Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $SNPS ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 30.75x โข10-Year Mean: 37.51x โขNTM FCF Yield: 2.41% โข10-Year Mean: 2.67% As you can see, $SNPS appears to be trading somewhere below fair valueโฆ
๏ฟฝ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ The Kobeissi Letter
RT @KobeissiLetter: This is unusual:
24 hours ago, someone took $200,000,000 worth of Ethereum and Bitcoin longs on 50x leverage.
This meant even a 2% drop in Bitcoin would liquidate $200M.
Today, President Trump announced the US Crypto Reserve including BTC and ETH.
Did someone know? https://t.co/nktfVJWw5v
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RT @KobeissiLetter: This is unusual:
24 hours ago, someone took $200,000,000 worth of Ethereum and Bitcoin longs on 50x leverage.
This meant even a 2% drop in Bitcoin would liquidate $200M.
Today, President Trump announced the US Crypto Reserve including BTC and ETH.
Did someone know? https://t.co/nktfVJWw5v
It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT tweet
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Worried about tariffs & economic news impacting your stocks?
Donโt sweat the headlines ๐ฐ
Your focus should be on the long-term quality & performance of the businesses you own
THATโS what matters
As Pulak Prasad writes in โWhat I Learned About Investing from Darwinโ ๐ https://t.co/S1ioWTHRY1
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RT @DimitryNakhla: Worried about tariffs & economic news impacting your stocks?
Donโt sweat the headlines ๐ฐ
Your focus should be on the long-term quality & performance of the businesses you own
THATโS what matters
As Pulak Prasad writes in โWhat I Learned About Investing from Darwinโ ๐ https://t.co/S1ioWTHRY1
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โ The Kobeissi Letter
Something is happening:
The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.
Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.
Are you ready for the era of volatility?
(a thread) https://t.co/kh3yp4JjVF
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Something is happening:
The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.
Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.
Are you ready for the era of volatility?
(a thread) https://t.co/kh3yp4JjVF
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โ Stock Analysis Compilation
Diamons Hill Small Mid Cap Fund on Informatica $INFA US
Thesis: Informatica is a promising data management software company with a solid long-term outlook, currently transitioning to cloud-native solutions, which presents an attractive investment opportunity.
(Extract from their Q4 letter)
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Diamons Hill Small Mid Cap Fund on Informatica $INFA US
Thesis: Informatica is a promising data management software company with a solid long-term outlook, currently transitioning to cloud-native solutions, which presents an attractive investment opportunity.
(Extract from their Q4 letter)
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โ The Kobeissi Letter
WOW.
The Atlanta Fed just revised their Q1 2025 GDP growth estimate lower AGAIN, from -1.5% on February 28th to -2.8% today.
This estimate has now dropped from +3.9% to -2.8% in 4 weeks.
What is happening here? https://t.co/uMRzy8uzMJ
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WOW.
The Atlanta Fed just revised their Q1 2025 GDP growth estimate lower AGAIN, from -1.5% on February 28th to -2.8% today.
This estimate has now dropped from +3.9% to -2.8% in 4 weeks.
What is happening here? https://t.co/uMRzy8uzMJ
Something is happening:
The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.
Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.
Are you ready for the era of volatility?
(a thread) https://t.co/kh3yp4JjVF tweet
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โ The Investing for Beginners Podcast
Every Tuesday, I share:
โก๏ธ Six pieces of interesting content with 18,000+ investors
โก๏ธ One finance thread
โก๏ธ One quote
All are focused on making you a better investor.
Want to join?
Sign up here (for free):
https://t.co/IXojwHVVCL
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Every Tuesday, I share:
โก๏ธ Six pieces of interesting content with 18,000+ investors
โก๏ธ One finance thread
โก๏ธ One quote
All are focused on making you a better investor.
Want to join?
Sign up here (for free):
https://t.co/IXojwHVVCL
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