Offshore
⁠Dimitry Nakhla | Babylon Capital® RT @DimitryNakhla: Attention investors ‼️ — I am SURE this post will sharpen your investing mindset and skills. Take a couple minutes to read it in full - it'll be a game-changer for your investment journey. Yesterday I…
building your club of equities, don’t buy a bench player in place of Lionel Messi or Cristiano Ronaldo. You’d just be downgrading your team & winning less.

If you made it this far, hope this helped!

Feel free to share your starting XI 😉

#stocks #investing"

$BMY currently trades for a 17.32% FCF Yield, doubling its 10-year average FCF Yield of 8.46%

Is $BMY a value trap or is it undervalued?

I will share my thoughts on $BMY once the poll is complete 👇🏽

#stocks #investing
- Value Trap 📉
- Undervalued 📈 "- Dimitry Nakhla | Babylon Capital®
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Brandon Beylo
I love how investors are like, "I only invest in stable jurisdictions with sound governments ... that's why we invest in US markets."

My brother in Christ.

We haven't seen our President in almost a week since he "resigned" from office.

Just invest in South Africa already.
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Offshore
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Brandon Beylo
BREAKING NEWS:

CAPITALISM WORKS.

Milei Triumphs 🇦🇷: Poverty Plummets 9 Points to 48.5% Amid Unexpected Economic Growth and Lower Inflation https://t.co/4XN9KHoTqk
- ShellBanger
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AkhenOsiris
$SNOW

Snowflake today announced that it will host the Llama 3.1 collection of multilingual open source large language models (LLMs) in Snowflake Cortex AI for enterprises to easily harness and build powerful AI applications at scale. This offering includes Meta’s largest and most powerful open source LLM, Llama 3.1 405B, with Snowflake developing and open sourcing the inference system stack to enable real-time, high-throughput inference and further democratize powerful natural language processing and generation applications. Snowflake’s industry-leading AI Research Team has optimized Llama 3.1 405B for both inference and fine-tuning, supporting a massive 128K context window from day one, while enabling real-time inference with up to 3x lower end-to-end latency and 1.4x higher throughput than existing open source solutions. Moreover, it allows for fine-tuning on the massive model using just a single GPU node — eliminating costs and complexity for developers and users — all within Cortex AI.
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Offshore
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Brandon Beylo
Everyone says you should never bet against Becky (i.e., the female consumer).

But nobody's talking about Midwest Mike!

New Balance resurgence, baby. https://t.co/kQBMvzOqdu

New balance ceo reveals over $6b in annual sales, making it the 4th biggest sneaker company by sales. He says growth has been fierce in the last 2 years and the business has doubled. (It’s a private company so we never really knew #s)
- Sara Eisen
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Brandon Beylo
RT @flenflyysfreres: $SBSW

I love how investors are like, "I only invest in stable jurisdictions with sound governments ... that's why we invest in US markets."

My brother in Christ.

We haven't seen our President in almost a week since he "resigned" from office.

Just invest in South Africa already.
- Brandon Beylo
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Offshore
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Dimitry Nakhla | Babylon Capital®
$GOOG $GOOGL Q2 2024 Highlights 👇🏽

•Total Cash & Equiv: $100.72B
•Long-Term Debt: $13.23B

A solid report from $GOOG with +28.83% YoY growth in Google Cloud ☁️

#stocks #investing https://t.co/9YjejR0H1I
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Offshore
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Brandon Beylo
This is probably not good for copper bulls.

Myself included.

#copper
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 8 Quality Stocks That Are Trading At Least -15% Below Their All-Time-Highs 📉

🧬 Thermo Fisher Scientific $TMO
•% Down: -21%
•NTM P/E: 24.11x
•5-Year Avg: 24.64x

📊 Salesforce $CRM
•% Down: -18%
•NTM P/E: 25.14x
•5-Year Avg: 47.52x

🏊🏼‍♂️ Pool Corp $POOL
•% Down: -49%
•NTM P/E: 27.18x
•5-Year Avg: 28.49x

🚛 Old Dominion Freight Lines $ODFL
•% Down: -20%
•NTM P/E: 30.44x
•5-Year Avg: 29.02

👜 Louis Vuitton $LVMH $MC
•% Down: -22%
•NTM P/E: 21.49x
•5-Year Avg: 27.22x

📈 MSCI Inc $MSCI
•% Down: -27%
•NTM P/E: 32.48x
•5-Year Avg: 42.92x

🥤 Pepsi $PEP
•% Down: -21%
•NTM P/E: -19.74%
•5-Year Avg: 21.39x

📐 Graco $GGG
•% Down: -17%
•NTM P/E: 25.42x
•5-Year Avg: 27.62x

#stocks #investing
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Offshore
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Brandon Beylo
You gotta start ‘em young.

#stocks #tennis https://t.co/hQUBmkdpeu
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AkhenOsiris
Too bad Crapshat didn't report an ugly miss first like prior qtrs, providing nice discounts on the Megas
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