Will Steffe
steffewill.bsky.social
Will Steffe
@steffewill.bsky.social
Partner at Annapurna Funds
When the administration is concerned about $1.5T of interest payments on their debt so they wipe out $2.5T of market cap.
April 3, 2025 at 10:22 PM
Samsung makes up 20% of the KOPSI index. Samsung’s P/E is 9.5, Apple’s P/E is 39.4. Last quarter Samsung shipped 60million phones, Apple shipped 50 million. Apple is 7% below its ATH. Samsung is 50%. A return to Samsung ATH would single handedly boost the K200 by 20%.
January 29, 2025 at 4:20 PM