Offshore
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Finding Compounders
A chart depicting Customer Value
Source: The Economics of Customer Business by @mjmauboussin , D. Callahan https://t.co/2PaxC5P02v
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A chart depicting Customer Value
Source: The Economics of Customer Business by @mjmauboussin , D. Callahan https://t.co/2PaxC5P02v
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Offshore
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Finding Compounders
Jeff Bezos lays down Amazon’s fundamental management and decision making approach in his 1997 shareholder letter : https://t.co/lpmCbtGbEK
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Jeff Bezos lays down Amazon’s fundamental management and decision making approach in his 1997 shareholder letter : https://t.co/lpmCbtGbEK
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Offshore
Photo
Finding Compounders
The Berkshire Empire
( a little outdated - but still) https://t.co/eRnCjhK3kq
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The Berkshire Empire
( a little outdated - but still) https://t.co/eRnCjhK3kq
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Offshore
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Finding Compounders
80% of volatility is diversified in the first 8 stocks
Source: Dorsey Asset Management https://t.co/cazgCpCgTO
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80% of volatility is diversified in the first 8 stocks
Source: Dorsey Asset Management https://t.co/cazgCpCgTO
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The Kobeissi Letter
BREAKING: Spain's government convenes a "crisis meeting" as the nation-wide power outage persists.
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BREAKING: Spain's government convenes a "crisis meeting" as the nation-wide power outage persists.
BREAKING: Spain and Portugal have been hit by massive blackouts, knocking out electricity across both countries entirely.
Internet and mobile service are reportedly down as well. tweet
twitter.com
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Offshore
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Investing visuals
$AMD is down 🔻48% since its peak. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹Free cash flow grew +350% Y/Y
🔹Overall revenue is up 24% Y/Y
🔹Well positioned for massive demand in inference https://t.co/tOYDvM1rIG
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$AMD is down 🔻48% since its peak. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹Free cash flow grew +350% Y/Y
🔹Overall revenue is up 24% Y/Y
🔹Well positioned for massive demand in inference https://t.co/tOYDvM1rIG
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Offshore
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Quiver Quantitative
JUST IN: Senator Josh Hawley is reintroducing the "PELOSI Act".
It would ban members of Congress and their spouses from trading stock. https://t.co/XxZIsIAOpr
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JUST IN: Senator Josh Hawley is reintroducing the "PELOSI Act".
It would ban members of Congress and their spouses from trading stock. https://t.co/XxZIsIAOpr
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Offshore
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Investing visuals
Both $V and $MA report earnings this week. Who's your favorite? https://t.co/EZDQ0diu1p
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Both $V and $MA report earnings this week. Who's your favorite? https://t.co/EZDQ0diu1p
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Offshore
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Quiver Quantitative
Senator Mark Kelly just said:
"Which members of Congress and Administration officials are getting rich off stock trades while their constituents watch their 401Ks suffer?
I don't trade stocks and neither should they. It’s time to ban it." https://t.co/Ej498L7THd
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Senator Mark Kelly just said:
"Which members of Congress and Administration officials are getting rich off stock trades while their constituents watch their 401Ks suffer?
I don't trade stocks and neither should they. It’s time to ban it." https://t.co/Ej498L7THd
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