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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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
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RT @DimitryNakhla: 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
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Quiver Quantitative
UPDATE....
One year ago, we noticed a US politician buying stock in a German arms manufacturer.
We posted this report.
The stock has now risen 268% since the trade. https://t.co/liTNAXwBeu
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UPDATE....
One year ago, we noticed a US politician buying stock in a German arms manufacturer.
We posted this report.
The stock has now risen 268% since the trade. https://t.co/liTNAXwBeu
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Offshore
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App Economy Insights
🏁 It’s not just racing.
F1 is a cash-generating machine. 💵 https://t.co/kk5psPal8m
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🏁 It’s not just racing.
F1 is a cash-generating machine. 💵 https://t.co/kk5psPal8m
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The All-In Podcast
more great content from all-in live miami dropping soon! 🚨🔥🌴
thanks to @orion180ins for helping make it happen!
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more great content from all-in live miami dropping soon! 🚨🔥🌴
thanks to @orion180ins for helping make it happen!
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Offshore
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App Economy Insights
$PDD Pinduoduo Q1 FY25:
Slowest growth since 2022.
• Revenue +10% Y/Y to $13.2B ($1.2B miss).
• Operating margin 17% (-13pp Y/Y).
• Non-GAAP EPS $1.56 ($1.08 miss).
Stock down -15%. https://t.co/EaihGf3IVn
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$PDD Pinduoduo Q1 FY25:
Slowest growth since 2022.
• Revenue +10% Y/Y to $13.2B ($1.2B miss).
• Operating margin 17% (-13pp Y/Y).
• Non-GAAP EPS $1.56 ($1.08 miss).
Stock down -15%. https://t.co/EaihGf3IVn
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