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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Worried about tariffs & economic news impacting your stocks?
Don’t sweat the headlines 📰
Your focus should be on the long-term quality & performance of the businesses you own
THAT’S what matters
As Pulak Prasad writes in “What I Learned About Investing from Darwin” 📖 https://t.co/S1ioWTHRY1
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RT @DimitryNakhla: Worried about tariffs & economic news impacting your stocks?
Don’t sweat the headlines 📰
Your focus should be on the long-term quality & performance of the businesses you own
THAT’S what matters
As Pulak Prasad writes in “What I Learned About Investing from Darwin” 📖 https://t.co/S1ioWTHRY1
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Startup Archive
Elon Musk explains what he looks for when interviewing people for Tesla and SpaceX
“When I interview somebody, I really just ask them to tell me the story of their career. What are some of the tougher problems that they dealt with? How they dealt with those. And how they made decisions at key transition points. Usually that’s enough for me to get a very good gut feel about someone.”
Elon continues:
“And what I’m really looking for is evidence of exceptional ability. Did they face really difficult problems and overcome them?”
He will also try to make sure that the person is actually responsible for the accomplishments they claim. And the best way to do this is by asking detailed questions:
“Usually the person who has had to struggle with the problem, they really understand it, and they don’t forget.”
One thing Elon does not look for is a college degree - or even a high school diploma:
“If somebody graduated from a great university, that may be an indication that they will be capable of great things, but it’s not necessarily the case. If you look at people like Bill Gates, Larry Ellison, Steve Jobs - they didn’t graduate from college, but if you had a chance to hire them, of course that would be a good idea.”
He concludes:
“[I’m] just looking for evidence of exceptional ability. If there’s a track record of exceptional achievement, then it’s likely that that will continue into the future.”
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Elon Musk explains what he looks for when interviewing people for Tesla and SpaceX
“When I interview somebody, I really just ask them to tell me the story of their career. What are some of the tougher problems that they dealt with? How they dealt with those. And how they made decisions at key transition points. Usually that’s enough for me to get a very good gut feel about someone.”
Elon continues:
“And what I’m really looking for is evidence of exceptional ability. Did they face really difficult problems and overcome them?”
He will also try to make sure that the person is actually responsible for the accomplishments they claim. And the best way to do this is by asking detailed questions:
“Usually the person who has had to struggle with the problem, they really understand it, and they don’t forget.”
One thing Elon does not look for is a college degree - or even a high school diploma:
“If somebody graduated from a great university, that may be an indication that they will be capable of great things, but it’s not necessarily the case. If you look at people like Bill Gates, Larry Ellison, Steve Jobs - they didn’t graduate from college, but if you had a chance to hire them, of course that would be a good idea.”
He concludes:
“[I’m] just looking for evidence of exceptional ability. If there’s a track record of exceptional achievement, then it’s likely that that will continue into the future.”
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iinvested
4Q'24 Donville Kent Asset Management on $ZDCAF, $EHMEF
Read the full letter here:
https://t.co/dVDkhhvUUk https://t.co/DZnJI3gnO5
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4Q'24 Donville Kent Asset Management on $ZDCAF, $EHMEF
Read the full letter here:
https://t.co/dVDkhhvUUk https://t.co/DZnJI3gnO5
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Trading PEG <2.00x 📈
☁️ microsoft $msft
•ntm p/e: 29.70x
•peg: 1.86x
🤖 nvidia $nvda
•ntm p/e: 33.07x
•peg: 1.85x
🫱🏼🫲🏻 mercadolibre $meli
•ntm p/e: 56.43x
•peg: 1.61x
📦 amazon $amzn
•ntm p/e: 36.47x
•peg: 1.61x
📸 meta platofrms $meta
•ntm p/e: 28.31x
•peg: 1.51x
✈️ booking holdings $bkng
•ntm p/e: 24.19x
•peg: 1.50x
🖨️ asml holding $asml
•ntm p/e: 29.29x
•peg: 1.44x
🖱️ alphabet $goog $googl
•ntm p/e: 20.82x
•peg: 1.42x
🧬 novo nordisk $nvo
•ntm p/e: 22.62x
•peg: 1.20x
🚙 uber $uber
•ntm p/e: 22.71x
•peg: 1.05x
*peg calculated by taking 2026 - 2027 eps estimates since ntm p/e used (which is based on 2025 eps estimates)
**$nvda ntm based on 2026 eps estimates since fy ends january 2026, 2027 - 2028 eps estimates used for peg)
#stocks #investing
_______
*data from tikr
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10 Quality Stocks Trading PEG <2.00x 📈
☁️ microsoft $msft
•ntm p/e: 29.70x
•peg: 1.86x
🤖 nvidia $nvda
•ntm p/e: 33.07x
•peg: 1.85x
🫱🏼🫲🏻 mercadolibre $meli
•ntm p/e: 56.43x
•peg: 1.61x
📦 amazon $amzn
•ntm p/e: 36.47x
•peg: 1.61x
📸 meta platofrms $meta
•ntm p/e: 28.31x
•peg: 1.51x
✈️ booking holdings $bkng
•ntm p/e: 24.19x
•peg: 1.50x
🖨️ asml holding $asml
•ntm p/e: 29.29x
•peg: 1.44x
🖱️ alphabet $goog $googl
•ntm p/e: 20.82x
•peg: 1.42x
🧬 novo nordisk $nvo
•ntm p/e: 22.62x
•peg: 1.20x
🚙 uber $uber
•ntm p/e: 22.71x
•peg: 1.05x
*peg calculated by taking 2026 - 2027 eps estimates since ntm p/e used (which is based on 2025 eps estimates)
**$nvda ntm based on 2026 eps estimates since fy ends january 2026, 2027 - 2028 eps estimates used for peg)
#stocks #investing
_______
*data from tikr
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Investing visuals
We had some major earnings past week!
