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โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $LRCX ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 16.66x โข10-Year Mean: 20.20x โขNTM FCF Yield: 6.80% โข10-Year Mean: 5.51% As you can see, $LRCX appears to be trading below fair value Goingโฆ
๏ฟฝ.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Finding Compounders
In 1994, Jeff Bezos posted Amazonโs first job opening on Usenet
From the requirements , you can see that Jeff only wanted extra ordinary people https://t.co/fjJ9OdvmjA
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In 1994, Jeff Bezos posted Amazonโs first job opening on Usenet
From the requirements , you can see that Jeff only wanted extra ordinary people https://t.co/fjJ9OdvmjA
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โ The Kobeissi Letter
BREAKING: US utility stocks post $318 million in net outflows, also marking their 9th weekly withdrawal over the last 10 weeks.
The 4-week average of outflows reached $261 million, the highest in 5.5 years.
By comparison, the 2022 bear market high was ~$200 million, according to BofA.
This is all despite utilities outperforming the broader market this year.
The utilities sector has risen 3.5% year-to-date, beating the S&P 500 and the Nasdaq 100's decline of -10.2% and -13.1%.
Are utilities pricing-in a recession?
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BREAKING: US utility stocks post $318 million in net outflows, also marking their 9th weekly withdrawal over the last 10 weeks.
The 4-week average of outflows reached $261 million, the highest in 5.5 years.
By comparison, the 2022 bear market high was ~$200 million, according to BofA.
This is all despite utilities outperforming the broader market this year.
The utilities sector has risen 3.5% year-to-date, beating the S&P 500 and the Nasdaq 100's decline of -10.2% and -13.1%.
Are utilities pricing-in a recession?
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โ The Kobeissi Letter
President Trump is now officially selling a โTrump 2028โ hat, in the first sign of Trump wanting to run for a 3rd term. https://t.co/lqfMQ0o2iZ
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President Trump is now officially selling a โTrump 2028โ hat, in the first sign of Trump wanting to run for a 3rd term. https://t.co/lqfMQ0o2iZ
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โ soken
RT @TheBoysOOCC: Never forget this legendary magazine cover shoot. #TheBoys https://t.co/hWT6nS3zvn
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RT @TheBoysOOCC: Never forget this legendary magazine cover shoot. #TheBoys https://t.co/hWT6nS3zvn
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โ soken
RT @TrendPSPK: With 100% strike rate, All 21/21 MLAs of @JanaSenaParty will enter Assembly tomorrow, June '21' ๐ฏ๐ฅ
@PawanKalyan garu is coming to Assembly for the first time as Deputy Chief Minister of Andhra Pradesh. ๐ฅ
God's Script ๐ฅต https://t.co/Syh2qunet5
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RT @TrendPSPK: With 100% strike rate, All 21/21 MLAs of @JanaSenaParty will enter Assembly tomorrow, June '21' ๐ฏ๐ฅ
@PawanKalyan garu is coming to Assembly for the first time as Deputy Chief Minister of Andhra Pradesh. ๐ฅ
God's Script ๐ฅต https://t.co/Syh2qunet5
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