⁠Finding Compounders
Benjamin Graham on Special Situations https://t.co/49kBFAS9hk
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⁠The Kobeissi Letter
BREAKING: China orders its airlines to halt any further deliveries of Boeing jets as the trade war escalates.
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⁠The Kobeissi Letter
BREAKING: President Trump says, "all necessary permits will be expedited to Nvidia" after the company committed to build $500 billion in the USA. https://t.co/C2GEDLHpG1
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⁠Finding Compounders
Seek firms that create equity https://t.co/p1G9YwHrEP
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⁠Investing visuals
$NFLX reports earnings on Thursday:

🔹Est. Revenue: $10.5 Bln (+12.1%)
🔹Est. Earnings per share: $5.74 (+8.8%) https://t.co/Ds5SEgi8SZ
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⁠The Kobeissi Letter
BREAKING: The number of new single-family homes for sale has surged to 500,000 in February, the highest since November 2007.

The number of new homes on the market has more than TRIPLED over the last 13 years, from a low of 142,000.

Excluding the 2006 housing bubble this is, by far, the largest supply of new homes in history.

Meanwhile, new single-family homes for sale in the south fell 8,000 to 296,000, near an all-time high.

This is higher than the 291,000 seen in 2006, a year before the housing market crash began.

Are price cuts coming to the housing market?
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⁠App Economy Insights
US Banks Q1 FY25 Performance Y/Y.
$JPM $BAC $WFC $MS $GS $C https://t.co/zbBXwoqEVj
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⁠The Kobeissi Letter
BREAKING: The European Union expects tariffs to remain as talks have made little progress.
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⁠Finding Compounders
When Entry Multiples Don’t Matter

Great piece by Andreessen Horowitz https://t.co/hS7zUwajmH
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