Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @chettan_guevara Based on my research, I believe that while $NKE may appear undervalued from a historical perspective (10-year), the company may struggle to meet some of its more ambitious growth projections. As a result, I am not yet convinced to invest in $NKE today
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RT @DimitryNakhla: @chettan_guevara Based on my research, I believe that while $NKE may appear undervalued from a historical perspective (10-year), the company may struggle to meet some of its more ambitious growth projections. As a result, I am not yet convinced to invest in $NKE today
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Stock Analysis Compilation
AMG River Road Large Cap Value Select Fund on Becton, Dickinson and Company $BDX US
Thesis: Becton, Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue, high growth markets, and a solid history of dividend increases, despite recent underperformance and elevated leverage.
(Extract from their Q4 letter)
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AMG River Road Large Cap Value Select Fund on Becton, Dickinson and Company $BDX US
Thesis: Becton, Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue, high growth markets, and a solid history of dividend increases, despite recent underperformance and elevated leverage.
(Extract from their Q4 letter)
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Stock Analysis Compilation
Harding Loevner Emerging Markets Equity on Bupa Arabia $BUPA AB
Thesis: Bupa Arabia is a leading health insurance provider in Saudi Arabia, holding a 45% market share and poised for long-term growth through enhanced service offerings and digital initiatives amid increasing demand from mandatory health insurance regulations.
(Extract from their Q4 letter)
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Harding Loevner Emerging Markets Equity on Bupa Arabia $BUPA AB
Thesis: Bupa Arabia is a leading health insurance provider in Saudi Arabia, holding a 45% market share and poised for long-term growth through enhanced service offerings and digital initiatives amid increasing demand from mandatory health insurance regulations.
(Extract from their Q4 letter)
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Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥
Investor interview #109 with Matt Geiger from MJG capital.
Matt discusses two stocks he's bullish on + much more...
https://t.co/s4888uyfF2 https://t.co/dV0ivhjAv1
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RT @capitalemployed: FRESH OFF THE PRESS 🔥
Investor interview #109 with Matt Geiger from MJG capital.
Matt discusses two stocks he's bullish on + much more...
https://t.co/s4888uyfF2 https://t.co/dV0ivhjAv1
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The All-In Podcast
🚨🚨friday night drop!
besties are BACK to break down the DC trip and much more:
-- @cyantist and @davidsacks join the show!
-- white house behind the scenes
-- recapping the bessent/lutnick interviews
-- @google buys @wiz_io for $32b
-- unleashing m&a, impact on vc
-- treasury vs fed tension
-- space rescue, @spacex vs china
++ so much more
(0:00) welcoming cyan banister and david sacks!
(3:23) behind the scenes of the besties in dc: white house, cabinet interviews, and more
(33:37) how m&a will be unleashed, google buys wiz for $32b, tim walz on tesla
(49:11) deep dive on google/wiz: breakup fee, impact on vc, roic, cloud advantage
(1:00:31) treasury vs fed tension, bond markets, consumers, deregulation
(1:12:59) space rescue, spacex vs china, lunar landing
thanks to our partners:
@wearehims: https://t.co/BAeryG94w1 | https://t.co/hCV2eHTxFA
@gemini: https://t.co/VK06JoqgDE
@itrustcapital (use code allin): https://t.co/zJoaQchhSc
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🚨🚨friday night drop!
besties are BACK to break down the DC trip and much more:
-- @cyantist and @davidsacks join the show!
-- white house behind the scenes
-- recapping the bessent/lutnick interviews
-- @google buys @wiz_io for $32b
-- unleashing m&a, impact on vc
-- treasury vs fed tension
-- space rescue, @spacex vs china
++ so much more
(0:00) welcoming cyan banister and david sacks!
(3:23) behind the scenes of the besties in dc: white house, cabinet interviews, and more
(33:37) how m&a will be unleashed, google buys wiz for $32b, tim walz on tesla
(49:11) deep dive on google/wiz: breakup fee, impact on vc, roic, cloud advantage
(1:00:31) treasury vs fed tension, bond markets, consumers, deregulation
(1:12:59) space rescue, spacex vs china, lunar landing
thanks to our partners:
@wearehims: https://t.co/BAeryG94w1 | https://t.co/hCV2eHTxFA
@gemini: https://t.co/VK06JoqgDE
@itrustcapital (use code allin): https://t.co/zJoaQchhSc
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Investing visuals
Three businesses with broken stocks:
$AMD
$TTD
$NBIS
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Three businesses with broken stocks:
$AMD
$TTD
$NBIS
A little piece of advice. https://t.co/6ptpsE5Ai9 tweet
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Finding Compounders
Great read
Capital Cycle Analysis helps to identify investments with high and sustainable returns https://t.co/8OWX5WBu7W
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Great read
Capital Cycle Analysis helps to identify investments with high and sustainable returns https://t.co/8OWX5WBu7W
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Offshore
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Finding Compounders
Great piece on Portfolio Management
By Álvaro Guzmán de Lázaro Mateos https://t.co/o1o7DOMxzu
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Great piece on Portfolio Management
By Álvaro Guzmán de Lázaro Mateos https://t.co/o1o7DOMxzu
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