Offshore
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iinvested
1Q'25 SouthernSun Small Cap on $EXTR, $MOD
More fund letters here:
https://t.co/NM0463QOZj https://t.co/s8B8FIihsz
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1Q'25 SouthernSun Small Cap on $EXTR, $MOD
More fund letters here:
https://t.co/NM0463QOZj https://t.co/s8B8FIihsz
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Offshore
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Finding Compounders
Great piece by Josh Tarasoff
Implicit vs Explicit conviction https://t.co/VUMcDduu2O
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Great piece by Josh Tarasoff
Implicit vs Explicit conviction https://t.co/VUMcDduu2O
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Offshore
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soken
technalyze trader if they see a bearsign (it's actually bull)
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technalyze trader if they see a bearsign (it's actually bull)
dude dressed up as a bear to scare his coworkers 😭 https://t.co/sJPxN19bK6 - internet hall of fametweet
Offshore
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The Kobeissi Letter
BREAKING: US equity funds have seen a record $156 billion in net inflows year-to-date.
This has tripled from the previous year and has surpassed the $154 billion seen in 2021.
At the same time, global equity funds have attracted $250 billion in inflows, twice as much as in 2024.
This is only below the record $413 billion posted in 2021.
Despite recent volatility, investors are looking for bargains.
Inflows remain strong for now.
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BREAKING: US equity funds have seen a record $156 billion in net inflows year-to-date.
This has tripled from the previous year and has surpassed the $154 billion seen in 2021.
At the same time, global equity funds have attracted $250 billion in inflows, twice as much as in 2024.
This is only below the record $413 billion posted in 2021.
Despite recent volatility, investors are looking for bargains.
Inflows remain strong for now.
tweet