Umesh
When your cousin from the city comes to visit the jungle relatives!

Prompt ⤵️ https://t.co/bFo0tIAkPR

The Lost Kitten!

Prompt: In one continuous shot, a 200-foot calico kitten walks down a city street as people run away. The camera rises higher, past rooftops and circling helicopters, until the city grid unfolds below. At the end, the cat meows cutely, curious and innocent. https://t.co/R0gyK6SBr1 - Umesh
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Yellowbrick Investing
wtf is going on here lol

Yes, we are responsible for this billboard.
 
Cracker Barrel's board has failed its shareholders. It has spent over a decade fighting with one of its largest shareholders rather than collaborating for the good of the company. CB has been at the forefront of the DEI movement at the same time it has reduced food quality and burned millions on failed acquisitions. The board apparently has more regard for DEI than ROI. 
 
Now, we are running a proxy contest at our own expense to fire the CEO. Biglari is doing the work left undone by the board.  
 
Fire the CEO!
Save Cracker Barrel! - Steak 'n Shake
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Umesh
The showdown!

Prompt ⤵️ https://t.co/FYpLBxVpHM

When your cousin from the city comes to visit the jungle relatives!

Prompt ⤵️ https://t.co/bFo0tIAkPR - Umesh
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Adobe at its lowest ever valuation (since 2013)

$ADBE https://t.co/Z96LQMYPPF
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Umesh
Prompt : the camera cranes over the mountain rim to a sheer cliff ; the lone rider speeds his motorcycle forward, the launching into the void; he soars above the abyss as the camera tilts with him, sky and ocean colliding below, then the bike goes down first in freefall while the hero dives slowly and then, a parachute snapping open against the roaring backdrop of stone and sea.
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Dimitry Nakhla | Babylon Capital®
S&P Global now trades at a ~4% FCF Yield (NTM)

$SPGI https://t.co/gGq0JU8s3X
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @heiserf16 Although $MELI trades for a higher share price than at the start of the year, it’s actually trading for a cheaper & more attractive valuation — so technically it’s not necessarily more expensive or overvalued (current valuation more than justified by growth, among other things)

MercadoLibre $MELI is up an impressive +53% year-to-date and nearing all-time highs💸

Yet the stock STILL trades at a more attractive valuation than it did at the start of 2025 🤯

Scale. Economies. Shared. 🤝 https://t.co/j1v1KIJO03 - Dimitry Nakhla | Babylon Capital®
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Yellowbrick Investing
Long $AMAT / short $MU

with some duration, I think that long $AMAT / short $MU works:
- AMAT is ~35-40% exposed DRAM applications with an emphasis on commodity. Stock was heavy on ICAPS rugs, but China is now rightsized. also benefits from leading edge logic which should be strong next year
- the MU commodity cycle is well appreciated + DRAM is driven by CPU strength (for now); SOCAMM a driver in 26 but should mean more equipment
- commodity GMs > HBM GMs for MU which will take up nums but that's not why it should trade on P/E not book (implicit in this is "this time isn't different"); AMAT is discount vs its mult against SPX vs history
- spread is at a 5+ year dislocation that has historically been ho hum back and forth - TBU
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App Economy Insights
I never buy a stock without pulling these 6 charts first.

📈 Fuel 📊 Durability
🛡️ Resilience 🧩 Reality check
💰 Expectations 🧭 Context

It grounds investing decisions in data, not hype.

Steal my cheat sheet 👇
https://t.co/1OjR4ZDbZJ
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Quiver Quantitative
JUST IN: Representative Thomas Kean Jr. just disclosed new stock trades.

One of them caught our eye:

An August 4th purchase of stock in Check Point Software, $CHKP.

It's a cybersecurity company that hasn't been traded by Congress in years.

Full trade list up on Quiver.
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