Offshore
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Dimitry Nakhla | Babylon Capital®
1/7 Here are five quality stocks that faced bearish narratives this year & ended up being great investments💸
The lesson as we head into 2026 — & one worth remembering & reinforcing every year — headlines create fear, yet independent thinking allows you to capture opportunity🧵 https://t.co/P5BbD5dqZ2
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1/7 Here are five quality stocks that faced bearish narratives this year & ended up being great investments💸
The lesson as we head into 2026 — & one worth remembering & reinforcing every year — headlines create fear, yet independent thinking allows you to capture opportunity🧵 https://t.co/P5BbD5dqZ2
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Fiscal.ai
Taiwan Semiconductor, one of the widest moat companies in the world, still trades at an EV/EBIT of 21x.
And analysts expect revenue growth of 20%+ over the next 3 years.
$TSM https://t.co/YjlegFhew0
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Taiwan Semiconductor, one of the widest moat companies in the world, still trades at an EV/EBIT of 21x.
And analysts expect revenue growth of 20%+ over the next 3 years.
$TSM https://t.co/YjlegFhew0
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App Economy Insights
$SNDK Sandisk is the top-performing stock in the S&P 500 in 2025.
• Spin-off from $WDC in February 2025.
• Up nearly 7x since then (+594%).
• Added to the S&P 500 in November. https://t.co/gnbPX66NWf
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$SNDK Sandisk is the top-performing stock in the S&P 500 in 2025.
• Spin-off from $WDC in February 2025.
• Up nearly 7x since then (+594%).
• Added to the S&P 500 in November. https://t.co/gnbPX66NWf
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