⁠Finding Compounders
Chris Cerrone’s Book Recommendations https://t.co/E1X2oHeOGj
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⁠Capital Employed
Current average valuations around the world, courtesy of Idea Farm.

Thailand SET has not been this cheap since 2011.

Many South American countries still looking cheap.
HK and Poland still cheap.

Japan not as cheap as it once was. US and India still looking expensive. https://t.co/pNYZtbD27x
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⁠The Kobeissi Letter
BREAKING: US Treasury Secretary Bessent says China's escalation was a "big mistake" and they are playing with a "losing hand."

This comes after China vowed to "fight until the end" last night in response to Trump threatening to raise tariffs by another 50%.
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⁠The Kobeissi Letter
BREAKING: Dow futures extend gains to over +1,000 points with the S&P 500 set to open over +2% higher. https://t.co/iOcaEr74qm
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⁠Capital Employed
What companies have you been buying in this current market drawdown?
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⁠The Kobeissi Letter
BREAKING: Bill Ackman says he is now "advocating for a 30, 60, or 90-day pause before the tariffs are implemented tomorrow." https://t.co/3ZeBwCh1ox
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⁠Finding Compounders
Here are a students notes on Seth Klarman’s CFA institute meeting in 2010

He also gave some book recommendations at the end https://t.co/nJoV9YsiXR
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⁠Finding Compounders
RT @gainify_io: Brutal multiple resets. 3 days.

Top 10 Biggest P/E forward contractions across $40B+ names:
$MU $DELL $SBUX $AMD $AAPL $C $GS $GE $TSLA

Market repricing risk or or buying setup? https://t.co/rYtqUS8oX7
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⁠The Kobeissi Letter
BREAKING: President Trump will meet with House Republicans at 1:00 PM ET today.

Turn on our post notifications @KobeissiLetter for real time updates and analysis as this develops.
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⁠The Kobeissi Letter
BREAKING: President Trump says "China wants to make a deal, badly, but they don't know how to get it started."

He also says that "we have the probability of a great deal" with South Korea after a call with their President. https://t.co/IR1LSMSTrb
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