⁠Dimitry Nakhla | Babylon Capital®
RT @TacticzH: @DimitryNakhla Damn your account/profile is high quality.

Great research and insights.
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⁠The Kobeissi Letter
BREAKING: President Trump would consider it a victory if the US has 50% tariffs one year from now.

It seems like 100%+ tariffs are set to be reduced, but Trump plans to have some form of long-term tariffs.
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⁠The Kobeissi Letter
BREAKING: China says it is NOT having any talks with the US and that the US should "stop creating confusion."

For the last 3 days, President Trump has said multiple times that there are ongoing daily negotiations with China.

Who's lying here?
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⁠Finding Compounders
Office Hours with Warren Buffett https://t.co/JnjwwTQvx6
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⁠App Economy Insights
$GOOG Google is moving fast.
But regulators are hitting the brakes.

☁️ Cloud margins
▶️ YouTube subscriptions
🔎 AI Mode and Search Overviews.

📊 Let's visualize the quarter. 👇
https://t.co/C7R19qNDlz
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⁠The Kobeissi Letter
BREAKING: President Trump says he spoke with China's President Xi.

He also says the US is "very close" to a trade deal with Japan.

BREAKING: China says it is NOT having any talks with the US and that the US should "stop creating confusion."

For the last 3 days, President Trump has said multiple times that there are ongoing daily negotiations with China.

Who's lying here? - The Kobeissi Letter
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⁠The Kobeissi Letter
BREAKING: President Trump just now on speaking with China, "I don't want to comment on that, but I've spoken to him many times." https://t.co/gUhU1p6X7u
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⁠Investing visuals
$GOOGL visualized 🧵👇

1/6 - How $GOOGL makes money. https://t.co/PTuvgdx4oP
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⁠Finding Compounders
RT @gainify_io: $GOOGL trades at a 10%+ DISCOUNT to the S&P on P/E, EV/EBITDA, and FCF yield.

Earnings beat ✅
Valuation lag ❌ https://t.co/vFVRuZmy32
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