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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud
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RT @DimitryNakhla: 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 tweet
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Stock Analysis Compilation
Diamond Hill International Fund on Krones $KRN GR
Thesis: Krones is a resilient leader in the beverage machinery industry with strong market share and customer relationships, presenting a favorable investment opportunity despite past order volatility.
(Extract from their Q4 letter)
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Diamond Hill International Fund on Krones $KRN GR
Thesis: Krones is a resilient leader in the beverage machinery industry with strong market share and customer relationships, presenting a favorable investment opportunity despite past order volatility.
(Extract from their Q4 letter)
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The Kobeissi Letter
US firms’ inflation expectations are surging:
Services and manufacturing companies anticipate their costs will increase by 5.7% and 7.3% in 2025, according to the NY Fed.
That would mark the largest jump for manufacturing firms in at least 3 years and the largest jump for services firms in 2 years.
Furthermore, expected cost increases are higher among companies that import more from abroad.
Services firms expect their selling prices will rise by ~5.0% in 2025, the most since 2023.
At the same time, manufacturing firms anticipate selling prices to increase 5.4%, the most since 2022.
Inflation is set to remain elevated.
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US firms’ inflation expectations are surging:
Services and manufacturing companies anticipate their costs will increase by 5.7% and 7.3% in 2025, according to the NY Fed.
That would mark the largest jump for manufacturing firms in at least 3 years and the largest jump for services firms in 2 years.
Furthermore, expected cost increases are higher among companies that import more from abroad.
Services firms expect their selling prices will rise by ~5.0% in 2025, the most since 2023.
At the same time, manufacturing firms anticipate selling prices to increase 5.4%, the most since 2022.
Inflation is set to remain elevated.
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Quiver Quantitative
JUST IN: The Daily Mail cited our data in a new article.
Nancy Pelosi's net worth has fallen by $14M since the end of January, per our estimates.
She is now worth "just" $259M. https://t.co/WrhWdYhbzb
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JUST IN: The Daily Mail cited our data in a new article.
Nancy Pelosi's net worth has fallen by $14M since the end of January, per our estimates.
She is now worth "just" $259M. https://t.co/WrhWdYhbzb
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Stock Analysis Compilation
Diamond Hill Large Cap Concentrated Fund on Waste Management, Inc. $WM US
Thesis: Waste Management is a leading waste-collection provider in the US, benefiting from significant landfill assets and underappreciated investments in recycling and renewable natural gas projects.
(Extract from their Q4 letter)
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Diamond Hill Large Cap Concentrated Fund on Waste Management, Inc. $WM US
Thesis: Waste Management is a leading waste-collection provider in the US, benefiting from significant landfill assets and underappreciated investments in recycling and renewable natural gas projects.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: The combined value of US homes surged $2.5 trillion in 2024, to a near-record $49.7 trillion.
Since 2012, the total value of homes has risen by a whopping 150%.
Homes worth owned by Millennials rose 19% year-over-year, to $9.7 trillion, reflecting ~20% of the housing market.
Baby Boomers saw home values increase 5.2% to $19.8 trillion, or 41% of the market.
The value of homes owned by Gen X grew 4.6%, to $14.1 trillion, while the Silent Generation dropped 3.7%, to $4.6 trillion.
The housing market is on an unprecedented run.
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BREAKING: The combined value of US homes surged $2.5 trillion in 2024, to a near-record $49.7 trillion.
Since 2012, the total value of homes has risen by a whopping 150%.
Homes worth owned by Millennials rose 19% year-over-year, to $9.7 trillion, reflecting ~20% of the housing market.
Baby Boomers saw home values increase 5.2% to $19.8 trillion, or 41% of the market.
The value of homes owned by Gen X grew 4.6%, to $14.1 trillion, while the Silent Generation dropped 3.7%, to $4.6 trillion.
The housing market is on an unprecedented run.
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Finding Compounders
Benjamin Graham
Avoid Self Destructive Investor Behavior https://t.co/7JDr8PN935
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Benjamin Graham
Avoid Self Destructive Investor Behavior https://t.co/7JDr8PN935
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