Dimitry Nakhla | Babylon Capital®
RT @PythiaR: @AretardInvestor @DimitryNakhla SBC is $180m

If you’re using EV you need to add back & tax affect the $1.5b in net interest expense.

So you’d be looking at more like $3b of FCFF on $93b of EV.

Again, not 50 or 60x.
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Dimitry Nakhla | Babylon Capital®
“During the third quarter of fiscal 2025, $TDG repurchased 105,567 shares of its common stock at an average price per share of $1,240.91 for a total amount of approximately $131 million.

For the thirty-nine week period ended June 28, 2025, $TDG repurchased 401,036 shares of its common stock at an average price per share of $1,246.71 for a total amount of approximately $500M”

“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”

Why’s this relevant?

Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns

$TDG trades near $1,250 - Dimitry Nakhla | Babylon Capital®
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Yellowbrick Investing
Leaked comments about an executive complaining about leaks are my favorite

Bari Weiss "has complained that her comments at private CBS meetings keep turning up in media reports, asking if the company can identify the leakers, according to three people familiar with her remarks." https://t.co/3faTj037YB - Brian Stelter
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App Economy Insights
🇺🇸 New milestone for US chipmaking.

$NVDA and $TSM just celebrated the first US-made Blackwell wafer, produced at TSMC's new fab in Phoenix, Arizona.

NVIDIA CEO Jensen Huang: "After less than a year, we're now manufacturing the most advanced chips for AI here in the US."
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App Economy Insights
$NFLX Netflix reports on Tuesday.

• The company no longer reports subscribers.
• Instead, operating profit is the north star.
• Management expects ~$13.3B in FY25.

Here's the operating profit trend over the past 5 years.
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App Economy Insights
$NFLX Netflix reports on Tuesday.

• The company no longer reports subscribers.
• Instead, operating profit is the north star.
• Management expects ~$13.3B in FY25.

Here's the operating profit trend over the past 5 years. https://t.co/2jL2SLCXAc
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Umesh
Aligning the question reveals the answer standing tall!

Start frame : Midjourney
End frame : Riverflow 1 on @runware
Video : Kling AI 2.1
Upscale : @topazlabs
Music : ElevenLabs

#Riverflow #OneShot https://t.co/busLUUPnLE

Want free credits to try Riverflow and a chance to win $1000? Join the #OneShot challenge 👇

Like and reshare the quoted post and DM us to get $10 Runware credit.

For a shot at the $1000 prize:
• Generate an image with Riverflow
• Post it with #Riverflow and #OneShot

💰 Our favourite one-shot wins $1000! - Runware
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Yellowbrick Investing
$CRMT

We think America's Car-Mart $CRMT should trade at nearly $80 (vs current px of $25) and have a significant position. It seems priced for distress even though credit quality is solid/improving; reminds me of "baby/bathwater" SVB days. Thread, not investment advice (1/n): - Askeladden Capital
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AkhenOsiris
$FLUT $DKNG $GENI $SRAD

Jefferies:

Data showed Kalshi volume fell 5% WoW for the week ending Oct 12 and was down 26% WoW on the Sunday, despite one additional game vs. the prior week. App data revealed a similar picture, with Kalshi app actives falling -3% for the week and -12% on Sunday. Jefferies also pointed out that app downloads continue to skew towards unregulated states.
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ToffCap
Out with TMM #75, our weekly overview of actionable event-driven and special sits 🔥🔥

A reminder that there's always plenty of free stuff in front of the paywall!!

This week:

- insiders showing the way
- upcoming deal busts (ioo)
- steady liquidations at still great r/r
- stocks with some juicy hype potential (we've been hitting quite a few home-runs on these ones)
- a lot of activist action (one of our highest alpha generating flags)
- some interesting rights issues
- 'just' some great lookin' companies
- ... and much more.

As always @ToffCap

Enjoy!
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Investing visuals
$TSM: how the backbone of AI makes money. https://t.co/FXALKQp3MJ
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Yellowbrick Investing
$CMRC

$CMRC take the $500M revenue target x 5 ev/revs multiple and that is $30+ stock. that would take the guidance at face value, and give them below average software ecommerce multiple. Split the revs target and use 4x ARR and its $18. effing outrageous set up at $4 - BoxLongs
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