Offshore
Photo
Alvin
This is the new Tecno Camon 40.
This $160 phone has a main camera sensor that is as big as phones like the Galaxy S25, at 1/1.56".
It also has a feature called FlashSnap that allows you to easily capture fast-moving subjects.
Aside from that, the specs are actually promising for a phone in its class.
tweet
This is the new Tecno Camon 40.
This $160 phone has a main camera sensor that is as big as phones like the Galaxy S25, at 1/1.56".
It also has a feature called FlashSnap that allows you to easily capture fast-moving subjects.
Aside from that, the specs are actually promising for a phone in its class.
tweet
Offshore
Photo
Finding Compounders
Tom Gayner is the co-CEO and CIO of Markel Corporation. Markel is commonly referred to as a mini Berkshire
Here are Tom Gayner’s 4 North Star Investing Principles .
Source: Nasdaq https://t.co/SJ3FvuihZw
tweet
Tom Gayner is the co-CEO and CIO of Markel Corporation. Markel is commonly referred to as a mini Berkshire
Here are Tom Gayner’s 4 North Star Investing Principles .
Source: Nasdaq https://t.co/SJ3FvuihZw
tweet
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: 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
tweet
RT @HiddenValueGems: 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
tweet
Offshore
Photo
Investing visuals
$GOOGL acquires cybersecurity business Wiz for $32Bln 🚨
It's $GOOGL's biggest acquisition ever. https://t.co/tcx54PXO9q
tweet
$GOOGL acquires cybersecurity business Wiz for $32Bln 🚨
It's $GOOGL's biggest acquisition ever. https://t.co/tcx54PXO9q
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: New home prices in China dropped -5.2% year-over-year in February, recording their 20th consecutive monthly decline.
This is an even longer streak than during the 2015 housing market slowdown when prices fell for 13 straight months.
Existing home prices fell -7.5% in February, following a -7.8% YoY plunge in January.
Concerningly, used-home prices in top-tier cities decreased by 0.1% MoM, posting the first monthly decline since stimulus began in September 2024.
Prices in those cities are perceived as a bellwether for the entire property market, suggesting further weakness ahead.
China’s real estate collapse is not yet over.
tweet
BREAKING: New home prices in China dropped -5.2% year-over-year in February, recording their 20th consecutive monthly decline.
This is an even longer streak than during the 2015 housing market slowdown when prices fell for 13 straight months.
Existing home prices fell -7.5% in February, following a -7.8% YoY plunge in January.
Concerningly, used-home prices in top-tier cities decreased by 0.1% MoM, posting the first monthly decline since stimulus began in September 2024.
Prices in those cities are perceived as a bellwether for the entire property market, suggesting further weakness ahead.
China’s real estate collapse is not yet over.
tweet
Offshore
Photo
The Investing for Beginners Podcast
Building wealth through investing is the path to freedom. https://t.co/woEr1PfOwa
tweet
Building wealth through investing is the path to freedom. https://t.co/woEr1PfOwa
tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
tweet
RT @DimitryNakhla: The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
tweet
Offshore
Photo
App Economy Insights
💳 Klarna IPO $KLAR
I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
tweet
💳 Klarna IPO $KLAR
I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
tweet