Offshore
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Investing visuals
Five high-growth, high-potential businesses: $HIMS, $TEM, $HOOD, $PLTR & $NBIS:
🔹 Debt-free
🔹 Founder-led
🔹 High-quality products
🔹 Massive total addressable market
Who’s your favorite? https://t.co/r4W4NFEeQH
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Five high-growth, high-potential businesses: $HIMS, $TEM, $HOOD, $PLTR & $NBIS:
🔹 Debt-free
🔹 Founder-led
🔹 High-quality products
🔹 Massive total addressable market
Who’s your favorite? https://t.co/r4W4NFEeQH
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The All-In Podcast
🚨besties are BACK🚨
@tuckercarlson joins the show!
@friedberg is off this week
-- ice raids, la riots, immigration debate
-- strong economic data: tariff revenue, inflation, and more
-- big, beautiful bill update: state of the bill, senate math, and more
-- major escalation in the middle east: war with iran?
**NOTE: this episode was recorded on thursday, before the events in the middle east
all-in will be back to cover the situation next week
(0:00) the besties welcome tucker!
(4:25) ice raids, la riots, immigration debate
(46:08) strong macro data: inflation, tariff revenue, gdp
(1:14:00) big, beautiful bill update: state of the bill, senate math, and more
(1:29:15) escalation in the middle east: war with iran?
tweet
🚨besties are BACK🚨
@tuckercarlson joins the show!
@friedberg is off this week
-- ice raids, la riots, immigration debate
-- strong economic data: tariff revenue, inflation, and more
-- big, beautiful bill update: state of the bill, senate math, and more
-- major escalation in the middle east: war with iran?
**NOTE: this episode was recorded on thursday, before the events in the middle east
all-in will be back to cover the situation next week
(0:00) the besties welcome tucker!
(4:25) ice raids, la riots, immigration debate
(46:08) strong macro data: inflation, tariff revenue, gdp
(1:14:00) big, beautiful bill update: state of the bill, senate math, and more
(1:29:15) escalation in the middle east: war with iran?
tweet
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Offshore
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The All-In Podcast
Tucker Carlson on potential war with Iran: "I think the downsides are really kind of overwhelming."
"I'm amazed by how close we are to a military action against Iran."
"... I think it comes with perils that people are not considering or willfully ignoring."
"And the main one is Iran is not Iraq, or it's not Libya, it's not isolated."
"It's a central player in BRICS."
"90% of Iran's oil exports go to China. It just signed a defense agreement with Russia in January. It has backup."
"It has big allies that represent the majority of the world's population, and the majority of the world's economy and landmass."
"So the potential for this to become something much, much bigger and unmanageable is real. It's there."
"I think the downsides are really kind of overwhelming."
"The president has said repeatedly, 'We'll do everything we can to prevent Iran from getting a nuclear weapon.'"
"I think it's a completely reasonable goal. Nobody wants that."
"But it doesn't mean that it has to happen on Friday, actually."
tweet
Tucker Carlson on potential war with Iran: "I think the downsides are really kind of overwhelming."
"I'm amazed by how close we are to a military action against Iran."
"... I think it comes with perils that people are not considering or willfully ignoring."
"And the main one is Iran is not Iraq, or it's not Libya, it's not isolated."
"It's a central player in BRICS."
"90% of Iran's oil exports go to China. It just signed a defense agreement with Russia in January. It has backup."
"It has big allies that represent the majority of the world's population, and the majority of the world's economy and landmass."
"So the potential for this to become something much, much bigger and unmanageable is real. It's there."
"I think the downsides are really kind of overwhelming."
"The president has said repeatedly, 'We'll do everything we can to prevent Iran from getting a nuclear weapon.'"
"I think it's a completely reasonable goal. Nobody wants that."
