Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $TMO ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 22.83x โข5-Year Mean: 24.89x โขNTM FCF Yield: 3.89% โข5-Year Mean: 3.61% As you can see, $TMO appears to be trading slightly below fair value Going forward, investorsโฆ
๏ฟฝ๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Dimitry Nakhla | Babylon Capitalยฎ
Chris Hohn | TCI Fund Management 13F Q4 24โ
Notable adds: $MSFT
Notable sales: $CNI https://t.co/5Vb5GrKgOo
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Chris Hohn | TCI Fund Management 13F Q4 24โ
Notable adds: $MSFT
Notable sales: $CNI https://t.co/5Vb5GrKgOo
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โ App Economy Insights
$AMZN Amazon is outspending everyone.
๐ฐ $100B+ in CapEx for 2025.
โ๏ธ AWS is racing to meet AI demand.
While Big Tech hands cash to investors, Amazon reinvests everything.
Letโs break it down.
https://t.co/Jo7W44tZfC
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$AMZN Amazon is outspending everyone.
๐ฐ $100B+ in CapEx for 2025.
โ๏ธ AWS is racing to meet AI demand.
While Big Tech hands cash to investors, Amazon reinvests everything.
Letโs break it down.
https://t.co/Jo7W44tZfC
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โ Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative John Larson has introduced legislation that require Elon Musk to file a public financial disclosure.
It's called the "Ending DOGE Conflicts Act"
Do you support this?
Poll below. https://t.co/hHHtInu6dl
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RT @QuiverCongress: JUST IN: Representative John Larson has introduced legislation that require Elon Musk to file a public financial disclosure.
It's called the "Ending DOGE Conflicts Act"
Do you support this?
Poll below. https://t.co/hHHtInu6dl
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โ Quiver Quantitative
Wow.
Last month, we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 183% since her trade. https://t.co/uRA4apyXeT
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Wow.
Last month, we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 183% since her trade. https://t.co/uRA4apyXeT
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โ Stock Analysis Compilation
Clearbridge Growth Strategy on AppLovin $APP US
Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in mobile app marketing and e-commerce, driven by its AI technology and controlled expenses.
(Extract from their Q4 letter) https://t.co/zafkLbHCRo
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Clearbridge Growth Strategy on AppLovin $APP US
Thesis: AppLovin is the leading mobile game and app advertising platform with strong growth potential in mobile app marketing and e-commerce, driven by its AI technology and controlled expenses.
(Extract from their Q4 letter) https://t.co/zafkLbHCRo
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โ Quiver Quantitative
Another politician has bought stock in Alibaba.
Representative Robert Bresnahan just filed purchases of up to $60K of $BABA.
The stock has risen 16% since his purchases. https://t.co/KMG1bnEMP7
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Another politician has bought stock in Alibaba.
Representative Robert Bresnahan just filed purchases of up to $60K of $BABA.
The stock has risen 16% since his purchases. https://t.co/KMG1bnEMP7
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โ Startup Archive
YC Partner Kevin Hale: Marketing is a tax you pay for not making your product remarkable
In the clip below, the YC Partner and former Wufoo founder (acquired by SurveyMonkey) is asked how founders should balance working on product with other company priorities like marketing.
He gives the following response:
โMy feeling is you having to spend money on marketing and advertising is usually a tax you pay because you havenโt made your product remarkable. Word of mouth growth is the easiest kind of growth, and itโs how a lot of the great companies grow.โ
He advises companies:
โFigure out how to have a story that people want to tell about your product where theyโre the most interesting person at the dinner table. And then that person is your sales force.โ
Video source: @ycombinator (2017)
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YC Partner Kevin Hale: Marketing is a tax you pay for not making your product remarkable
In the clip below, the YC Partner and former Wufoo founder (acquired by SurveyMonkey) is asked how founders should balance working on product with other company priorities like marketing.
He gives the following response:
โMy feeling is you having to spend money on marketing and advertising is usually a tax you pay because you havenโt made your product remarkable. Word of mouth growth is the easiest kind of growth, and itโs how a lot of the great companies grow.โ
He advises companies:
โFigure out how to have a story that people want to tell about your product where theyโre the most interesting person at the dinner table. And then that person is your sales force.โ
Video source: @ycombinator (2017)
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