Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $INTU ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 28.74x โข10-Year Mean: 33.55x โขNTM FCF Yield: 3.60% โข10-Year Mean: 3.68% As you can see, $INTU appears to be trading somewhere below fair value & near fair valueโฆ
๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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Offshore
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Offshore
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โ Alvin
Xiaomi 15 Ultra's Photography Kit looks so cool with those red accents. ๐ฅ https://t.co/x4dU4nHhy3
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Xiaomi 15 Ultra's Photography Kit looks so cool with those red accents. ๐ฅ https://t.co/x4dU4nHhy3
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Offshore
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โ Investing visuals
$TTD stock is nearly cut in half over the past two months but is still up +372% over the past 5 years.
I added significantly to my $TTD position recently. Some more details in the comments๐ https://t.co/R3qF0Q821v
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$TTD stock is nearly cut in half over the past two months but is still up +372% over the past 5 years.
I added significantly to my $TTD position recently. Some more details in the comments๐ https://t.co/R3qF0Q821v
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โ Quiver Quantitative
Representative Maxwell Frost just got kicked out of the House Oversight meeting for these remarks: https://t.co/aRYIZAUhfa
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Representative Maxwell Frost just got kicked out of the House Oversight meeting for these remarks: https://t.co/aRYIZAUhfa
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โ Investing visuals
It's a tie! Guess I'll have to do both $AMZN VS $MELI and $NVDA VS $AMD ๐คญ
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It's a tie! Guess I'll have to do both $AMZN VS $MELI and $NVDA VS $AMD ๐คญ
I'm currently working on a business battle between $GRAB VS $UBER. Which would you like to see next? ๐ณ๏ธ๐
- $AMZN VS $MELI
- $PLTR VS $SNOW
- $V VS $MA
- $NVDA VS $AMD tweet
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โ Dimitry Nakhla | Babylon Capitalยฎ
Intuit $INTU Q2 2025 Report ๐๏ธ
โขRev: $3.96B (+17% YoY) โ vs. $3.83B est
โขEPS: $3.32 (+26% YoY) โ vs. $2.58 est https://t.co/qMlpYQX8Cw
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Intuit $INTU Q2 2025 Report ๐๏ธ
โขRev: $3.96B (+17% YoY) โ vs. $3.83B est
โขEPS: $3.32 (+26% YoY) โ vs. $2.58 est https://t.co/qMlpYQX8Cw
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AkhenOsiris
RT @mdsmaldon: Software - Reasons to remain optimistic ๐
'25 IT spending up 5.3% y/y, highest since 2022.
AI budgets rise 18.7% on average, with over half of IT leaders saying AIโs value exceeds its cost, boosting enterprise adoption.
73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.
More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.
Lower AI costs spur investmentโ68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.
Cloud spending expectations have grown since the last survey, with more organizations planning increases.
IGV has risen 74% of the time 30 days after a 5-day losing streak.
Past performance doesnโt guarantee future results, and Iโm bad at picking stocks or timing. But if youโre interested, letโs discussโETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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RT @mdsmaldon: Software - Reasons to remain optimistic ๐
'25 IT spending up 5.3% y/y, highest since 2022.
AI budgets rise 18.7% on average, with over half of IT leaders saying AIโs value exceeds its cost, boosting enterprise adoption.
73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.
More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.
Lower AI costs spur investmentโ68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.
Cloud spending expectations have grown since the last survey, with more organizations planning increases.
IGV has risen 74% of the time 30 days after a 5-day losing streak.
Past performance doesnโt guarantee future results, and Iโm bad at picking stocks or timing. But if youโre interested, letโs discussโETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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