⁠Stock Analysis Compilation
AMG River Road Large Cap Value Select Fund on AerCap Holdings N.V. $AER US

Thesis: AerCap Holdings N.V. is the leading global aviation leasing company, strategically positioned to benefit from a strong demand in air travel amidst supply chain challenges, while maintaining a solid financial foundation and effective capital allocation.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
Howard Lutnick:

If social security didn't send out their checks this month, my mother-in-law wouldn't complain....whoever screams is the one stealing.

We don't have to take one penny from someone who deserves social security...we have to stop sending money to fraudsters. https://t.co/r4o4UyfnMG
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⁠The Kobeissi Letter
BREAKING: The Biden Administration secretly permitted Chevron, $CVX, to pay hundreds of millions of dollars to the Venezuelan government, per Bloomberg.

This supposedly allowed Chevron to remain in "compliance" with US law while paying Maduro taxes and oil royalties. https://t.co/fOQGFLYzzG
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⁠The Kobeissi Letter
BREAKING: The S&P 500 closes slightly higher and officially ends a four-week losing streak. https://t.co/NmfeFUrzmW
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⁠Alvin
It seems like the last update has improved the audio quality of my Xiaomi 15 Ultra by a lot.

For some reason, the previous one sounded tinny but this one is fuller and has higher clarity.

I still think that the 14 Ultra sounds better though.

Yes, it is better than the vivo X200 Pro and probably OPPO Find X8 Pro, but not as good as the Galaxy S25 Ultra, Xiaomi 14 Ultra, and iPhone 16 Pro Max.

I noticed that the Xiaomi 15 Ultra has a downgraded audio quality when using its dual stereo speakers.

They have removed the top speaker on the 15 Ultra, so the earpiece now also functions as a speaker.

These were separate on the 14 Ultra, as can be seen by the holes on the phone's top side (the Xiaomi 15 Ultra does not have these).

This may have been overlooked, and should not negatively affect audio quality—but only if they implemented a solution to maintain or improve it.

Below 👇
• Left: Xiaomi 14 Ultra
• Right: Xiaomi 15 Ultra - Alvin
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @chettan_guevara Based on my research, I believe that while $NKE may appear undervalued from a historical perspective (10-year), the company may struggle to meet some of its more ambitious growth projections. As a result, I am not yet convinced to invest in $NKE today
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⁠Stock Analysis Compilation
AMG River Road Large Cap Value Select Fund on Becton, Dickinson and Company $BDX US

Thesis: Becton, Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue, high growth markets, and a solid history of dividend increases, despite recent underperformance and elevated leverage.

(Extract from their Q4 letter)
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⁠Stock Analysis Compilation
Harding Loevner Emerging Markets Equity on Bupa Arabia $BUPA AB

Thesis: Bupa Arabia is a leading health insurance provider in Saudi Arabia, holding a 45% market share and poised for long-term growth through enhanced service offerings and digital initiatives amid increasing demand from mandatory health insurance regulations.

(Extract from their Q4 letter)
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⁠Capital Employed
RT @capitalemployed: 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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⁠The All-In Podcast
🚨🚨friday night drop!

besties are BACK to break down the DC trip and much more:

-- @cyantist and @davidsacks join the show!

-- white house behind the scenes

-- recapping the bessent/lutnick interviews

-- @google buys @wiz_io for $32b

-- unleashing m&a, impact on vc

-- treasury vs fed tension

-- space rescue, @spacex vs china

++ so much more

(0:00) welcoming cyan banister and david sacks!

(3:23) behind the scenes of the besties in dc: white house, cabinet interviews, and more

(33:37) how m&a will be unleashed, google buys wiz for $32b, tim walz on tesla

(49:11) deep dive on google/wiz: breakup fee, impact on vc, roic, cloud advantage

(1:00:31) treasury vs fed tension, bond markets, consumers, deregulation

(1:12:59) space rescue, spacex vs china, lunar landing

thanks to our partners:

@wearehims: https://t.co/BAeryG94w1 | https://t.co/hCV2eHTxFA

@gemini: https://t.co/VK06JoqgDE

@itrustcapital (use code allin): https://t.co/zJoaQchhSc
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⁠Investing visuals
Three businesses with broken stocks:
$AMD
$TTD
$NBIS

A little piece of advice. https://t.co/6ptpsE5Ai9 - Investing visuals
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