⁠soken
RT @angelsattract: Konudan bağımsız rüyalarımda hep aynı bu şekilde havada yürüyorum. İlk defa dün bu konu üzerinde düşündüm. Hatta buraya yazacaktım vazgeçmiştim. Şimdi bu videoyu görünce şok oldum. Bunun anlamı ne bilen var mı? Ya da siz de havada yürüyor musunuz rüyanızda? https://t.co/VrB8cKrwtK
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⁠Finding Compounders
What it takes to excel as a fund manager https://t.co/7G0An213Db
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⁠Finding Compounders
RT @gainify_io: Even on 2026E EBITDA, $NKE trades at 2x peer multiples.

Stock's down 40% over 9M, but the bar’s still high. https://t.co/n9VzMG1jXL
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⁠Finding Compounders
This is a must read from Warren Buffett https://t.co/jsad1Nyuj1
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⁠The All-In Podcast
saturday morning special! 🚨🚨🚨

@andrewrsorkin fills in for @Jason who was in detroit watching the knicks!

-- trump rally or bessent put?
-- tariffs damaging the american brand?
-- investing in india
-- elon back at tesla
-- google's gemini problem
-- china's thorium discovery

(0:00) the besties intro andrew ross sorkin

(2:04) market bump: trump rally or a bessent put?

(18:04) are tariffs damaging the american "brand"? apple's investment in india

(38:18) balance of power politics, ukraine/russia ceasefire halted over crimea

(50:00) alphabet earnings: massive resiliency, google's gemini problem

(1:05:40) tesla jumps on elon's return, pulling back from doge

(1:18:35) science corner: china's thorium breakthrough
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⁠Finding Compounders
Intrinsic value and Margin of Safety https://t.co/iiILSuiQf2
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⁠soken
RT @assliken: She makes a good argument, we should give her back all the land https://t.co/JWVSIqcWMk
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⁠Finding Compounders
Seek firms that create equity https://t.co/3rbNviGvha
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⁠Finding Compounders
Only if it was much harder to sell a stock, maybe there would be longer holding periods. https://t.co/bgLV3Pv5wg
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