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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
Alvin
Oh look, my second Ultra of the year! 👀 https://t.co/3ak96yKur8
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Finding Compounders
Warren Buffett wrote a Forbes article on what we can learn from Phil Fisher https://t.co/hrFzCR11rn
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Alvin
The Indonesian prices of the Xiaomi 15 Ultra is already bundled with the Photography Kit, which makes it an even better deal than it already is.
Deliveries start from March 27th.
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For the regular Xiaomi 15, they already included a 50W wireless charging stand as an offer.
Xiaomi 15 Series
Indonesian Pricing
Xiaomi 15 Ultra
• 16/512 GB: IDR 16,999,000 (~$1,025/₹89,683)
• 16 GB/1 TB: IDR 19,999,000 (~$1,206/₹1,05,510)
Xiaomi 15
• 12/256 GB: IDR 11,999,000 (~$724/₹63,304)
• 12/512 GB: IDR 12,999,000 (~$784/₹68,580)
An incredible pricing right there. 🔥
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The Kobeissi Letter
BREAKING: Ray Dalio warns that a severe US supply-demand problem may lead to "shocking developments," per CNBC.
He says the US will see "shocking developments" in terms of how the debt crisis will be "dealt with." https://t.co/JTW8u7J0az
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App Economy Insights
RT @EconomyApp: ☁️ CoreWeave IPO $CRWV
I spent hours reviewing the S-1 so you don't have to.
https://t.co/XjLsKwL9rN
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Stock Analysis Compilation
Artemis UK Special Situations Fund on Barratt Developments $BDEV LN
Thesis: Barratt is seizing an attractive entry point after sector weakness, strengthening its leadership through the acquisition of Redrow, which enhances its product offerings and potential for improved returns.
(Extract from their Q4 letter)
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The Kobeissi Letter
RT @KobeissiLetter: Morgan Stanley with a MASSIVE call:
As Tesla's stock, $TSLA, falls below its November 5th low, MS is calling for a HISTORIC rally to $800 next.
This would imply a +300% rally which they say can happen within 12 MONTHS.
Here's how they see it happening.
(a thread) https://t.co/S10vwT8iO7
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The Kobeissi Letter
BREKAING: The US is no longer doubling tariffs on Canadian steel and aluminum to 50% after Ontario suspended their 25% electricity tariff, per The Guardian.
However, the US' 25% tariff on Canadian steel and aluminum imports will still take effect on March 12th. https://t.co/tFzmyBJfLp
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The Kobeissi Letter
BREAKING: President Trump will be hosting a roundtable with the Technology CEO Council at 2 PM ET on Monday.
The meeting will include CEOs from IBM, Intel, HP, and Qualcomm, and likely others. https://t.co/mrFiO0LK3P
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AkhenOsiris
RT @qcapital2020: Just got back from a weekly vacation in Mexico. About 70% were Americans , 20% Canadians and 10% other. In my tiny sample size of about 50-60 people I interacted with, many of them voted for #47, a few of them can’t stand #47 and nearly all of them can’t stand Trudeau (lol). Oddly, the vast majority had nothing but positive things to say about each other’s people. They despised the divisiveness and rhetoric. Met several people from red states that voted for #47 and still found the idea of annexing Canada absolutely retarded.
Honestly, was refreshing to hear people with common sense yet still a different viewpoints. As if that should be a big deal…but seems like it is these days. A nice reminder that Twitter/X is not always a clear representation of the world. I do believe Algo’s are definitely set up in a way to shift public discourse to divisiveness and polarization. Something to always be mindful of.
The only guy I actually talked about the economy/stock market was a extra wealthy oil guy from Texas (imagine like that rich oil guy in the Simpsons but with a sexier girlfriend) honestly looked like he didn’t have a worry in the world. He said he never really invested in technology and that all he knows is « wells ». Poor bastard if he only knew about Antonio’s coupons…Anyway, all this to say , there’s still descent people out there who may not share exactly your viewpoint on politics, religion, etc… yet you can still have a beer with them anyway.
I know Anthony Bourdain would be proud of me.
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The Kobeissi Letter
The Kobeissi Letter for the week of March 10th has been published and may be viewed through the link below:
https://t.co/6TDuawjZAN
The Chart of the Week for the week of March 10th has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iSLbJ
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The Kobeissi Letter
BREAKING: Bitcoin extends its decline to below $82,000 with crypto market losses exceeding -$170 billion today. https://t.co/3Yo9BGiOXj
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
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The Kobeissi Letter
BREAKING: US stock market futures fall sharply at the open with the Dow now down 300+ points and Nasdaq 100 down -1%.
