Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Every past market decline looks like an opportunity, every future decline looks like a risk.”
— Morgan Housel 🗣️
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RT @DimitryNakhla: “Every past market decline looks like an opportunity, every future decline looks like a risk.”
— Morgan Housel 🗣️
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Offshore
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The All-In Podcast
We’re bringing All-In Live to Miami on May 3 during F1 weekend!
🎙️ Join the Besties LIVE on stage at the legendary Fontainebleau Miami,
🎉 Followed by an exclusive Sunset Party & Networking Event.
🎟️ All-Inclusive tickets are on sale now and moving fast. Secure your spot:
👉 https://t.co/H7pBKFOI2h
#AllInLive #AllInPodcast #MiamiTech #Business #Investing #PodcastLive #F1Miami
tweet
We’re bringing All-In Live to Miami on May 3 during F1 weekend!
🎙️ Join the Besties LIVE on stage at the legendary Fontainebleau Miami,
🎉 Followed by an exclusive Sunset Party & Networking Event.
🎟️ All-Inclusive tickets are on sale now and moving fast. Secure your spot:
👉 https://t.co/H7pBKFOI2h
#AllInLive #AllInPodcast #MiamiTech #Business #Investing #PodcastLive #F1Miami
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Offshore
Photo
The Investing for Beginners Podcast
Why is free cash flow important?
Free cash flow is the lifeblood of every company.
Learn if the company is burning or generating cash. https://t.co/33K5fx9UoK
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Why is free cash flow important?
Free cash flow is the lifeblood of every company.
Learn if the company is burning or generating cash. https://t.co/33K5fx9UoK
tweet
Offshore
Video
The All-In Podcast
David Friedberg Predicts Trump's Master Plan
On E218, the besties debated Trump's economic strategy, and what his endgame could be.
@friedberg's most optimistic theory: the three-legged stool
leg 1) tariffs
-- encourages on-shoring of manufacturing
-- increases supply chain security
-- increases demand for domestic workforce
leg 2) reduced income taxes
-- unleashes capital into the private sector
-- potential pivot from income-based to consumption-based taxation
leg 3) reduced government spend
-- slashing govt workforce frees up labor for private sector
-- offsets inflation from tariffs
tweet
David Friedberg Predicts Trump's Master Plan
On E218, the besties debated Trump's economic strategy, and what his endgame could be.
@friedberg's most optimistic theory: the three-legged stool
leg 1) tariffs
-- encourages on-shoring of manufacturing
-- increases supply chain security
-- increases demand for domestic workforce
leg 2) reduced income taxes
-- unleashes capital into the private sector
-- potential pivot from income-based to consumption-based taxation
leg 3) reduced government spend
-- slashing govt workforce frees up labor for private sector
-- offsets inflation from tariffs
tweet
Offshore
Photo
App Economy Insights
$META Meta is testing its own AI training chip.
Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.
If the test is successful, Meta may scale production. https://t.co/SynhycrSQo
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$META Meta is testing its own AI training chip.
Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.
If the test is successful, Meta may scale production. https://t.co/SynhycrSQo
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Offshore
Photo
The Investing for Beginners Podcast
$NFLX is the perfect illustration of:
• Great CEO
• Smart, timely acquisitions
• Product innovation and iteration
h/t @Quartr_App for the great graphic https://t.co/UuMED0MePc
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$NFLX is the perfect illustration of:
• Great CEO
• Smart, timely acquisitions
• Product innovation and iteration
h/t @Quartr_App for the great graphic https://t.co/UuMED0MePc
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Offshore
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Stock Analysis Compilation
Alger Mid Cap Focus Fund on Heico $HEI US
Thesis: Heico is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
(Extract from their Q4 letter)
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Alger Mid Cap Focus Fund on Heico $HEI US
Thesis: Heico is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
(Extract from their Q4 letter)
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Offshore
Photo
Finding Compounders
The Key to Successful Investing by Giverny Capital
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/I5J712uHgk
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The Key to Successful Investing by Giverny Capital
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/I5J712uHgk
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