The Compound Atlas @CompoundAtlas
Global value investor | 25–30% CAGR | Debt to $2M in 5 years | Hunting mispriced moats across markets (ex: $ZEPP) No post is a financial advise. open.substack.com/pub/thecompoun… Joined July 2025-
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$BIDU REMINDER
$ADUR we have built a large position in this stock. Deep dive to come soon.
$BABA Bullish
$BIDU WE ARE ALWAYS EARLY. We just started a position a couple of weeks ago!
$BIDU WE ARE ALWAYS EARLY. We just started a position a couple of weeks ago!
🚨 We’re adding to $VTY (Vistry Group) 🇬🇧 A leading UK housebuilder pivoting to a partnerships model 🏘️ (think $NVR 🇺🇸 — non-cyclical growth). 📉 Stock crushed after 3 profit warnings in 2024. 💰 CEO bought $1M shares at £7. 🔙 Company buying back stock. 🎯 Medium-term target:…
🚨 BREAKING 🚨 House Republicans launch bill to extend health subsidies past midterms - POLITICO 👏 Reminder if this is enacted: 👉 Keeps premiums low 👉 Supports high ACA enrollment 👉 Major tailwind for $OSCR growth 📈 This is bullish for Oscar Health. 🩺💡 #Healthcare…
The Compound Atlas retweeted
US JOBLESS CLAIMS 237,000 IN AUG. 30 WEEK; EST. 230K US FINAL 2Q LABOR COST RISES 1% Q/Q; EST. +1.2% US FINAL 2Q LABOR PRODUCTIVITY RISES 3.3% Q/Q; EST. +2.7%
$BABA
🚨 BREAKING: $OSCR to reaffirm FY2025 rev guidance of $12B–$12.2B vs. $11.32B est at today’s Wells Fargo Conf. CEO Bertolini: Strong momentum for subsidy extensions Likely via budget resolution “Optimistic something gets done” CFO Blackley: ICHRA = fastest growing sector in…
📊 Deep dive complete: $BABA decoded! Who’s next on the analysis table? Drop your pick 👇 thecompoundatlas.substack.com/p/the-alibaba-… $OSCR $NU $BIDU $KASPI
🚨 If you missed $GOOGL, don’t miss the 🚂 on $BABA. Imagine the day news drops: Ant Group listing in HK 💥 Alibaba stock will POP harder 🚀📈 Stay ahead of the market. #Investing #Stocks #Alibaba #BABA
Waymo expands into Denver & Seattle — its first winter cities 🌨️. Snow + self-driving = real test ahead. #waymo $GOOGL $GOOG
Mini panic? Yes. True sanity? Not yet. As long as $PLTR trades at nosebleed levels, there’s still a bubble waiting for the pin. 🎈📉
📉 Market down, 📈 portfolio at new highs. #contrarianinvesting 🚀🔥
The less you trade, the more you make. 📈 Find great companies at fair value—and sit tight! 🪑💎 #Investing #compounding
$BABA ANOTHER PT HIKE 🚀 — Benchmark raises from $176 → $195. We were way ahead of the analysts! 👊
$BABA $BIDU $PDD $JD TOLL TAKERS FROM THE PROGRAM 🚀🚀🚀 #Stimulus #China #consumerspending
$BABA $BIDU $PDD $JD TOLL TAKERS FROM THE PROGRAM 🚀🚀🚀 #Stimulus #China #consumerspending
$GAMB Another recent interview with @Stocktwits youtu.be/V4rQqCqqrlQ?si…
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86K Followers 245 Following I buy really good companies. 600,000+ subscribers on YouTube. Follow The Joseph Carlson Show.
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1.1M Followers 3K Following World's largest social media platform for traders & investors 📈 Available on Web, iOS & Android Join Stocktwits for Free 👇
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59K Followers 273 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
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