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Dimitry Nakhla | Babylon Capital®
Occasionally, your window of opportunity to buy shares of excellent stocks is very small ⌛️
Being prepared & having price targets ready is key. Here are a few examples from my past suggestions:
$MELI <$1700<48<$255<48<$500<24<$82 | 1 week & + 10% since📈
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you can find these posts below 🧵
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Occasionally, your window of opportunity to buy shares of excellent stocks is very small ⌛️
Being prepared & having price targets ready is key. Here are a few examples from my past suggestions:
$MELI <$1700<48<$255<48<$500<24<$82 | 1 week & + 10% since📈
___
you can find these posts below 🧵
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Offshore
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InsideArbitrage
$POST Post Holdings announces a new $500 million share repurchase plan on Feb.4, effective Feb 10, 2025
✴️Represents ~8% of its market cap at announcement
✴️During Q1 FY2025, Post repurchased 1.6 million shares for $181.1 million at an average price of $114.39 per share.
✴️~$200.2 million remain under its existing $500 million share repurchase authorization, which will be cancelled effective February 9, 2025.
Parent Vs Spinoff: Clearly the spinoff ( $BRBR ) has significantly outperformed its parent
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$POST Post Holdings announces a new $500 million share repurchase plan on Feb.4, effective Feb 10, 2025
✴️Represents ~8% of its market cap at announcement
✴️During Q1 FY2025, Post repurchased 1.6 million shares for $181.1 million at an average price of $114.39 per share.
✴️~$200.2 million remain under its existing $500 million share repurchase authorization, which will be cancelled effective February 9, 2025.
Parent Vs Spinoff: Clearly the spinoff ( $BRBR ) has significantly outperformed its parent
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Offshore
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Startup Archive
RT @steipete: 💯
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RT @steipete: 💯
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet
Offshore
Video
Startup Archive
RT @saismo: “Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.” 👏👏👏 @tobi
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RT @saismo: “Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.” 👏👏👏 @tobi
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet
Offshore
Video
Startup Archive
RT @peer_rich: “giving a shit”-gang
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RT @peer_rich: “giving a shit”-gang
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet
Offshore
Video
Startup Archive
RT @ArthurMacwaters: Giving a shit is cool.
Being obsessed is cool.
It’s the only way to make great things.
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RT @ArthurMacwaters: Giving a shit is cool.
Being obsessed is cool.
It’s the only way to make great things.
Shopify CEO Tobi Lutke: It’s impossible to make great products if you don’t give a sh*t
“Every product in the world, at the end of the day, is simply a reflection of how much the people who created it gave a sh*t… It is not possible to make great products if the people who work on it do not give a sh*t about the product.”
Tobi continues:
“I actually think this is a very important role for product leaders: To make sure that the team gives a sh*it… The product leader has to give a sh*t. Do not engage in work on a product that you don’t care about.”
Tobi believes anyone who wants to build great products has two roles:
1. “You have to understand the thing that’s being done better than everyone else.”
2. “You’ve got to be exothermically infectious with actually caring about this thing because just that one thing alone will make a 10x better product. It’s crazy how much of a change this makes.”
Video source: @lennysan (2025) tweet
Offshore
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Stock Analysis Compilation
Maran Capital on CTT (Correios de Portugal) $CTT PL
Thesis: CTT is a rapidly transforming privatized postal operator in Portugal with strong growth in its express and parcels business, strategic acquisitions, and significant future upside potential.
(Extract from their Q4 letter)
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Maran Capital on CTT (Correios de Portugal) $CTT PL
Thesis: CTT is a rapidly transforming privatized postal operator in Portugal with strong growth in its express and parcels business, strategic acquisitions, and significant future upside potential.
(Extract from their Q4 letter)
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Offshore
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App Economy Insights
$GOOG is going all-in on AI.
💰 $75B Capex for 2025 (+43% Y/Y).
AI models are becoming commodities.
But Google's moat might be elsewhere.
Let’s break it down.
https://t.co/ES15mFHwhh
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$GOOG is going all-in on AI.
💰 $75B Capex for 2025 (+43% Y/Y).
AI models are becoming commodities.
But Google's moat might be elsewhere.
Let’s break it down.
https://t.co/ES15mFHwhh
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Offshore
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InsideArbitrage
Turn/River Capital To Take SolarWinds $SWI Private for $4.4 Billion -
▫️SolarWinds will be acquired by Turn/River Capital in an all-cash transaction for $18.50 per share, representing a premium of 23.09% from the stock’s last close.
▫️The deal is expected to close in the second quarter of 2025.
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Turn/River Capital To Take SolarWinds $SWI Private for $4.4 Billion -
▫️SolarWinds will be acquired by Turn/River Capital in an all-cash transaction for $18.50 per share, representing a premium of 23.09% from the stock’s last close.
▫️The deal is expected to close in the second quarter of 2025.
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Offshore
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Quiver Quantitative
Wow.
Back in November, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 53% since our reports.
It's up another 11% today after releasing earnings.
Look at this: https://t.co/WtWIuBTSOr
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Wow.
Back in November, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 53% since our reports.
It's up another 11% today after releasing earnings.
Look at this: https://t.co/WtWIuBTSOr
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