⁠Quiver Quantitative
Nancy Pelosi is up almost $7M in the stock market in the last week, per our estimates. https://t.co/9SbZd67lRB
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⁠Hidden Value Gems
Not in #Omaha this year but I can almost feel the value vibe from a few thousand miles 😄

Enjoy it if you are there!

Planning to visit it next year!

#BRK https://t.co/O8kCSJhNJA
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⁠Dimitry Nakhla | Babylon Capital®
RT @Fred_Abyss: @DimitryNakhla You are a valuation wizard man.
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⁠Investing visuals
$META's quarterly revenue has accelerated significantly since 2022.

Impressive execution👌 https://t.co/gTHyRrfzLE
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⁠Dimitry Nakhla | Babylon Capital®
RT @Fred_Abyss: @DimitryNakhla You deserve this! A lot of efforts are going in to your post. We read it in like 2-5 minutes but I appreciate all the hours you put in to basically support your followers with valuable inputs!
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⁠Investing visuals
April Portfolio Update 📊

🔹 Portfolio: +4.2% vs $QQQ –2.6%
🔹 YTD: Portfolio –8.2% vs $QQQ –16.4%
🔹 YTD outperformance: +8.2%*
🔹 Portfolio value: €99,865

*Based on money-weighted rate of return.

Buys & Sells 💸
• Added significantly to five positions and trimmed one I believe is overvalued right now.

Just shared my full April portfolio update and thoughts with the X-subs group🫡
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⁠Investing visuals
$ABNB Q1 Earnings 🚨

• EPS: $0.24 vs $0.24 Est.
• Revenue: $2.27B vs. $2.26B Est
• Gross Booking Value (GBV): $24.5B (miss)

Q2 Revenue Guidance: $2.99B–$3.05B vs. $3.04B est

Stock is down 🔻4% https://t.co/HJbwiQBu89
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⁠Investing visuals
$AMZN Q1 Earnings 🚨

• Revenue $155.7B vs $155.16B Est.
• EPS $1.59 vs $1.36 Est.
• AWS sales $29.27B vs $29.36B Est.

Stock is down 🔻3% https://t.co/hJfyBcNNSq
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⁠Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Reports a Strong Q1 🎯

✅ Rev: $155.67B vs $155.03B (est) | +9% YoY

✅ EPS: $1.59 vs $1.36 (est) | +62% YoY

☁️ AWS net sales $29.27B, +17% YoY

💵 Ads net sales $13.92B, + 18% YoY https://t.co/JzIqoRKRAN
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