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โ App Economy Insights
๐ŸŽ๏ธ F1 The Movie is out.

So here's a look at F1 The Business. https://t.co/4QfEmZVSqL
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โ Investing visuals
Wide-moat business breakdown series:

No. 1 of 12: $ASML โ€” the backbone of modern tech ๐Ÿ’Ž
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โ Investing visuals
$NFLX is absolutely unstoppable lately. Itโ€™s now a 1,000+ bagger since going public in 2002.

$10K invested would be worth $10.8 MILLION today๐Ÿคฏ https://t.co/hoGH6IGhsU
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โ Quiver Quantitative
BREAKING: The Senate version budget bill is now estimated to add $4.5T to the national debt.

The version passed by the House was estimated at $3.0T.

Many members said the Senate bill would need to spend LESS in order for them to vote for it.

Senate is still working on their version, will keep you posted.
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โ Quiver Quantitative
Look at this.

We recently noticed Senator Ashley Moody buying up to $100K of Howmet Aerospace stock.

The stock has now risen 45% since her trade.

Up another 3% today: https://t.co/0XD0aXUf1v
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โ iinvested
1Q'25 Baron Fifth Avenue Growth Fund on $LLY, $IOT, $KKR

More fund letters here:
https://t.co/NM0463QOZj https://t.co/ZVPAbKwncr
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โ The All-In Podcast
BESTIES ARE BACK! ๐Ÿšจ

huge week:

-- 12 day war ends in us-led ceasefire

-- how markets digested it + future of the region

-- why socialism won in nyc, what it means for the democratic establishment

-- stocks hit all-time highs completing wild turnaround

-- science corner: aging reversal out of china

-- anthropic and meta get favorable rulings on ai copyright

(0:00) bestie intros: the core four is back!

(1:38) launching all-in tequila!

(7:01) 12 day war ends in us-led ceasefire: what it means for the future of the region

(29:48) how markets digested the last few weeks in the middle east, crucial role of energy independence

(39:58) democratic socialist zohran mamdani upsets andrew cuomo in the democratic primary for nyc mayor

(1:06:02) science corner: stem cell-driven aging reversal out of china

(1:18:09) market at all-time highs after huge turnaround: bull and bear cases; next fed chair?

(1:32:49) ai copyright: anthropic and meta receive favorable rulings
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Offshore
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โ Investing visuals
Wide-Moat Business Breakdown Series

No. 2 of 12: $MSFT โ€” The operating system of the world. But it doesnโ€™t come cheap ๐Ÿท๏ธ
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