Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: 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 valueโฆ
๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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Offshore
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โ The Investing for Beginners Podcast
Looks like $MCD and $SBUX have still got it.
$MCD 10-yr earnings CAGR = 3.85%
Shares outstanding 10-yr reduction = 3.23%
$SBUX 10-yr earnings CAGR = 87%
Shares outstanding 10-yr reduction = 2.83% https://t.co/vYhloEzJ6u
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Looks like $MCD and $SBUX have still got it.
$MCD 10-yr earnings CAGR = 3.85%
Shares outstanding 10-yr reduction = 3.23%
$SBUX 10-yr earnings CAGR = 87%
Shares outstanding 10-yr reduction = 2.83% https://t.co/vYhloEzJ6u
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Offshore
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โ Quiver Quantitative
Representative David Min has proposed legislation to repeal the DOGE executive order: https://t.co/Ookqz2n7BT
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Representative David Min has proposed legislation to repeal the DOGE executive order: https://t.co/Ookqz2n7BT
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Offshore
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โ Alvin
Xiaomi Buds 5 Pro
Wi-Fi Edition
They transmit audio through Wi-Fi Direct with a high transmission rate and better interference ability than the regular Bluetooth version. https://t.co/CEa4qNv9w9
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Xiaomi Buds 5 Pro
Wi-Fi Edition
They transmit audio through Wi-Fi Direct with a high transmission rate and better interference ability than the regular Bluetooth version. https://t.co/CEa4qNv9w9
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Offshore
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โ Hidden Value Gems
RT @HiddenValueGems: Good news on #Exor
Selling 4% in $RACE for โฌ1B buyback and a new acquisition.
Makes a lot of sense! https://t.co/WYW9FTOKmj
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RT @HiddenValueGems: Good news on #Exor
Selling 4% in $RACE for โฌ1B buyback and a new acquisition.
Makes a lot of sense! https://t.co/WYW9FTOKmj
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Offshore
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โ App Economy Insights
RT @EconomyApp: $CRM Salesforce Q4 FY25 (January quarter):
โข Current RPO +11% Y/Y to $63B.
โข Revenue +8% Y/Y to $10B ($50M miss).
โข Operating margin 18% (+1pp Y/Y).
โข Non-GAAP EPS $2.78 ($0.17 beat).
FY26 guidance:
โข Revenue +7-8% to ~$40.7B ($0.7B miss).
โข Operating margin 22%. https://t.co/mYRpPS1ltj
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RT @EconomyApp: $CRM Salesforce Q4 FY25 (January quarter):
โข Current RPO +11% Y/Y to $63B.
โข Revenue +8% Y/Y to $10B ($50M miss).
โข Operating margin 18% (+1pp Y/Y).
โข Non-GAAP EPS $2.78 ($0.17 beat).
FY26 guidance:
โข Revenue +7-8% to ~$40.7B ($0.7B miss).
โข Operating margin 22%. https://t.co/mYRpPS1ltj
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