Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $INTU ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ โ€ขNTM P/E Ratio: 28.74x โ€ข10-Year Mean: 33.55x โ€ขNTM FCF Yield: 3.60% โ€ข10-Year Mean: 3.68% As you can see, $INTU appears to be trading somewhere below fair valueโ€ฆ
๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ.
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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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โ Quiver Quantitative
Representative David Min has proposed legislation to repeal the DOGE executive order: https://t.co/Ookqz2n7BT
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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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โ Hidden Value Gems
RT @HiddenValueGems: Good news on #Exor

Selling 4% in $RACE for โ‚ฌ1B buyback and a new acquisition.

Makes a lot of sense! https://t.co/WYW9FTOKmj
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โ App Economy Insights
RT @EconomyApp: $CRM Salesforce Q4 FY25 (January quarter):

โ€ข Current RPO +11% Y/Y to $63B.
โ€ข Revenue +8% Y/Y to $10B ($50M miss).
โ€ข Operating margin 18% (+1pp Y/Y).
โ€ข Non-GAAP EPS $2.78 ($0.17 beat).

FY26 guidance:
โ€ข Revenue +7-8% to ~$40.7B ($0.7B miss).
โ€ข Operating margin 22%. https://t.co/mYRpPS1ltj
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โ The Investing for Beginners Podcast
Essays of Warren Buffett: https://t.co/jfU99GP3ca
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โ Quiver Quantitative
BREAKING: Representative Sam Liccardo is introducing a bill to ban politicians from sponsoring meme coins.

It's called the "MEME Act".
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