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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Visa $V & Mastercard $MA doing their thing
Businesses that support investor confidence during periods of EXTREME FEAR are 💎
Also, hard to believe we are truly in “extreme fear” considering we haven’t even had a correction yet
For those calling this a “crash” — this is nothing https://t.co/42nJwIlszT
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RT @DimitryNakhla: Visa $V & Mastercard $MA doing their thing
Businesses that support investor confidence during periods of EXTREME FEAR are 💎
Also, hard to believe we are truly in “extreme fear” considering we haven’t even had a correction yet
For those calling this a “crash” — this is nothing https://t.co/42nJwIlszT
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Stock Analysis Compilation
Baron Opportunity Fund on Arista Networks $ANET US
Thesis: Arista’s AI-driven networking growth and Ethernet transition position it for strong market share gains and revenue expansion
(Extract from their Q4 letter) https://t.co/ihE1iKzFfM
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Baron Opportunity Fund on Arista Networks $ANET US
Thesis: Arista’s AI-driven networking growth and Ethernet transition position it for strong market share gains and revenue expansion
(Extract from their Q4 letter) https://t.co/ihE1iKzFfM
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The Kobeissi Letter
BREAKING: President Trump has reportedly "kicked Zelensky out of the White House," per RCPolitics.
Ukrainian President Zelensky's visit to the White House has been cut short and no mineral deal was signed. https://t.co/bytIFIuuPS
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BREAKING: President Trump has reportedly "kicked Zelensky out of the White House," per RCPolitics.
Ukrainian President Zelensky's visit to the White House has been cut short and no mineral deal was signed. https://t.co/bytIFIuuPS
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The Kobeissi Letter
Senior US Official:
"Clash between Zelenskyy and Trump will likely accelerate efforts to investigate waste, fraud and abuse in US aid to Ukraine."
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Senior US Official:
"Clash between Zelenskyy and Trump will likely accelerate efforts to investigate waste, fraud and abuse in US aid to Ukraine."
BREAKING: President Trump has reportedly "kicked Zelensky out of the White House," per RCPolitics.
Ukrainian President Zelensky's visit to the White House has been cut short and no mineral deal was signed. https://t.co/bytIFIuuPS - The Kobeissi Lettertweet
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The Kobeissi Letter
BREAKING: Mexico is willing to raise tariffs on Chinese goods and buy more from the US to avoid President Trump's 25% tariff, per Bloomberg. https://t.co/XYQAAQGAKC
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BREAKING: Mexico is willing to raise tariffs on Chinese goods and buy more from the US to avoid President Trump's 25% tariff, per Bloomberg. https://t.co/XYQAAQGAKC
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Mads
https://t.co/HoMPtzVug9
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https://t.co/HoMPtzVug9
DIMON: `I'M QUITE SUSPICIOUS' ABOUT INFLATION COMING DOWN - *Walter Bloombergtweet