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Dimitry Nakhla | Babylon Capital®
Did you know Copart $CPRT owns a lot of land?
$CPRT land, valued at $2.03B today up from $105M in 2004, is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values
A key driver of its competitive edge 🚘 https://t.co/trYuKvzwno
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Did you know Copart $CPRT owns a lot of land?
$CPRT land, valued at $2.03B today up from $105M in 2004, is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values
A key driver of its competitive edge 🚘 https://t.co/trYuKvzwno
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Offshore
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App Economy Insights
It's race day in Monaco! 🇲🇨🏎️
But do you know how F1 makes money?
https://t.co/9GmrbsBNDQ
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It's race day in Monaco! 🇲🇨🏎️
But do you know how F1 makes money?
https://t.co/9GmrbsBNDQ
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Wall St Engine
Von der Leyen says her call with Trump was “positive” and that Europe’s ready to move fast on trade. The EU now targeting a full trade deal with the US by July 9. https://t.co/PKTZfmtAhm
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Von der Leyen says her call with Trump was “positive” and that Europe’s ready to move fast on trade. The EU now targeting a full trade deal with the US by July 9. https://t.co/PKTZfmtAhm
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Capital Employed
RT @equitybaron: Interview with Erling Sorensen from Aligned Capital Partnership @capitalemployed
Erling rarely shares ideas so this was a real treat. A company trading at half it's book value whose product is in high demand.
https://t.co/Y6KjZvHdwi
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RT @equitybaron: Interview with Erling Sorensen from Aligned Capital Partnership @capitalemployed
Erling rarely shares ideas so this was a real treat. A company trading at half it's book value whose product is in high demand.
https://t.co/Y6KjZvHdwi
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Capital Employed
Interesting idea $NORTHM 👇
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Interesting idea $NORTHM 👇
Newest portfolio add: North Media A/S $NORTHM
Entire market cap covered by their liquid stock portfolio!
What you get for free:
Monopolies (FK & SDR)
Leading classifieds (BoligPortal)
Real estate (~½ of mcap)
Buyback mandate + dividend history
Deep value, hidden quality https://t.co/OBtv0CaWkn tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
Looking back at this, of course the two tikr’s you can see with my target buy price 😅
$INTU <$560<$480
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Looking back at this, of course the two tikr’s you can see with my target buy price 😅
$INTU <$560<$480
Happy to be back. https://t.co/fH7qGRQUKi tweet
Offshore
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Wall St Engine
President Trump said he got a call from the President of the EU Commission, asking to push the 50% tariff deadline to July 9th—and he said it was his "privilege to do so." https://t.co/jFmDSSUv2c
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President Trump said he got a call from the President of the EU Commission, asking to push the 50% tariff deadline to July 9th—and he said it was his "privilege to do so." https://t.co/jFmDSSUv2c
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