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โ Dimitry Nakhla | Babylon Capitalยฎ 8 months ago I stated: โ€œToday at $300๐Ÿ’ต $LULU appears to be worthwhile consideration for investmentโ€ Since then, $LULU shares gained +37% โœ…* As I suggested in the post attached below๐Ÿ‘‡๐Ÿฝ โ€œ$LULU can demand a >20x multipleโ€ฆ
rown its revenues ANNUALLY since 2007 ๐Ÿคฏ)

Today at $300๐Ÿ’ต $LULU appears to be a worthwhile consideration for investment โ€” albeit with several competitive risks (and how $LULU responds) that should be monitored closely

#stocks #investing
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๐ƒ๐ˆ๐’๐‚๐‹๐Ž๐’๐”๐‘๐„โ€ผ๏ธ: ๐“๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐Ž๐“ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐€๐๐ฏ๐ข๐œ๐ž. ๐๐š๐›๐ฒ๐ฅ๐จ๐ง ๐‚๐š๐ฉ๐ข๐ญ๐š๐ฅยฎ ๐š๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐ž๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐š๐ญ๐ข๐ฏ๐ž๐ฌ ๐ฆ๐š๐ฒ ๐ก๐š๐ฏ๐ž ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ž ๐ฌ๐ž๐œ๐ฎ๐ซ๐ข๐ญ๐ข๐ž๐ฌ ๐๐ข๐ฌ๐œ๐ฎ๐ฌ๐ฌ๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ.

๐“๐ก๐ž ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐ž๐ง๐๐ž๐ ๐Ÿ๐จ๐ซ ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ž๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐š๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐›๐ž ๐œ๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐ž๐ ๐š๐ฌ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐š๐๐ฏ๐ข๐œ๐ž ๐ญ๐จ ๐ฆ๐ž๐ž๐ญ ๐ญ๐ก๐ž ๐ฌ๐ฉ๐ž๐œ๐ข๐Ÿ๐ข๐œ ๐ง๐ž๐ž๐๐ฌ ๐จ๐Ÿ ๐š๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐š๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐š๐ญ๐ข๐จ๐ง. ๐๐š๐ฌ๐ญ ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐š๐ง๐œ๐ž ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž ๐จ๐Ÿ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.

๐ˆ๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ก๐š๐ฌ ๐›๐ž๐ž๐ง ๐จ๐›๐ญ๐š๐ข๐ง๐ž๐ ๐Ÿ๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ. - Dimitry Nakhla | Babylon Capitalยฎ tweet
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โ Investing visuals
How Microsoft $MSFT, the worldโ€™s 3rd largest company and cloud behemoth, makes its money ๐Ÿ’ธ https://t.co/fam0kSZ2zJ
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โ Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator @KatieBrittforAL just introduced legislation to require the Secretary of Homeland Security to take into custody aliens who have been charged with theft.

Follow here for updates. https://t.co/tETzsXx3B9
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โ Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator @JohnFetterman just sponsored the Laken Riley Act.

He is the first Democratic Senator to endorse it.

There will likely be a vote held later this week. Follow here for updates.

Here is a summary of the bill: https://t.co/ZNgMjfb1qa
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โ InsideArbitrage
Paychex $PAYX Announces Acquisition of Paycor $PYCR in an All-Cash Deal for $4.1 Billion :
๐Ÿ‘ฅAs per the terms of the agreement, Paychex will acquire all the outstanding shares of Paycor at $22.50 per share in cash, representing a 1.57% discount over the stockโ€™s last close.
๐Ÿ‘ฅThe transaction is expected to close in the first half of 2025.
๐Ÿ‘ฅBloomberg reported two days ago that Paychex is in advanced discussions to acquire Paycor. Following the news, Paycorโ€™s shares surged 23%, rising from $18.54 per share.
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โ Stock Analysis Compilation
Polen Capital on elf Beauty $ELF US

Thesis: Elf Beauty is poised for growth with its innovative, affordable products and expanding market presenceโ€”don't miss why this U.S. brand is set to soar 25% in EPS long term

(Extract from their Q3 letter) https://t.co/Mq2Fv4oYyL
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โ App Economy Insights
โ˜•๏ธ Can Starbucks Be Saved? $SBUX

Let's review Brian Niccol's turnaround plan.
https://t.co/hj1QeSDDrZ
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โ Quiver Quantitative
Marjorie Taylor Greene started buying up $META stock back in November.

Possibly related to the new announcement from Zuck? https://t.co/tUL3wBfWIB
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