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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
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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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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
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Net bookings: €3.9B (EUV €1.2B)
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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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