Offshore
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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)
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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)
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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
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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
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Offshore
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The Kobeissi Letter
The DOGE effect:
Washington DC now has +32.8% more homes for sale than they did 1 year ago with -11.2% less showings.
The median list price of a home in Washington DC is down -5.7% in 1 WEEK.
This is going to get ugly. https://t.co/uFgTon5zBt
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The DOGE effect:
Washington DC now has +32.8% more homes for sale than they did 1 year ago with -11.2% less showings.
The median list price of a home in Washington DC is down -5.7% in 1 WEEK.
This is going to get ugly. https://t.co/uFgTon5zBt
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
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Hidden Value Gems
I thought you bought paintings to enjoy and get inspiration, never realised you can actually borrow against them…🙈 https://t.co/xRzBRHMohq
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I thought you bought paintings to enjoy and get inspiration, never realised you can actually borrow against them…🙈 https://t.co/xRzBRHMohq
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Finding Compounders
Jack Ma on the difficulty of successfully scaling a business https://t.co/gMmD6moToD
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Jack Ma on the difficulty of successfully scaling a business https://t.co/gMmD6moToD
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The Investing for Beginners Podcast
The best breakdown of one of the best investing books.
Must read.
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The best breakdown of one of the best investing books.
Must read.
Warren Buffett called Philip Fisher's book, "Common Stocks and Uncommon Profits," one of the best books on investing.
It might be my favorite investment book ever, so much wisdom inside!
Here is Fisher's 15-point checklist of questions to consider before buying a stock: https://t.co/DrLZvz0SM1 tweet
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Finding Compounders
Buffett practices Scuttlebutt
During the American Express’s Salad Oil Crisis, Buffett visited retailers to confirm that the core business of credit cards and travelers checks was as profitable as ever. https://t.co/1neOSFBsLZ
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Buffett practices Scuttlebutt
During the American Express’s Salad Oil Crisis, Buffett visited retailers to confirm that the core business of credit cards and travelers checks was as profitable as ever. https://t.co/1neOSFBsLZ
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Stock Analysis Compilation
Guinness Global Innovators on London Stock Exchange Group $LSEG LN
Thesis: LSEG is a diversified, high-margin financial services firm with a strong focus on data solutions and recurring revenues, benefiting from a resilient business model and multiple growth drivers.
(Extract from their Q4 letter)
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Guinness Global Innovators on London Stock Exchange Group $LSEG LN
Thesis: LSEG is a diversified, high-margin financial services firm with a strong focus on data solutions and recurring revenues, benefiting from a resilient business model and multiple growth drivers.
(Extract from their Q4 letter)
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