"But it doesn't mean that it has to happen on Friday, actually."
tweet
Offshore
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App Economy Insights
📊 This Week in Visuals:
☁️ Oracle $ORCL
🎨 Adobe $ADBE
🐶 Chewy $CHWY
🎮 GameStop $GME
🛠️ GitLab $GTLB
https://t.co/MUYMKTjGqf
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📊 This Week in Visuals:
☁️ Oracle $ORCL
🎨 Adobe $ADBE
🐶 Chewy $CHWY
🎮 GameStop $GME
🛠️ GitLab $GTLB
https://t.co/MUYMKTjGqf
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Offshore
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Investing visuals
$AMZN vs $MELI: a side-by-side of the best e-commerce businesses in the world. https://t.co/W0wA5zf2ds
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$AMZN vs $MELI: a side-by-side of the best e-commerce businesses in the world. https://t.co/W0wA5zf2ds
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Quiver Quantitative
BREAKING: Senator John Boozman just filed a purchase of Raytheon stock, $RTX.
Boozman sits on the Appropriations Subcommittee on Defense.
Full trade list up on Quiver. https://t.co/S2qAUgonyx
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BREAKING: Senator John Boozman just filed a purchase of Raytheon stock, $RTX.
Boozman sits on the Appropriations Subcommittee on Defense.
Full trade list up on Quiver. https://t.co/S2qAUgonyx
tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $CPRT is getting there, ~$47💵 🤞🏽👌🏽 https://t.co/NgiyGhcqft
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RT @DimitryNakhla: $CPRT is getting there, ~$47💵 🤞🏽👌🏽 https://t.co/NgiyGhcqft
@BRuss008 $CPRT is one of my all-time favorite businesses & I own it personally (accumulated ~$26 in September 2022) — $CPRT starts to become an interesting consideration if it reaches ~$47 👍🏽
I prefer $NVR over $BLDR in that space (albeit different business models) tweet
Offshore
Video
The All-In Podcast
🚨 Tucker Carlson: Riots over sanctuary cities are a threat to disunion
"The federal government has, as a core duty, the right and responsibility to enforce immigration law and police the borders."
"That's what the federal government is, really."
"So if you can test that, it is like a threat to disunion fundamentally."
"I think there's a lot at stake."
"And we reached this point because a series of paradoxically weak federal governments allowed sanctuary cities to continue, literally for decades, each one its own form of insurrection against the central government."
"And maybe you don't believe that the federal government has a right to pass laws restricting immigration ... but most people accept that those are federal duties."
"And once you accept that, you can't allow states or municipalities to flout the law any more than you could allow Central High School in Little Rock to keep black students out, or whatever."
"Certainly federal troops have been called in for much less."
"And I think the longer this continues, the greater the threat of disunion, the greater the threat of reaching a point where you can't drive from New York to LA."
"We take a lot for granted in the country and the main thing we take for granted, I think, is freedom of movement between states."
" So, I think once the Trump administration commits to putting down the riots, to enforcing federal law by force, it kind of can't back away from that."
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🚨 Tucker Carlson: Riots over sanctuary cities are a threat to disunion
"The federal government has, as a core duty, the right and responsibility to enforce immigration law and police the borders."
"That's what the federal government is, really."
"So if you can test that, it is like a threat to disunion fundamentally."
"I think there's a lot at stake."
"And we reached this point because a series of paradoxically weak federal governments allowed sanctuary cities to continue, literally for decades, each one its own form of insurrection against the central government."
"And maybe you don't believe that the federal government has a right to pass laws restricting immigration ... but most people accept that those are federal duties."
"And once you accept that, you can't allow states or municipalities to flout the law any more than you could allow Central High School in Little Rock to keep black students out, or whatever."
"Certainly federal troops have been called in for much less."
"And I think the longer this continues, the greater the threat of disunion, the greater the threat of reaching a point where you can't drive from New York to LA."
"We take a lot for granted in the country and the main thing we take for granted, I think, is freedom of movement between states."
" So, I think once the Trump administration commits to putting down the riots, to enforcing federal law by force, it kind of can't back away from that."
tweet