Dimitry Nakhla | Babylon Capital®
RT @morganhousel: The same people:
2010: "Don't buy stocks, they won't go up."
2024: "Don't buy stocks, they've gone up too much."
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RT @morganhousel: The same people:
2010: "Don't buy stocks, they won't go up."
2024: "Don't buy stocks, they've gone up too much."
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Offshore
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Stock Analysis Compilation
Alphyn Capital Management on KKR & Co $KKR US
Thesis: KKR’s focus on infrastructure, credit, and real estate, combined with strong capital markets activity, positions the firm for continued growth and M&A-driven gains
(Extract from their Q3 letter) https://t.co/tvi1FnXWtE
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Alphyn Capital Management on KKR & Co $KKR US
Thesis: KKR’s focus on infrastructure, credit, and real estate, combined with strong capital markets activity, positions the firm for continued growth and M&A-driven gains
(Extract from their Q3 letter) https://t.co/tvi1FnXWtE
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Offshore
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just made almost a dozen stock trades.
She bought up to $15K of stock in Tesla, $TSLA.
Full trade list up on Quiver: https://t.co/g1mcb8ckDo
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BREAKING: Marjorie Taylor Greene just made almost a dozen stock trades.
She bought up to $15K of stock in Tesla, $TSLA.
Full trade list up on Quiver: https://t.co/g1mcb8ckDo
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Offshore
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Quiver Quantitative
🚨 UPDATE
Last month, we posted a report on a trade by a US Representative that stood out to us.
The stock has been rising constantly since then.
It is now up over 51% since the trade: https://t.co/oXwgmXd8X4
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🚨 UPDATE
Last month, we posted a report on a trade by a US Representative that stood out to us.
The stock has been rising constantly since then.
It is now up over 51% since the trade: https://t.co/oXwgmXd8X4
tweet
Offshore
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App Economy Insights
$NFLX Netflix hit 283M subscribers in Q3.
Despite the Hollywood strikes. 🪧
📊 How did they do it?
🔮 What's next in 2025?
📢 Can ads be a game changer? 👇
https://t.co/YETWOcp3T1
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$NFLX Netflix hit 283M subscribers in Q3.
Despite the Hollywood strikes. 🪧
📊 How did they do it?
🔮 What's next in 2025?
📢 Can ads be a game changer? 👇
https://t.co/YETWOcp3T1
tweet
Offshore
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Stock Analysis Compilation
Black Bear VP on Builders FirstSource $BLDR US
Thesis: BLDR has been capitalizing on its shift to value-added products, using strong free cash flow to repurchase stock, while positioned for long-term growth in the residential construction market.
(Extract from their Q3 letter) https://t.co/Fuztf5Uc8Z
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Black Bear VP on Builders FirstSource $BLDR US
Thesis: BLDR has been capitalizing on its shift to value-added products, using strong free cash flow to repurchase stock, while positioned for long-term growth in the residential construction market.
(Extract from their Q3 letter) https://t.co/Fuztf5Uc8Z
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Offshore
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Hidden Value Gems
The latest memo by @HowardMarksBook on asset allocation and the fundamental difference between owning assets (stocks) and lending to companies (credit).
Surprised he excluded inflation from his analysis. Bonds offer higher yields and look more attractive today than 5 years ago perhaps because inflation is expected to be higher?
“In my view, the thought process set forth in this memo leads to the conclusion that investors should increase their allocations in this area if they are (a) attracted by returns of 7-10% or so, (b) desirous of limiting uncertainty and volatility, and (c) willing to forgo upside potential beyond today’s yields to do so”.
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The latest memo by @HowardMarksBook on asset allocation and the fundamental difference between owning assets (stocks) and lending to companies (credit).
Surprised he excluded inflation from his analysis. Bonds offer higher yields and look more attractive today than 5 years ago perhaps because inflation is expected to be higher?
“In my view, the thought process set forth in this memo leads to the conclusion that investors should increase their allocations in this area if they are (a) attracted by returns of 7-10% or so, (b) desirous of limiting uncertainty and volatility, and (c) willing to forgo upside potential beyond today’s yields to do so”.
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Offshore
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Startup Archive
“Before Steve, no startup ever used the word beautiful...
Steve never believed that business strategy trumped product. He always believed that the product has to be great, and if it isn’t great, well, we’re not going to ship it.”
- Marc Andreessen
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“Before Steve, no startup ever used the word beautiful...
Steve never believed that business strategy trumped product. He always believed that the product has to be great, and if it isn’t great, well, we’re not going to ship it.”
- Marc Andreessen
"Before Steve Jobs" by @pmarca https://t.co/WkraredxHr tweet