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Dimitry Nakhla | Babylon Capital®
RT @JerryCap: 12 years is a disqualification for goat talk unless high 20s?
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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 tweet
Offshore
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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
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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! tweet
Offshore
Video
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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"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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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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Wall St Engine
Jefferies Downgrades $RIVN to Hold from Buy, PT $16; 'downbeat demand outlook this year'
Analyst comments: "Q1's better numbers were helped by new accounting of previously received funds, but management also demonstrated further progress in driving down R1 variable unit costs and in managing cash carefully. We like Rivian's brand equity story and software achievements, but with a downbeat demand outlook this year, we are left waiting for updates on R2 progress and hoping for third-party opportunities in energy efficiency/software-defined vehicles. Rating to Hold, unchanged $16 PT."
Analyst: Philippe Houchois
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Jefferies Downgrades $RIVN to Hold from Buy, PT $16; 'downbeat demand outlook this year'
Analyst comments: "Q1's better numbers were helped by new accounting of previously received funds, but management also demonstrated further progress in driving down R1 variable unit costs and in managing cash carefully. We like Rivian's brand equity story and software achievements, but with a downbeat demand outlook this year, we are left waiting for updates on R2 progress and hoping for third-party opportunities in energy efficiency/software-defined vehicles. Rating to Hold, unchanged $16 PT."
Analyst: Philippe Houchois
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Offshore
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Wall St Engine
$SONY TO BUY BACK ¥250B IN SHARES, PROJECTS LOWER PROFIT ON TARIFF HIT
Sony posted FY25 net income of ¥1.14T, up 18% Y/Y, but sees FY26 profit dropping 13% to ¥930B as U.S. tariffs are expected to cut operating profit by ¥100B. Revenue is forecast to fall 2.9% to ¥11.7T. Spin-off of Sony Financial set for board vote in Sept.
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$SONY TO BUY BACK ¥250B IN SHARES, PROJECTS LOWER PROFIT ON TARIFF HIT
Sony posted FY25 net income of ¥1.14T, up 18% Y/Y, but sees FY26 profit dropping 13% to ¥930B as U.S. tariffs are expected to cut operating profit by ¥100B. Revenue is forecast to fall 2.9% to ¥11.7T. Spin-off of Sony Financial set for board vote in Sept.
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Wall St Engine
BURBERRY TO CUT 1,700 JOBS AMID LUXURY SLOWDOWN
Burberry reported Q4 retail comp sales down 6%, slightly better than the estimated -7.78%. But the company plans to cut ~1,700 jobs as part of a restructuring effort aimed at saving £60M by FY27. FY25 rev hit £2.46B, in line with expectations, but it swung to a £66M pretax loss from £383M profit.
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BURBERRY TO CUT 1,700 JOBS AMID LUXURY SLOWDOWN
Burberry reported Q4 retail comp sales down 6%, slightly better than the estimated -7.78%. But the company plans to cut ~1,700 jobs as part of a restructuring effort aimed at saving £60M by FY27. FY25 rev hit £2.46B, in line with expectations, but it swung to a £66M pretax loss from £383M profit.
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Wall St Engine
Foxconn, a major supplier for $AAPL and $NVDA, posted a solid Q1, with net profit up 91% Y/Y to NT$42.11B (US$1.38B), beating expectations. Revenue rose 24% to NT$1.644T, helped by early shipments ahead of new U.S. tariffs. But the company lowered its full-year guidance, now expecting revenue to be "stronger" vs "significantly stronger" than last year. Cloud and AI server products made up 34% of Q1 revenue.
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Foxconn, a major supplier for $AAPL and $NVDA, posted a solid Q1, with net profit up 91% Y/Y to NT$42.11B (US$1.38B), beating expectations. Revenue rose 24% to NT$1.644T, helped by early shipments ahead of new U.S. tariffs. But the company lowered its full-year guidance, now expecting revenue to be "stronger" vs "significantly stronger" than last year. Cloud and AI server products made up 34% of Q1 revenue.
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