Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $PYPL ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 18.75x โขAll-Time Mean: 29.34x โขNTM FCF Yield: 7.31% โขAll-Time Mean: 5.12% As you can see, $PYPL appears to be trading below fair value Going forward, investorsโฆ
๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Stock Analysis Compilation
Greystone Capital Management on Natural Resource Partners (NRP) $NRP US
Thesis: Natural Resource Partners is a resilient coal royalty business with strong free cash flow, effective management, and an attractive valuation, benefiting from a unique low-cost structure that enables consistent profitability regardless of market fluctuations.
(Extract from their Q4 letter)
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Greystone Capital Management on Natural Resource Partners (NRP) $NRP US
Thesis: Natural Resource Partners is a resilient coal royalty business with strong free cash flow, effective management, and an attractive valuation, benefiting from a unique low-cost structure that enables consistent profitability regardless of market fluctuations.
(Extract from their Q4 letter)
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โ Dimitry Nakhla | Babylon Capitalยฎ
Despite a -22% decline over the past 6 months, $DHR stock continues to trade at a substantial premium relative to its projected growth rate
While $DHR is a great business, Iโd want to see it trade for ~26x ($194๐ต) before considering it for investment https://t.co/VBEubHUK1w
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Despite a -22% decline over the past 6 months, $DHR stock continues to trade at a substantial premium relative to its projected growth rate
While $DHR is a great business, Iโd want to see it trade for ~26x ($194๐ต) before considering it for investment https://t.co/VBEubHUK1w
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โ Quiver Quantitative
BREAKING: We just received data on new crypto trades by Representative Mike Collins.
Apparently he bought up to $15K of a tiny coin called Virtual Protocols on January 3rd.
He sold it just 9 days later, after the price fell ~38%.
Full trade list up on Quiver. https://t.co/eKpVvXSWmV
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BREAKING: We just received data on new crypto trades by Representative Mike Collins.
Apparently he bought up to $15K of a tiny coin called Virtual Protocols on January 3rd.
He sold it just 9 days later, after the price fell ~38%.
Full trade list up on Quiver. https://t.co/eKpVvXSWmV
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โ Hidden Value Gems
Did they last just a couple of days?
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Did they last just a couple of days?
Curious what you think?
What is the probability that Trump rolls back tariffs within a month?
- Less than 25%
- 25-49%
- Over 75%
- 50-75% tweet
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โ Startup Archive
RT @foundertribune: "Building to flip is building to flop" by @jasonfried & @dhh https://t.co/gwzRdhmrub
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RT @foundertribune: "Building to flip is building to flop" by @jasonfried & @dhh https://t.co/gwzRdhmrub
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โ InsideArbitrage
Nippon Steel and U.S. Steel $X File Opening Brief Against Biden Administrationโs Block of $14.9 Billion Merger -
โด๏ธThe brief, filed in the U.S. Court of Appeals for the District of Columbia Circuit, sets forth the legal and factual grounds for the lawsuit, detailing how President Biden made a predetermined decision for political reasons, not national security, causing CFIUS to engage in a sham review of the deal so that he could block it.
โด๏ธThe CFIUS litigation will continue on the expedited basis already established by the Court, with a briefing to be completed by March 17 and oral argument to follow.
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Nippon Steel and U.S. Steel $X File Opening Brief Against Biden Administrationโs Block of $14.9 Billion Merger -
โด๏ธThe brief, filed in the U.S. Court of Appeals for the District of Columbia Circuit, sets forth the legal and factual grounds for the lawsuit, detailing how President Biden made a predetermined decision for political reasons, not national security, causing CFIUS to engage in a sham review of the deal so that he could block it.
โด๏ธThe CFIUS litigation will continue on the expedited basis already established by the Court, with a briefing to be completed by March 17 and oral argument to follow.
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โ Startup Archive
"When you build a company with the intention of being acquired, you emphasize the wrong things... And letโs say you ignore this advice and do pull off a flip. You build your business, sell it, and get a nice payday. Then what? Move to an island and sip piรฑa coladas all day? Will that really satisfy you? Will money alone truly make you happy? Are you sure youโll like that more than running a business you actually enjoy and believe in?"
- Jason Fried & DHH
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"When you build a company with the intention of being acquired, you emphasize the wrong things... And letโs say you ignore this advice and do pull off a flip. You build your business, sell it, and get a nice payday. Then what? Move to an island and sip piรฑa coladas all day? Will that really satisfy you? Will money alone truly make you happy? Are you sure youโll like that more than running a business you actually enjoy and believe in?"
- Jason Fried & DHH
"Building to flip is building to flop" by @jasonfried & @dhh https://t.co/gwzRdhmrub tweet
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โ Stock Analysis Compilation
White Brook Capital on Box $BOX US
Thesis: Boxโs AI-driven solutions and reaccelerating growth position it well for 2025 and beyond.
(Extract from their Q4 letter) https://t.co/x7clKhsiVj
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White Brook Capital on Box $BOX US
Thesis: Boxโs AI-driven solutions and reaccelerating growth position it well for 2025 and beyond.
(Extract from their Q4 letter) https://t.co/x7clKhsiVj
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