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Quiver Quantitative
"Let's call out this corruption for what it is"
- @RepDeluzio https://t.co/iy6JylWDix
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"Let's call out this corruption for what it is"
- @RepDeluzio https://t.co/iy6JylWDix
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Dimitry Nakhla | Babylon Capital®
Want to improve as an investor?
Here’s a simple trick:
Relentlessly evaluate what defines a quality company and don’t compromise for “attractive valuations.”
Predictability.
While $UNH appeared cheap, you can’t say it’s a better co than $V $MA $ICE $SPGI etc. so why bother?
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Want to improve as an investor?
Here’s a simple trick:
Relentlessly evaluate what defines a quality company and don’t compromise for “attractive valuations.”
Predictability.
While $UNH appeared cheap, you can’t say it’s a better co than $V $MA $ICE $SPGI etc. so why bother?
tweet
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Capital Employed
42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
tweet
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Wall St Engine
UnitedHealth $UNH says it hasn’t been notified by the DOJ about any criminal probe and calls WSJ’s reporting “deeply irresponsible.” The company strongly defends its Medicare Advantage program, adding that the article offers no clarity on alleged charges & cites unnamed sources https://t.co/uTGyu1qum4
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UnitedHealth $UNH says it hasn’t been notified by the DOJ about any criminal probe and calls WSJ’s reporting “deeply irresponsible.” The company strongly defends its Medicare Advantage program, adding that the article offers no clarity on alleged charges & cites unnamed sources https://t.co/uTGyu1qum4
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Hidden Value Gems
Good numbers by $WOSG.L with H2 FY25 Revenue +12% (+19% in the US, +6% in the UK). However, they dont disclosre like-for-like sales which is quite impotant given that they are opening quite a few new stores.
Fwd P/E - 9.5x. https://t.co/HLixXY7NCC
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Good numbers by $WOSG.L with H2 FY25 Revenue +12% (+19% in the US, +6% in the UK). However, they dont disclosre like-for-like sales which is quite impotant given that they are opening quite a few new stores.
Fwd P/E - 9.5x. https://t.co/HLixXY7NCC
tweet
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Hidden Value Gems
Some further details by Buffett on what made him decide to step down.
"I will be useful here if there’s a panic in the market because I don’t get fearful when things go down in price or everybody else gets scared. And that really isn’t a function of age.”
Abel is the same way, Buffett said.
#brk2025
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Some further details by Buffett on what made him decide to step down.
"I will be useful here if there’s a panic in the market because I don’t get fearful when things go down in price or everybody else gets scared. And that really isn’t a function of age.”
Abel is the same way, Buffett said.
#brk2025
tweet
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Wall St Engine
Trump said he spoke with $AAPL CEO Tim Cook, thanked him for investing in the U.S., and told him there’s no need to build factories in India unless it’s to serve that market specifically. 'You can, but only to take care of India. I want you building here,' he told Cook. https://t.co/QuWr1KbujQ
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Trump said he spoke with $AAPL CEO Tim Cook, thanked him for investing in the U.S., and told him there’s no need to build factories in India unless it’s to serve that market specifically. 'You can, but only to take care of India. I want you building here,' he told Cook. https://t.co/QuWr1KbujQ
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