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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: 15 Quality Stocks With >40% Incremental Operating Margins (LTM) ๐ธ
In other words: every $1.00 in ๐๐๐ฐ ๐๐๐ฏ๐๐ง๐ฎ๐ in LTM turned into >$0.40 in ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ซ๐จ๐๐ข๐ญ
1. $GE 43%
2. $NFLX 47%
3. $LRCX 49%
4. $NVDA 53%
5. $ASML 53%
6. $MCO 55%
7. $MSFT 58%
8. $META 59%
9. $TSM 65%
10. $MA 66%
11. $MU 69%
12. $HWM 69%
13. $FICO 70%
14. $TDG 71%
15. $SPGI 76%
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RT @DimitryNakhla: 15 Quality Stocks With >40% Incremental Operating Margins (LTM) ๐ธ
In other words: every $1.00 in ๐๐๐ฐ ๐๐๐ฏ๐๐ง๐ฎ๐ in LTM turned into >$0.40 in ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ซ๐จ๐๐ข๐ญ
1. $GE 43%
2. $NFLX 47%
3. $LRCX 49%
4. $NVDA 53%
5. $ASML 53%
6. $MCO 55%
7. $MSFT 58%
8. $META 59%
9. $TSM 65%
10. $MA 66%
11. $MU 69%
12. $HWM 69%
13. $FICO 70%
14. $TDG 71%
15. $SPGI 76%
Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a companyโs moat & pricing power๐ธ
Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.
Hereโs how to calculate it:
Pick two periods (Year 1 โ Year 2)
Year 1 Revenue: $10B
Year 2 Revenue: $12B
ฮ ๐๐ก๐๐ง๐ ๐: $๐๐
Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
ฮ ๐๐ก๐๐ง๐ ๐: $๐๐
๐๐ง๐๐ซ๐๐ฆ๐๐ง๐ญ๐๐ฅ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐๐ซ๐ ๐ข๐ง = ฮ ๐๐ฉ๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ง๐๐จ๐ฆ๐ / ฮ ๐๐๐ฏ๐๐ง๐ฎ๐
So: $1B / $2B = 50%
๐๐ฆ๐ข๐ฏ๐ช๐ฏ๐จ: 50 cents of every new $1 of revenue fell to operating profit.
___
Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage โ the traits that allow a great business to compound faster as it scales. Itโs one of the cleanest ways to see whether a companyโs moat is strengthening & efficiently scaling.
Iโve included 4 high-quality stocks with their incremental operating margins since 2021 for further example ๐๐ฝ
$FICO $MSFT $MA $NFLX tweet
Offshore
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God of Prompt
you can literally run 700 clawdbots for a month
for the price of one mac mini
just get a virtual machine from https://t.co/3Ndpc5fviN https://t.co/SCA2jMcRAQ
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you can literally run 700 clawdbots for a month
for the price of one mac mini
just get a virtual machine from https://t.co/3Ndpc5fviN https://t.co/SCA2jMcRAQ
https://t.co/unM855Crkr tweet
Offshore
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God of Prompt
RT @prompt_copilot: it's not sexy.
Prompt Copilot is basically plumbing. the boring layer between your brain and better AI outputs.
saves your context. sharpens your prompts. works across ChatGPT, Gemini, Perplexity.
no pitch about changing the game. no "revolutionizing" anything.
just fewer minutes wasted re-explaining yourself to a chatbot.
100+ people found it useful. maybe you will too.
try it free ๐ https://t.co/4Nj7zdQzLW
tweet
RT @prompt_copilot: it's not sexy.
Prompt Copilot is basically plumbing. the boring layer between your brain and better AI outputs.
saves your context. sharpens your prompts. works across ChatGPT, Gemini, Perplexity.
no pitch about changing the game. no "revolutionizing" anything.
just fewer minutes wasted re-explaining yourself to a chatbot.
100+ people found it useful. maybe you will too.
try it free ๐ https://t.co/4Nj7zdQzLW
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The Few Bets That Matter
The $BTC and $ETH slaughter isnโt surprising.
Crypto is an over-leveraged market. Any small bounce or optimism attracts x50โx100 leverage traders trying to catch the pump.
Without a real uptrend and fresh liquidity, the market just hunts liquidity. Not because of โmanipulation,โ but because markets move toward liquidity is. That's how they are designed.
If that liquidity is sitting on leveraged longs... thatโs where price will go.
Thatโs why Bitcoin, Ethereum and crypto in general deliver more pain before gains. They can only move higher once traders are shaken out - most of them at least.
The real pump requires patience.
tweet
The $BTC and $ETH slaughter isnโt surprising.
Crypto is an over-leveraged market. Any small bounce or optimism attracts x50โx100 leverage traders trying to catch the pump.
Without a real uptrend and fresh liquidity, the market just hunts liquidity. Not because of โmanipulation,โ but because markets move toward liquidity is. That's how they are designed.
If that liquidity is sitting on leveraged longs... thatโs where price will go.
Thatโs why Bitcoin, Ethereum and crypto in general deliver more pain before gains. They can only move higher once traders are shaken out - most of them at least.
The real pump requires patience.
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Clark Square Capital
Excellent advice for content creators/writers from Edwin @StockJabber
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Excellent advice for content creators/writers from Edwin @StockJabber
1/ Do something UNIQUE. You want to be the only person who does what you do. Build a personal monopoly.
No one wants more email, so you need something unique and differentiated to make it work. tweet
X (formerly Twitter)
Edwin Dorsey (@StockJabber) on X
1/ Do something UNIQUE. You want to be the only person who does what you do. Build a personal monopoly.
No one wants more email, so you need something unique and differentiated to make it work.
No one wants more email, so you need something unique and differentiated to make it work.
Illiquid
Tai Sin Electric, the Singaporean cable company we made a quick 20% on last year, issued a profit warning citing "the sudden surge in copper prices towards the end of December 2025".
The company told its shareholders last year that copper price volatility benefitted them (presumably it gave them some room to raise prices on customers) and that high prices would cause demand destruction, limiting any surge in prices. They got the latter wrong, and never had a good track record with managing that risk.
https://t.co/bbsoXw8OoB
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Tai Sin Electric, the Singaporean cable company we made a quick 20% on last year, issued a profit warning citing "the sudden surge in copper prices towards the end of December 2025".
The company told its shareholders last year that copper price volatility benefitted them (presumably it gave them some room to raise prices on customers) and that high prices would cause demand destruction, limiting any surge in prices. They got the latter wrong, and never had a good track record with managing that risk.
https://t.co/bbsoXw8OoB
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Quiver Quantitative
UPDATE: Democrats now have a 78% chance of winning the House and a 36% chance of winning the Senate in 2026.
Their odds in both chambers have risen 1.5% in the last week.
Track the midterms live here:
https://t.co/0xtPLLSlzx https://t.co/Vvsd0fw0gz
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UPDATE: Democrats now have a 78% chance of winning the House and a 36% chance of winning the Senate in 2026.
Their odds in both chambers have risen 1.5% in the last week.
Track the midterms live here:
https://t.co/0xtPLLSlzx https://t.co/Vvsd0fw0gz
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