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Dimitry Nakhla | Babylon Capital®
Visa $V Reports a Strong Q1 🎯
✅ Revenue: $9.51B vs $9.34B (est)
✅ Adjusted EPS: $2.75 vs $2.66 (est) https://t.co/hqGBb5An5C
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Visa $V Reports a Strong Q1 🎯
✅ Revenue: $9.51B vs $9.34B (est)
✅ Adjusted EPS: $2.75 vs $2.66 (est) https://t.co/hqGBb5An5C
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Dimitry Nakhla | Babylon Capital®
Apple $AAPL Reports a Good Q1 👍🏽
✅ Revenue: $124.30 vs $124.03B (est)
✅ Adjusted EPS: $2.41 vs $2.34 (est) https://t.co/bJ8PHpYLNN
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Apple $AAPL Reports a Good Q1 👍🏽
✅ Revenue: $124.30 vs $124.03B (est)
✅ Adjusted EPS: $2.41 vs $2.34 (est) https://t.co/bJ8PHpYLNN
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App Economy Insights
$AAPL Apple Q1 FY25 (December quarter):
💳 Services +14% Y/Y to $26.3B.
📱 Products +2% Y/Y to $98.0B.
• Revenue +4% Y/Y to $124.3B ($0.3B beat).
• Operating margin 34% (+1pp Y/Y).
• EPS $2.40 ($0.06 beat). https://t.co/4JglHEMQE2
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$AAPL Apple Q1 FY25 (December quarter):
💳 Services +14% Y/Y to $26.3B.
📱 Products +2% Y/Y to $98.0B.
• Revenue +4% Y/Y to $124.3B ($0.3B beat).
• Operating margin 34% (+1pp Y/Y).
• EPS $2.40 ($0.06 beat). https://t.co/4JglHEMQE2
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Stock Analysis Compilation
Nightview Capital on Charles Schwab $SCHW US
Thesis: Charles Schwab is experiencing a turnaround with leadership stability, operational improvements, and growth opportunities, positioning it for long-term success.
(Extract from their Q4 letter) https://t.co/NMfF4zjxQ1
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Nightview Capital on Charles Schwab $SCHW US
Thesis: Charles Schwab is experiencing a turnaround with leadership stability, operational improvements, and growth opportunities, positioning it for long-term success.
(Extract from their Q4 letter) https://t.co/NMfF4zjxQ1
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App Economy Insights
RT @EconomyApp: $MSFT Microsoft Q2 FY25 (ending December):
☁️ Azure +31% Y/Y fx neutral (vs. 34% in Q1).
🤖 AI revenue annual rate +175% Y/Y to $13B.
• Revenue +12% Y/Y to $69.6B ($0.8B beat).
• Gross margin 69% (+1pp Y/Y)
• Operating margin 45% (+2pp Y/Y).
• EPS $3.13 ($0.13 beat). https://t.co/5WLaFHFZUW
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RT @EconomyApp: $MSFT Microsoft Q2 FY25 (ending December):
☁️ Azure +31% Y/Y fx neutral (vs. 34% in Q1).
🤖 AI revenue annual rate +175% Y/Y to $13B.
• Revenue +12% Y/Y to $69.6B ($0.8B beat).
• Gross margin 69% (+1pp Y/Y)
• Operating margin 45% (+2pp Y/Y).
• EPS $3.13 ($0.13 beat). https://t.co/5WLaFHFZUW
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $GM has just reported purchasing $607K of the company's stock, increasing his ownership stake by 225%.
This is the first insider trade he has made since joining the company's board last September.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $GM has just reported purchasing $607K of the company's stock, increasing his ownership stake by 225%.
This is the first insider trade he has made since joining the company's board last September.
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AkhenOsiris
Atta boy Andy, make Daddy Musk happy...until he gets booted by Trump
Amazon is ramping up ad spending on Elon Musk’s X, according to people familiar with the situation, a major shift after pulling much of its advertising more than a year ago, a time when many brands had concerns about hate speech on the platform.
Amazon Chief Executive Andy Jassy was involved in the decision, which could result in the company spending significantly more on X. Apple, which pulled all of its ad dollars from X in late 2023, in recent weeks has had discussions about testing out ads on the platform, according to a person familiar with the situation.
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Atta boy Andy, make Daddy Musk happy...until he gets booted by Trump
Amazon is ramping up ad spending on Elon Musk’s X, according to people familiar with the situation, a major shift after pulling much of its advertising more than a year ago, a time when many brands had concerns about hate speech on the platform.
Amazon Chief Executive Andy Jassy was involved in the decision, which could result in the company spending significantly more on X. Apple, which pulled all of its ad dollars from X in late 2023, in recent weeks has had discussions about testing out ads on the platform, according to a person familiar with the situation.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @chettan_guevara That’s how I approach investing as well 💯 … patience & knowing when to buy can really enhance returns while simultaneously increasing margin of safety
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RT @DimitryNakhla: @chettan_guevara That’s how I approach investing as well 💯 … patience & knowing when to buy can really enhance returns while simultaneously increasing margin of safety
Investment professionals generally advise against market timing, but I advocate for patience in selecting individual stocks, waiting for the market to offer exceptional opportunities with quality compounders
Looking back at 2024, here are 8 examples where my timing paid off🧵 tweet
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Dimitry Nakhla | Babylon Capital®
RT @EntryLevelInves: There are few people I can trust when it comes to valuing good companies. One is Dimitry.
You can never time the market but you can always be rational and not over pay.
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RT @EntryLevelInves: There are few people I can trust when it comes to valuing good companies. One is Dimitry.
You can never time the market but you can always be rational and not over pay.
Investment professionals generally advise against market timing, but I advocate for patience in selecting individual stocks, waiting for the market to offer exceptional opportunities with quality compounders
Looking back at 2024, here are 8 examples where my timing paid off🧵 tweet
twitter.com
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App Economy Insights
RT @EconomyApp: $TSLA Tesla Q4 FY24:
• Revenue +2% Y/Y to $25.7B ($1.4B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 6% (-2pp Y/Y).
• Capex +21% Y/Y to $2.8B.
• Free cash flow -2% Y/Y to $2.0B.
• Non-GAAP EPS $0.73 ($0.04 miss). https://t.co/d6lzAWh4Fo
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RT @EconomyApp: $TSLA Tesla Q4 FY24:
• Revenue +2% Y/Y to $25.7B ($1.4B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 6% (-2pp Y/Y).
• Capex +21% Y/Y to $2.8B.
• Free cash flow -2% Y/Y to $2.0B.
• Non-GAAP EPS $0.73 ($0.04 miss). https://t.co/d6lzAWh4Fo
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Capital Employed
38 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/3XUaCb1nU6 https://t.co/1j56z3WYaK
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38 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/3XUaCb1nU6 https://t.co/1j56z3WYaK
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InsideArbitrage
RT @JusticeATR: Justice Department Sues to Block Hewlett Packard Enterprise’s Proposed $14 Billion Acquisition of Rival Wireless Networking Technology Provider Juniper Networks
https://t.co/sN1iQ3MBnq
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RT @JusticeATR: Justice Department Sues to Block Hewlett Packard Enterprise’s Proposed $14 Billion Acquisition of Rival Wireless Networking Technology Provider Juniper Networks
https://t.co/sN1iQ3MBnq
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