⁠Alex Bilzerian
RT @BobbyGRG: @DeryaTR_ @GaryMarcus what now!? just stick to ambiguous bets Gary! Clear-cut ones aren't your strength.
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⁠Alex Bilzerian
RT @alexbilz: 'A Favorable Side Bet in Nevada Baccarat' — Ed Thorp & Walden: https://t.co/l9nYQBB6xC https://t.co/7g0NdA69J7
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⁠Stock Analysis Compilation
Hardman Johnston on UCB $UCB BB

Thesis: UCB’s underappreciated pipeline, including the standout Bimzelx, offers significant upside as investors realize the full potential of its product launches.

(Extract from their Q2 letter) https://t.co/i0foRDZA6z
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⁠Alex Bilzerian
$50k hands of baccarat are not uncommon in Macau.

I saw an ad for a tenure track position asking for PhD level applicants paying $50k. I don't care where your college is located, that is SHAMEFUL.

$50k for someone with that much education is shamefully underpaying your faculty and taking advantage of desperation for TT jobs - Dr Lauren Robinson 🐺🐒
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⁠Alex Bilzerian
On the Māori education system: https://t.co/hUthjZrhfx

A group of New Zealand academics argue that modern science is deficient in comparison to indigenous ways of knowing because "truth is both fact and value-laden", and the latter embrace an ethical view of facts. This is a disaster for science education.

https://t.co/B8Geoyl1RA https://t.co/BwXcvm3oDu - Jerry Coyne
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⁠Alex Bilzerian
Why is this a "disaster"? @Evolutionistrue

Interesting https://t.co/Sf9kagr0HO - Alex Bilzerian
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⁠Dimitry Nakhla | Babylon Capital®
10 Quality Stocks 10-Year EPS CAGR >15% | NTM P/E | LTM ROIC >20% 💵

💳 Mastercard $MA
•EPS CAGR: 16.7%
•NTM P/E: 32.45x
•LTM ROIC: 65.7%

🚘 Copart $CPRT
•EPS CAGR: 21.4%
•NTM P/E: 33.82x
•LTM ROIC: 20.3%

🌐 MSCI Inc $MSCI
•EPS CAGR: 20.1%
•NTM P/E: 37.45x
•LTM ROIC: 36.3%

📸 Meta Platforms $META
•EPS CAGR: 32.6%
•NTM P/E: 25.33x
•LTM ROIC: 31.7%

🖨️ KLA Corp $KLAC
•EPS CAGR: 20.9%
•NTM P/E: 26.13x
•LTM ROIC: 34.0%

🏢 NVR Inc $NVR
•EPS CAGR: 23.7%
•NTM P/E: 19.54x
•LTM ROIC: 39.7%

💽 ASML Holding $ASML
•EPS CAGR: 23.8%
•NTM P/E: 30.70x
•LTM ROIC: 39.7%

📑 Microsoft $MSFT
•EPS CAGR: 16.1%
•NTM P/E: 31.72x
•LTM ROIC: 29.7%

🚜 Tractor Supply & Co $TSCO
•EPS CAGR: 15.8%
•NTM P/E: 27.80x
•LTM ROIC: 20.0%

📈 Taiwan Semiconductor $TSM
•EPS CAGR: 15.5%
•NTM P/E: 23.57x
•LTM ROIC: 21.1%

#stocks #investing
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⁠Dimitry Nakhla | Babylon Capital®
Despite rallying +54% YTD, $BABA still trades for less than 15x earnings

#stocks #investing https://t.co/EDeVTiUWoL
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⁠Stock Analysis Compilation
Artisan Partners on ARM Holdings $ARM US

Thesis: ARM's leadership in power-efficient computing and expanding AI market presence offers a compelling growth opportunity for long-term investors.

(Extract from their Q2 letter) https://t.co/AzfJjNzrmA
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⁠Librarian Capital
Spirax $SPX reaffirms LT targets at investor day

Steam Thermal: sales growth >2x IP , margin 23.5%+
Electric Thermal: sales growth >2x IP, margin 20%+
Watson-Marlow: HSD sales growth, margin 30%+

(2023 margins: 24.6%, 15.6%, 23.8%) https://t.co/2BJTPVtMOB
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⁠App Economy Insights
💊 Why is $HIMS down 13% today?

$LLY Eli Lilly’s GLP-1 shortage is over in the US, , impacting Hims & Hers' compounded semaglutide sales.

We cover this and more in our latest deep dive. 👇
https://t.co/ZsuxShhIdB
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