Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $MELI ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 45.35x โข1-Year Mean: 47.96x As you can see, $MELI appears to be trading near fair value Going forward, investors can receive ~6% MORE inโฆ
๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Wall St Engine
$HSBC is cutting about 10% of its workforce in Franceโ348 jobsโthrough a voluntary redundancy plan. Itโs part of CEO Georges Elhederyโs push to cut $1.8B in costs by 2026. After selling its retail and insurance units, the bank is continuing to pull back from slower-growth markets
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$HSBC is cutting about 10% of its workforce in Franceโ348 jobsโthrough a voluntary redundancy plan. Itโs part of CEO Georges Elhederyโs push to cut $1.8B in costs by 2026. After selling its retail and insurance units, the bank is continuing to pull back from slower-growth markets
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Offshore
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โ Investing visuals
$MSFT is the worldโs most valuable company.
If you had invested $10K in $MSFT 10 years ago, it would be worth $109K today.
Which company do you think will be the most valuable 10 years from now? https://t.co/utRcyrRJOA
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$MSFT is the worldโs most valuable company.
If you had invested $10K in $MSFT 10 years ago, it would be worth $109K today.
Which company do you think will be the most valuable 10 years from now? https://t.co/utRcyrRJOA
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Offshore
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โ Quiver Quantitative
Nancy Pelosi is up $8M in the stock market so far this week, per our estimates.
We estimate that she is now worth $262M. https://t.co/A0cHGMyzCW
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Nancy Pelosi is up $8M in the stock market so far this week, per our estimates.
We estimate that she is now worth $262M. https://t.co/A0cHGMyzCW
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Offshore
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โ Quiver Quantitative
BREAKING: Ray Dalio's Bridgewater Associates just filed a portfolio update.
The hedge fund opened a ~$318M position in gold, $GLD.
Full holdings up on Quiver. https://t.co/1fH4D8R9dJ
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BREAKING: Ray Dalio's Bridgewater Associates just filed a portfolio update.
The hedge fund opened a ~$318M position in gold, $GLD.
Full holdings up on Quiver. https://t.co/1fH4D8R9dJ
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Offshore
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โ App Economy Insights
RT @EconomyApp: $NU Nubank Q1 FY25:
โข Customers +19% Y/Y to 119M.
โข Deposits +48% Y/Y FXN to $31.6B.
โข Revenue +40% Y/Y FXN to $3.2B.
โข Revenue +19% Y/Y reported.
โข Net income +47% Y/Y to $557M. https://t.co/bL7ZsKsAI4
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RT @EconomyApp: $NU Nubank Q1 FY25:
โข Customers +19% Y/Y to 119M.
โข Deposits +48% Y/Y FXN to $31.6B.
โข Revenue +40% Y/Y FXN to $3.2B.
โข Revenue +19% Y/Y reported.
โข Net income +47% Y/Y to $557M. https://t.co/bL7ZsKsAI4
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Offshore
Video
โ The All-In Podcast
J-Cal: USA Must Restore the Venture Flywheel ๐บ๐ธ๐ฐ
With M&A and IPOs down significantly over the last four years, the besties discussed the importance of fixing a broken exits market.
@Jason:
"Japan, Australia, Singapore... they all want to recreate what we have here."
"What we've created here in Silicon Valley and in America is these diasporas that start when a company like Google goes public, and then those people go create Facebook or go work at Facebook like Sheryl Sandberg did."
"And they accelerate the growth there. And then those people become angel investors. They become LPs."
"This incredible flywheel was cooking. I mean, it was so smooth."
"And now we've literally stuck a stick in it."
@plaffont:
"On top of that, when these people die, most of them gave all their money away to foundations."
"Which is something very different between the US and Europe."
"In America, these people build companies, create new companies, invest in new companies, coach new companies, mentor new companies."
"And when they die, all that money goes to foundations that continue to promote and do some of the work that governments would do."
"Finally, how great is it that some foundations are competing with the government to decide what needs to be done?"
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J-Cal: USA Must Restore the Venture Flywheel ๐บ๐ธ๐ฐ
With M&A and IPOs down significantly over the last four years, the besties discussed the importance of fixing a broken exits market.
@Jason:
"Japan, Australia, Singapore... they all want to recreate what we have here."
"What we've created here in Silicon Valley and in America is these diasporas that start when a company like Google goes public, and then those people go create Facebook or go work at Facebook like Sheryl Sandberg did."
"And they accelerate the growth there. And then those people become angel investors. They become LPs."
"This incredible flywheel was cooking. I mean, it was so smooth."
"And now we've literally stuck a stick in it."
@plaffont:
"On top of that, when these people die, most of them gave all their money away to foundations."
"Which is something very different between the US and Europe."
"In America, these people build companies, create new companies, invest in new companies, coach new companies, mentor new companies."
"And when they die, all that money goes to foundations that continue to promote and do some of the work that governments would do."
"Finally, how great is it that some foundations are competing with the government to decide what needs to be done?"
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