Dimitry Nakhla | Babylon Capital®
Copart has $4.79B in Cash & $0 LT Debt 💵

Factoring in its cash balance, $CPRT trades for ~25.65x NTM earnings

Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders https://t.co/rvWIaAr4bZ
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Simplifying Stocks, CPA
United $UAL now offers Inflight dating via hinge

Late cycle activity https://t.co/CRa5UTXYMN
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Yellowbrick Investing
$PERR.PA

If you’re allocating around EU defence, nuclear maintenance, & critical-infra resiliency, one way to play it is to buy tier-one subcontractors who actually ship and service. Ones that show up with toolboxes, not press releases that rhyme with “moonshot” $PERR.PA fits that bill
🧵 - 😈———-(📐
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Gainify
RT @HeroDividend: Congrats to @gainify_io for crossing 10,000 followers🥳 https://t.co/wwc8g7Hebc
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Umesh
Brands can get creative with the nano-banana image-editing model.

With a ref image and text to image prompt, @Adobe Firefly Boards enables easy transformations of any logo.

Here's how 🧵

Sponsored by Adobe Firefly.
#AdobeFireflyAmbassadors #Ad #FireflyPartnerModels https://t.co/KX1y4UYjlx
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Gainify
VALUATION ALERT: $ADBE still trades at a 30% discount to the S&P 500 on a P/E basis.

What is your take on Adobe? https://t.co/6jk0N87eOp
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AlexandrIA
-- Peel the Wild --

Still obsessed with Kling 2.1 transitions 😍

Images cooked up with Seedream 4K [unlimited on Freepik!] + CapCut video Editor
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App Economy Insights
$ORCL surged 40% this week.

Oracle is now forecasting 14x infrastructure growth in the next 5 years.

Is it the new $NVDA?
Let's unpack who's buying and the risks.
https://t.co/V4euBfpTXK
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