Offshore
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Dimitry Nakhla | Babylon Capital®
Peter Lynch said in a 1990 Barron’s interview:
“A company growing at 20% with a P/E of 40x isn’t cheap, but it’s not crazy if it can keep up.”
Here are 10 exceptional stocks currently trading with a PEG below 2.00 🧵 https://t.co/OXn0Wtm68Q
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Peter Lynch said in a 1990 Barron’s interview:
“A company growing at 20% with a P/E of 40x isn’t cheap, but it’s not crazy if it can keep up.”
Here are 10 exceptional stocks currently trading with a PEG below 2.00 🧵 https://t.co/OXn0Wtm68Q
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Offshore
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The Kobeissi Letter
BREAKING: President Trump has cut off intelligence-sharing with Ukraine in a move that could seriously hamper the Ukrainian military’s ability to target Russian forces, per FT. https://t.co/MP1QSdO3Kk
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BREAKING: President Trump has cut off intelligence-sharing with Ukraine in a move that could seriously hamper the Ukrainian military’s ability to target Russian forces, per FT. https://t.co/MP1QSdO3Kk
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Offshore
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Alvin
"Brand value matters. Not some funny name iQOO"
"I am not against iQOO"
Literally what are you talking about 💀 https://t.co/EQtmD88PyG
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"Brand value matters. Not some funny name iQOO"
"I am not against iQOO"
Literally what are you talking about 💀 https://t.co/EQtmD88PyG
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Offshore
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Finding Compounders
These are the rejection emails Brian Chesky got from investors when pitching Airbnb https://t.co/73nArNt36o
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These are the rejection emails Brian Chesky got from investors when pitching Airbnb https://t.co/73nArNt36o
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Offshore
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The Investing for Beginners Podcast
Peter Lynch on avoiding slow growers:
h/t @finchat_io https://t.co/C5V8v347z4
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Peter Lynch on avoiding slow growers:
h/t @finchat_io https://t.co/C5V8v347z4
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Offshore
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The Kobeissi Letter
BREAKING: Global debt rose by ~$7 trillion in 2024, to a year-end record of $318 trillion.
Emerging markets accounted for ~65% of this growth, driven by China, India, Saudi Arabia, and Turkey.
Over the last 2.5 years, global debt has soared by a whopping ~$30 trillion.
The global Debt-to-GDP ratio also increased by 1.5 percentage points to 328%.
This marks the first jump in the ratio since the 2020 pandemic.
Deficit spending is becoming a global issue.
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BREAKING: Global debt rose by ~$7 trillion in 2024, to a year-end record of $318 trillion.
Emerging markets accounted for ~65% of this growth, driven by China, India, Saudi Arabia, and Turkey.
Over the last 2.5 years, global debt has soared by a whopping ~$30 trillion.
The global Debt-to-GDP ratio also increased by 1.5 percentage points to 328%.
This marks the first jump in the ratio since the 2020 pandemic.
Deficit spending is becoming a global issue.
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Offshore
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Stock Analysis Compilation
Hayden Capital on Sea $SE US
Thesis: Shopee is transforming into a logistics powerhouse with a ~$1.6BN investment in Shopee Express, achieving a ~14% ROI that could rise to ~24% as order volume increases, establishing a strong competitive advantage over rivals.
(Extract from their Q4 letter)
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Hayden Capital on Sea $SE US
Thesis: Shopee is transforming into a logistics powerhouse with a ~$1.6BN investment in Shopee Express, achieving a ~14% ROI that could rise to ~24% as order volume increases, establishing a strong competitive advantage over rivals.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The President of $CWH has just reported purchasing $100k of the company's stock.
This is the first insider purchase we have seen at the company in almost 3 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The President of $CWH has just reported purchasing $100k of the company's stock.
This is the first insider purchase we have seen at the company in almost 3 years.
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