Dimitry Nakhla | Babylon Capital®
$FICO now approaching one of its largest drawdowns of the past 10 years (-44%), despite compounding total returns at 30% annually over the same period.

$FICO trades for ~29x NTM EPS & a 3.32% NTM FCF yield — very different from where the stock spent much of the last few years.

Quality businesses don’t avoid drawdowns. But periods where long-term compounders experience both deep price dislocations and material multiple compression are usually worth paying attention to.
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Bourbon Capital
$AXON makes some of the best YouTube videos, and it has a very strong ecosystem. https://t.co/ubQgvgVFdn

$AXON Projected Rev for 2026, 2027 and 2028 https://t.co/dRYqvFZXKn - Bourbon Insider Research
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The Few Bets That Matter
$NVO is back in the $50s.
Look at that. Who could have guessed.

The market always rewards patience; either by giving you liquidity at key levels or by giving you time to change your mind on what could have been a terrible trade.

I took shit for not buying the downtrend.
I took shit when the stock bounced.

And I will still end up with a better average price than the DCA crowd.

Taking shit is often a sign you’re doing something right on social media.
https://t.co/PmRyeSq4cp

$NVO traders look ready to take some profits.

Demand for the pill is clearly massive; around 20,300 prescriptions, up 361% week over week.

Weekly data is too short a window to draw conclusions, plus this remains the launching month, but it shows exactly what matters.

GLP-1 demand is huge. And pill demand is bigger than injectables, which isn’t surprising.

Still, $NVO hasn’t been able to push much higher. With more than ~20% since the pill approval, buyers might be a bit tired, although there doesn't seem to be any reason to be.

If we finally get that retest, I’ll be stepping in big. Hopefully sooner rather than later. - The Few Bets That Matter
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The Few Bets That Matter
$QQQ & $SPY down, everything being sold today.

What's green?

$SLB 2.77%
$UPS 5.29%
$NTR 1.92%
$DAR 3.22%
$SWBI 3.75%

But no one cares.

👇

https://t.co/TVqbdhKTn4 - The Few Bets That Matter
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Lumida Wealth Management
Epstein wasn't going to Diddy parties.

Diddy wasn't going to Epstein's island.

That's called a duopoly.

Two dominant players who compete hard but need each other to survive. https://t.co/aYcmC85414
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The Transcript
$V CEO: Proposed credit card fee caps would reduce credit access, eliminate rewards, and stifle innovation.

"Consumers and small businesses would see reduced access to credit" https://t.co/wiMq4H8Fup
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The Few Bets That Matter
$QQQ & $SPY down, everything being sold today.

What's green?

$SLB 2.77%
$UPS 5.29%
$NTR 1.92%
$DAR 3.22%
$SWBI 3.75%

But no one cares. 👇

https://t.co/TVqbdhKTn4 - The Few Bets That Matter
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Dimitry Nakhla | Babylon Capital®
RT @P_Remarks: CART is grocery software
BKNG is travel software
KKR is asset management software
SPGI is bond software
TDG is aero maintenance software
SPOT is music software
AVGO is software
SNAP is software
PINS is software
Your wife’s bf is software
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God of Prompt
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.

But 99% of people write garbage instructions.

I tested 200+ custom instruction sets.

These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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