Offshore
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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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Wall St Engine
Jack Dorsey’s Block will roll out Bitcoin payments on Square terminals in H2 2025, with full access by 2026.
Payments will run through the Lightning Network, starting with a simple QR scan at checkout.
Another push by Block to bring BTC into everyday business. https://t.co/SfjiQoh3nS
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Jack Dorsey’s Block will roll out Bitcoin payments on Square terminals in H2 2025, with full access by 2026.
Payments will run through the Lightning Network, starting with a simple QR scan at checkout.
Another push by Block to bring BTC into everyday business. https://t.co/SfjiQoh3nS
tweet