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Dimitry Nakhla | Babylon Capital® RT @DimitryNakhla: A quality valuation analysis on $INTU 🧘🏽♂️ •NTM P/E Ratio: 29.70x •10-Year Mean: 33.57x •NTM FCF Yield: 3.49% •10-Year Mean: 3.68% As you can see, $INTU appears to be trading somewhere below fair value…
𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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Startup Archive
RT @twistartups: Palmer thinks hardcore hobbyists make the best employees, because they'd already be obsessing about the subject and the product. Do you agree? Is it possible to get really good at your job if you didn't already LOVE that field to begin with? https://t.co/UoXWbd21ML
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RT @twistartups: Palmer thinks hardcore hobbyists make the best employees, because they'd already be obsessing about the subject and the product. Do you agree? Is it possible to get really good at your job if you didn't already LOVE that field to begin with? https://t.co/UoXWbd21ML
Palmer Luckey on what he looks for when hiring people at Anduril
“The most important advice that I can give people is to work on projects that you care about. Don’t look to school — whether it’s college or the state-mandated educational system. Don’t look to them to tell you, ‘Here’s what electronics projects you should be working on.’”
There’s two reasons Palmer gives aspiring young innovators this advice:
“Schools are often years (sometimes decades) behind what industry and hobbyists are actually doing.”
“When you’re working on something that you’re only doing for yourself, you’re going to make way better decisions in what you teach yourself and how you do things.”
In fact, this is also what he looks for when hiring people at Anduril:
“When I hire people at Anduril, I look for people who have done projects that were outside of what their work paid them to do or what their school made them do because that means they’re the type of person who is willing to work on things with their own money and their own time because they want to bring something to this world that wouldn’t have existed otherwise.”
Palmer continues:
“That’s what drive you to learn the most. That’s what drives you to have the right attitude around all this stuff.”
Video source: @ShawnRyan762 (2025) tweet
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Ahmad Jivraj
Some great podcast episodes listed here
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Some great podcast episodes listed here
I’m a little late but time for some of my favorite podcasts from 2024. Starting it off was my favorite pod of the year. The @ShaneAParrish interview with Chris Davis. Loved this one. https://t.co/bJyqGkhFxV tweet
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Finding Compounders
Do stocks provide a sufficient hedge against inflation ? https://t.co/UdqeLDbTtu
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Do stocks provide a sufficient hedge against inflation ? https://t.co/UdqeLDbTtu
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Offshore
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Finding Compounders
Phil Carret’s write up on American Maize Products
Notice how great investors pitch their investments so well in just one page instead of Wallstreet’s 38 page write ups . https://t.co/F1QWwDRZf9
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Phil Carret’s write up on American Maize Products
Notice how great investors pitch their investments so well in just one page instead of Wallstreet’s 38 page write ups . https://t.co/F1QWwDRZf9
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Startup Archive
Palmer Luckey explains why science fiction is a great place to look for ideas
“One of the things that I’ve realized in my career is that nothing I ever come up with will be new. I’ve literally never come up with an idea that a science fiction author has not come up with before.”
Palmer continues:
“It makes sense. There’s a lot of [science fiction authors]. They’ve been around for a long time. And they don’t have to make things. And they don’t have to wait for the right moment. I started Oculus at just the right moment for it to succeed. But a science fiction author doesn’t have to wait for something to be possible to think about it and to write about it and for people to be excited about the idea. And so every time I’ve come up with something, I’ve been able to find — usually many, sometimes one — science fiction pieces addressing literally exactly that idea by some guy who just thought about it like 50 years ago.”
He gives a few examples:
“Some of the stuff that I’m building today, for example, in the AR/VR space around augmenting the vision of soldiers — these are ideas that are from 1959 Starship Troopers novels. These are old ideas that have only recently become technologically feasible. The idea of autonomous fighter jets, that’s been around for about 100 years… people have been thinking about this since computers were programmed with punchcards.”
So if you’re having a hard time thinking of startup ideas, try reading science fiction.
Video source: @ShawnRyan762 (2025)
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Palmer Luckey explains why science fiction is a great place to look for ideas
“One of the things that I’ve realized in my career is that nothing I ever come up with will be new. I’ve literally never come up with an idea that a science fiction author has not come up with before.”
Palmer continues:
“It makes sense. There’s a lot of [science fiction authors]. They’ve been around for a long time. And they don’t have to make things. And they don’t have to wait for the right moment. I started Oculus at just the right moment for it to succeed. But a science fiction author doesn’t have to wait for something to be possible to think about it and to write about it and for people to be excited about the idea. And so every time I’ve come up with something, I’ve been able to find — usually many, sometimes one — science fiction pieces addressing literally exactly that idea by some guy who just thought about it like 50 years ago.”
He gives a few examples:
“Some of the stuff that I’m building today, for example, in the AR/VR space around augmenting the vision of soldiers — these are ideas that are from 1959 Starship Troopers novels. These are old ideas that have only recently become technologically feasible. The idea of autonomous fighter jets, that’s been around for about 100 years… people have been thinking about this since computers were programmed with punchcards.”
So if you’re having a hard time thinking of startup ideas, try reading science fiction.
Video source: @ShawnRyan762 (2025)
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Dimitry Nakhla | Babylon Capital®
15 Stocks <$50b20% Annually Over the Last 5 Years | ROIC 5-Year Average 💵
💤 ResMed $RMD | 23%
🧃 Monster Beverage $MNST | 27%
🧾 Paycom $PAYC | 28%
🤖 Qualys $QLYS | 32%
🌐 MSCI Inc $MSCI | 33%
☁️ NetApp $NTAP | 33%
🚛 Old Dominion $ODFL | 34%
🩳 Lululemon $LULU | 37%
🏢 NVR Inc $NVR | 38%
🏦 Fair Isaac $FICO | 44%
⚖️ Mettler-Toledo $MTD | 50%
🐶 IDEXX Labs $IDXX | 55%
📊 Manhattan Assoc $MANH | 60%
⏫ Otis Worldwide $OTIS | 61%
🍕 Domino’s Pizza $DPZ | 70%
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15 Stocks <$50b20% Annually Over the Last 5 Years | ROIC 5-Year Average 💵
💤 ResMed $RMD | 23%
🧃 Monster Beverage $MNST | 27%
🧾 Paycom $PAYC | 28%
🤖 Qualys $QLYS | 32%
🌐 MSCI Inc $MSCI | 33%
☁️ NetApp $NTAP | 33%
🚛 Old Dominion $ODFL | 34%
🩳 Lululemon $LULU | 37%
🏢 NVR Inc $NVR | 38%
🏦 Fair Isaac $FICO | 44%
⚖️ Mettler-Toledo $MTD | 50%
🐶 IDEXX Labs $IDXX | 55%
📊 Manhattan Assoc $MANH | 60%
⏫ Otis Worldwide $OTIS | 61%
🍕 Domino’s Pizza $DPZ | 70%
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Capital Employed
A fresh batch of quarterly letters added over the weekend.
116 in total. A treasure trove of ideas and insights…. 👇
https://t.co/Dndl7wceHc https://t.co/S3awNwFpcA
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A fresh batch of quarterly letters added over the weekend.
116 in total. A treasure trove of ideas and insights…. 👇
https://t.co/Dndl7wceHc https://t.co/S3awNwFpcA
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