Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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RT @DimitryNakhla: 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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Offshore
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RT @wallstengine: OpenAI made its Super Bowl debut with a $14 million ad for ChatGPT. https://t.co/NbUhaPNP4t
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RT @wallstengine: OpenAI made its Super Bowl debut with a $14 million ad for ChatGPT. https://t.co/NbUhaPNP4t
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Offshore
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Finding Compounders
Li Lu has held a single company’s stock for over 22 years
During this period , the stock has dropped more than 50% up to 6 times !
“Only then is your circle of competence truly tested “ https://t.co/Qshzn309JJ
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Li Lu has held a single company’s stock for over 22 years
During this period , the stock has dropped more than 50% up to 6 times !
“Only then is your circle of competence truly tested “ https://t.co/Qshzn309JJ
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Offshore
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Hidden Value Gems
After seeing Berkshire building a 35% stake, I decided to take a closer look at $SIRI.
🧵👇
✅Surprisingly, its monthly subscriber churn rate is just 1.6%, lower than 2%+ at Netflix or 4-5% at Spotify. An average subscriber stays with Sirius XM for 62.5 months vs 43 months at Netflix and 25 months at Spotify.
1/7
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After seeing Berkshire building a 35% stake, I decided to take a closer look at $SIRI.
🧵👇
✅Surprisingly, its monthly subscriber churn rate is just 1.6%, lower than 2%+ at Netflix or 4-5% at Spotify. An average subscriber stays with Sirius XM for 62.5 months vs 43 months at Netflix and 25 months at Spotify.
1/7
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Offshore
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Dimitry Nakhla | Babylon Capital®
S&P Global $SPGI Q4 2024 Report 🗓️
✅ Revenue: $3.59B vs $3.50B (est)
✅ Adjusted EPS: $3.77 vs $3.47 (est)
⬆️ FY 2025 Adjusted EPS Guidance Raised to $17.00 - $17.25 vs $16.92 (est)
💸 FY 24’ ratings revenue increased +31% from $3.33B to $4.37B https://t.co/Wge6ChlehS
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S&P Global $SPGI Q4 2024 Report 🗓️
✅ Revenue: $3.59B vs $3.50B (est)
✅ Adjusted EPS: $3.77 vs $3.47 (est)
⬆️ FY 2025 Adjusted EPS Guidance Raised to $17.00 - $17.25 vs $16.92 (est)
💸 FY 24’ ratings revenue increased +31% from $3.33B to $4.37B https://t.co/Wge6ChlehS
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