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โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: Last month, after reporting strong quarterly results, $META traded down to an attractive level of valuation. Since then, $META shares increased +12.70% ๐ŸŸข As I stated in my analysis: โ€œAs you can seeโ€ฆ
tential assuming 2026E and a 22x multiple (an added layer of margin of safety)

#stocks #investing
___

๐ƒ๐ˆ๐’๐‚๐‹๐Ž๐’๐”๐‘๐„โ€ผ๏ธ: ๐“๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐Ž๐“ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐€๐๐ฏ๐ข๐œ๐ž. ๐๐š๐›๐ฒ๐ฅ๐จ๐ง ๐‚๐š๐ฉ๐ข๐ญ๐š๐ฅยฎ ๐š๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐ž๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐š๐ญ๐ข๐ฏ๐ž๐ฌ ๐ฆ๐š๐ฒ ๐ก๐š๐ฏ๐ž ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ž ๐ฌ๐ž๐œ๐ฎ๐ซ๐ข๐ญ๐ข๐ž๐ฌ ๐๐ข๐ฌ๐œ๐ฎ๐ฌ๐ฌ๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ.

๐“๐ก๐ž ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐ž๐ง๐๐ž๐ ๐Ÿ๐จ๐ซ ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ž๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐š๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐›๐ž ๐œ๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐ž๐ ๐š๐ฌ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐š๐๐ฏ๐ข๐œ๐ž ๐ญ๐จ ๐ฆ๐ž๐ž๐ญ ๐ญ๐ก๐ž ๐ฌ๐ฉ๐ž๐œ๐ข๐Ÿ๐ข๐œ ๐ง๐ž๐ž๐๐ฌ ๐จ๐Ÿ ๐š๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐š๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐š๐ญ๐ข๐จ๐ง. ๐๐š๐ฌ๐ญ ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐š๐ง๐œ๐ž ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž ๐จ๐Ÿ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.

๐ˆ๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ก๐š๐ฌ ๐›๐ž๐ž๐ง ๐จ๐›๐ญ๐š๐ข๐ง๐ž๐ ๐Ÿ๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ. "- Dimitry Nakhla | Babylon Capitalยฎ
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โ Invest In Assets ๐Ÿ“ˆ
Great investors & teachers to study:

โ€ข Nick Sleep
โ€ข Terry Smith
โ€ข Peter Lynch
โ€ข Warren Buffett
โ€ข Charlie Munger
โ€ข Franรงois Rochon

One lesson from each ๐Ÿ‘‡๐Ÿงต
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โ Stock Analysis Compilation
Loomis Sayles on Novo Nordisk $NOVOB DC

Thesis: Novo Nordisk, with its leadership in GLP-1 therapies and strong innovation pipeline, is well-positioned for sustained double-digit growth in the expanding obesity and diabetes markets

(Extract from their Q2 letter) https://t.co/6rS7oTQSMx
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โ Hidden Value Gems
Just published a piece on the electricity sector with a particular focus on the demand factors and the growing investments into the grid. A few companies stand to benefit from this long-term trend, which I will discuss in Part II.

Link in bio. https://t.co/biKKtZLA7J
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โ Hidden Value Gems
My latest post ๐Ÿ‘‡๐Ÿผ

https://t.co/lbUIuMSeNr
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โ Invest In Assets ๐Ÿ“ˆ
Top & Bottom signs: https://t.co/bXSrtL0lQT
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โ Capital Employed
RT @capitalemployed: 36 Best Stock Pitches (1st-15th August) ๐Ÿ”ฅ

Find your next idea...

https://t.co/4m077srNtZ https://t.co/OadRe5BFEq
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โ Invest In Assets ๐Ÿ“ˆ
RT @InvestInAssets: Warren Buffett once said:

"The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.โ€

And luckily for us, we can learn to find these.

Let's break it down: https://t.co/otz9AKlwIm
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โ Hidden Value Gems
Energy consumption at the big tech has outpaced sales growth. As a result, Microsoft, for example, requires 63% more energy to generate one dollar of revenue today than six years ago.

$MSFT $GOOG $META https://t.co/uKMW9kddMl

Just published a piece on the electricity sector with a particular focus on the demand factors and the growing investments into the grid. A few companies stand to benefit from this long-term trend, which I will discuss in Part II.

Link in bio. https://t.co/biKKtZLA7J - Hidden Value Gems
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โ Stock Analysis Compilation
Choice Equities on Magnite $MGNI US

Thesis: Magnite is poised for significant growth as the leading independent SSP in the rapidly expanding CTV ad market, bolstered by high-profile partnerships like Netflix

(Extract from their Q2 letter) https://t.co/H4wMLjGmMq
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