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Dimitry Nakhla | Babylon Capital®
$SPGI current ~31% drawdown marks its third-largest decline in the past 15 years.
Meanwhile, the business now trades at a high-teens multiple — a valuation level not seen since the 2020 flash crash. https://t.co/bWBQpSR7jP
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$SPGI current ~31% drawdown marks its third-largest decline in the past 15 years.
Meanwhile, the business now trades at a high-teens multiple — a valuation level not seen since the 2020 flash crash. https://t.co/bWBQpSR7jP
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Offshore
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Michael Fritzell (Asian Century Stocks)
Everyone looks like a genius in a bull market. I fear that Japanese equities will eventually suffer the same fate.
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Everyone looks like a genius in a bull market. I fear that Japanese equities will eventually suffer the same fate.
For my international followers. Swedish small/micro-caps is going through a Hong Kong bear moment, would say it's worse than the SaaS meltdown. Decent reports sell-off 10%, slightly weak reports -30%. Brutal but opportunities abound, go for sure things, profitable, low leverage. https://t.co/yHftIVSgZu tweet
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God of Prompt
RT @godofprompt: OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.
But 90% of people installing it have no idea how to set it up safely.
That's why I built the OpenClaw Starter Guide. It covers:
→ Full architecture breakdown (Gateway, Agent, Skills, Memory)
→ 30-minute setup walkthrough for any hardware
→ Security hardening so you don't end up on Shodan
→ Memory upgrade prompt that makes your agent actually remember you
If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.
Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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RT @godofprompt: OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.
But 90% of people installing it have no idea how to set it up safely.
That's why I built the OpenClaw Starter Guide. It covers:
→ Full architecture breakdown (Gateway, Agent, Skills, Memory)
→ 30-minute setup walkthrough for any hardware
→ Security hardening so you don't end up on Shodan
→ Memory upgrade prompt that makes your agent actually remember you
If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.
Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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Offshore
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Clark Square Capital
RT @ClarkSquareCap: Sharing a new project: the Special Situations Digest.
Check out the (free) link below. https://t.co/NT0wb21Sxl
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RT @ClarkSquareCap: Sharing a new project: the Special Situations Digest.
Check out the (free) link below. https://t.co/NT0wb21Sxl
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: One reason $V remains one of Chris Hohn’s largest holdings is its network effect — something that’s very difficult to replicate at scale.
As Hohn explains:
“Payments is one where we’ve been shareholders of Visa a long time… it has this huge, ever-growing network connecting every customer and every bank globally. As the network grows, it becomes increasingly difficult to replicate.”
___
𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐞𝐟𝐟𝐞𝐜𝐭𝐬: 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘥𝘷𝘢𝘯𝘵𝘢𝘨𝘦 𝘸𝘩𝘦𝘳𝘦 𝘵𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘴 𝘢𝘴 𝘮𝘰𝘳𝘦 𝘶𝘴𝘦𝘳𝘴 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘵𝘦, 𝘮𝘢𝘬𝘪𝘯𝘨 𝘵𝘩𝘦 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘩𝘢𝘳𝘥𝘦𝘳 𝘵𝘰 𝘳𝘦𝘱𝘭𝘢𝘤𝘦 𝘰𝘳 𝘳𝘦𝘱𝘭𝘪𝘤𝘢𝘵𝘦 𝘰𝘷𝘦𝘳 𝘵𝘪𝘮𝘦.
Visa isn’t just a payments rail — it’s a global data, trust, and connectivity network built over decades. Every transaction strengthens fraud detection, authorization accuracy, and value-added services, while raising switching costs for banks and merchants.
That scale is the moat. To replicate it, you’d need billions of cards, global merchant acceptance, regulatory trust, and many years of transaction history — not just better software.
___
It helps explain why $V now represents 15%+ of TCI after Hohn increased his stake ~47% in Q3 2025.
