Dimitry Nakhla | Babylon Capital®
Did you know that $SPGI & Anthropic announced a collaboration to bring financial data into Claude?

“With this cutting-edge integration, customers can unlock S&P Global’s trusted data and insights seamlessly and reliably within Anthropic’s Claude.”

Source: Kensho Communications https://t.co/3c8263d2aP

Kensho is one of the more under-the-radar assets inside $SPGI.

It’s $SPGI AI and data analytics platform, built to analyze massive, complex datasets across economics, geopolitics, financial markets, and corporate fundamentals—used by asset managers, banks, governments, and enterprises.

While most of the focus is on ratings and indices, Kensho quietly expands $SPGI moat by embedding AI-driven insights deeper into client workflows, increasing switching costs and long-term relevance.

Not flashy, but the kind of capability that can strengthen a toll-booth business over time.
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3Q 2025 Earnings Call:

“We acquired Kensho back in 2018, including that acquisition since 2018, we have invested over $1B in AI innovation across three developmental stages…

Importantly, our AI innovation serves as a powerful example of our ability to leverage our scale, our expertise and our fiscal discipline. The fact that we made such bold investments early on means that we’ve been able to innovate very efficiently from a financial perspective.”
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@contextinvestor thank you for the thoughtful comment. - Dimitry Nakhla | Babylon Capital®
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Fiscal.ai
Why are Monday's Free Cash Flow margins declining?

2023: 28%
2024: 31%
2025: 25%
2026 (e): 20%

$MNDY https://t.co/VuziOz34bU
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The Transcript
$TEAM CEO: "AI is the best thing to happen to Atlassian… customers using AI code generation tools create 5% more tasks in Jira, have 5% higher monthly active users, and expand their Jira seats 5% faster than those who don’t.”"
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Clark Square Capital
There are about 400 ideas to sort through, including divestments, M&A, IPOs, rights offerings, and spin-offs. So there's something for everyone. Be sure to check it out.

Feedback welcome!

Sharing a new project: the Special Situations Digest.

Check out the (free) link below. https://t.co/NT0wb21Sxl - Clark Square Capital
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Brady Long
RT @alexvalente: Introducing the Quarterzip AI Free Tier: Conversational screenshare agents for any product.

What if your onboarding felt like a real product expert, not a pile of tooltips?

Quarterzip AI lets you create customer facing voice agents that guide users through product workflows in real time. Personalized. Dynamic. Built in minutes, not weeks. No engineering required.

➤ Understands what’s on screen, in real time
➤ Works across your product and third-party apps
➤ Guides users 24/7 in any language
➤ Reveal what drives activation, retention, and growth

Just share your screen and build.

We’re opening it up today.
Get started for free. No credit card required.

Comment “Quarterzip” or repost and we’ll unlock 1 month free.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Cash From Operating Activities — $AMZN $META $GOOGL $MSFT 💰

$AMZN: +27.7% CAGR
$META: +27.3% CAGR
$GOOGL: +20.0% CAGR
$MSFT: +18.0% CAGR https://t.co/j08FJnq7qO
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Bourbon Capital
“It was a blessing to be ignored” by Brazil’s banking behemoths, said David Velez $NU CEO

It’s always a blessing to be ignored, rejected, or treated like a sandbag... This will fuel your motivation in the future
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Fiscal.ai
Monday dot com is now trading at its lowest price ever.

$MNDY https://t.co/ueS9BgyPMI
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Quiver Quantitative
BREAKING: Senator John Hickenlooper filed a purchase of up to $100,000 of stock in Eaton Corporation.

Eaton is a power management company.

Hickenlooper sits on the Senate Committee on Energy.

We'll be keeping an eye on $ETN. https://t.co/S1l1yDnQCF
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Bourbon Capital
$GOOG is selling 100 year debt

Congrats utilities another Godfather is joining the lobby https://t.co/SNYwGjerYD

$AMZN AWS CEO Matt Garman: Utilities don't scale with the level that we need them to scale....so there's probably some steps between here and there where you're going to have to do behind the meter power......we're going to have to fund that ramp up while the world catches up

Congrats Utilities.... you've unlocked a long term Godfather - Bourbon Capital
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