⁠The Kobeissi Letter
The Kobeissi Letter for the week of March 17th has been published and may be viewed through the link below:

https://t.co/6TDuawjZAN

The Chart of the Week for the week of March 17th has been published. View or sign up for FREE through the link below:

https://t.co/jCCx3iSLbJ
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⁠Stock Analysis Compilation
Hardman Johnston Global Equity on Uber $UBER US

Thesis: Uber is a market-leading platform company benefiting from significant growth opportunities in ride-hailing, food delivery, and freight services across global markets.

(Extract from their Q4 letter) https://t.co/wCaBFuwTLG
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⁠The Kobeissi Letter
Sunday night update:

Futures are red across the board despite no new tariff headlines over the last 72 hours.

And, it's officially Fed interest rate decision week.

We have a big week ahead. https://t.co/else8ucEhN
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⁠The Kobeissi Letter
BREAKING: President Trump is set to speak with Putin regarding a Ukraine peace deal with a potential announcement on Tuesday, per Bloomberg.

Trump says there is "a very good chance" for a deal. https://t.co/5aahZRzFv3
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⁠Alvin
Okay https://t.co/o7pOrr46IW

Show me your control centre https://t.co/rETZfOICrP - Holly - I like tech
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⁠Finding Compounders
As time horizons grew , equity losses plummeted .

Stay focused on the long term!!

Source: Bank of America Global Research https://t.co/hwHsmmB18c
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AkhenOsiris
Long: ALAB

Short: UBER

Back for Round 2:

⚡️TMTB Bi-Monthly Pair Trade Challenge ⚡️

Winner gets: A TMTB Pro sub ($1,500 value) OR $500 cash*

Rules:
1. Pick one equity long and one short before MIDNIGHT tonight. Quote-tweet this thread with your entry.
2. Company has to be a TMT (Tech Media Telecom) stock with >$10B market cap. No ETFs allowed. I have final say if entry qualifies.
3. Performance will be calculated in the period from the close on 3/14/25 to the close of 3/28/25.

*Cash will transferred via USDC. TMTB Pro sub prize only available to new subs.

Bonus points if you write a quick line or two of why you think your trade will work

My entry: L $MU / S $EXPE

$MU NAND/DRAM prices on the rise. HBM shipments ramp in Q2. Last Q of bad #s this week. Very good r/r. AI semis safer place to given consumer weakness. Still think $14+ EPS in on the table

$EXPE cheap, down a lot, and decent story but think should underperform as long as consumer headwinds remain - TMT Breakout
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⁠Alvin
I think that the Xiaomi 15 Ultra is a great cameraphone, but it's not for everyone... Especially for those who prefer the more effortless ways to capture photos.

Here's an example 👇
• Left photo: Xiaomi 15 Ultra
• Right photo: Galaxy S25 Ultra

Both taken using the auto mode, 5x Zoom.
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⁠Hidden Value Gems
Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers.

🧵👇

BASF
✅A major German chemical company, with a share price down 50% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex

✅However, it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets.

✅A recently completed €10bn project in China is poised to add to FCF, suggesting that the company is going through a trough in earnings and cash flow.

✅ The company targets €10-12bn EBITDA in 2028 and cumulative FCF of €12bn over 2025-28bn (current mkt cap - €47bn).

1/5

$BAS.DE $BASFY
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⁠Hidden Value Gems
In case you are doing due diligence on Roko AB, a serial acquirer co-founded by Fredrik Karlsson, a former CEO of Lifco.

Here is a free interview with InPractice (2023).

#ROKO $ROKO-B.ST

https://t.co/pygmyaBQxA
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