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โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $CRM ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ โ€ขNTM P/E Ratio: 25.38x โ€ข3-Year Mean: 28.15x โ€ขNTM FCF Yield: 4.93% โ€ข3-Year Mean: 4.39% As you can see, $CRM appears to be trading below fair value Going forward, investors canโ€ฆ
๏ฟฝ๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ.
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โ Investing visuals
$TSLA: a declining business today, a flourishing business in the future? https://t.co/E4ObxhRU2r
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โ Wall St Engine
US TREASURY SECRETARY BESSENT: TRUMP BELIEVES EU ๐Ÿ‡ช๐Ÿ‡บ PROPOSALS HAVE NOT BEEN OF GOOD QUALITY, MOVE IN RESPONSE TO EU'S PACE ON TARIFFS; 90-DAY PAUSE ON APRIL 2 WAS BASED ON GOOD-FAITH TALKS
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โ Wall St Engine
BESSENT: MOST COUNTRIES NEGOTIATING IN GOOD FAITH EXCEPT EU
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โ Wall St Engine
Trump says he is recommending a 50% tariff on EU, starting on June 1, 2025 https://t.co/J8usAGSG60
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โ App Economy Insights
๐Ÿ‘“ Are glasses the new phones?

From Google IO to OpenAI io.

What we learned this week.
https://t.co/mvBUgCfDA8
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โ Quiver Quantitative
JUST IN: Senator Michael Bennet has proposed legislation to ban members of Congress from ever becoming lobbyists https://t.co/hZ5V5N48Rz
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โ Investing visuals
$MELI's revenue growth is pure eye candy for any investor. https://t.co/gxGISrkcdF
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โ Dimitry Nakhla | Babylon Capitalยฎ
$CPRT is getting there, ~$47๐Ÿ’ต ๐Ÿคž๐Ÿฝ๐Ÿ‘Œ๐Ÿฝ https://t.co/NgiyGhcqft

@BRuss008 $CPRT is one of my all-time favorite businesses & I own it personally (accumulated ~$26 in September 2022) โ€” $CPRT starts to become an interesting consideration if it reaches ~$47 ๐Ÿ‘๐Ÿฝ

I prefer $NVR over $BLDR in that space (albeit different business models)
- Dimitry Nakhla | Babylon Capitalยฎ
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โ Hidden Value Gems
โœ…Process over outcome!

โœ…And live in a world that is there, not in the one you would like to live in.

Steven Cohen at the Sohn 2025 ๐Ÿ‘‡ https://t.co/9ZtTTYWTgz
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โ Quiver Quantitative
NEW: Here are the members of Congress with the most stock market gains since 2023, per our estimates.

Track portfolios on Quiver: https://t.co/WFe08ymAxW
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