Offshore
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The All-In Podcast
Bari Weiss on elite institutions: "Give up the heroin needle of prestige." 🔥🔥🔥
From last year's @allinsummit:
"This is where, I guess I'm more of a radical than a reformer."
"I think I began at the New York Times as a reformer believing that I could make a difference, and God bless the people who are still trying to do that, I think there's a role for both."
"I think what has made me more of a radical, not politically, but just in terms of my posture, has been that I've become someone who believes that the way to change those institutions is not to give money to those places, or join the board of them, or delude yourself with the idea that you can transform them from within."
"It's to build new things, and in building new things and creating competition, it forces the other people to change."
"Give up the heroin needle of prestige. Rip it out of your arm immediately."
"Stop poisoning yourself, your families, and your children with the bankrupt notion that them getting into Harvard or Yale is more important than inculcating in them a sense of love, of family, of country, and of all of the things we used to think were normal."
Apply for All-In Summit 2025: https://t.co/AWcgvLf2yZ
@bariweiss
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Bari Weiss on elite institutions: "Give up the heroin needle of prestige." 🔥🔥🔥
From last year's @allinsummit:
"This is where, I guess I'm more of a radical than a reformer."
"I think I began at the New York Times as a reformer believing that I could make a difference, and God bless the people who are still trying to do that, I think there's a role for both."
"I think what has made me more of a radical, not politically, but just in terms of my posture, has been that I've become someone who believes that the way to change those institutions is not to give money to those places, or join the board of them, or delude yourself with the idea that you can transform them from within."
"It's to build new things, and in building new things and creating competition, it forces the other people to change."
"Give up the heroin needle of prestige. Rip it out of your arm immediately."
"Stop poisoning yourself, your families, and your children with the bankrupt notion that them getting into Harvard or Yale is more important than inculcating in them a sense of love, of family, of country, and of all of the things we used to think were normal."
Apply for All-In Summit 2025: https://t.co/AWcgvLf2yZ
@bariweiss
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Offshore
Video
Finding Compounders
The are about 58 000 + publicly traded stocks - how then do we narrow down our search when looking for potential investments
This is the question a Berkshire Shareholder asked Buffett and Charlie
Listen to his answer https://t.co/WKjyvwOGvX
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The are about 58 000 + publicly traded stocks - how then do we narrow down our search when looking for potential investments
This is the question a Berkshire Shareholder asked Buffett and Charlie
Listen to his answer https://t.co/WKjyvwOGvX
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The Kobeissi Letter
BREAKING: President Trump accuses Fed Chair Powell of "playing politics" and says that "interest rates should be coming down now."
"Europe is cutting rates but our guy wants to play cute," he adds.
Trump also says Powell is "terrible" and Fed officials "are not very smart people."
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BREAKING: President Trump accuses Fed Chair Powell of "playing politics" and says that "interest rates should be coming down now."
"Europe is cutting rates but our guy wants to play cute," he adds.
Trump also says Powell is "terrible" and Fed officials "are not very smart people."
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Offshore
Photo
The Kobeissi Letter
Eliminate the noise and look at what the market is saying:
Despite all of the "fire Powell" headlines, prediction markets have been steady.
There is a mere 25% chance that Jerome Powell is out as Fed Chair in 2025, per @Kalshi. https://t.co/2NbWriiWxZ
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Eliminate the noise and look at what the market is saying:
Despite all of the "fire Powell" headlines, prediction markets have been steady.
There is a mere 25% chance that Jerome Powell is out as Fed Chair in 2025, per @Kalshi. https://t.co/2NbWriiWxZ
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Offshore
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The Kobeissi Letter
Foreign investors are dumping US stocks at a rapid pace:
Investors from overseas withdrew ~$6.5 billion from US equity funds over the last week, the second-largest amount on record.
Net outflows were only below the $7.5 billion seen during the March 2023 Banking Crisis.
According to Apollo, foreigners own a massive $18.5 trillion of US stocks, or 20% of the total US equity market.
Moreover, foreign holdings of US Treasuries are at $7.2 trillion, or 30% of the total.
Investors from abroad also hold 30% of the total corporate credit market, for a total of $4.6 trillion.
Foreign investors want out amid the volatility.
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Foreign investors are dumping US stocks at a rapid pace:
Investors from overseas withdrew ~$6.5 billion from US equity funds over the last week, the second-largest amount on record.
Net outflows were only below the $7.5 billion seen during the March 2023 Banking Crisis.
According to Apollo, foreigners own a massive $18.5 trillion of US stocks, or 20% of the total US equity market.
Moreover, foreign holdings of US Treasuries are at $7.2 trillion, or 30% of the total.
Investors from abroad also hold 30% of the total corporate credit market, for a total of $4.6 trillion.
Foreign investors want out amid the volatility.
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Offshore
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Investing visuals
🚨 $NFLX Q1 Earnings 🚨
• Earnings $10.54B vs Est. $10.52B
• EPS $6.61 vs Est. $5.71
• Operating Margin 32% vs Est. 29%
Q2 Guidance
• Earnings $11.04B vs Est. $10.88B
• EPS $7.03 vs Est. $6.24
• Operating Margin 33% https://t.co/XVuItXWsCH
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🚨 $NFLX Q1 Earnings 🚨
• Earnings $10.54B vs Est. $10.52B
• EPS $6.61 vs Est. $5.71
• Operating Margin 32% vs Est. 29%
Q2 Guidance
• Earnings $11.04B vs Est. $10.88B
• EPS $7.03 vs Est. $6.24
• Operating Margin 33% https://t.co/XVuItXWsCH
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Offshore
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App Economy Insights
$NFLX Netflix Q1 FY25:
• Revenue +13% Y/Y to $10.5B ($40M beat).
• Operating margin 32% (+4pp Y/Y).
• EPS $6.61 ($0.95 beat).
FY25 Guidance:
• Revenue ~$44B (unchanged).
• Operating margin 29% (unchanged). https://t.co/eXQarDGwOe
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$NFLX Netflix Q1 FY25:
• Revenue +13% Y/Y to $10.5B ($40M beat).
• Operating margin 32% (+4pp Y/Y).
• EPS $6.61 ($0.95 beat).
FY25 Guidance:
• Revenue ~$44B (unchanged).
• Operating margin 29% (unchanged). https://t.co/eXQarDGwOe
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: ASML Holding $ASML Q1 Earnings Report🎯
Rev: €7.74B vs €7.75B est ✅ | +46% YoY
EPS: €6.00 vs €5.80 est ✅ | +93% YoY
___
Net bookings: €3.9B (EUV €1.2B)
___
Guidance 👌🏽
Rev Q2 2025: €7.2B-€7.7B
Rev FY 2025: €30B-€35B https://t.co/k7Y581S3nx
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RT @DimitryNakhla: ASML Holding $ASML Q1 Earnings Report🎯
Rev: €7.74B vs €7.75B est ✅ | +46% YoY
EPS: €6.00 vs €5.80 est ✅ | +93% YoY
___
Net bookings: €3.9B (EUV €1.2B)
___
Guidance 👌🏽
Rev Q2 2025: €7.2B-€7.7B
Rev FY 2025: €30B-€35B https://t.co/k7Y581S3nx
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