Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks Reporting Earnings Next Week
1. S&P Global $SPGI 📊
•NTM P/E: 28x
•NTM FCF Yield: 3.7%
•REV est: $3.72B (6.6% YoY)
•EPS est: $4.24 (5.7% YoY)
2. Visa $V 💳
•NTM P/E: 29x
•NTM FCF Yield: 3.6%
•REV est: $9.58B (9.1% YoY)
•EPS est: $2.68 (6.8% YoY)
3. Booking Holdings $BKNG ✈️
•NTM P/E: 23x
•NTM FCF Yield: 5.1%
•REV est: $4.58B (3.6% YoY)
•EPS est: $17.38 (-17.3% YoY)
4. Microsoft $MSFT 💾
•NTM P/E: 28x
•NTM FCF Yield: 2.6%
•REV est: $68.44B (10.6% YoY)
•EPS est: $3.22 (9.5% YoY)
5. Meta Platforms $META 📸
•NTM P/E: 22x
•NTM FCF Yield: 3.2%
•REV est: $41.36B (13.4% YoY)
•EPS est: $5.22 (10.8% YoY)
6. Mastercard $MA 💸
•NTM P/E: 34x
•NTM FCF Yield: 3.0%
•REV est: $7.13B (12.3% YoY)
•EPS est: $3.57 (7.8% YoY)
7. Intercontinental Exchange $ICE 🏦
•NTM P/E: 24x
•NTM FCF Yield: 4.4%
•REV est: $2.47B (7.8% YoY)
•EPS est: $1.70 (14.8% YoY)
8. Amazon $AMZN 📦
•NTM P/E: 30x
•NTM FCF Yield: 2.5%
•REV est: $154.94B (8.1% YoY)
•EPS est: $1.36 (38.7% YoY)
9. Apple $AAPL 🍎
•NTM P/E: 27x
•NTM FCF Yield: 3.7%
•REV est: $3.72B (6.6% YoY)
•EPS est: $4.24 (5.2% YoY)
10. Airbnb $ABNB 🌅
•NTM P/E: 28x
•NTM FCF Yield: 5.8%
•REV est: $2.26B (5.6% YoY)
•EPS est: $0.23 (4.5% YoY)
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RT @DimitryNakhla: 10 Quality Stocks Reporting Earnings Next Week
1. S&P Global $SPGI 📊
•NTM P/E: 28x
•NTM FCF Yield: 3.7%
•REV est: $3.72B (6.6% YoY)
•EPS est: $4.24 (5.7% YoY)
2. Visa $V 💳
•NTM P/E: 29x
•NTM FCF Yield: 3.6%
•REV est: $9.58B (9.1% YoY)
•EPS est: $2.68 (6.8% YoY)
3. Booking Holdings $BKNG ✈️
•NTM P/E: 23x
•NTM FCF Yield: 5.1%
•REV est: $4.58B (3.6% YoY)
•EPS est: $17.38 (-17.3% YoY)
4. Microsoft $MSFT 💾
•NTM P/E: 28x
•NTM FCF Yield: 2.6%
•REV est: $68.44B (10.6% YoY)
•EPS est: $3.22 (9.5% YoY)
5. Meta Platforms $META 📸
•NTM P/E: 22x
•NTM FCF Yield: 3.2%
•REV est: $41.36B (13.4% YoY)
•EPS est: $5.22 (10.8% YoY)
6. Mastercard $MA 💸
•NTM P/E: 34x
•NTM FCF Yield: 3.0%
•REV est: $7.13B (12.3% YoY)
•EPS est: $3.57 (7.8% YoY)
7. Intercontinental Exchange $ICE 🏦
•NTM P/E: 24x
•NTM FCF Yield: 4.4%
•REV est: $2.47B (7.8% YoY)
•EPS est: $1.70 (14.8% YoY)
8. Amazon $AMZN 📦
•NTM P/E: 30x
•NTM FCF Yield: 2.5%
•REV est: $154.94B (8.1% YoY)
•EPS est: $1.36 (38.7% YoY)
9. Apple $AAPL 🍎
•NTM P/E: 27x
•NTM FCF Yield: 3.7%
•REV est: $3.72B (6.6% YoY)
•EPS est: $4.24 (5.2% YoY)
10. Airbnb $ABNB 🌅
•NTM P/E: 28x
•NTM FCF Yield: 5.8%
•REV est: $2.26B (5.6% YoY)
•EPS est: $0.23 (4.5% YoY)
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Offshore
Video
soken
RT @pinksepia: The gorilla after beating 100 niggas: https://t.co/xUG6u3OJEJ
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RT @pinksepia: The gorilla after beating 100 niggas: https://t.co/xUG6u3OJEJ
i think 100 niggas could beat 1 gorilla everybody just gotta be dedicated to the shit😂😂 - 🏴☠️tweet
Offshore
Video
soken
RT @teaisbesthot: When the gorilla headbutts the braincells out of nigga 92, and I'm up next https://t.co/gCoc5gwO0e
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RT @teaisbesthot: When the gorilla headbutts the braincells out of nigga 92, and I'm up next https://t.co/gCoc5gwO0e
