⁠Dimitry Nakhla | Babylon Capital®
Given its consistency, $CRM is under-appreciated … At $276💵 per share, its valuation relative to growth potential makes it a compelling investment choice https://t.co/Cm605K5vCW

Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯

1. Revenue increased in 38/40 quarters

2. Revenue increased in 20/20 years

It doesn’t get more predictable than $CRM

$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm - Dimitry Nakhla | Babylon Capital®
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⁠Wall St Engine
NY WINS BID TO STOP US FROM WITHHOLDING FUNDS OVER CONGESTION
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⁠Wall St Engine
A new Qualcomm $QCOM study by Cellular Insights shows its modems outperform Apple’s $AAPL C1 chip, especially in dense urban areas.
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⁠Quiver Quantitative
The most profitable members of Congress so far this month, per our estimates: https://t.co/EtlUHr8B5I
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⁠Wall St Engine
TPG AND BLACKSTONE OFFERED $16B TO TAKE HOLOGIC $HOLX PRIVATE: FT
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⁠Dimitry Nakhla | Babylon Capital®
Given its consistency, $CRM is under-appreciated … At $276💵 per share, its valuation relative to growth potential makes it a compelling investment https://t.co/LxlVbJ6PMK

Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯

1. Revenue increased in 38/40 quarters

2. Revenue increased in 20/20 years

It doesn’t get more predictable than $CRM

$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm - Dimitry Nakhla | Babylon Capital®
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⁠Wall St Engine
A new COVID strain from China, NB.1.8.1, is spreading in the U.S., including NYC, per the CDC. First detected in late March among international travelers, the variant has already caused surging hospitalizations across Asia.

China saw ER visits for COVID double in a month, with over 6% of hospitalized patients now infected. Hong Kong reported 81 severe cases and 30 deaths in four weeks, mostly among the elderly. While the CDC says U.S. cases remain low, experts warn the variant spreads faster than previous strains and could evade vaccine protection.

(Source: NY Post)
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⁠Wall St Engine
US sells $69B in 2Y notes at 3.955%, stopping 1bp through the 3.965% WI yield—stronger demand vs May’s 0.6bp tail. Bid-to-cover came in at 2.57. Indirects took 63.3%, directs 26.2%, and dealers just 10.5%.
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