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%
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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 tweet
X (formerly Twitter)
Dimitry Nakhla | Babylon Capital® (@DimitryNakhla) on X
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…
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value…
Offshore
Video
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
tweet
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
tweet
Offshore
Photo
Investing visuals
$AMZN vs $MELI: two of the most underappreciated businesses right now, if you ask me.
Which do you like most? Poll in comments 🗳️ https://t.co/mje3PQ3OTe
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$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
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: Representative Josh Gottheimer just disclosed new trades.
One of them caught our eye:
A purchase of Commvault Systems stock, $CVLT.
Commvault is a data security company. Gottheimer sits on the House Select Committee on Intelligence.
Full trade list up on Quiver. https://t.co/7hZ5WoXLPP
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JUST IN: Representative Josh Gottheimer just disclosed new trades.
One of them caught our eye:
A purchase of Commvault Systems stock, $CVLT.
Commvault is a data security company. Gottheimer sits on the House Select Committee on Intelligence.
Full trade list up on Quiver. https://t.co/7hZ5WoXLPP
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Offshore
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App Economy Insights
⚡️ TSMC is the arsenal builder of the AI era.
• AI revenue is set to double in 2025
• CEO C.C. Wei calls demand "insane"
• 45% CAGR expected for the next 5 years
👇 Full breakdown of $TSM's record quarter
https://t.co/a7S8vQVEL3
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⚡️ TSMC is the arsenal builder of the AI era.
• AI revenue is set to double in 2025
• CEO C.C. Wei calls demand "insane"
• 45% CAGR expected for the next 5 years
👇 Full breakdown of $TSM's record quarter
https://t.co/a7S8vQVEL3
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Offshore
Photo
AkhenOsiris
Still seems like 1-3% of volume...did the meteor shrink 😂
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Still seems like 1-3% of volume...did the meteor shrink 😂
slowly, then all at once.
@Kalshi's new parlay product is going parabolic.
I expect parlays to be >20% of the total volume on the platform in short order. https://t.co/9532ToRjTJ tweet
Offshore
Photo
Investing visuals
$TSM's Q3 one-pager breakdown was just shared with subscribers.
Next week: $NFLX, $TSLA, and $INTC, once their earnings are out.
If you like seeing all key investment info in an easy-to-digest visual, consider joining the subs group! https://t.co/AKwerXyRxA
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$TSM's Q3 one-pager breakdown was just shared with subscribers.
Next week: $NFLX, $TSLA, and $INTC, once their earnings are out.
If you like seeing all key investment info in an easy-to-digest visual, consider joining the subs group! https://t.co/AKwerXyRxA
tweet
Offshore
Photo
Quiver Quantitative
Ciena stock has now risen 132% since Representative Lisa McClain bought in.
It's been just 4 months.
McClain sits on the House Armed Services Subcommittee on Cyber, IT, and Innovation. https://t.co/OmSRoRSzjc
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Ciena stock has now risen 132% since Representative Lisa McClain bought in.
It's been just 4 months.
McClain sits on the House Armed Services Subcommittee on Cyber, IT, and Innovation. https://t.co/OmSRoRSzjc
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