⁠Stock Analysis Compilation
AMG River Road Large Cap Value Select Fund on LVMH Moet Hennessy Louis Vuitton SE $LVMUY US

Thesis: LVMH Moet Hennessy Louis Vuitton SE is a resilient global luxury goods company trading at five-year valuation lows, largely due to China market concerns, yet maintains strong financials and a solid growth trajectory in its key fashion and leather goods segment.

(Extract from their Q4 letter)
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⁠Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
Periscope Tele Camera, Auto mode. 📸

Both taken using the same 100 mm focal length.

Leica Authentic on the Xiaomi, ZEISS Natural on the vivo. https://t.co/Jr2vkpijCX
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⁠The Kobeissi Letter
Shocking stat of the day:

Consumer credit card charge-offs at Capital One jumped to 6.35% in February, the highest in at least 13 years.

Charge-offs at Discover Financial surged to 6.03%, also the highest since at least 2011.

To put this into perspective, consumer credit card defaults going into 2022 were at just 1.5%.

In other words, the percentage of credit card debt unlikely to be collected has QUADRUPLED in just 3 years.

All while US credit card balances surged by $45 billion in Q4 2024 to a record $1.2 trillion.

Is the credit card debt bubble about to burst?

You can't make this up:

DoorDash, $DASH, is now allowing customers to FINANCE their food delivery orders.

This comes as US credit card debt hit a RECORD $1.2 trillion and $2+ trillion of excess savings have been depleted.

Are we in a consumer debt bubble?

(a thread) https://t.co/9xlX5Jjn9f - The Kobeissi Letter
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⁠The All-In Podcast
.@howardlutnick tells a hilarious @elonmusk story from the trump rally at madison square garden 🤣🤣🤣

"So I invite Elon to Madison Square Garden."

"He doesn't want to leave Pennsylvania, right?"

"Because he, you know Elon, he's committed to Pennsylvania."

"So I convince him he's got to come. And we have a plan."

"Everyone else gets introduced by the voice of God."

"I'm the only one who introduces Elon. So Elon comes on stage with me."

"There's the two of us on stage in Madison Square Garden."

"I say to him, 'How much are you going to cut?'"

"The deal was he's going to cut one trillion dollars."

"And then he's supposed to say, 'And how much are you going to earn?'"

"And I'm supposed to say, 'one trillion dollars.'"

"And then we're supposed to say together, 'We're going to balance the budget of the United States of America.'"

"So I ask Elon, 'How much are you gonna cut?'"

"Because we're in front of 22K people and the place is erupting, he says TWO trillion!"

"And then I'm sitting there... I said, 'Alrighty then...' or something like that."

"Like, what was I supposed to say?!"

@chamath: "You were caught off guard. But I mean it was quite a moment."

@friedberg: "Did he ask you how much you're going to earn?"

"No! Because he said two trillion!"

" So then I walked off stage..."

thanks to our partners for helping make this DC trip happen!

@wearehims: https://t.co/AMh4ngrEHo | https://t.co/LNav2Y8k8u

@Gemini: https://t.co/4U7NUkFzaU

@iTrustCapital (use code allin): https://t.co/TyBmNQbZ9Z
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⁠Capital Employed
RT @capitalemployed: There's money coming out of the US and into European stocks.

There’s a lot of decent cheap stocks across Europe, especially UK, Italy, and Poland.

Any European names we should be looking at?
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⁠Quiver Quantitative
AOC just said that America is currently an oligarchy: https://t.co/JexK3GLAYP
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AkhenOsiris
RT @astraffon: So I can earn interest on deposits... wonder if DKNG and FD will start doing this... ha!
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #109 with Matt Geiger from MJG capital.

Matt discusses two stocks he's bullish on + much more...

https://t.co/s4888uyfF2 https://t.co/dV0ivhjAv1
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⁠Alvin
As someone who is just starting to get recognised by several smartphone brands, it's easy to figure out the brands that just want to take advantage of me or what I have.

And damn, it is too obvious lol.
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