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Dimitry Nakhla | Babylon Capital® After Liverpool’s exceptional match, beating Tottenham 6-3, & a brace from both @MoSalah and @LuisFDiaz19 I can’t help but re-share this FUT themed post If you haven’t already, take a few minutes to read this and elevate…
LRCX $NVDA $MSFT $CRM $VRTX $TMO $AAPL etc.
This was my Achilles Heel when I first started my investment journey in 2016. I was TOO focused on valuation & lower multiples rather than QUALITY & growth at a reasonable price.
So when you’re building your club of equities, don’t buy a bench player in place of Lionel Messi or Cristiano Ronaldo. You’d just be downgrading your team & winning less.
If you made it this far, hope this helped!
Feel free to share your starting XI 😉
#stocks #investing - Dimitry Nakhla | Babylon Capital® tweet
This was my Achilles Heel when I first started my investment journey in 2016. I was TOO focused on valuation & lower multiples rather than QUALITY & growth at a reasonable price.
So when you’re building your club of equities, don’t buy a bench player in place of Lionel Messi or Cristiano Ronaldo. You’d just be downgrading your team & winning less.
If you made it this far, hope this helped!
Feel free to share your starting XI 😉
#stocks #investing - Dimitry Nakhla | Babylon Capital® tweet
Offshore
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Stock Analysis Compilation
Diamond Hill on Perma-Fix Environmental Service $PESI US
Thesis: Perma-Fix’s deep regulatory moat and long-term contracts drive significant upside in hazardous waste disposal.
(Extract from their Q3 letter) https://t.co/vBvqvor05B
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Diamond Hill on Perma-Fix Environmental Service $PESI US
Thesis: Perma-Fix’s deep regulatory moat and long-term contracts drive significant upside in hazardous waste disposal.
(Extract from their Q3 letter) https://t.co/vBvqvor05B
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $LOW has reported the purchase of ~$250K of the company's stock.
This is the first insider buy we have seen at the company in over 3 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $LOW has reported the purchase of ~$250K of the company's stock.
This is the first insider buy we have seen at the company in over 3 years.
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Offshore
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Stock Analysis Compilation
Curreen Capital on VF Corp $VFC US
Thesis: VF Corp’s turnaround under new leadership and its strong apparel brands create an attractive risk-reward opportunity
(Extract from their Q3 letter) https://t.co/WUgJCO7SPv
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Curreen Capital on VF Corp $VFC US
Thesis: VF Corp’s turnaround under new leadership and its strong apparel brands create an attractive risk-reward opportunity
(Extract from their Q3 letter) https://t.co/WUgJCO7SPv
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Quiver Quantitative
RT @InsiderRadar: In early October, we reported on a massive insider purchase at $NFE.
The stock has now risen 55% in total since this trade was reported, with a 22% gain today. https://t.co/W9bBNBxprq
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RT @InsiderRadar: In early October, we reported on a massive insider purchase at $NFE.
The stock has now risen 55% in total since this trade was reported, with a 22% gain today. https://t.co/W9bBNBxprq
🚨Insider Trading Alert
New Fortress Energy Inc, $NFE, sees major insider buy:
🔹CEO: ~$49,999,993 purchase on Oct 1
Largest insider purchase in 5 years
The shares traded up 5.4% last Friday, but have dropped 4.5% this morning https://t.co/NE75u9uHCZ tweet
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InsideArbitrage
NeueHealth $NEUE to be Taken Private by New Enterprise Associates In a Deal Worth $1.3 Billion -
⚕️Holders of NeueHealth common stock will receive $7.33 per share in cash, representing a 70.07% premium from the stock’s last close.
⚕️The deal includes a 30-day “go-shop” period ending on January 23, allowing the company to consider competing proposals.
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NeueHealth $NEUE to be Taken Private by New Enterprise Associates In a Deal Worth $1.3 Billion -
⚕️Holders of NeueHealth common stock will receive $7.33 per share in cash, representing a 70.07% premium from the stock’s last close.
⚕️The deal includes a 30-day “go-shop” period ending on January 23, allowing the company to consider competing proposals.
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InsideArbitrage
TPG $TPG in Talks to Acquire Solar Firm Altus Power $AMPS - Reuters
If the talks between TPG Rise Climate and Altus are successful, a deal could be signed in the coming weeks. https://t.co/VlvX4rdMVF
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TPG $TPG in Talks to Acquire Solar Firm Altus Power $AMPS - Reuters
If the talks between TPG Rise Climate and Altus are successful, a deal could be signed in the coming weeks. https://t.co/VlvX4rdMVF
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Hidden Value Gems
Another profit warning from $VTY.L now expecting £250mn profit in FY24 instead of £300mn, due to delays in some projects and turning down less attractive transactions.
Remains on my watchlist for now… https://t.co/PNN0XGxvTW
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Another profit warning from $VTY.L now expecting £250mn profit in FY24 instead of £300mn, due to delays in some projects and turning down less attractive transactions.
Remains on my watchlist for now… https://t.co/PNN0XGxvTW
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Offshore
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InsideArbitrage
RT @WSJbusiness: Nippon Steel’s U.S. Steel Acquisition Plan Referred to Biden for Review https://t.co/ST7x4B2B6Y
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RT @WSJbusiness: Nippon Steel’s U.S. Steel Acquisition Plan Referred to Biden for Review https://t.co/ST7x4B2B6Y
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Investing visuals
Christmas eve is nearly here! Wishing you a wonderful Christmas 🫶🎅
I'll be tuning out for a few days to spend time with my loved ones ❤️
Happy holidays!🥂 https://t.co/FrQDeT6Xt7
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Christmas eve is nearly here! Wishing you a wonderful Christmas 🫶🎅
I'll be tuning out for a few days to spend time with my loved ones ❤️
Happy holidays!🥂 https://t.co/FrQDeT6Xt7
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