Today both $V (4.10% NTM FCF yield) and $MA (3.71% NTM FCF Yield) trade near the higher end of their historical forward FCF Yield valuation.
Network effects like these compound quietly — but consistently — over time.
___
Video: Money Maze Podcast (11/13/2025)
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RT @DimitryNakhla: One reason $V remains one of Chris Hohn’s largest holdings is its network effect — something that’s very difficult to replicate at scale.
As Hohn explains:
“Payments is one where we’ve been shareholders of Visa a long time… it has this huge, ever-growing network connecting every customer and every bank globally. As the network grows, it becomes increasingly difficult to replicate.”
___
𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐞𝐟𝐟𝐞𝐜𝐭𝐬: 𝘢 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘥𝘷𝘢𝘯𝘵𝘢𝘨𝘦 𝘸𝘩𝘦𝘳𝘦 𝘵𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘴 𝘢𝘴 𝘮𝘰𝘳𝘦 𝘶𝘴𝘦𝘳𝘴 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘵𝘦, 𝘮𝘢𝘬𝘪𝘯𝘨 𝘵𝘩𝘦 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘩𝘢𝘳𝘥𝘦𝘳 𝘵𝘰 𝘳𝘦𝘱𝘭𝘢𝘤𝘦 𝘰𝘳 𝘳𝘦𝘱𝘭𝘪𝘤𝘢𝘵𝘦 𝘰𝘷𝘦𝘳 𝘵𝘪𝘮𝘦.
Visa isn’t just a payments rail — it’s a global data, trust, and connectivity network built over decades. Every transaction strengthens fraud detection, authorization accuracy, and value-added services, while raising switching costs for banks and merchants.
That scale is the moat. To replicate it, you’d need billions of cards, global merchant acceptance, regulatory trust, and many years of transaction history — not just better software.
___
It helps explain why $V now represents 15%+ of TCI after Hohn increased his stake ~47% in Q3 2025.
Today both $V (4.10% NTM FCF yield) and $MA (3.71% NTM FCF Yield) trade near the higher end of their historical forward FCF Yield valuation.
Network effects like these compound quietly — but consistently — over time.
___
Video: Money Maze Podcast (11/13/2025)
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Offshore
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Benjamin Hernandez😎
$AVGO ⚡ EPS Growth +290%
P/E 72 but growth still explosive.
Strong Buy rating across analysts.
$1.6T cap steadily expanding.
Semis remain the clear.
Watching continuation after today’s push higher.
Full swing plan outlined in my pinned post.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/mjNTOk8Vmh
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$AVGO ⚡ EPS Growth +290%
P/E 72 but growth still explosive.
Strong Buy rating across analysts.
$1.6T cap steadily expanding.
Semis remain the clear.
Watching continuation after today’s push higher.
Full swing plan outlined in my pinned post.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/mjNTOk8Vmh
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game
$PLTR $SOFI $AMD $OPEN tweet
Offshore
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Fiscal.ai
Wix just announced a $2 billion buyback authorization.
They currently have a $4 billion market cap.
$WIX https://t.co/uciY2F8Rkp
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Wix just announced a $2 billion buyback authorization.
They currently have a $4 billion market cap.
$WIX https://t.co/uciY2F8Rkp
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Offshore
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Javier Blas
President Trump orders the Pentagon to sign long-term electricity purchase contracts with coal-fired power plants.
“…It is the policy of the United States that coal is essential to our national and economic security…”
https://t.co/S6nfUkB8sA
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President Trump orders the Pentagon to sign long-term electricity purchase contracts with coal-fired power plants.
“…It is the policy of the United States that coal is essential to our national and economic security…”
https://t.co/S6nfUkB8sA
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Offshore
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Bourbon Capital
Almost 30 years and this line has only gotten more relevant especially for the stock market https://t.co/aASlnlR9nt
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Almost 30 years and this line has only gotten more relevant especially for the stock market https://t.co/aASlnlR9nt
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