⁠Finding Compounders
Charles Ellis

Understand That Short Term Underperformance is Inevitable https://t.co/btVWIjXjg9
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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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⁠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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⁠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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⁠Investing visuals
Amazon $AMZN is now down 🔻16% in the past month, making its valuation increasingly attractive.

Here's everything you need to know 👇 https://t.co/VJlEJrDYTG
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⁠Stock Analysis Compilation
East 72 on Viel et Cie $VIL FP

Thesis: Viel et Cie is a French financial holding company trading at a significant discount, primarily due to concentrated ownership, with substantial value in its investments in Compagnie Financière Tradition and other entities.

(Extract from their Q4 letter)
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⁠The Investing for Beginners Podcast
How capital efficient is your company?

Ask these questions to find out:

1. What are the returns on invested capital?
2. Is ROIC > cost of capital (WACC)
3. Are historical returns growing?
4. Capex trending up or down? https://t.co/yE22TtWJQM
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