Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Mastercard’s Value-Added Services posted a fourth straight quarter of accelerating growth — notable given it’s higher-margin than core payments and now accounts for nearly half (44%) of $MA total revenue. https://t.co/5P6uT3vN2h
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RT @DimitryNakhla: Mastercard’s Value-Added Services posted a fourth straight quarter of accelerating growth — notable given it’s higher-margin than core payments and now accounts for nearly half (44%) of $MA total revenue. https://t.co/5P6uT3vN2h
Mastercard $MA Q4 2025 Report 🗓️
✅ REV: $8.80B (+18% YoY)
✅ EPS: $4.76 (+25% YoY)
💵 Value-Added Services & Solutions grew +26% YoY, marking the FOURTH consecutive quarter of acceleration and now representing ~44% of total net revenue (Q4) https://t.co/aDcOtERzlF tweet
Offshore
Video
God of Prompt
RT @godofprompt: Made all of these before lunch.
Same day. Same tool. Zero editing skills.
You're about to see how 👇 https://t.co/HMMTCCducH
tweet
RT @godofprompt: Made all of these before lunch.
Same day. Same tool. Zero editing skills.
You're about to see how 👇 https://t.co/HMMTCCducH
tweet
Offshore
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App Economy Insights
$SOFI Fee-based business is exploding.
Financial Services surged 88% Y/Y to $1.5B in FY25.
The growth engine:
• Loan platform fees
• Referral
• Card interchange
• Brokerage fees from SoFi Invest https://t.co/hQL8QxUT8Z
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$SOFI Fee-based business is exploding.
Financial Services surged 88% Y/Y to $1.5B in FY25.
The growth engine:
• Loan platform fees
• Referral
• Card interchange
• Brokerage fees from SoFi Invest https://t.co/hQL8QxUT8Z
tweet
Offshore
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App Economy Insights
$MSFT Microsoft wants to be a 'token factory.'
Let's break down the quarter.
☁️ Azure +38% fx neutral.
⚠️ Cloud Margin contract 4pp.
🤖 Copilot reaches 15M paid subs.
💰 CapEx surge 66% Y/Y to $37.5B.
https://t.co/G0FPUFNDWh
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$MSFT Microsoft wants to be a 'token factory.'
Let's break down the quarter.
☁️ Azure +38% fx neutral.
⚠️ Cloud Margin contract 4pp.
🤖 Copilot reaches 15M paid subs.
💰 CapEx surge 66% Y/Y to $37.5B.
https://t.co/G0FPUFNDWh
tweet
Offshore
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Quiver Quantitative
Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 97% from its all-time high last December.
Outsider trading? https://t.co/1D4NSHlWuv
tweet
Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 97% from its all-time high last December.
Outsider trading? https://t.co/1D4NSHlWuv
tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The last four instances $MSFT fell >11% & the subsequent CAGR:
3/16/2020 → 22%
7/19/2013 → 25%
1/22/2009 → 23%
4/28/2006 → 17%
Of course past performance never guarantees future results, yet it’s a fun exercise that helps illustrate the potential when buying amid fear. https://t.co/U0YcKeUhrk
tweet
RT @DimitryNakhla: The last four instances $MSFT fell >11% & the subsequent CAGR:
3/16/2020 → 22%
7/19/2013 → 25%
1/22/2009 → 23%
4/28/2006 → 17%
Of course past performance never guarantees future results, yet it’s a fun exercise that helps illustrate the potential when buying amid fear. https://t.co/U0YcKeUhrk
Worst selloffs in Microsoft history:
- Crash of 87
- Tech crash
- GFC
- Covid
- Azure misses buyside bogey https://t.co/5PxMVrdxq9 tweet