⁠Finding Compounders
Knowing Warren Buffett https://t.co/pDvpJdna9Y
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⁠Finding Compounders
Warren Buffett article on Forbes

“Now is the time to invest and get rich”- Warren Buffett https://t.co/RRzDt1x5XE
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⁠Finding Compounders
Graham vs Buffett https://t.co/uZWmZP02kV
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⁠iinvested
1Q'25 Patient Capital Management on $CVNA, $NFE, $JD, $PLAY, $SDRL, $ILMN

More fund letters here:
https://t.co/NM0463QOZj https://t.co/Lmevku3Vgw
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⁠Finding Compounders
Warren Buffett on the most important quality for an investment manager https://t.co/LsmAuKIbP7
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⁠The Kobeissi Letter
Key Events This Week:

1. S&P Global Services/Manufacturing PMI data - Wednesday

2. March New Home Sales data - Wednesday

3. March Durable Goods Orders data - Thursday

4. March Existing Home Sales data - Thursday

5. Total of 8 Fed Speaker Events

6. ~20% of S&P 500 companies report earnings

Earnings season is officially in full swing.
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⁠Investing visuals
How $APPL makes money💸 https://t.co/QSzwB5PtgS
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⁠Investing visuals
Earnings week summary of $ASML, $NFLX and $TSM. Everything you need to know at a glance🧵👇

$ASML Q1 2025 📜
Strong quarter, AI drives demand but tariffs will remain dynamic for a while. 2025 and 2026 remain growth years.
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⁠Finding Compounders
In the earliest available Berkshire Hathaway shareholder letter, Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance . https://t.co/VKyym0UkaP
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