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Dimitry Nakhla | Babylon Capital®
Pat Dorsey Q4 25’ 13F
Top 5 holdings: $ASML $DHR $AER $META $BKNG
Top Buys: $ASML $LYV
Top Sales: $GOOG
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Source: Dataroma https://t.co/0goczNq4th
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Pat Dorsey Q4 25’ 13F
Top 5 holdings: $ASML $DHR $AER $META $BKNG
Top Buys: $ASML $LYV
Top Sales: $GOOG
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Source: Dataroma https://t.co/0goczNq4th
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Javier Blas
The Iranian read-out sounds upbeat:
“We were able to reach broad agreement on a set of guiding principles, based on which we will move forward and begin working on the text of a potential agreement.” — Iran's Foreign Minister Abbas Araghchi
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The Iranian read-out sounds upbeat:
“We were able to reach broad agreement on a set of guiding principles, based on which we will move forward and begin working on the text of a potential agreement.” — Iran's Foreign Minister Abbas Araghchi
OIL MARKET: The 2nd round of US-Iran talks has concluded, and Iranian media says there would be a 3rd round of negotiations in the “near future” after both sides consult with their respective governments. tweet
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Javier Blas (@JavierBlas) on X
OIL MARKET: The 2nd round of US-Iran talks has concluded, and Iranian media says there would be a 3rd round of negotiations in the “near future” after both sides consult with their respective governments.
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Bourbon Capital
Chris Hohn still buying more $SPGI
Chris Hohn - TCI Fund Management Q4 2025 https://t.co/8r8I9llt5e
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Chris Hohn still buying more $SPGI
Chris Hohn - TCI Fund Management Q4 2025 https://t.co/8r8I9llt5e
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Offshore
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Moon Dev
be careful of openclaw!!
i lost $242,328 before my 6th openclaw was launched
grateful to have learned
I really dont want you to make the same mistake https://t.co/YWNKoTGjMb
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be careful of openclaw!!
i lost $242,328 before my 6th openclaw was launched
grateful to have learned
I really dont want you to make the same mistake https://t.co/YWNKoTGjMb
tweet
Offshore
Video
God of Prompt
RT @godofprompt: 84% of developers use AI coding tools daily.
25% of new startups ship codebases that are almost entirely AI generated.
But here's the stat nobody talks about: AI assisted developers produce 3-4x more code... and 10x more security issues.
Your vibe coded app isn't broken. It's unfinished.
Here's the gap nobody's solving (and why it matters now): 🧵
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RT @godofprompt: 84% of developers use AI coding tools daily.
25% of new startups ship codebases that are almost entirely AI generated.
But here's the stat nobody talks about: AI assisted developers produce 3-4x more code... and 10x more security issues.
Your vibe coded app isn't broken. It's unfinished.
Here's the gap nobody's solving (and why it matters now): 🧵
tweet
Giuliano
I always remember something Singleton said in one of his last interviews:
“If everyone else is doing them, then there must be something wrong with them”
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I always remember something Singleton said in one of his last interviews:
“If everyone else is doing them, then there must be something wrong with them”
https://t.co/AGcvbWenJV tweet
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Sidecar Investor (@sidecarcap) on X
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Dimitry Nakhla | Babylon Capital®
𝐃𝐞𝐯 𝐊𝐚𝐧𝐭𝐞𝐬𝐚𝐫𝐢𝐚 𝐨𝐧 𝐬𝐡𝐚𝐫𝐞 𝐛𝐮𝐲𝐛𝐚𝐜𝐤𝐬:
“Given that companies trade within a range of reasonableness and we believe in their long-term ability to compound, buying back stock remains the most efficient use of capital…
We love it when a great compounding machine buys back a lot of their stock… My preference is a company that holds virtually no cash because it keeps them from making mistakes.”
___
𝐓𝐡𝐞 𝐋𝐞𝐬𝐬𝐨𝐧: Share buybacks remain one of the most powerful — and frequently underappreciated — drivers of long-term shareholder returns.
___
𝐃𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭: 𝘸𝘩𝘦𝘯 𝘦𝘹𝘦𝘤𝘶𝘵𝘦𝘥 𝘢𝘵 𝘴𝘦𝘯𝘴𝘪𝘣𝘭𝘦 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯𝘴, 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘤𝘢𝘭𝘭𝘺 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘱𝘦𝘳 𝘴𝘩𝘢𝘳𝘦.
As Warren Buffett wrote in Berkshire’s 2022 Shareholder Letter:
“The math isn’t complicated: When the share count goes down, your interest in our many businesses goes up. Every small bit helps if repurchases are made at value-accretive prices.
At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares.”
This is the essence of buybacks.
If a company retires shares at attractive prices, 𝙚𝙖𝙘𝙝 𝙧𝙚𝙢𝙖𝙞𝙣𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙝𝙤𝙡𝙙𝙚𝙧 𝙤𝙬𝙣𝙨 𝙖 𝙡𝙖𝙧𝙜𝙚𝙧 𝙥𝙞𝙚𝙘𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙨𝙖𝙢𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙨𝙩