⁠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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⁠Hidden Value Gems
It used to be ".com" and "e" in the company's name that boosted its valuation. More recently it was Cloud and AI. Today, it is probably defense (at least for European companies).

Surprised the stock is not jumping on this yet 😃

#VW $VOW3.DE https://t.co/HtUomnQJ8d
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⁠Quiver Quantitative
President Trump: "I think the markets are gonna soar" https://t.co/d33puWA1PT
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⁠Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
Main Camera, Auto mode. 📸

Leica Vibrant on the Xiaomi, Vivid mode on the vivo. https://t.co/9tp0esWWCY
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⁠The Kobeissi Letter
Gold prices are SURGING:

As the S&P 500 has erased $5+ trillion, gold is now set to cross above a record $20 TRILLION in market cap.

Gold has more than QUADRUPLED the S&P 500's return over the last 12 months.

Gold is telling us something. Let us explain.

(a thread) https://t.co/WqihthhhJs
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