$SPGI AND $MCO SELL OFF THESIS BUSTED FOR THOSE WHO ARE WORRIED ABOUT THE SELL OFF IN $SPGI AND $MCO. This is a piece I got from Gemini

Is $BKNG GOING OUT OF BUSINESS?? Why the stock is dying? Any news??

$MNDY MONDAY BLUES!!

WHAT A CARNAGE IN $SPGI

While the core businesses have a wide moat, analytics businesses are the ones which are more prone to disruption. Which one do you think has the most resilient analytics business?? $SPGI $MCO $MSCI

FOR THOSE WHO ARE EAGERLY WAITING FOR 13Fs - FEB 17 IS THE LAST DAY!!

Any clue why there is an indiscriminate selling in $V AND $MA?? Today?? Getting hit more than the broader market.

Seth Klarman added heavily into $AMZN and exited HALF of $GOOGL

I am always surprised why Chris Hohn has never bought $AMZN. He has $GOOGL AND $MSFT

Warren Buffett exited majority stake in $AMZN- SUPER WEIRD

Anyone following $META trial?? Meta can get seriously hit if Mark loses this case. They will have to do structural changes to their Apps

$DUOL RIP

DOES ANYONE FEEL A RUG PULL TOMORROW WITH DEEPSEEK V4 LAUNCH?? $SPY, $NVDA, $AMZN, $META, $GOOGL, $MSFT , $AMD

ANYONE TRACKING 10 YR YIELD?? It’s not all roses and rainbows 🌈

WHY $MA and $V are getting beaten up??🤷‍♂️

INTERESTING FACT ABOUT OIL RESERVES!! RUSSIA HAS ONLY 20YRS OF OIL RESERVES LEFT AND VENEZUELA HAS 1100YRS

While everyone is focussed on big tech there is one outstanding company which is getting over looked.. AIRBUS $AIR $EADSY DOWN 21% YTD AND 10 yrs of BACKLOG . ITS A BUY IMO!!

CHRIS HOHN OWNS 5% OF AIRBUS..HE RECENTLY INCREASED HIS STAKE AROUND THE CURRENT PRICE ITS 20% DOWN YTD!! AIRBUS HAS 10YEARS WORTH OF BACKLOG.. JUST SAYING!! $EADSY, $AIR

Steve Eiseman is SHORT $FICO WHOAHHHH!!!