⁠Dimitry Nakhla | Babylon Capital®
Some notable facts regarding $MELI 💸

Revenue CAGR (2019-2023): 58%
Revenue CAGR (2023-2027E): 26%
EPS CAGR (2023-2027E): 34%

LTM ROIC: 20.1%
LTM ROE: 42.6%

Cash & Short-Term Inv: $6.67B
LT Debt: $3.04B

FFO Int Coverage Ratio: 20x

#stocks #investing https://t.co/HopoYzUpnL
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⁠Hidden Value Gems
$TLW.L confirms it is in discussion with $KOS on all-share merger. Makes a lot of sense and would be a great deal given the overlap in assets, but it is a all-share deal which says a lot about the balance sheet and management’s views on fair values of respective shares.
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⁠Stock Analysis Compilation
FPA on Concentrix $CNXC US

Thesis: Concentrix’s low valuation and cash generation, coupled with strong client retention, make it a cautious hold in the face of AI competition

(Extract from their Q3 letter) https://t.co/sBChwipDzR
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⁠Hidden Value Gems
Has anyone come across a study on fiscal deficits and stock market returns. Probably relevant for small economies / EMs, less so for US …or maybe it is just a matter of time ?

It definitely looks interesting- US neg 7.6% (budget deficit of GDP), Russia at just -1.9%, Portugal and Greece even better 👀
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⁠App Economy Insights
$AVGO Broadcom Q4 FY24 (October quarter).

VMWare acquisition completed in November 2023 (impacting infrastructure software segment).

• Revenue +51% Y/Y to $14.1B (in-line).
• Non-GAAP EPS $1.42 ($0.03 beat).
• Dividend raised by 11% to $0.59.

Q1 FY25 guidance:
• Revenue ~$14.6B (in-line).
• Adjusted EBITDA margin ~66%.
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The interim CEO of $PLAY has reported the purchase of ~$960K of the company's stock.

The stock had fallen 32% over the last 5 days, leading the previous CEO to resign on Tuesday.
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⁠Capital Employed
35 stock pitches we’ve enjoyed reading in the past two weeks… 👇

https://t.co/QOli1c5QWM https://t.co/yNsEQOUqnJ
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⁠Stock Analysis Compilation
Fairlight Capital on Serabi Gold $SRB LN

Thesis: Serabi Gold’s strong cash flow, production growth, and undervaluation make it a high-potential junior gold miner in an accelerating market

(Extract from their Q3 letter) https://t.co/6vItEzcc4V
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⁠Startup Archive
Elon Musk on his schedule building both Tesla and SpaceX

In this 2013 interview, Elon is asked what his schedule looks like running both Tesla and SpaceX simultaneously. He responds:

“So the way I generally do it is I’ll be working at SpaceX on Monday. And then Monday night fly to the Bay Area, spend Tuesday and Wednesday at Tesla. And then fly back on Wednesday night, spend Thursday and Friday at SpaceX. In the last several months, I’d fly back here on Saturday and either spend Saturday and Sunday at Tesla or spend Saturday at Tesla and Sunday at SpaceX.”

Video source: @ComputerHistory (2013)
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⁠Startup Archive
RT @mikemcg0: "It may not be possible to prove that you have to work hard to do great things, but the empirical evidence is on the scale of the evidence for mortality. That's why it's essential to work on something you're deeply interested in. Interest will drive you to work harder than mere diligence ever could."

- Paul Graham, How to Do Great Work

Elon Musk on his schedule building both Tesla and SpaceX

In this 2013 interview, Elon is asked what his schedule looks like running both Tesla and SpaceX simultaneously. He responds:

“So the way I generally do it is I’ll be working at SpaceX on Monday. And then Monday night fly to the Bay Area, spend Tuesday and Wednesday at Tesla. And then fly back on Wednesday night, spend Thursday and Friday at SpaceX. In the last several months, I’d fly back here on Saturday and either spend Saturday and Sunday at Tesla or spend Saturday at Tesla and Sunday at SpaceX.”

Video source: @ComputerHistory (2013) - Startup Archive
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⁠Hidden Value Gems
Thank you for voting, looks like #LVMH is by far the favourite !

If you had to buy one luxury goods stock for the next 3 years, what would it be ?

Unfortunately X allows to offer only 4 options
- LVMH
- Kering
- WOSG
- Hermes - Hidden Value Gems
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