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Dimitry Nakhla | Babylon Capital®
$BF.B stock trades at its lowest multiple in >10 years🥃
2025-2027 EPS CAGR estimate of +7.5% 📊
Assuming $BF.B stock ends 2027 w $2.07E in EPS, here’s its return potential:
22x - 14.4% CAGR
21x - 14.1% CAGR
20x - 11.7% CAGR
19x - 9.2% CAGR
18x - 6.7% CAGR https://t.co/XFfYimGhIu
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$BF.B stock trades at its lowest multiple in >10 years🥃
2025-2027 EPS CAGR estimate of +7.5% 📊
Assuming $BF.B stock ends 2027 w $2.07E in EPS, here’s its return potential:
22x - 14.4% CAGR
21x - 14.1% CAGR
20x - 11.7% CAGR
19x - 9.2% CAGR
18x - 6.7% CAGR https://t.co/XFfYimGhIu
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator Richard Blumenthal has proposed legislation to require the President to publish reasons for pardons.
Do you support this?
Poll below. https://t.co/LKsjbAupPk
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RT @QuiverCongress: JUST IN: Senator Richard Blumenthal has proposed legislation to require the President to publish reasons for pardons.
Do you support this?
Poll below. https://t.co/LKsjbAupPk
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Investing visuals
How the worlds most valuable company makes its money🍏🫰 https://t.co/5X0iiFob0U
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How the worlds most valuable company makes its money🍏🫰 https://t.co/5X0iiFob0U
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Startup Archive
Ben Horowitz on why Al Davis's "nobody cares" advice to Bill Parcells might be "the best CEO advice ever":
"When things go wrong in your company, nobody cares. The press doesn’t care, your investors don’t care, your board doesn’t care, your employees don’t care, even your mama doesn’t care. Nobody cares.
And they are right not to care. A great reason for failing won’t preserve one dollar for your investors, won’t save one employee’s job, or get you one new customer. It especially won’t make you feel one bit better when you shut down your company and declare bankruptcy.
All the mental energy that you use to elaborate your misery would be far better used trying to find the one, seemingly impossible way out of your current mess. It’s best to spend zero time on what you could have done and all of your time on what you might do. Because in the end, nobody cares, just run your company."
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Ben Horowitz on why Al Davis's "nobody cares" advice to Bill Parcells might be "the best CEO advice ever":
"When things go wrong in your company, nobody cares. The press doesn’t care, your investors don’t care, your board doesn’t care, your employees don’t care, even your mama doesn’t care. Nobody cares.
And they are right not to care. A great reason for failing won’t preserve one dollar for your investors, won’t save one employee’s job, or get you one new customer. It especially won’t make you feel one bit better when you shut down your company and declare bankruptcy.
All the mental energy that you use to elaborate your misery would be far better used trying to find the one, seemingly impossible way out of your current mess. It’s best to spend zero time on what you could have done and all of your time on what you might do. Because in the end, nobody cares, just run your company."
Nobody Cares by @bhorowitz https://t.co/Eu0yA9rlfJ tweet
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Stock Analysis Compilation
Platinium AM on Uber $UBER US
Thesis: Uber is well-positioned to thrive in the autonomous vehicle market despite current competition, leveraging its existing business expertise as a cooperative partner for Waymo and Tesla.
(Extract from their Q4 letter) https://t.co/Y0ZgprBMhI
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Platinium AM on Uber $UBER US
Thesis: Uber is well-positioned to thrive in the autonomous vehicle market despite current competition, leveraging its existing business expertise as a cooperative partner for Waymo and Tesla.
(Extract from their Q4 letter) https://t.co/Y0ZgprBMhI
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Startup Archive
Jony Ive: “You have to reject reason to innovate”
“If it hasn’t been done and it’s of value, there’s really good reasons it’s not been done. And so when you’re confronted with those reasons, you’ve got two choices. You can say, ‘Oh, that’s a very good reason, I’m sorry for bothering you.’ Or you can say, ‘I don’t believe that. I’m going to find out more.’”
Jony Ive continues:
“George Bernard Shaw talked bout how you have to reject reason to innovate. You have to say, ‘We understand. This is all very reasonable. But I’m going to ignore you completely.’ And if you're a fairly sensitive person, ignoring very smart people is really difficult… [But] that decision to ignore expert option happens every single time we do something that’s new.”
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Jony Ive: “You have to reject reason to innovate”
“If it hasn’t been done and it’s of value, there’s really good reasons it’s not been done. And so when you’re confronted with those reasons, you’ve got two choices. You can say, ‘Oh, that’s a very good reason, I’m sorry for bothering you.’ Or you can say, ‘I don’t believe that. I’m going to find out more.’”
Jony Ive continues:
“George Bernard Shaw talked bout how you have to reject reason to innovate. You have to say, ‘We understand. This is all very reasonable. But I’m going to ignore you completely.’ And if you're a fairly sensitive person, ignoring very smart people is really difficult… [But] that decision to ignore expert option happens every single time we do something that’s new.”
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Stock Analysis Compilation
Nightview Capital on Hyatt $H US
Thesis: Hyatt is well-positioned for long-term growth through its asset-light model, strong loyalty program, luxury focus, and global expansion strategy.
(Extract from their Q4 letter) https://t.co/GUvc4n5Bua
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Nightview Capital on Hyatt $H US
Thesis: Hyatt is well-positioned for long-term growth through its asset-light model, strong loyalty program, luxury focus, and global expansion strategy.
(Extract from their Q4 letter) https://t.co/GUvc4n5Bua
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Dimitry Nakhla | Babylon Capital®
$FICO stock is down -24% from its highs 📉
2025-2028 EPS CAGR estimate of +23.8% 📊
Assuming $FICO stock ends 2028 with $55.94E in EPS, here’s its return potential:
50x - 12.4% CAGR
45x - 9.3% CAGR
40x - 5.8% CAGR
35x - 2.1% CAGR https://t.co/KwhKjPFw8Y
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$FICO stock is down -24% from its highs 📉
2025-2028 EPS CAGR estimate of +23.8% 📊
Assuming $FICO stock ends 2028 with $55.94E in EPS, here’s its return potential:
50x - 12.4% CAGR
45x - 9.3% CAGR
40x - 5.8% CAGR
35x - 2.1% CAGR https://t.co/KwhKjPFw8Y
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