Capital Employed
Five new Q3 fund letters just added.

If you're interested in gold, the letters from Auscap Capital Management and @LawrenceLepard are definitely worth a read.

https://t.co/wUDSfhTdYl https://t.co/a1uxfk10pm
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Capital Employed
Make that 7. Q3 letters from @DeepSailCapital and @LaughingH20Cap have just been added too. 👇

Five new Q3 fund letters just added.

If you're interested in gold, the letters from Auscap Capital Management and @LawrenceLepard are definitely worth a read.

https://t.co/wUDSfhTdYl https://t.co/a1uxfk10pm - Capital Employed
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Dimitry Nakhla | Babylon Capital®
GE Aerospace $GE Q3 2025 Report 🗓️

✅ REV: $12.18B (+24% YoY)
✅ EPS: $1.66 (+44% YoY)

•FCF $2.4B, +30% YoY

•Raising FY 2025 Guidance
•FY 25’ EPS $6.00 - $6.25
•FY 25’ FCF $7.1B - $7.3B https://t.co/fkXyJ8Eu8B

1. GE Aerospace $GE (Tue AM)

🗓️ REV Est: $10.38B (+5%)
🗓️ EPS Est: $1.47 (+29%)

💵 NTM P/E: 49x
💵 NTM FCF Yield: 2.37%

As of LTM, services revenue comprises ~71% of total revenue, with GE’s installed base steadily expanding https://t.co/48iOpwr6Q0 - Dimitry Nakhla | Babylon Capital®
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Dimitry Nakhla | Babylon Capital®
Philip Morris $PM Q3 2025 Report 🗓️

✅ REV: $10.85B (+9% YoY)
✅ EPS: $2.24 (+17% YoY)

•Smoke-free business (SFB) shipment volumes +17% YoY

$PM has done an exceptional job transforming the business over the last 5 years

2. Philip Morris $PM (Tue AM)

🗓️ REV Est: $10.66B (+8%)
🗓️ EPS Est: $2.10 (+10%)

💵 NTM P/E: 19x
💵 NTM FCF Yield: 1.25%*

Smoke-free products now make up over half of $PM total revenue, marking a remarkable transformation of the business https://t.co/HRr03YRoXa - Dimitry Nakhla | Babylon Capital®
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ToffCap
👇👇

Out with TMM #75, our weekly overview of actionable event-driven and special sits 🔥🔥

A reminder that there's always plenty of free stuff in front of the paywall!!

This week:

- insiders showing the way
- upcoming deal busts (ioo)
- steady liquidations at still great r/r
- stocks with some juicy hype potential (we've been hitting quite a few home-runs on these ones)
- a lot of activist action (one of our highest alpha generating flags)
- some interesting rights issues
- 'just' some great lookin' companies
- ... and much more.

As always @ToffCap

Enjoy! - ToffCap
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ToffCap
$BOF on 🔥🔥 https://t.co/3IPLakGcl9
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Investing visuals
Get your popcorn ready, $NFLX reports Q3 earnings after the close today!

With strong results, $NFLX could dethrone Prime as the #1 streaming service in the U.S. https://t.co/r1x6UM6iLo
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App Economy Insights
Apple is taking over the F1 grid.

$AAPL signed a 5-year deal for exclusive US rights to Formula One, starting in 2026, worth up to $150M/year (WSJ).

It builds on Apple’s push into live sports with MLS and MLB. UEFA Champions League next? https://t.co/UYgOIfGMFL
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