⁠Dimitry Nakhla | Babylon Capital®
Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud

1/11 $EFX has been going through a silent business transformation

Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027

Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6 - Dimitry Nakhla | Babylon Capital®
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⁠Finding Compounders
Book : Memos from the Chairman

https://t.co/wjNhKXMuEL https://t.co/VqwirIJKPP
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⁠Stock Analysis Compilation
Giverny Capital on Medpace Holdings $MEDP US

Thesis: Medpace Holdings is a leading clinical trial provider for early-stage biopharma companies, demonstrating strong growth and resilience amid industry challenges.

(Extract from their Q4 letter) https://t.co/zn3t0qrVfn
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⁠Investing visuals
The four phases of the AI (r)evolution and companies I believe will benefit greatly:

Phase 1: $NVDA, $ASML, $AMD, $TSMC, $NBIS

Phase 2: $MSFT, $META, $GOOGL, $AMZN

Phase 3: $PLTR, $NOW, $SNOW, $DDOG, $NET

Phase 4: $CRWD, $PANW, $TEAM, $CRM, $SHOP https://t.co/P6AcKUDokQ
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⁠Alvin
RT @sondesix: Get your Samsung Galaxy S25 Series here and save up to $1020 on your purchase. 👀

✅️ Galaxy S25: https://t.co/BvMPERu17L
✅️ Galaxy S25+: https://t.co/FtJIANio0i
✅️ Galaxy S25 Ultra: https://t.co/XYOQvERSpB

That also includes double storage upgrade for select models, an instant discount, and a trade-in cashback!

(SamsungPartner)
(US Only)
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⁠Finding Compounders
Secrets of a Bargain Hunting Billionaire : Warren Buffett https://t.co/tHycIMiKNz
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⁠The Kobeissi Letter
Retail traders are losing market share:

Retail's share of the options market has declined 3 percentage points over the last 4 months, to 17%, the lowest since November 2023.

This is a similar decline as the one seen after the Meme Stock Mania peak in January 2021.

This is all despite the S&P 500's average daily options trading volume hitting a record 3.5 million contracts in February.

Additionally, on February 21st, total US options volume hit a record 25.7 million contracts across the Cboe's 4 options exchanges.

Institutional investors are ramping up trading activity.
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⁠Stock Analysis Compilation
Baron Emerging Markets Fund on SF Express $SFGC CH

Thesis: SF is Asia’s largest logistics provider, leading in premium express delivery, well-positioned for growth as Chinese enterprises expand overseas, with strong earnings potential and margin improvements ahead.

(Extract from their Q4 letter)
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⁠Finding Compounders
Size Matters

Size does have a negative effect on performance

A concerned investors letter to Bruce Berkowitz’s on his decision to keep the fund open https://t.co/ow7o3Q8n31
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