Dimitry Nakhla | Babylon Capital®
RT @trading_adrian: @DimitryNakhla You are by far the best investor I know here. Thanks for all your hard work. I learnt a lot from you and still learning!
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RT @trading_adrian: @DimitryNakhla You are by far the best investor I know here. Thanks for all your hard work. I learnt a lot from you and still learning!
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Offshore
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Librarian Capital
Rightmove $RMV: Among top shareholders listed in 2023 annual, 4 are active investors who have been owners who also appeared in 2012
They've there for 10+ years, incl. in 2021 when RMV hit ~800p
Together the 4 own ~19% of shares
Lindsell Train, known to support mgmt., owns ~7% https://t.co/Dtchh767f4
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Rightmove $RMV: Among top shareholders listed in 2023 annual, 4 are active investors who have been owners who also appeared in 2012
They've there for 10+ years, incl. in 2021 when RMV hit ~800p
Together the 4 own ~19% of shares
Lindsell Train, known to support mgmt., owns ~7% https://t.co/Dtchh767f4
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Offshore
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Stock Analysis Compilation
Horizon Kinetics on LandBridge $LB
Thesis: strategic position in the Permian Basin offers a compelling opportunity for IT and AI infrastructure development, with significant royalty-type revenue potential
(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/GPzIJfAil8
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Horizon Kinetics on LandBridge $LB
Thesis: strategic position in the Permian Basin offers a compelling opportunity for IT and AI infrastructure development, with significant royalty-type revenue potential
(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/GPzIJfAil8
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Offshore
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Librarian Capital
% of consumers preferring to buy insurance online is highest in the UK (76%) among 17 markets surveyed
US is about average (48%), offset by a above-average portion of "don't know" (13%)
Italy, Spain and France are meaningfully lower at ~40%
re $ADM $PGR https://t.co/5prtrOlEJ2
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% of consumers preferring to buy insurance online is highest in the UK (76%) among 17 markets surveyed
US is about average (48%), offset by a above-average portion of "don't know" (13%)
Italy, Spain and France are meaningfully lower at ~40%
re $ADM $PGR https://t.co/5prtrOlEJ2
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Offshore
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Stock Analysis Compilation
Hayden Capital on Applovin $APP US
Thesis: AppLovin's high-margin ad platform is driving massive revenue growth, with significant future potential in AI-driven advertising and a highly efficient data model
(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/tio3bU5DzB
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Hayden Capital on Applovin $APP US
Thesis: AppLovin's high-margin ad platform is driving massive revenue growth, with significant future potential in AI-driven advertising and a highly efficient data model
(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/tio3bU5DzB
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Offshore
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Librarian Capital
Vitaliy Katsenelson on Charter $CHTR
"Fixed wireless has taken all the share it will take"
Easier for cable to add wireless subs. than vice versa
Verizon Frontier acq. "sign of supreme desperation"
CEO: "We build the company for our grandchildren"
IMA sees 2028 FCF/share $48-60
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Vitaliy Katsenelson on Charter $CHTR
"Fixed wireless has taken all the share it will take"
Easier for cable to add wireless subs. than vice versa
Verizon Frontier acq. "sign of supreme desperation"
CEO: "We build the company for our grandchildren"
IMA sees 2028 FCF/share $48-60
My latest thoughts on Charter Communications (CHTR) and Liberty Broadband. https://t.co/bavL14MHpW tweet
Offshore
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Quiver Quantitative
BREAKING: Donald Trump just said that he plans to request Google prosecution when elected.
We have seen Marjorie Taylor Greene buy up to $30K of Google stock this month. https://t.co/L7Zx2UWewC
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BREAKING: Donald Trump just said that he plans to request Google prosecution when elected.
We have seen Marjorie Taylor Greene buy up to $30K of Google stock this month. https://t.co/L7Zx2UWewC
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AkhenOsiris
Mideast conflict keeps escalating instead of toning down
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Mideast conflict keeps escalating instead of toning down
BREAKING: The target of the strike on Beirut was Hezbollah leader Hassan Nasrallah - FOX News - Faytuks Newstweet
Offshore
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Stock Analysis Compilation
Orbis on Cinemark $CNK US
Thesis: Cinemark is poised for a strong recovery as the film industry normalizes, with its prudent debt management positioning the company for significant upside
(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/8juPMnk3rN
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Orbis on Cinemark $CNK US
Thesis: Cinemark is poised for a strong recovery as the film industry normalizes, with its prudent debt management positioning the company for significant upside
(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/8juPMnk3rN
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