AkhenOsiris
RT @a_kane47: It’s true: a picture is worth one thousand words.

Here’s how prediction markets are going to change sports betting and trading for millions of people, in a picture (plus a thousand words).

🧵
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⁠Dimitry Nakhla | Babylon Capital®
Chuck Akre’s updated Q1 2025 13F (Dataroma)

Top 5 holdings: $MA $ORLY $MCO $V $KKR https://t.co/yCP4sWuFMz
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⁠App Economy Insights
$NU Nubank Q1 FY25:

• Customers +19% Y/Y to 119M.
• Deposits +48% Y/Y FXN to $31.6B.
• Revenue +40% Y/Y FXN to $3.2B.
• Revenue +19% Y/Y reported.
• Net income +47% Y/Y to $557M. https://t.co/bL7ZsKsAI4
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⁠Wall St Engine
WHITE HOUSE ECONOMIC ADVISER HASSETT: MORE THAN 25 DEALS ON THE TABLE... WHEN PRESIDENT TRUMP RETURNS HE WILL ANNOUNCE THE NEXT DEAL
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @TripleNetInvest “Activity is the enemy of investment returns.” — Warren Buffett 🗣️

It’s not about how many moves you make. It’s about the total risk-adjusted returns.

That’s what matters — wise investors know they aren’t pay for activity.
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⁠Dimitry Nakhla | Babylon Capital®
RT @asemota: THIS!!!

@TripleNetInvest “Activity is the enemy of investment returns.” — Warren Buffett 🗣️

It’s not about how many moves you make. It’s about the total risk-adjusted returns.

That’s what matters — wise investors know they aren’t pay for activity. - Dimitry Nakhla | Babylon Capital®
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⁠Dimitry Nakhla | Babylon Capital®
RT @JerryCap: 12 years is a disqualification for goat talk unless high 20s?

Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈

Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸

Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57 - Dimitry Nakhla | Babylon Capital®
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⁠Dimitry Nakhla | Babylon Capital®
Not Babylon Capital®

While most Fund Managers missed out on the recent surge, at Babylon Capital® we urged our investors to take advantage of the most recent decline on April 5th

3 trading days later, the S&P 500 $SPY posted its 3rd largest gain since WWII, soaring +9.52% 📈 https://t.co/QnkqCZmKtL

BREAKING 🚨: Fund Managers

Fund Managers have missed out on the recent stock surge after recently reducing their equity exposure to the lowest levels in 2 years 👀 Rekt! - Barchart
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⁠The All-In Podcast
"That's how you get a deal done in China." 🇨🇳

Travis Kalanick tells the INSANE story of Uber's 2016 merger with China-based Didi

Sit back and enjoy one of the greatest business showdowns of all-time: Uber vs China

This saga included:

-- Uber doing business in China like no company had done before 📈

-- China's SWF investing in Uber competitors around the world to drain its resources 💰

-- A very peculiar Apple investment 🤔

-- Uber burning $75M/week to keep China "scared" 🔥

-- " We knew we had the deal, but we only had the deal if they're scared."

Recorded September 2024 at the All-In Summit
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⁠Wall St Engine
Today's Key Events (All EST) — 05/14/2025

05:15: Fed's Waller
07:00: US MBA Mortgage Applications
09:10: Fed's Jefferson
17:40: Fed's Daly

Before Open 👇
02:00: $SONY
06:30: Dynatrace, Inc. $DT
07:00: Cellebrite $CLBT
07:00: Global-e Online Ltd. $GLBE
07:20: Arcos Dorados Holdings Inc. $ARCO
07:20: Endava $DAVA
B.O.: MakeMyTrip $MMYT

After Hours 👇
16:00: Ibotta $IBTA
16:00: Boot Barn Holdings, Inc. $BOOT
16:00: Capital Southwest Corp. $CSWC
16:05: Cisco Systems, Inc. $CSCO
16:05: Iris Energy Limited $IREN
16:05: Nextracker $NXT
16:05: DLocal Limited $DLO
16:10: Hawkins Inc. $HWKN
16:15: TMC the metals company Inc. $TMC
16:15: Star Bulk Carriers Corp $SBLK
16:15: DXC Technology Company $DXC
16:15: Fidelis Insurance Holdings $FIHL
16:20: Karooooo Ltd. $KARO
16:30: STERIS Corp. $STE
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