Offshore
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Alvin
vivo V50 - Full Review:
Striking Gaze, Lasts for Days, Reliable Always.
Meet the sleek and gorgeous vivo V50 in Harmony Red!
With the V50, vivo has made some improvements that may seem minor on paper, such as:
✅ The new “Rounded-edge Design” with a micro quad-curved display
✅ 6000 mAh battery and 90W charging, all without making the phone bulky, thick, and heavy
✅ An Aura Light that is larger with 100% more lighting area
✅ Underwater Photography feature
After using this phone for more than three weeks, my initial impressions started to change as I found some unexpected improvements along with other findings that made me think that this phone is better than I expected.
So, settle in as we explore the ins and outs of the vivo V50, from its design, camera, performance, battery life, and everything in between. 👇
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vivo V50 - Full Review:
Striking Gaze, Lasts for Days, Reliable Always.
Meet the sleek and gorgeous vivo V50 in Harmony Red!
With the V50, vivo has made some improvements that may seem minor on paper, such as:
✅ The new “Rounded-edge Design” with a micro quad-curved display
✅ 6000 mAh battery and 90W charging, all without making the phone bulky, thick, and heavy
✅ An Aura Light that is larger with 100% more lighting area
✅ Underwater Photography feature
After using this phone for more than three weeks, my initial impressions started to change as I found some unexpected improvements along with other findings that made me think that this phone is better than I expected.
So, settle in as we explore the ins and outs of the vivo V50, from its design, camera, performance, battery life, and everything in between. 👇
tweet
Offshore
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Finding Compounders
Great piece by Josh Tarasoff
Implicit vs Explicit conviction. https://t.co/JUjbHpXAiv
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Great piece by Josh Tarasoff
Implicit vs Explicit conviction. https://t.co/JUjbHpXAiv
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Offshore
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The Kobeissi Letter
Another day, another 4:00 AM market sell off.
Futures are now set to open 40+ points below their overnight high.
A trend worth watching. https://t.co/1599d4LMTw
tweet
Another day, another 4:00 AM market sell off.
Futures are now set to open 40+ points below their overnight high.
A trend worth watching. https://t.co/1599d4LMTw
The market feels broken:
This morning, between 4:40 AM and 6:20 AM ET, S&P 500 futures erased -$600 BILLION of market cap without any major headlines.
These sudden "flash crashes" are being seen in ALL risky asset classes.
What is happening? Let us explain.
(a thread) https://t.co/ytaujZPSAK - The Kobeissi Lettertweet
Offshore
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Hidden Value Gems
Francois Rochon on four categories of investment risks:
1⃣ Portfolio diversification
2⃣Quality of the companies held
3⃣Stock market valuations paid
4⃣Investor’s own behaviour
1 || Portfolio diversification. "Our experience and analysis show that a portfolio of twenty or so securities considerably reduces the risk of having too much concentration in a few securities.
"This is a figure that represents a good balance between having enough securities to obtain a greater probability of doing better than the average while having a reduction in the risk associated with too much concentration."
🧵👇
1/4
tweet
Francois Rochon on four categories of investment risks:
1⃣ Portfolio diversification
2⃣Quality of the companies held
3⃣Stock market valuations paid
4⃣Investor’s own behaviour
1 || Portfolio diversification. "Our experience and analysis show that a portfolio of twenty or so securities considerably reduces the risk of having too much concentration in a few securities.
"This is a figure that represents a good balance between having enough securities to obtain a greater probability of doing better than the average while having a reduction in the risk associated with too much concentration."
🧵👇
1/4
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: Stock market futures extend losses with the S&P 500 set to open -55 points lower.
S&P 500 futures have now erased -$700 billion since their pre-market high.
Read our thread below for more. https://t.co/hPpRugB6xu
tweet
BREAKING: Stock market futures extend losses with the S&P 500 set to open -55 points lower.
S&P 500 futures have now erased -$700 billion since their pre-market high.
Read our thread below for more. https://t.co/hPpRugB6xu
The market feels broken:
This morning, between 4:40 AM and 6:20 AM ET, S&P 500 futures erased -$600 BILLION of market cap without any major headlines.
These sudden "flash crashes" are being seen in ALL risky asset classes.
What is happening? Let us explain.
(a thread) https://t.co/ytaujZPSAK - The Kobeissi Lettertweet
Offshore
Photo
The Kobeissi Letter
BREAKING: Nike stock, $NKE, falls to its lowest level since March 2020 on worries over slowing consumer spending. https://t.co/INhLHq1I8F
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BREAKING: Nike stock, $NKE, falls to its lowest level since March 2020 on worries over slowing consumer spending. https://t.co/INhLHq1I8F
tweet