Offshore
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Finding Compounders
The Competitive Advantages of Permanent Capital
- Pershing Square https://t.co/xPsRfiSUvt
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The Competitive Advantages of Permanent Capital
- Pershing Square https://t.co/xPsRfiSUvt
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The Kobeissi Letter
Key Events This Week:
1. S&P Global Manufacturing PMI data - Monday
2. CB Consumer Confidence data - Tuesday
3. February New Home Sales data - Tuesday
4. Atlanta Fed GDPNow data - Wednesday
5. US Q4 2024 GDP data - Thursday
6. February PCE Inflation data - Friday
We are now 10 days out from President Trump's reciprocal tariffs day.
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Key Events This Week:
1. S&P Global Manufacturing PMI data - Monday
2. CB Consumer Confidence data - Tuesday
3. February New Home Sales data - Tuesday
4. Atlanta Fed GDPNow data - Wednesday
5. US Q4 2024 GDP data - Thursday
6. February PCE Inflation data - Friday
We are now 10 days out from President Trump's reciprocal tariffs day.
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Offshore
Photo
Finding Compounders
I’m the long run , sales growth is the key driver of Long Term Stock Performance
Source : BCG Analysis and Morgan Stanley Research https://t.co/rj98U0LZgP
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I’m the long run , sales growth is the key driver of Long Term Stock Performance
Source : BCG Analysis and Morgan Stanley Research https://t.co/rj98U0LZgP
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Offshore
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Quiver Quantitative
JUST IN: Senator Ashley Moody just disclosed over a dozen stock trades.
These two caught my eye:
A purchase of up to $250K of stock in the pharma company Eli Lilly (Moody sits on the Senate Health Committee).
A purchase of stock in a small company called Genius Sports, $GENI. https://t.co/TZ7ymNSgw7
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JUST IN: Senator Ashley Moody just disclosed over a dozen stock trades.
These two caught my eye:
A purchase of up to $250K of stock in the pharma company Eli Lilly (Moody sits on the Senate Health Committee).
A purchase of stock in a small company called Genius Sports, $GENI. https://t.co/TZ7ymNSgw7
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Offshore
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Investing visuals
$ASML's stock is down 🔻26% over the past year and trading near a 1-year low. Meanwhile:
🔹 Revenue is up 28%
🔹 Free cash flow is up 238%
🔹 Holds $9 billion in cash
🔹 Maintains a monopoly position in the industry https://t.co/HpHqCfCvMZ
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$ASML's stock is down 🔻26% over the past year and trading near a 1-year low. Meanwhile:
🔹 Revenue is up 28%
🔹 Free cash flow is up 238%
🔹 Holds $9 billion in cash
🔹 Maintains a monopoly position in the industry https://t.co/HpHqCfCvMZ
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Offshore
Photo
Finding Compounders
Charles D, Ellis just absolutely rips through diversification. https://t.co/crJxUAexWW
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Charles D, Ellis just absolutely rips through diversification. https://t.co/crJxUAexWW
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Offshore
Video
The All-In Podcast
Treasury Secretary @SecScottBessent lays out Trump's economic plan to the Besties:
-- De-lever the government via cutting spending
-- Shed excess labor from the government
-- Re-lever the private sector by de-regulating the financial system
-- Allow an unshackled private sector to absorb laid off government workers
-- Re-order global trade through tariffs
-- Bring manufacturing jobs back to the US
-- Re-invigorate the middle class
-- Unleash American energy, dropping prices
-- Prices down, real wages up
Thanks to our partners for making the 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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Treasury Secretary @SecScottBessent lays out Trump's economic plan to the Besties:
-- De-lever the government via cutting spending
-- Shed excess labor from the government
-- Re-lever the private sector by de-regulating the financial system
-- Allow an unshackled private sector to absorb laid off government workers
-- Re-order global trade through tariffs
-- Bring manufacturing jobs back to the US
-- Re-invigorate the middle class
-- Unleash American energy, dropping prices
-- Prices down, real wages up
Thanks to our partners for making the 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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