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Dimitry Nakhla | Babylon Capital®
Warren Buffett famously said:
“Be FEARFUL when others are greedy, and be GREEDY when others are fearful”
Here are 10 high-quality stocks trading near their LOWEST valuation MULTIPLE in the past 5 YEARS 🧵 https://t.co/dJPulp05OO
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Warren Buffett famously said:
“Be FEARFUL when others are greedy, and be GREEDY when others are fearful”
Here are 10 high-quality stocks trading near their LOWEST valuation MULTIPLE in the past 5 YEARS 🧵 https://t.co/dJPulp05OO
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The Kobeissi Letter
BREAKING: Odds of a US recession in 2025 have surged to 43% as the trade war escalates.
This marks the highest chance of a recession since November 17th, per @Kalshi. https://t.co/82jxzPS5dk
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BREAKING: Odds of a US recession in 2025 have surged to 43% as the trade war escalates.
This marks the highest chance of a recession since November 17th, per @Kalshi. https://t.co/82jxzPS5dk
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App Economy Insights
🎬 Streaming Subs Leaderboard
Q4 2024 gains:
• Netflix: +19M → 302M. $NFLX
• Disney+: Flat → 125M. $DIS
• Max: +6M → 117M. $WBD
• Paramount+: +6M → 78M. $PARA
• Hulu: +2M → 54M. $DIS
• Peacock: Flat → 36M. $CMCSA
The battle below Netflix is heating up. 👀 https://t.co/8y9rXzxVRW
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🎬 Streaming Subs Leaderboard
Q4 2024 gains:
• Netflix: +19M → 302M. $NFLX
• Disney+: Flat → 125M. $DIS
• Max: +6M → 117M. $WBD
• Paramount+: +6M → 78M. $PARA
• Hulu: +2M → 54M. $DIS
• Peacock: Flat → 36M. $CMCSA
The battle below Netflix is heating up. 👀 https://t.co/8y9rXzxVRW
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The Kobeissi Letter
BREAKING: President Trump says that when Canada places tariffs on the US, he will "immediately increase" US tariffs by a like amount. https://t.co/4VA5cUgYP3
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BREAKING: President Trump says that when Canada places tariffs on the US, he will "immediately increase" US tariffs by a like amount. https://t.co/4VA5cUgYP3
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Finding Compounders
David Einhorn’s Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/EbN0XR4LCr
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David Einhorn’s Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/EbN0XR4LCr
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The Kobeissi Letter
BREAKING: The S&P 500 reclaims 5,800 in a +70 point reversal over the last 2 hours.
Can it finish green? https://t.co/QXNg1kL8dV
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BREAKING: The S&P 500 reclaims 5,800 in a +70 point reversal over the last 2 hours.
Can it finish green? https://t.co/QXNg1kL8dV
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Investing visuals
The VIX index is a great indicator to judge whether it is a good time to buy👌 https://t.co/JysrJVBzTq
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The VIX index is a great indicator to judge whether it is a good time to buy👌 https://t.co/JysrJVBzTq
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Stock Analysis Compilation
Baron Opportunity Fund on LPL Financial Holdings Inc. $LPLA US
Thesis: LPL Financial Holdings Inc. is a leading independent broker-dealer in the U.S., capitalizing on the growing demand for financial advice and shifting preferences among advisors towards independent models, supported by advanced technology and operational flexibility.
(Extract from their Q4 letter)
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Baron Opportunity Fund on LPL Financial Holdings Inc. $LPLA US
Thesis: LPL Financial Holdings Inc. is a leading independent broker-dealer in the U.S., capitalizing on the growing demand for financial advice and shifting preferences among advisors towards independent models, supported by advanced technology and operational flexibility.
(Extract from their Q4 letter)
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