Offshore
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Dimitry Nakhla | Babylon Capital®
Here’s a quality stock you never heard of: Wolter’s Kluwer $WKL 💵
The stock gained +147% in the past 5 years
What’s special about the company?
Their inventive structure is tied to 3 key performance indicators:
1. Sales growth
2. FCF growth
3. Return on Invested Capital https://t.co/7MM202hVdB
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Here’s a quality stock you never heard of: Wolter’s Kluwer $WKL 💵
The stock gained +147% in the past 5 years
What’s special about the company?
Their inventive structure is tied to 3 key performance indicators:
1. Sales growth
2. FCF growth
3. Return on Invested Capital https://t.co/7MM202hVdB
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AkhenOsiris
If rationality exists, what you would like to see is a rotation within tech and/or buying dip for:
- Software stocks (most obvious beneficiary)
- META (open source LLM, seeing best AI ROI of megas in ad space already)
- AMZN (they had talked about commoditization of LLMs at Re:Invent, don't have their own frontier model, many areas can be made more efficient with cheap AI, i.e. logistics, cost-to-serve, robotics) and the other hyperscalers as capex will go down.
With such enormous panic and massive gap down, everything gets punished to start. Sometimes these are so vicious, margin calls, using megas as ATM to support losses elsewhere, etc, rationality doesn't show up until a different day. We shall see.
tweet
If rationality exists, what you would like to see is a rotation within tech and/or buying dip for:
- Software stocks (most obvious beneficiary)
- META (open source LLM, seeing best AI ROI of megas in ad space already)
- AMZN (they had talked about commoditization of LLMs at Re:Invent, don't have their own frontier model, many areas can be made more efficient with cheap AI, i.e. logistics, cost-to-serve, robotics) and the other hyperscalers as capex will go down.
With such enormous panic and massive gap down, everything gets punished to start. Sometimes these are so vicious, margin calls, using megas as ATM to support losses elsewhere, etc, rationality doesn't show up until a different day. We shall see.
tweet
AkhenOsiris
Not even a Mahomes reference? Seems like Dan is shook.
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Not even a Mahomes reference? Seems like Dan is shook.
DeepSeek is a competitive LLM model for consumer use cases…launching broader AI infrastructure a whole other ballgame and nothing with DeepSeek makes us believe anything different. It’s about AGI for Big Tech and DeepSeek’s noise. Also no US tech using this tech. Buying oppy - Dan Ivestweet
Offshore
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AkhenOsiris
You motherfuhqers were trying to avoid a black swan, well guess what...it was a blue whale
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You motherfuhqers were trying to avoid a black swan, well guess what...it was a blue whale
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Offshore
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Quiver Quantitative
Facebook stock, $META, has now risen 16% since Marjorie Taylor Greene started buying in November.
Up again today. https://t.co/rB9dIIGZoz
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Facebook stock, $META, has now risen 16% since Marjorie Taylor Greene started buying in November.
Up again today. https://t.co/rB9dIIGZoz
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Offshore
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Dimitry Nakhla | Babylon Capital®
Talk about volatility & large swings 📈📉
In a wild 4-week ride, $NVDA stock price was +13% in 2025 & now it’s close to -13% YTD 🤖 https://t.co/3igsKqfoqQ
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Talk about volatility & large swings 📈📉
In a wild 4-week ride, $NVDA stock price was +13% in 2025 & now it’s close to -13% YTD 🤖 https://t.co/3igsKqfoqQ
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