⁠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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⁠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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⁠Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
200 MP periscope telephoto camera

Both taken using the auto mode. 📸

Focal lengths (native on both):
• Xiaomi: 100 mm, Leica Authentic
• vivo: 85 mm, Vivid mode https://t.co/3iX77BxE2l
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⁠The Investing for Beginners Podcast
Free Cash Flow is the lifeblood of every company.

But how do we calculate it?

Let's learn how 🧵⬇️ https://t.co/TWiP1CsNfV
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⁠Quiver Quantitative
Representative Tim Moore just disclosed more day-trades.

He bought and sold up to $100K of Harley-Davidson stock, $HOG, on the same day. https://t.co/Lb43o8BUWT
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⁠Finding Compounders
Chuck Akre’s interview on MasterCard and Visa back in 2012 https://t.co/XcbAJQhQJ8
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⁠Stock Analysis Compilation
Edgewood on TransDigm $TDG US

Thesis: TransDigm’s pricing power, aftermarket dominance, and M&A strategy position it for sustained aerospace growth.

(Extract from their Q4 letter) https://t.co/fabk1JH64h
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⁠Investing visuals
$TSLA in a nutshell:

🐻 Suffering major brand damage
🐻 Competition is catching up
🐻 It’s a political playball

🐂 Energy is growing rapidly
🐂 Optimus will be its next growth leg
🐂 FSD is the margin expansion play
🐂 Cybercab will boom

I’m firmly in the middle. https://t.co/ruFiFfmLKS
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