Offshore
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Finding Compounders
RT @thebigideas_: A 2012 article by Greenwald where he recommends selling Apple & Amazon.
Both have since 16x
A good reminder that success in investing comes in multiple facets, value investing is not the holy grail.
A good investment is not one w/ low P/E etc… it is simply a successful prediction of future cash flows, and a business with talented allocators.
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RT @thebigideas_: A 2012 article by Greenwald where he recommends selling Apple & Amazon.
Both have since 16x
A good reminder that success in investing comes in multiple facets, value investing is not the holy grail.
A good investment is not one w/ low P/E etc… it is simply a successful prediction of future cash flows, and a business with talented allocators.
tweet
Offshore
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Finding Compounders
Are these the new Warren Buffetts ?
This article was written in 2012
Are the investors mentioned still beating the market ? https://t.co/isjPjxeavZ
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Are these the new Warren Buffetts ?
This article was written in 2012
Are the investors mentioned still beating the market ? https://t.co/isjPjxeavZ
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Offshore
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Finding Compounders
A letter Warren Buffett wrote, in Barron’s, back when he still ran the Buffett Partnership. ( It’s the second one) https://t.co/utR6PPHzKQ
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A letter Warren Buffett wrote, in Barron’s, back when he still ran the Buffett Partnership. ( It’s the second one) https://t.co/utR6PPHzKQ
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Offshore
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Investing visuals
Earnings summary of past week covering $TSLA, $GOOGL, $ISRG and $NOW 👇🧵 https://t.co/JmQyW5Olzk
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Earnings summary of past week covering $TSLA, $GOOGL, $ISRG and $NOW 👇🧵 https://t.co/JmQyW5Olzk
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Offshore
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The Kobeissi Letter
Market participation has been weak despite the recent rally:
The share of the S&P 500 stocks trading above their 200-day moving average currently stands at just 30%.
By comparison, this year’s peak was ~57% in February.
Additionally, the share of the S&P 500 stocks trading above their 50-day moving average stands at 32%.
All while the share of the Nasdaq 100 stocks trading above their 200-day average is at 36%, still HALF of the 2025 peak.
Market breadth has a long way to recover.
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Market participation has been weak despite the recent rally:
The share of the S&P 500 stocks trading above their 200-day moving average currently stands at just 30%.
By comparison, this year’s peak was ~57% in February.
Additionally, the share of the S&P 500 stocks trading above their 50-day moving average stands at 32%.
All while the share of the Nasdaq 100 stocks trading above their 200-day average is at 36%, still HALF of the 2025 peak.
Market breadth has a long way to recover.
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Offshore
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Finding Compounders
Stay on track using @gainify_io
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Stay on track using @gainify_io
The most DEFINING week of earnings season kicks off tomorrow.
Heavyweights reporting: $AAPL $AMZN $BKNG $BRK.A $HOOD $LLY $META $MCD $MSFT $PYPL $QCOM $SPOT $V $XOM and many others.
It’s a big one.
Stay organized — track everything at https://t.co/3KIppfqCEm https://t.co/gp2B1VPG5D tweet
Offshore
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The Kobeissi Letter
Gold continues to make history:
Gold prices have outpaced the S&P 500 by 32.6 percentage points year-to-date, the most since at least 1975.
This has surpassed the record of ~26.0 percentage points for the same period of the year during 2020.
This comes as gold prices have rallied 26.5% while the S&P 500 has declined 6.1% so far this year.
Gold is now on track for its second consecutive year of S&P 500 outperformance.
Since the October 2022 low, gold prices have returned 102%, nearly DOUBLING S&P 500's gain of 54%.
Keep watching gold.
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Gold continues to make history:
Gold prices have outpaced the S&P 500 by 32.6 percentage points year-to-date, the most since at least 1975.
This has surpassed the record of ~26.0 percentage points for the same period of the year during 2020.
This comes as gold prices have rallied 26.5% while the S&P 500 has declined 6.1% so far this year.
Gold is now on track for its second consecutive year of S&P 500 outperformance.
Since the October 2022 low, gold prices have returned 102%, nearly DOUBLING S&P 500's gain of 54%.
Keep watching gold.
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