⁠The Kobeissi Letter
BREAKING: The S&P 500 is DEEP GREEN today, on track for its biggest daily gain since November 6th, in our first day without new tariff headlines.

Can it stick? https://t.co/xGRe5pMhE0
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⁠The Investing for Beginners Podcast
How well does $JPM give our loans?

We can use the NPL or Non-performing loan ratio to find out.

The lower the better. https://t.co/MbpStA2jcP
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AkhenOsiris
Yesterday:

Ukraine's President Zelenskiy: Russia is setting conditions on ceasefire to try to delay it or make it not happen.

Today:

Ukraine's President Zelenskiy: Now we have a good chance to end this war quickly.
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AkhenOsiris
And later today:

ZELENSKIY SAYS PUTIN IS DOING EVERYTHING TO SABOTAGE DIPLOMACY
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⁠The Investing for Beginners Podcast
Interest Coverage Ratio: https://t.co/keE3zcQllP
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⁠Stock Analysis Compilation
Harding Loevner Global Small Companies Equity on Shift $3697 JT

Thesis: Shift is Japan’s leading outsourced software testing provider, positioned to thrive amid a shortage of IT engineers by training workers from other industries to meet increasing tech demands.

(Extract from their Q4 letter)
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⁠Finding Compounders
Toward a Science of Security Analysis by Ben Graham

Source: Value Walk https://t.co/jT5e7529NM
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⁠Alvin
Shot on vivo V50. 📸
A very good mid-range phone.

Review coming around Sunday/Monday! https://t.co/GTZsJhPEt9
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