Crypto's decline was a clear indication of growing risk-off sentiment this weekend. https://t.co/SK6SdpTvw1
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
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The Kobeissi Letter
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
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The Kobeissi Letter
The gold rush:
US gold imports hit a record $30.4 billion in January, marking a second consecutive month of sharp increases, according to ZeroHedge.
This is DOUBLE the amount seen during the 2020 pandemic.
At the same time, the US trade deficit with Switzerland reached a record $22 billion.
This suggests the majority of imported gold is coming from Swiss vaults.
Physical gold buying is concerningly strong.
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Hidden Value Gems
Any long-term compounders that you bought on the recent pullback? I only added to my $AER position so far.
#StocksToWatch #Investing
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Alvin
Buying Ultra phones from several different brands is what I do yearly, but buying new fragrances is harder for me to resist.
300+ bottles later, and it is still not enough.
I'm 100% sure that if I use one fragrance every day from now, I can empty all of those perfume bottles in like 40-50 years even if I spray them liberally.
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The Kobeissi Letter
It’s not every day you see something brand new in markets:
We are now down to minutely candlestick charts for US tariffs, per @JustinWolfers.
“Price action” in tariff charts is more liquid than some stocks. https://t.co/x9pJtkamt7
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The Kobeissi Letter
RT @KobeissiLetter: Morgan Stanley with a MASSIVE call:
As Tesla's stock, $TSLA, falls below its November 5th low, MS is calling for a HISTORIC rally to $800 next.
This would imply a +300% rally which they say can happen within 12 MONTHS.
Here's how they see it happening.
(a thread) https://t.co/S10vwT8iO7
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Alvin
Lol this is so absurd https://t.co/NMRJObUK6Z
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The Kobeissi Letter
BREAKING: The US is no longer doubling tariffs on Canadian steel and aluminum to 50% after Ontario suspended their 25% electricity tariff, per The Guardian.
However, the US' 25% tariff on Canadian steel and aluminum imports will still take effect on March 12th. https://t.co/safz7lYvHg
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Finding Compounders
Michael Porter on price competition https://t.co/dzUROukFYX
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The Kobeissi Letter
All eyes are on CPI inflation:
Tomorrow marks the second CPI inflation datapoint of 2025.
Prediction markets see headline inflation FALLING from 3.0% in January to 2.9% in February.
Core CPI inflation is also expected to fall from 3.3% to 3.2%.
If both metrics of inflation fall tomorrow, it will mark the first such occurrence since July 2024.
Markets have high hopes for inflation.
Kalshi traders forecast headline CPI at 2.9% ahead of tomorrow
Traders have accurately predicted 6 of the last 8 CPI numbers
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The Kobeissi Letter
BREAKING: Japan's 20-Year Government Bond Yield rises to its highest level since 2008.
Japan's economy is seeing generational changes. https://t.co/y4D2Av9GA1
Does the US government WANT a recession?
In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced.
The quickest way to LOWER rates ahead of this colossal refinancing would be a recession.
Could the US benefit from a market crash?
(a thread) https://t.co/fjnHcTljFX
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Finding Compounders
The Toughest 25% Return John Neff Ever Made https://t.co/ekOc5BodPx
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The Kobeissi Letter
WOW.
Ethereum is now trading below $2000, down over -10% on the day.
Crypto markets have erased -$200 billion today. https://t.co/07PCMfOa1D
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Stock Analysis Compilation
Giverny Capital on Kinsale Capital Group $KNSL US
Thesis: Kinsale Capital Group is a rapidly growing insurance company specializing in low-cost commercial liability and property coverage for small businesses, leveraging advanced technology to maintain a lean expense structure and achieve high profitability.
(Extract from their Q4 letter)
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Quiver Quantitative
We've been writing code to track politicians' portfolios.
Here's how you can see how much they are worth and how much they are making: https://t.co/kbXgELxuaI
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Stock Analysis Compilation
Alger Mid Cap Focus Fund on Axon Enterprise $AXON US
Thesis: Axon Enterprise is a leading global provider of public safety solutions, notably TASER devices, video technology, and software, with strong growth across its segments and established relationships with nearly all U.S. law enforcement agencies.
(Extract from their Q4 letter)
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Finding Compounders
“He equated buying stocks with buying a truckload of pigs”
How Mr Womack Made a Killing by John Train https://t.co/LpKRXebcN4
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