same "wow" effect as the first time I used the vivo X200 Pro, vivo X100 Ultra, or even the OPPO Find X8 Pro/X7 Ultra.

I have mostly tested it in low-light, so... https://t.co/HBiMyDKhYK
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Quiver Quantitative
JUST IN: Representatives Jason Crow and Lauren Boebert have introduced bipartisan legislation to establish a Space National Guard.

Thoughts? https://t.co/ByaDGK6PQw
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Offshore
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The Investing for Beginners Podcast
Peter Lynch, one of the greatest all-time investors popularized the PEG ratio as a way to screen for stocks he might find interesting.

Below is a simple graphic showcasing some basics around the metric, hopefully it helps! https://t.co/Aa0viLN4up
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Finding Compounders
In this newspaper article, Warren Buffett explains his investment secrets https://t.co/QtNSyixMc4
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The Kobeissi Letter
Current market mentality:

1. CPI Inflation Lower Than Expected: Sell stocks, we are entering a recession.

2. CPI Inflation Higher Than Expected: Sell stocks, rate cuts are cancelled.

3. CPI Inflation As Expected: Sell stocks, inflation is not falling.

Sentiment is incredibly powerful.
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Offshore
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The Kobeissi Letter
BREAKING: Canada is imposing 25% retaliatory tariffs on $21 billion worth of U.S. goods.

This comes just 10 hours after 25% tariffs on Canadian steel and aluminum went live. https://t.co/SJPT1FwwP3
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Investing visuals
CPI data came in better then expected.

Let’s do a sentiment check: are we having a relief rally with lower lows ahead or did we bottom allready?
- Relief rally 🐻
- Bottom is behind us 🐂
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