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SharingInvestingWisdom
2K posts
SharingInvestingWisdom
@JCJC915661
Investing Wisdom in simple slides. For informational & entertainment purposes only and do not constitute financial advice
Katılım Kasım 2025
2.1K Takip Edilen125 Takipçiler
@rickjeff78 Even after this?
x.com/KobeissiLetter…
The Kobeissi Letter@KobeissiLetter
BREAKING: The US and China have agreed to lower tariffs on some unspecified products to promote bilateral trade, per China’s Commerce Ministry. The statement confirmed China’s plan to purchase US planes and it said China would address US concerns on agricultural imports.
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Steve Ballmer owns approximately 333 million shares of Microsoft (a roughly 4% stake), which makes him the company's largest individual shareholder. Depending on the stock's market performance, this stake is valued in the range of $135 billion to $140 billion
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Steve Ballmer is now the largest individual shareholder of Microsoft, holding significantly more stock than co-founder Bill Gates.
barrons.com/articles/gates…
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Pat Dorsey the concentrated growth investor buying
$APP (10% of Portfolio)
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Can someone explain to me why are gas prices in the US more than 2X from my last visit…
… when the US produces its own oil?
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Spx had a tech sector in 1929?
Thierry from arvy 🇨🇭@ThierryBorgeat
A 20% gain in the S&P 500 tech sector in four weeks has happened only three times in 100 years. 1929. 2000. 2026. The first two times ended badly. The third just happened. The market is a great teacher. It just charges very high tuition for the same lesson.
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@JohnTinsman @trevhesinvests Unless you are the management receiving the SBC!
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@trevhesinvests $APP makes over a billion every quarter, and knows how to make money and do huge buybacks. $zeta is two decades old but still can't turn a profit, and all they know is stock dilution through stock based comp.
I would never run a business like that.
YUCK!
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@Barchart The voice adds: “Who buys our shit? I don’t buy Campbell’s products barely any more. It’s not healthy now that I know what the fuck’s in it … bioengineered meat.
“I don’t wanna eat a piece of chicken that came from a 3D printer.”
theguardian.com/us-news/2025/n…
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SharingInvestingWisdom retweetledi
@david_katunaric When Malaysia imposed capital controls and prohibited all offshore transactions of the ringgit in September 1998, it also froze the trading of all Malaysian shares on CLOB.
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@david_katunaric For those investing in Malaysia, please be aware of CLOB crisis risk. During Crisis, the share do not belong to you as experienced by Singaporean investor during 1997.
mas.gov.sg/news/parliamen…
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Sold out of $META today to buy more $TSM
We basically own a couple stocks now. Nvidia and TSMC and some Google
I know, I’m a terrible portfolio manager!!! Too concentrated!! Too much risk!
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@the_zack_zhu Duan Yong Ping's old network at work. Even LiLu from Himalaya Capital (Who manages Charlie Munger family money) is in it.
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@charliebilello AI Capex has replaced US Consumer consumption
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The S&P 500 is at an all-time high while Consumer Sentiment is at an all-time low.
We've never seen a gap this wide between Wall Street and Main Street.
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@HighyieldHarry Is he doing closet indexing while charging hedge fund level fees?
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I like how Bill Ackman's whole thing now is just buying Mag 7 names that have traded off.
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Is Terry Smith having to deal with significant redemptions?
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For God’s sake, MARGIN LOANS now make up 5% of our GDP.
This is going to be the largest market collapse of my entire career.
Hedgeye@Hedgeye
🚨 Margin debt as a percentage of real GDP soars over 5%
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