i think 100 niggas could beat 1 gorilla everybody just gotta be dedicated to the shit😂😂 - 🏴☠️tweet
Offshore
Video
soken
RT @Rainmaker1973: This Mediterranean Monk Seal relaxing on a beach in Greece
https://t.co/djuPcHebGQ
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RT @Rainmaker1973: This Mediterranean Monk Seal relaxing on a beach in Greece
https://t.co/djuPcHebGQ
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Offshore
Photo
Finding Compounders
RT @gainify_io: Only 7 STOCKS ($100B+) meet this RARE COMBO:
✅ Cheaper than the S&P 500 on P/E
✅ Expected to grow 2x faster than the $SPX over the next 3Y
$GOOGL $TSM $NVO $PGR $SCHW $PDD $NEE
Which one are you betting on?
Spotted using https://t.co/3KIppfq4OO screeners. https://t.co/rOH7YSE0ee
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RT @gainify_io: Only 7 STOCKS ($100B+) meet this RARE COMBO:
✅ Cheaper than the S&P 500 on P/E
✅ Expected to grow 2x faster than the $SPX over the next 3Y
$GOOGL $TSM $NVO $PGR $SCHW $PDD $NEE
Which one are you betting on?
Spotted using https://t.co/3KIppfq4OO screeners. https://t.co/rOH7YSE0ee
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Offshore
Photo
The Kobeissi Letter
World central banks are diversifying their reserves:
Foreign holdings of Treasuries as % of US government debt have fallen to ~23%, the lowest in 22 years.
The percentage is down ~11 percentage points over the last 9 years.
At the same time, gold holdings as a % of global international reserves have hit ~18%, the highest in 26 years.
The share has risen ~8 percentage points since 2015.
China has been one of the biggest buyers of gold over the last few years.
Since the beginning of 2023, China’s gold reserves as a % of total foreign reserves have doubled to 7.1%.
Everyone wants gold.
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World central banks are diversifying their reserves:
Foreign holdings of Treasuries as % of US government debt have fallen to ~23%, the lowest in 22 years.
The percentage is down ~11 percentage points over the last 9 years.
At the same time, gold holdings as a % of global international reserves have hit ~18%, the highest in 26 years.
The share has risen ~8 percentage points since 2015.
China has been one of the biggest buyers of gold over the last few years.
Since the beginning of 2023, China’s gold reserves as a % of total foreign reserves have doubled to 7.1%.
Everyone wants gold.
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Offshore
Photo
Finding Compounders
Making Money Out of Junk
An article on Walter Schloss https://t.co/PMESlXcxDH
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Making Money Out of Junk
An article on Walter Schloss https://t.co/PMESlXcxDH
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soken
https://t.co/iPTdB7WXG6
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https://t.co/iPTdB7WXG6
i think 100 niggas could beat 1 gorilla everybody just gotta be dedicated to the shit😂😂 - 🏴☠️tweet
twitter.com
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