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Offshore
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โ Dimitry Nakhla | Babylon Capitalยฎ Updated CAGR potential for $GOOG $190๐Ÿ’ต 24x P/E: ~15.0% CAGR 23x P/E: ~13.3% CAGR 22x P/E: ~11.6% CAGR 21x P/E: ~9.8% CAGR 20x P/E: ~8.0% CAGR 19x P/E: ~6.2% CAGR *Assuming 2027 EPS $11.83 (Most Recent Estimate) Aโ€ฆ
๐š๐ง๐œ๐ž ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž ๐จ๐Ÿ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.

๐ˆ๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ก๐š๐ฌ ๐›๐ž๐ž๐ง ๐จ๐›๐ญ๐š๐ข๐ง๐ž๐ ๐Ÿ๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ. - Dimitry Nakhla | Babylon Capitalยฎ tweet
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โ Quiver Quantitative
RT @QuiverCongress: Representative Brian Fitzpatrick just introduced a bipartisan bill to make 9/11 a federal holiday.

Follow here for updates. https://t.co/oEH2AWqmLp
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โ InsideArbitrage
The InsideArbitrage Buyback Wednesdays is out!

"Significant Stock Repurchases at Twilio and DNOW"

๐Ÿ‘‰ Full Article link in the final tweet!

๐Ÿงต1/n https://t.co/UiXFJ0bsyn
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โ InsideArbitrage
The acquisition of Avid Bioservices $CDMO by GHO Capital Partners and Ampersand Capital Partners was completed on February 5, 2025.
It took 91 days for the deal to be completed.
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โ App Economy Insights
$UBER Uber Q4 FY24:

โ€ข Gross bookings +21% Y/Y fxn to $44.2B.
โ€ข Revenue +20% Y/Y to $12.0B ($190M beat).
โ€ข Adj. EBITDA +44% Y/Y to $1.8B ($10M miss).

Q1 FY25 guidance:
โ€ข Gross bookings ~$42.8B ($43.5B expected).
โ€ข Adjusted EBITDA ~$1.84B (in-line). https://t.co/WLPNfQDgBV
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โ InsideArbitrage
RT @ReutersLegal: United Steelworkers president David McCall filed a motion to dismiss a lawsuit filed against him by US Steel and Nippon Steel, the union said https://t.co/JpHmwD9QSi https://t.co/trFTnw3jyn
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โ Investing visuals
Alphabet $GOOGL full Q4 2024 earnings breakdown๐Ÿ‘‡ https://t.co/wnJfXsYTAU
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โ Stock Analysis Compilation
Ace River Capital on RCI Hospitality $RICK US

Thesis: RCI Hospitalityโ€™s strong acquisition pipeline and innovative tech platform offer unique growth opportunities in the adult entertainment industry

(Extract from their Q4 letter) https://t.co/yGACd9FJGx
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โ InsideArbitrage
RT @Reuters: Renault to defend its interests amid reports of end of Honda-Nissan merger talks https://t.co/EMJUTSnQpI https://t.co/kyvkYERsAl
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โ Quiver Quantitative
Pelosi's purchase of Tempus AI call options:

How it started........how it's going https://t.co/rz6D4ca5yP
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