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Dimitry Nakhla | Babylon Capital®
Chuck Akre’s updated Q3 2024 13F (Dataroma)
Top 5 holdings: $MA $MCO $KKR $AMT & $ORLY
Big adds: $ABNB $CCCS
#stocks #investing https://t.co/HQpAPxPbHa
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Chuck Akre’s updated Q3 2024 13F (Dataroma)
Top 5 holdings: $MA $MCO $KKR $AMT & $ORLY
Big adds: $ABNB $CCCS
#stocks #investing https://t.co/HQpAPxPbHa
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Offshore
Video
Quiver Quantitative
BREAKING: Matt Gaetz has been chosen to serve as Trump's attorney general.
Gaetz recently gave a speech on suspicious congressional stock trades.
"Fire your financial advisor - just follow the Quiver Quantitative account on X" https://t.co/NWlkY06Nzb
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BREAKING: Matt Gaetz has been chosen to serve as Trump's attorney general.
Gaetz recently gave a speech on suspicious congressional stock trades.
"Fire your financial advisor - just follow the Quiver Quantitative account on X" https://t.co/NWlkY06Nzb
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Offshore
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App Economy Insights
$NU Nu Holdings Q3 FY24.
• Customers +23% Y/Y to 110M.
• Deposits +60% Y/Y FXN to $28B.
• ARPAC +25% Y/Y FXN to $11.
• Revenue +38% Y/Y to $2.9B.
• Net income +83% Y/Y to $553M. https://t.co/9aPQ90pWfx
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$NU Nu Holdings Q3 FY24.
• Customers +23% Y/Y to 110M.
• Deposits +60% Y/Y FXN to $28B.
• ARPAC +25% Y/Y FXN to $11.
• Revenue +38% Y/Y to $2.9B.
• Net income +83% Y/Y to $553M. https://t.co/9aPQ90pWfx
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: Massive New Insider Purchase
Joshua Kushner, a co-founder at $OSCR, just reported the purchase of ~$14.4M of the company's stock.
Kushner is also the founder of Thrive Capital, and is the brother of Jared Kushner (Donald Trump's son-in-law and fmr. advisor). https://t.co/uGiDd53OTZ
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RT @InsiderRadar: 🚨 JUST IN: Massive New Insider Purchase
Joshua Kushner, a co-founder at $OSCR, just reported the purchase of ~$14.4M of the company's stock.
Kushner is also the founder of Thrive Capital, and is the brother of Jared Kushner (Donald Trump's son-in-law and fmr. advisor). https://t.co/uGiDd53OTZ
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Hidden Value Gems
Wondering if there is an opportunity here? Haven't followed John Malone's asset portfolio closely recently.
$FWONA $LYV https://t.co/LZV3yPwd9U
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Wondering if there is an opportunity here? Haven't followed John Malone's asset portfolio closely recently.
$FWONA $LYV https://t.co/LZV3yPwd9U
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Offshore
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Stock Analysis Compilation
Cleabridge on Terumo $4543 JP
Thesis: Terumo’s expanding product lineup and strategic M&A under new leadership position it for strong margin growth, driven by above-market performance in its core cardiovascular and medical device segments
(Extract from their Q3 letter) https://t.co/hUeBtbEeTP
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Cleabridge on Terumo $4543 JP
Thesis: Terumo’s expanding product lineup and strategic M&A under new leadership position it for strong margin growth, driven by above-market performance in its core cardiovascular and medical device segments
(Extract from their Q3 letter) https://t.co/hUeBtbEeTP
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Offshore
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Hidden Value Gems
Burberry announces strategic overhaul plans…need to look into this beaten down name.
+13% this morning
$BRBY.L https://t.co/ogDzpJN4Be
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Burberry announces strategic overhaul plans…need to look into this beaten down name.
+13% this morning
$BRBY.L https://t.co/ogDzpJN4Be
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Offshore
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Stock Analysis Compilation
Oakmark on Akzo Nobel $AKZA NA
Thesis: Akzo’s pricing power and efficiency initiatives set the stage for margin expansion, with the stock trading at an attractive discount, offering upside potential as cash flows and shareholder returns improve
(Extract from their Q3 letter) https://t.co/ftZ9AeCyfP
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Oakmark on Akzo Nobel $AKZA NA
Thesis: Akzo’s pricing power and efficiency initiatives set the stage for margin expansion, with the stock trading at an attractive discount, offering upside potential as cash flows and shareholder returns improve
(Extract from their Q3 letter) https://t.co/ftZ9AeCyfP
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Offshore
Video
Startup Archive
Naval Ravikant: “Networking is overrated… Do something great and your network will instantly emerge"
Naval offers the following advice to startup founders:
“Don’t spend your time doing meetings unless you really, really have to. I really think networking is overrated. There’s all these articles about how you’ve got to network more, and it makes me want to vomit.”
Instead he suggests:
“Go do something great and your network will instantly emerge. If you build a great product or if you get a good customer base, I guarantee you will get funded.”
Recruiting (customers and employees) and learning from really smart people are two exceptions. But don’t worry about building relationships with VCs or going to conferences early on. Just focus on your product, your team, and your users.
Video source: @PandoDaily (2012)
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Naval Ravikant: “Networking is overrated… Do something great and your network will instantly emerge"
Naval offers the following advice to startup founders:
“Don’t spend your time doing meetings unless you really, really have to. I really think networking is overrated. There’s all these articles about how you’ve got to network more, and it makes me want to vomit.”
Instead he suggests:
“Go do something great and your network will instantly emerge. If you build a great product or if you get a good customer base, I guarantee you will get funded.”
Recruiting (customers and employees) and learning from really smart people are two exceptions. But don’t worry about building relationships with VCs or going to conferences early on. Just focus on your product, your team, and your users.
Video source: @PandoDaily (2012)
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