In case you missed anything, here’s a breakdown of 5 companies that reported -- covering $GOOGL, $SPOT, $PLTR, $AMD & $AMZN
1 - Alphabet $GOOGL Q4 2024 breakdown: decent quarter, slight revenue miss and big CapEx announcement ($75 bln) https://t.co/QV3KpvNZAn
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We had some major earnings past week!
In case you missed anything, here’s a breakdown of 5 companies that reported -- covering $GOOGL, $SPOT, $PLTR, $AMD & $AMZN
1 - Alphabet $GOOGL Q4 2024 breakdown: decent quarter, slight revenue miss and big CapEx announcement ($75 bln) https://t.co/QV3KpvNZAn
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Stock Analysis Compilation
Aristotle Global Equity on DSM-Firmenich $DSM NA
Thesis: DSM-Firmenich is well-positioned for future growth despite recent challenges, leveraging its merger synergies, divestitures, and strong customer relationships to enhance profitability and market share.
(Extract from their Q4 letter)
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Aristotle Global Equity on DSM-Firmenich $DSM NA
Thesis: DSM-Firmenich is well-positioned for future growth despite recent challenges, leveraging its merger synergies, divestitures, and strong customer relationships to enhance profitability and market share.
(Extract from their Q4 letter)
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App Economy Insights
📊 This Week in Visuals: $AMZN $LLY $NVO $MRK $DIS $PEP $PLTR $QCOM $AMD $ARM $AMGN $PFE $UBER $FI $SPOT $PYPL $RACE $CMG $FTNT $MDLZ $GSK $RBLX $F $YUM $TTWO $EA $HSY $PINS $EXPE $AFRM $SNAP $ALGN $NYT $MTCH $PTON
Check out the latest earnings👇
https://t.co/iYGlk19a9k https://t.co/AMzAQaVhXu
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📊 This Week in Visuals: $AMZN $LLY $NVO $MRK $DIS $PEP $PLTR $QCOM $AMD $ARM $AMGN $PFE $UBER $FI $SPOT $PYPL $RACE $CMG $FTNT $MDLZ $GSK $RBLX $F $YUM $TTWO $EA $HSY $PINS $EXPE $AFRM $SNAP $ALGN $NYT $MTCH $PTON
Check out the latest earnings👇
https://t.co/iYGlk19a9k https://t.co/AMzAQaVhXu
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Startup Archive
RT @foundertribune: "From Family to Team" by @reedhastings https://t.co/GCVs7HujTm
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RT @foundertribune: "From Family to Team" by @reedhastings https://t.co/GCVs7HujTm
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Startup Archive
Netflix founder Reed Hastings on why a professional sports team is a good metaphor for a company:
"Athletes on professional teams:
- Demand excellence, counting on the manager to make sure every position is filled by the best person at any given time.
- Train to win, expecting to receive candid and continuous feedback about how to up their game from the coach and from one another.
- Know effort isn’t enough, recognizing that, if they put in a B performance despite an A for effort, they will be thanked and respectfully swapped out for another player."
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Netflix founder Reed Hastings on why a professional sports team is a good metaphor for a company:
"Athletes on professional teams:
- Demand excellence, counting on the manager to make sure every position is filled by the best person at any given time.
- Train to win, expecting to receive candid and continuous feedback about how to up their game from the coach and from one another.
- Know effort isn’t enough, recognizing that, if they put in a B performance despite an A for effort, they will be thanked and respectfully swapped out for another player."
"From Family to Team" by @reedhastings https://t.co/GCVs7HujTm tweet
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Stock Analysis Compilation
Aristotle Focus Growth on Eli Lilly $LLY US
Thesis: Eli Lilly is a leading pharmaceutical company with a strong pipeline in diabetes, oncology, and immunology, poised for growth through innovative treatments and a premium valuation supported by its successful drug portfolio.
(Extract from their Q4 letter)
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Aristotle Focus Growth on Eli Lilly $LLY US
Thesis: Eli Lilly is a leading pharmaceutical company with a strong pipeline in diabetes, oncology, and immunology, poised for growth through innovative treatments and a premium valuation supported by its successful drug portfolio.
(Extract from their Q4 letter)
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