Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $V processes >7,000 transactions per second & $MA processes >4,200 transactions per second
Railroads of global payments 🛤️💳
#stocks #investing
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RT @DimitryNakhla: $V processes >7,000 transactions per second & $MA processes >4,200 transactions per second
Railroads of global payments 🛤️💳
#stocks #investing
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Offshore
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Hidden Value Gems
Interesting observations by Tyler Grason from @PatientCM
➡️ Small-caps (since 1979) performed better than the S&P 500 once the Sahm Rule was triggered, outperforming the S&P most of the time and achieving a 100% win rate on a 3-year period.
➡️ S&P500 initially struggled but delivered +14.2% returns in 12 months.
Stay patient!
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Interesting observations by Tyler Grason from @PatientCM
➡️ Small-caps (since 1979) performed better than the S&P 500 once the Sahm Rule was triggered, outperforming the S&P most of the time and achieving a 100% win rate on a 3-year period.
➡️ S&P500 initially struggled but delivered +14.2% returns in 12 months.
Stay patient!
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Offshore
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App Economy Insights
RT @EconomyApp: $PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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RT @EconomyApp: $PLTR Palantir Q2 FY24:
• Net dollar retention 114% (+4pp Y/Y).
• Customers +41% Y/Y to 593.
• Billings +19% Y/Y to $718M.
• Revenue +27% Y/Y to $678M ($26M beat).
• Non-GAAP EPS $0.09 ($0.01 beat).
FY24 guidance:
• Revenue +23% Y/Y to $2.746B (+$64M).
• Adjusted margin 35% (+2pp).
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Offshore
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Hidden Value Gems
Value investors could be in for a treat, if the analysis by @PzenaInvstmtMgt is correct:
✅ Over the past 65 years, cap-weighted index beat the equal-weight index by more than 10% in just 15 six-month periods out of more than 750 rolling six-month periods
✅ In the past, the bounce back for EW following these 12 extreme periods has tended to be dramatic and happens fairly quickly, as EW has, on average, significantly outperformed CW in one- and five-year time frames, and value outperformed both by a wide margin.
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Value investors could be in for a treat, if the analysis by @PzenaInvstmtMgt is correct:
✅ Over the past 65 years, cap-weighted index beat the equal-weight index by more than 10% in just 15 six-month periods out of more than 750 rolling six-month periods
✅ In the past, the bounce back for EW following these 12 extreme periods has tended to be dramatic and happens fairly quickly, as EW has, on average, significantly outperformed CW in one- and five-year time frames, and value outperformed both by a wide margin.
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Offshore
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Librarian Capital
Rightmove $RMV announces new CFO
Ruaridh Hook has been Head of Commercial Finance and FP&A at RMV since 2020, having joined in 2016
(Alison Dolan leaving to be M&S CFO, as previously announced) https://t.co/osCvENXsjJ
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Rightmove $RMV announces new CFO
Ruaridh Hook has been Head of Commercial Finance and FP&A at RMV since 2020, having joined in 2016
(Alison Dolan leaving to be M&S CFO, as previously announced) https://t.co/osCvENXsjJ
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: Warren Buffett hand-picked Todd Combs to come work at Berkshire
Combs impressed both Charlie and Warren with his sharp mind
He recently gave a brilliant interview where he revealed why he has been so successful
Here are 6 lessons I learned in 1 hr 20 minutes: https://t.co/dYVJ9EtqlG
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RT @InvestInAssets: Warren Buffett hand-picked Todd Combs to come work at Berkshire
Combs impressed both Charlie and Warren with his sharp mind
He recently gave a brilliant interview where he revealed why he has been so successful
Here are 6 lessons I learned in 1 hr 20 minutes: https://t.co/dYVJ9EtqlG
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Offshore
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Hidden Value Gems
Quote of the day from Benoit Mandelbrot 👇🏼
#60
#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
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Quote of the day from Benoit Mandelbrot 👇🏼
#60
#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
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Offshore
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Hidden Value Gems
Did I just miss the last chance to jump on the $NVDA train? 🤔 https://t.co/ynewzEG1OX
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Did I just miss the last chance to jump on the $NVDA train? 🤔 https://t.co/ynewzEG1OX
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