⁠iinvested
4Q'24 Donville Kent Asset Management on $ZDCAF, $EHMEF

Read the full letter here:
https://t.co/dVDkhhvUUk https://t.co/DZnJI3gnO5
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⁠Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Trading PEG <2.00x 📈

☁️ microsoft $msft
•ntm p/e: 29.70x
•peg: 1.86x

🤖 nvidia $nvda
•ntm p/e: 33.07x
•peg: 1.85x

🫱🏼‍🫲🏻 mercadolibre $meli
•ntm p/e: 56.43x
•peg: 1.61x

📦 amazon $amzn
•ntm p/e: 36.47x
•peg: 1.61x

📸 meta platofrms $meta
•ntm p/e: 28.31x
•peg: 1.51x

✈️ booking holdings $bkng
•ntm p/e: 24.19x
•peg: 1.50x

🖨️ asml holding $asml
•ntm p/e: 29.29x
•peg: 1.44x

🖱️ alphabet $goog $googl
•ntm p/e: 20.82x
•peg: 1.42x

🧬 novo nordisk $nvo
•ntm p/e: 22.62x
•peg: 1.20x

🚙 uber $uber
•ntm p/e: 22.71x
•peg: 1.05x

*peg calculated by taking 2026 - 2027 eps estimates since ntm p/e used (which is based on 2025 eps estimates)

**$nvda ntm based on 2026 eps estimates since fy ends january 2026, 2027 - 2028 eps estimates used for peg)

#stocks #investing
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*data from tikr
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⁠Investing visuals
We had some major earnings past week!

In case you missed anything, here’s a breakdown of 5 companies that reported -- covering $GOOGL, $SPOT, $PLTR, $AMD & $AMZN

1 - Alphabet $GOOGL Q4 2024 breakdown: decent quarter, slight revenue miss and big CapEx announcement ($75 bln) https://t.co/QV3KpvNZAn
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⁠Stock Analysis Compilation
Aristotle Global Equity on DSM-Firmenich $DSM NA

Thesis: DSM-Firmenich is well-positioned for future growth despite recent challenges, leveraging its merger synergies, divestitures, and strong customer relationships to enhance profitability and market share.

(Extract from their Q4 letter)
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⁠App Economy Insights
📊 This Week in Visuals: $AMZN $LLY $NVO $MRK $DIS $PEP $PLTR $QCOM $AMD $ARM $AMGN $PFE $UBER $FI $SPOT $PYPL $RACE $CMG $FTNT $MDLZ $GSK $RBLX $F $YUM $TTWO $EA $HSY $PINS $EXPE $AFRM $SNAP $ALGN $NYT $MTCH $PTON

Check out the latest earnings👇
https://t.co/iYGlk19a9k https://t.co/AMzAQaVhXu
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⁠Startup Archive
RT @foundertribune: "From Family to Team" by @reedhastings https://t.co/GCVs7HujTm
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⁠Startup Archive
Netflix founder Reed Hastings on why a professional sports team is a good metaphor for a company:

"Athletes on professional teams:

- Demand excellence, counting on the manager to make sure every position is filled by the best person at any given time.

- Train to win, expecting to receive candid and continuous feedback about how to up their game from the coach and from one another.

- Know effort isn’t enough, recognizing that, if they put in a B performance despite an A for effort, they will be thanked and respectfully swapped out for another player."

"From Family to Team" by @reedhastings https://t.co/GCVs7HujTm - The Founders' Tribune
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⁠Stock Analysis Compilation
Aristotle Focus Growth on Eli Lilly $LLY US

Thesis: Eli Lilly is a leading pharmaceutical company with a strong pipeline in diabetes, oncology, and immunology, poised for growth through innovative treatments and a premium valuation supported by its successful drug portfolio.

(Extract from their Q4 letter)
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⁠Dimitry Nakhla | Babylon Capital®
What is the greatest wonder in the world? 🌎

“Everyone sees countless people dying every day, but they act and think as if they will live forever…”

What is the greatest wonder in the world of investing … ⁉️
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“What I Learned About Investing From Darwin” — Pulak Prasad 📖 https://t.co/v95wvpd9CL
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