Dimitry Nakhla | Babylon Capital®
TransDigm $TDG Stock in 4 Charts 📊

1. $TDG FCF CAGR +15.2%

2. $TDG EPS CAGR +14.8%

3. Strong business performance across the company’s two main segments

4. Incredibly strong & steady margins https://t.co/Svzv8JyRDW
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Dimitry Nakhla | Babylon Capital®
“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin

Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders

Mega Cap Tech Stocks are underperforming Non-Profitable Tech Stocks by the largest margin since 2023 🚨🚨 https://t.co/x9QCoAhuLN - Barchart
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AkhenOsiris
RT @lokoyacap: Monday:
"Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."

Today:
"Meta and Oracle are utilizing Spectrum-X Ethernet switches within their ecosystem as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."

🧐
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Capital Employed
RT @equitybaron: The October issue of ROE The Boat has just been published. 🚣‍♂️

Covering a very illiquid French microcap. This company is a cash cow with irreplaceable assets, and pays a nice growing dividend too.

https://t.co/gT2cUEqel0 https://t.co/pM82PSbkb7
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Umesh
Retrying a split-screen prompt on Veo 3.1, which I’d previously tried on 3.0.

These prompts/ideas are visually complex. There seems to be a slight improvement, but it still takes many runs to get a decent output.

Maybe Veo 4?

Prompt ⤵️ https://t.co/HFMJLyHIim
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Yellowbrick Investing
$TALK.ST

Talkpool $TALK.ST is a Swedish telecom services outfit with big ambitions, tiny debt, and several dusty masts in Pakistan. It wants to be your infrastructure whisperer, network drone-wrangler, and a sustainability shaman. Upside? Well, there is a ticking US catalyst.

🧵 - cuisineålille
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Investing visuals
The stock market this week https://t.co/JYUFdqTiZZ
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Investing visuals
Some big names reporting earnings next week!

• Tuesday: $NFLX, $KO, $ISRG
• Wednesday: $TSLA, $SAP, $T
• Thursday: $INTC https://t.co/5OjX5qexbp
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks w/ Compelling FCF Yields Relative to Historical Averages & Growth 💵

1. $TDG 3.28%
2. $MA 3.28%
3. $CPRT 3.28%
4. $INTU 3.86%
5. $SPGI 4.32%
6. $CSU 4.52%
7. $ADP 4.64%
8. $ICE 5.24%
9. $BKNG 5.76%
10. $ABNB 6.12%

“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin

Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders - Dimitry Nakhla | Babylon Capital®
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The Startup Ideas Podcast (SIP) 🧃
Free AI video concept machine (steal this)

ChatGPT can't write funny scripts.

But it can spark $15K concepts if you use it right.

The prompt: "Give me iconic moments in history that incorporate [concept]"

The framework:
• Start with recognizable public domain IP
• Add contrast that makes it funny
• End with internet culture references
• Use ChatGPT to generate 10 variations
• Pick the one that makes you laugh

For PJ, one good concept = one client project = $15K starting price.

ChatGPT is free.

The framework is proven.

The clients are waiting.

Go get em
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Investing visuals
$AMZN vs $MELI: two of the most underappreciated businesses right now, if you ask me.

Which do you like most? Poll in comments 🗳️ https://t.co/mje3PQ3OTe
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