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Finding Compounders
Warren Buffett, in his 1991 letter, explains how economic franchises arise . https://t.co/dMEq5x3ALE
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Warren Buffett, in his 1991 letter, explains how economic franchises arise . https://t.co/dMEq5x3ALE
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Quiver Quantitative
Marjorie Taylor Greene on buying stock right before the tariff pause was announced:
"That's something my portfolio manager does for me, and he did a great job"
"That wasn't a secret...big public information" https://t.co/6gCyvrpcJV
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Marjorie Taylor Greene on buying stock right before the tariff pause was announced:
"That's something my portfolio manager does for me, and he did a great job"
"That wasn't a secret...big public information" https://t.co/6gCyvrpcJV
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Investing visuals
🚨 $ASML Earnings 🚨
🔴 Revenue of €7.74B (+46.3% Y/Y) miss of €40M
🟢 EPS of €6.00 beats by €0.20
🟢 Gross Margin: 54% (est. 52.5%)
Guidance Q2 2025, between €7.2B and €7.7B vs consensus of $7.75B. https://t.co/nDVyRS1QBH
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🚨 $ASML Earnings 🚨
🔴 Revenue of €7.74B (+46.3% Y/Y) miss of €40M
🟢 EPS of €6.00 beats by €0.20
🟢 Gross Margin: 54% (est. 52.5%)
Guidance Q2 2025, between €7.2B and €7.7B vs consensus of $7.75B. https://t.co/nDVyRS1QBH
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Investing visuals
$ASML on 2025 & 2026, tariffs and AI:
"The recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynamic for a while"
"Artificial intelligence continues to be the primary growth driver in our industry." https://t.co/DoiICdOYNl
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$ASML on 2025 & 2026, tariffs and AI:
"The recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynamic for a while"
"Artificial intelligence continues to be the primary growth driver in our industry." https://t.co/DoiICdOYNl
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Finding Compounders
Buffett’s $1 Test
From Berkshire Hathaway’s 1984 Shareholder letter https://t.co/GUP1s5bpRs
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Buffett’s $1 Test
From Berkshire Hathaway’s 1984 Shareholder letter https://t.co/GUP1s5bpRs
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Investing visuals
$NVDA is down 🔻6% pre-market after the U.S. government banned it from selling H20 chips to China “for the indefinite future.”
$NVDA says this will result in a $5.5 billion charge to Q1 earnings.
China accounts for 13% of $NVDA's revenue. https://t.co/VZhodf1FVw
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$NVDA is down 🔻6% pre-market after the U.S. government banned it from selling H20 chips to China “for the indefinite future.”
$NVDA says this will result in a $5.5 billion charge to Q1 earnings.
China accounts for 13% of $NVDA's revenue. https://t.co/VZhodf1FVw
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The Kobeissi Letter
BREAKING: Gold soars above a record $3,300/oz as stock market futures accelerate declines. https://t.co/ItFDNiaX6e
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BREAKING: Gold soars above a record $3,300/oz as stock market futures accelerate declines. https://t.co/ItFDNiaX6e
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The Kobeissi Letter
BREAKING: US stocks rebound as China says it is open for talks if Trump shows “respect” and names a point person. https://t.co/0HnPH5qz16
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BREAKING: US stocks rebound as China says it is open for talks if Trump shows “respect” and names a point person. https://t.co/0HnPH5qz16
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Capital Employed
9 more fund letters just added >
Including letters from @kingdomcapadv @UpslopeCapital @Dan_Roller plus many more...
https://t.co/lJZP1lUdTx https://t.co/JTojO4hni6
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9 more fund letters just added >
Including letters from @kingdomcapadv @UpslopeCapital @Dan_Roller plus many more...
https://t.co/lJZP1lUdTx https://t.co/JTojO4hni6
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