Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: "Individuals who cannot master their emotions are ill-suited to profit from the investment process"
— Benjamin Graham 🗣️
#stocks #investing
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Mastering your emotions is crucial when it comes to investing in stocks. The stock market is a reflection of human nature, and human nature is inherently emotional.
Fear, greed, and euphoria can cloud your judgment, leading to impulsive decisions that can be detrimental to your long-term wealth. When you let emotions dictate your investment choices, you're essentially trying to time the market, which is a fool's errand. Instead, by mastering your emotions, you can focus on what really matters: fundamental analysis, discipline, and patience.
Think of it this way: investing is a game of probabilities, not certainties. And to succeed, you need to be able to separate signal from noise, fact from fiction, and opportunity from risk.
Emotions can be a significant source of noise, leading you astray from your investment thesis. By cultivating emotional control, you can develop a clear-eyed perspective, unencumbered by the whims of the market.
This allows you to make rational, informed decisions, aligned with your investment objectives. Trust me, my friends, mastering your emotions is the key to unlocking long-term success in the stock market.
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RT @DimitryNakhla: "Individuals who cannot master their emotions are ill-suited to profit from the investment process"
— Benjamin Graham 🗣️
#stocks #investing
___
Mastering your emotions is crucial when it comes to investing in stocks. The stock market is a reflection of human nature, and human nature is inherently emotional.
Fear, greed, and euphoria can cloud your judgment, leading to impulsive decisions that can be detrimental to your long-term wealth. When you let emotions dictate your investment choices, you're essentially trying to time the market, which is a fool's errand. Instead, by mastering your emotions, you can focus on what really matters: fundamental analysis, discipline, and patience.
Think of it this way: investing is a game of probabilities, not certainties. And to succeed, you need to be able to separate signal from noise, fact from fiction, and opportunity from risk.
Emotions can be a significant source of noise, leading you astray from your investment thesis. By cultivating emotional control, you can develop a clear-eyed perspective, unencumbered by the whims of the market.
This allows you to make rational, informed decisions, aligned with your investment objectives. Trust me, my friends, mastering your emotions is the key to unlocking long-term success in the stock market.
tweet
Librarian Capital
"Google Loses Justice Department Antitrust Suit Over Search" (Bloomberg)
"Judge Amit Mehta in Washington said that the Alphabet Inc. unit’s $26bn in payments effectively blocked any other competitor from succeeding in the market"
$GOOG -4.5% $AAPL -6.5%
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"Google Loses Justice Department Antitrust Suit Over Search" (Bloomberg)
"Judge Amit Mehta in Washington said that the Alphabet Inc. unit’s $26bn in payments effectively blocked any other competitor from succeeding in the market"
$GOOG -4.5% $AAPL -6.5%
Big news -- Google’s payments to make its search engine the default on smartphone web browsers violates US antitrust law, a federal judge ruled. by @leah_nylen https://t.co/YLDnsdvbD7 tweet
twitter.com
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Offshore
Video
Finding Compounders
A young Bill Ackman(@BillAckman ) asks Buffett a question about stock buybacks at certain valuations .
Coca-cola was buying back shares at a P/E of 40
Listen to Buffett’s response https://t.co/BMEcm8p3bJ
tweet
A young Bill Ackman(@BillAckman ) asks Buffett a question about stock buybacks at certain valuations .
Coca-cola was buying back shares at a P/E of 40
Listen to Buffett’s response https://t.co/BMEcm8p3bJ
tweet
Offshore
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Librarian Capital
"Buffett's $277 Billion Cash Hoard After Selling Apple Is a Warning" (Bloomberg)
The column somewhat undermines its argument with a chart showing that $BRK.B's % of assets in cash had been falling in the run-up to GFC, from Jun-05 https://t.co/qIT876JiMm
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"Buffett's $277 Billion Cash Hoard After Selling Apple Is a Warning" (Bloomberg)
The column somewhat undermines its argument with a chart showing that $BRK.B's % of assets in cash had been falling in the run-up to GFC, from Jun-05 https://t.co/qIT876JiMm
Berkshire Hathaway just unloaded a bunch of stock, taking its cash pile to $277 billion. @jonathanjlevin can no longer dismiss the signal in that https://t.co/6yScla8P0X via @opinion tweet
Dimitry Nakhla | Babylon Capital®
$V processes >7,000 transactions per second & $MA processes >4,200 transactions per second
Railroads of global payments 🛤️💳
#stocks #investing
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$V processes >7,000 transactions per second & $MA processes >4,200 transactions per second
Railroads of global payments 🛤️💳
#stocks #investing
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Offshore
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App Economy Insights
$PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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$PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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Offshore
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Librarian Capital
List of best & worst performers in S&P 500 today
Only 2 from names we are long or Buy-rated on:
Alphabet $GOOG, #23 laggard, -4.6%
Mastercard $MA, #30 laggard, -4.3%
"Select 15" model portfolio down 1.8%
S&P 500 down 3.0%
S&P 500 Quality down 2.4%
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List of best & worst performers in S&P 500 today
Only 2 from names we are long or Buy-rated on:
Alphabet $GOOG, #23 laggard, -4.6%
Mastercard $MA, #30 laggard, -4.3%
"Select 15" model portfolio down 1.8%
S&P 500 down 3.0%
S&P 500 Quality down 2.4%
just 21 stocks in the S&P 500 closed higher today https://t.co/TVTJgLqMs7 tweet
Offshore
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Librarian Capital
UK Tobacco Duties were £9.38bn in FY22/23
This was 0.8% of all tax receipts
It had fallen before, e.g. FY11/12 to FY16/17
There is also VAT, applied after Tobacco Duty, but £ not spent on cigarettes would be spent elsewhere with VAT
Tax is likely not a factor in Tobacco policy https://t.co/e56ySSWjsm
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UK Tobacco Duties were £9.38bn in FY22/23
This was 0.8% of all tax receipts
It had fallen before, e.g. FY11/12 to FY16/17
There is also VAT, applied after Tobacco Duty, but £ not spent on cigarettes would be spent elsewhere with VAT
Tax is likely not a factor in Tobacco policy https://t.co/e56ySSWjsm
tweet