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Finding Compounders
In this newspaper article, Warren Buffett explains his investment secrets https://t.co/QtNSyixMc4
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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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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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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
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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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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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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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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Alvin
This is the realme "Ultra" Interchangeable-lens Concept Phone.
This phone has a Leica M mount that allows you to use a 73 mm portrait lens or a 234 mm telephoto lens.
A very cool concept right here! https://t.co/YNA7fWF8vX
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This is the realme "Ultra" Interchangeable-lens Concept Phone.
This phone has a Leica M mount that allows you to use a 73 mm portrait lens or a 234 mm telephoto lens.
A very cool concept right here! https://t.co/YNA7fWF8vX
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The Kobeissi Letter
BREAKING: S&P 500 futures fall -120 points from their high in a massive post-CPI inflation reversal. https://t.co/x3ctWM6YHU
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BREAKING: S&P 500 futures fall -120 points from their high in a massive post-CPI inflation reversal. https://t.co/x3ctWM6YHU
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