⁠App Economy Insights
$NFLX Netflix wants to triple profits by 2030.

📈 Margins expanding
🍿 Global hits on deck
📢 Ad engine revving up
💰 $1 trillion valuation target

Let’s break it down. 👇
https://t.co/cR3aETyiCN
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⁠Finding Compounders
Warren Buffett and Charlie Munger both believe that business valuation is not being taught properly at business school

A Berkshire shareholder then asks them how they would teach business valuation and this is what they said : https://t.co/kmwfXTvBUN
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⁠Finding Compounders
How management should think about Capital Allocation

Source: @ashishkila https://t.co/9cCq3bAxyc
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⁠Finding Compounders
Growth at a Reasonable Price https://t.co/dAqcSPR0W7
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⁠Hidden Value Gems
Amazon (27x PE) is now cheaper than Walmart (36x PE).

You also get Cloud and Streaming with the former.

Just an idea for a pair trade 🤔

$AMZN $WMT https://t.co/hTOUJ9B00D
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⁠Finding Compounders
Free Cash Flow is Key https://t.co/LoZNH4yMIb
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⁠Finding Compounders
When to sell according to Buffett and Munger https://t.co/vuV8PrkIzN
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⁠The Kobeissi Letter
BREAKING: Ford, $F, announces that they have halted shipments to China to avoid tariffs, per WSJ.
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⁠The Kobeissi Letter
BREAKING: The number of Americans working multiple jobs jumped by 76,000 in March, to a record 8.94 million.

This now exceeds the 2019 high by over 500,000 people.

As a share of employment, multiple jobholders rose to 5.5%, the highest since 2009.

This comes as 28.47 million people work part-time jobs in the US, the third-highest on record.

Millions of Americans are working multiple jobs to afford basic necessities.
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