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Dimitry Nakhla | Babylon Capital®
Thermo Fisher Scientific $TMO boasts a stellar record of EPS growth over the long haul 📈
Pre-pandemic, it saw revenue increase in 14 of 15 years ✅
Post-boom normalization has been a challenge, but 2024 looks set for a growth resurgence 🧬
#stocks #investing https://t.co/vWgDBKQYj2
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Thermo Fisher Scientific $TMO boasts a stellar record of EPS growth over the long haul 📈
Pre-pandemic, it saw revenue increase in 14 of 15 years ✅
Post-boom normalization has been a challenge, but 2024 looks set for a growth resurgence 🧬
#stocks #investing https://t.co/vWgDBKQYj2
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Stock Analysis Compilation
FPA on Advanced Auto Parts $AAP US
Thesis: Advanced Auto Parts’ major turnaround under new leadership, combined with a deeply discounted valuation, offers patient investors a long-term opportunity
(Extract from their Q3 letter) https://t.co/6xbqMGxF89
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FPA on Advanced Auto Parts $AAP US
Thesis: Advanced Auto Parts’ major turnaround under new leadership, combined with a deeply discounted valuation, offers patient investors a long-term opportunity
(Extract from their Q3 letter) https://t.co/6xbqMGxF89
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App Economy Insights
🚖 Waymo grabs 22% of SF rideshares.
What does this REALLY mean for Uber and Lyft?
Will Tesla steal the show?⚡
Read on 👇 $GOOG $UBER $LYFT $TSLA $GM
https://t.co/D3J1aYPoGv https://t.co/SBUcMBpZCl
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🚖 Waymo grabs 22% of SF rideshares.
What does this REALLY mean for Uber and Lyft?
Will Tesla steal the show?⚡
Read on 👇 $GOOG $UBER $LYFT $TSLA $GM
https://t.co/D3J1aYPoGv https://t.co/SBUcMBpZCl
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App Economy Insights
$SOFI just hit 10M members!
Here's a look at how they make money. https://t.co/amdBMEgiQ6
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$SOFI just hit 10M members!
Here's a look at how they make money. https://t.co/amdBMEgiQ6
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Investing visuals
$SOFI officially hit 10 million members today! Here's their impressive growth over the past years: https://t.co/PDaUtM4Ih0
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$SOFI officially hit 10 million members today! Here's their impressive growth over the past years: https://t.co/PDaUtM4Ih0
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Stock Analysis Compilation
Silver Ring VP on Qurate Retail $QRTEA US
Thesis: Qurate’s stock, priced like a call option, offers massive upside with stabilization potential despite significant risks and debt pressures
(Extract from their Q3 letter) https://t.co/GRVCRopuY8
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Silver Ring VP on Qurate Retail $QRTEA US
Thesis: Qurate’s stock, priced like a call option, offers massive upside with stabilization potential despite significant risks and debt pressures
(Extract from their Q3 letter) https://t.co/GRVCRopuY8
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Startup Archive
Former Google CEO Eric Schmidt on what many of the greatest products have in common
"If you think about the greatest products, they've almost always been designed for the benefit of the people who are actually building them."
Uber is one example. The original Uber was a private timeshare limousine service for Garrett Camp and his friends.
Google is another:
“Larry and Sergey built Google for Stanford—and particularly for themselves. The server was in Larry’s dorm room…. They opened up the server for the entire campus, and the usage was phenomenal. Andy Bechtolsheim heard about it through David Cheriton and wrote a $100,000 check. They didn’t have a name for a company… Sergey left it in his wallet for a month until they had the name Google invented.”
Video source: @GreylockVC (2015)
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Former Google CEO Eric Schmidt on what many of the greatest products have in common
"If you think about the greatest products, they've almost always been designed for the benefit of the people who are actually building them."
Uber is one example. The original Uber was a private timeshare limousine service for Garrett Camp and his friends.
Google is another:
“Larry and Sergey built Google for Stanford—and particularly for themselves. The server was in Larry’s dorm room…. They opened up the server for the entire campus, and the usage was phenomenal. Andy Bechtolsheim heard about it through David Cheriton and wrote a $100,000 check. They didn’t have a name for a company… Sergey left it in his wallet for a month until they had the name Google invented.”
Video source: @GreylockVC (2015)
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Quiver Quantitative
BREAKING: President Biden just endorsed a ban on congressional stock trading.
"Nobody...should be able to make money in the stock market while they’re in the Congress"
Congress has made $204.4M in the stock market this year, per our estimates.
Track live on Quiver. https://t.co/7QBNERsXcS
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BREAKING: President Biden just endorsed a ban on congressional stock trading.
"Nobody...should be able to make money in the stock market while they’re in the Congress"
Congress has made $204.4M in the stock market this year, per our estimates.
Track live on Quiver. https://t.co/7QBNERsXcS
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Stock Analysis Compilation
Heartland Advisors on Hayward Holdings $HAYW US
Thesis: Hayward’s resilient market position and rising margins make it a compelling play on future pool remodeling recovery and stable replacement demand
(Extract from their Q3 letter) https://t.co/n1jBeQh56e
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Heartland Advisors on Hayward Holdings $HAYW US
Thesis: Hayward’s resilient market position and rising margins make it a compelling play on future pool remodeling recovery and stable replacement demand
(Extract from their Q3 letter) https://t.co/n1jBeQh56e
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Quiver Quantitative
RT @InsiderRadar: $TDW stock has risen by 12% so far today, growing its market cap by ~$300M https://t.co/0ToPpDDRu3"
🚨BREAKING: New Insider Purchases at $TDW
The CEO and a director of $TDW have each reported the purchase of over $1M of the company's stock.
These are the first insider purchases at the company in over a year. "- Insider Radar
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RT @InsiderRadar: $TDW stock has risen by 12% so far today, growing its market cap by ~$300M https://t.co/0ToPpDDRu3"
🚨BREAKING: New Insider Purchases at $TDW
The CEO and a director of $TDW have each reported the purchase of over $1M of the company's stock.
These are the first insider purchases at the company in over a year. "- Insider Radar
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