⁠soken
me and btc in another universe https://t.co/M7gkWV3her
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⁠The Kobeissi Letter
BREAKING: The Dow is currently on track for its worst April performance since 1932, during the Great Depression.

The Dow is currently down -3,831 points in April, or -9.1%.
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⁠Investing visuals
Timeless investing wisdom from legendary investor Charlie Munger. https://t.co/I1FPQpM1Nc
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⁠Capital Employed
50 Q1 2025 fund letters now added.

A treasure trove of insights and ideas…

https://t.co/lJZP1lUdTx https://t.co/MUl7KvipvH
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⁠soken
RT @JesseCohenInv: https://t.co/Crcp20VjBO
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⁠Hidden Value Gems
Somewhat expected bus still a positive development as $ADM.L disposes of its US motor insurance where they struggled to gain scale and suffered losses for quite a while. Cash proceeds should be small, but more streamlined operations and higher ROIC should be positive. https://t.co/asQ8z1hvHh
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