Offshore
Dimitry Nakhla | Babylon Capital® A quality valuation analysis on $GOOG 🧘🏽♂️ •NTM P/E Ratio: 17.74x •10-Year Mean: 23.69x •NTM FCF Yield: 3.94% •10-Year Mean: 4.17% As you can see, $GOOG appears to be trading below fair value Going forward, investors…
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The All-In Podcast
Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀
Recap the 2024 @allinsummit with exclusive access to your besties!
(0:00) Opening + setup 🔨
(3:55) Day 1: @JDVance, @elonmusk, Sergey Brin, @megynkelly, and more! 🔥
(9:01) Top Gun Party at the Santa Monica Pier 🏖️
(10:09) Day 2: Mearsheimer/Sachs panel, Travis Kalanick, and more! 🔥
(15:19) Back to the Future Party 🕐
@chamath @Jason @DavidSacks @friedberg
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Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀
Recap the 2024 @allinsummit with exclusive access to your besties!
(0:00) Opening + setup 🔨
(3:55) Day 1: @JDVance, @elonmusk, Sergey Brin, @megynkelly, and more! 🔥
(9:01) Top Gun Party at the Santa Monica Pier 🏖️
(10:09) Day 2: Mearsheimer/Sachs panel, Travis Kalanick, and more! 🔥
(15:19) Back to the Future Party 🕐
@chamath @Jason @DavidSacks @friedberg
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Offshore
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Investing visuals
$GOOGL Q1 Earnings 🚨
• EPS $2.81 vs $2.01 Est.
• Revenue $90.2B vs $89.2B Est.
Stock is up +4% https://t.co/MFMCrWnrSJ
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$GOOGL Q1 Earnings 🚨
• EPS $2.81 vs $2.01 Est.
• Revenue $90.2B vs $89.2B Est.
Stock is up +4% https://t.co/MFMCrWnrSJ
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Offshore
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Dimitry Nakhla | Babylon Capital®
$GOOG $GOOGL Q1 2025 Highlights 👇🏽
Rev: $90.23B vs $88.87B est ✅ | +12% YoY
EPS: $2.81 vs $2.02 est ✅ | +48% YoY
GOOGLE CLOUD ☁️ +28.05% YoY https://t.co/6jsl0HLERn
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$GOOG $GOOGL Q1 2025 Highlights 👇🏽
Rev: $90.23B vs $88.87B est ✅ | +12% YoY
EPS: $2.81 vs $2.02 est ✅ | +48% YoY
GOOGLE CLOUD ☁️ +28.05% YoY https://t.co/6jsl0HLERn
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Offshore
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App Economy Insights
$GOOG Alphabet Q1 FY25:
• Revenue +12% Y/Y to $90.2B ($1.0B beat).
• Operating margin 34% (+2pp Y/Y).
• EPS $2.81 ($0.80 beat).
☁️ Google Cloud:
• Revenue +28% Y/Y to $12.3B.
• Operating margin 18% (+8pp Y/Y).
▶️ YouTube ads +10% to $8.9B. https://t.co/mgcf8ntqlc
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$GOOG Alphabet Q1 FY25:
• Revenue +12% Y/Y to $90.2B ($1.0B beat).
• Operating margin 34% (+2pp Y/Y).
• EPS $2.81 ($0.80 beat).
☁️ Google Cloud:
• Revenue +28% Y/Y to $12.3B.
• Operating margin 18% (+8pp Y/Y).
▶️ YouTube ads +10% to $8.9B. https://t.co/mgcf8ntqlc
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Offshore
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The Kobeissi Letter
BREAKING: The NY Empire State Manufacturing Index fell to -8.1 points in April, recording the 3rd negative reading this year.
More importantly, 6-month outlook for general business conditions plummeted to -7.4, the lowest in 24 years.
Additionally, the 6-month outlook for new orders fell to -6.6, the lowest in history.
Not even the 2008 Financial Crisis saw such a grim outlook.
All while prices paid outlook spiked to 65.6, the highest since mid-2022.
Stagflation is here.
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BREAKING: The NY Empire State Manufacturing Index fell to -8.1 points in April, recording the 3rd negative reading this year.
More importantly, 6-month outlook for general business conditions plummeted to -7.4, the lowest in 24 years.
Additionally, the 6-month outlook for new orders fell to -6.6, the lowest in history.
Not even the 2008 Financial Crisis saw such a grim outlook.
All while prices paid outlook spiked to 65.6, the highest since mid-2022.
Stagflation is here.
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Offshore
Video
soken
RT @PabloPeniche: https://t.co/DgKRrFTyQU
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RT @PabloPeniche: https://t.co/DgKRrFTyQU
what’s the defining piece of covid era art? tweet