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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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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
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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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Wall St Engine
BYD has cut prices on 22 EV and hybrid models—some by as much as 34%—as part of a renewed price war in China. The Seagull is now just ¥55,800 ($7.8K), and the Seal hybrid got a ¥53,000 drop. https://t.co/6F1jsEUVtV
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BYD has cut prices on 22 EV and hybrid models—some by as much as 34%—as part of a renewed price war in China. The Seagull is now just ¥55,800 ($7.8K), and the Seal hybrid got a ¥53,000 drop. https://t.co/6F1jsEUVtV
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Wall St Engine
Xi’s government is weighing a new version of “Made in China 2025” focused on boosting tech manufacturing like chip equipment. China aims to keep manufacturing’s share of GDP steady and is unlikely to set firm consumption targets in its 2026 Five-Year Plan. https://t.co/Iu6hLB3RzW
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Xi’s government is weighing a new version of “Made in China 2025” focused on boosting tech manufacturing like chip equipment. China aims to keep manufacturing’s share of GDP steady and is unlikely to set firm consumption targets in its 2026 Five-Year Plan. https://t.co/Iu6hLB3RzW
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