Offshore
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soken
RT @VideoReacts: Chinese man bungee jump / jumps / jumping off of a bridge / cliff https://t.co/1v50WHYauc
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The Kobeissi Letter
BREAKING: China is considering suspending its 125% tariffs on some U.S. goods.
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Offshore
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Finding Compounders
Aswath Damodaran on the shortfalls of ROIC

Source: @MT_Capital1 https://t.co/Ctfh8P3l1I
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Offshore
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Finding Compounders
Checklist for Assessing Value Creation https://t.co/ttX6EumfUn
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Offshore
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Finding Compounders
Seth Klarman: Why Most Investment Managers Have it Backwards https://t.co/7O1Jqb5Z3M
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Offshore
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Hidden Value Gems
Seems like ‘buy the dip’ strategy has worked so far. Even though traditionally retail activity was seen as a contrarian indicator.

Interesting how it will continue 🤔 https://t.co/4QJntM81wT
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Dimitry Nakhla | Babylon Capital®
RT @TacticzH: @DimitryNakhla Damn your account/profile is high quality.

Great research and insights.
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