𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

⁠The Investing for Beginners Podcast
FCF Math: Operating Cash Flow - Capital Expenditures = Free Cash Flow.

Simple, yet powerful!
tweet

⁠The Investing for Beginners Podcast
4 Ratios every investor should know:

Want to find quality companies?

Try these profitability ratios.

Let's dive in 🧵⬇️ https://t.co/KThGhCuXkA
tweet

⁠Stock Analysis Compilation
Langdon Canadian Smaller Companies on Westaim $WED CN

Thesis: Westaim’s strategic transformation, backed by CC Capital and an insurance-led asset model, positions it for strong value creation.

(Extract from their Q4 letter) https://t.co/fkOo51XZFn
tweet

⁠Finding Compounders
Interesting story of the phone call between Steve Jobs and Warren Buffett

This is sourced from my free newsletter which you can subscribe to

Link in bio https://t.co/WuV03IYtPe
tweet

⁠App Economy Insights
📊 This Week in Visuals:

🎨 Adobe $ADBE
✍️ DocuSign $DOCU
🔐 Zscaler $ZS
🏗️ Procore $PCOR
🤖 UiPath $PATH
🔷 Rubrik $RBRK
and more!
https://t.co/9DSvpboEwJ
tweet

⁠The Kobeissi Letter
This is truly insane:

DOGE's spending cuts are ramping up so quickly that United Airlines announced government travel is down a MASSIVE -50%.

US airline stocks have now erased over -$20 BILLION of market cap over the last 4 weeks.

What is happening here?

(a thread) https://t.co/0WUqLkTCcL
tweet

⁠The Investing for Beginners Podcast
I've analyzed 100s of companies

Here's a list of resources I use:

1. IR (Investor Relations) Page
2. Company 10-k
3. Quartr app for quarterly/conference calls
4. Finchat for financials and ratios
5. Glassdoor
6. Executive bios in 10k/IR page
7. Youtube/Podcast interviews of C Suite
8. Proxy Statement
9. Customer reviews of product/service
10. Valuation on Finchat
11. Company writeups from others (Substack, SA, Fool)

What do you use?
tweet

⁠Finding Compounders
Bernard Arnault claims he once made Steve Jobs laugh by telling him; “ In 20 years I don’t know if people still use your phone, I’m sure they drink Dom Pérignon”

What’s your take ?
tweet

⁠The Investing for Beginners Podcast
Inventory Turnover: https://t.co/4kRwxY7l7z
tweet

⁠Stock Analysis Compilation
Guinness Global Innovators on Ametek $AME US

Thesis: Ametek is a high-quality compounder in niche manufacturing of mission-critical electromechanical and electronic instruments, demonstrating strong organic growth, strategic acquisitions, and robust cash flow generation.

(Extract from their Q4 letter)
tweet

AkhenOsiris
Davos was 7 wks ago 😂

Remember the fintwit chorus of "Tariffs? Nah, they won't actually put them on, just a negotiating tool"

Trump fucked everyone over
tweet