Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $AMZN ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ โ€ขNTM P/OCF Ratio: 15.67x โ€ข10-Year Mean: 23.81x โ€ขNTM FCF Yield: 2.21% โ€ข10-Year Mean: 2.88% As you can see, $AMZN appears to be slightly undervalued using P/OCFโ€ฆ
๐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œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ.
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โ The Kobeissi Letter
BREAKING: S&P 500 futures fall nearly -50 points as President Trump and Zelenskyy get into a verbal altercation.

The market is pricing-out a peace deal. https://t.co/Oc9kH1yBOf

BREAKING: President Trump's meeting with Ukrainian President Zelenskyy regarding cease fire deal escalates to verbal altercation.

"You have to be more thankful.. you don't have any cards," Trump says. https://t.co/V3ayGEjbNb
- The Kobeissi Letter
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โ The Kobeissi Letter
BREAKING: Nasdaq 100 futures drop over -200 points as President Trump says Zelensky is โ€œgambling with World War 3.โ€ https://t.co/xyr36wQnCB
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โ Mads
https://t.co/iWp2zGrmgQ

a lot of you aren't geographically diversified and it shows
- Mads
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โ The Kobeissi Letter
BREAKING: After a closed meeting with Zelenskyy following this altercation, President Trump says "Zelenskyy is not ready for peace."

He also says "Zelenskyy has disrespected America."

Markets are falling to a new low of the day.

BREAKING: President Trump's meeting with Ukrainian President Zelenskyy regarding cease fire deal escalates to verbal altercation.

"You have to be more thankful.. you don't have any cards," Trump says. https://t.co/V3ayGEjbNb
- The Kobeissi Letter
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Offshore
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โ The Kobeissi Letter
BREAKING: President Trump releases a statement following his verbal altercation with Ukrainian President Zelenskyy.

The Trump/Zelenskyy press conference has now been cancelled. https://t.co/6bIukJLBbN
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โ Mads
the contentious meeting: https://t.co/xpMKC3GoyA

ZELENKSIY LEAVES WHITE HOUSE EARLY AFTER CONTENTIOUS MEETING WITH TRUMP
- *Walter Bloomberg
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Visa $V & Mastercard $MA doing their thing

Businesses that support investor confidence during periods of EXTREME FEAR are ๐Ÿ’Ž

Also, hard to believe we are truly in โ€œextreme fearโ€ considering we havenโ€™t even had a correction yet

For those calling this a โ€œcrashโ€ โ€” this is nothing https://t.co/42nJwIlszT
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AkhenOsiris
Will it be a weekend of the sane voices in the Trump admin going on damage control?

Or will they double down on painting Zelenskiy/Ukraine as the problem?
- Damage Control
- Double Down
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AkhenOsiris
TIL The Art of the Deal is to relentlessly attack your counterpart, not give them a chance to speak, and have a friend to attack them some more.
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AkhenOsiris
Is the current state of affairs moving up the timeline for China to make a move on Taiwan? Yikes
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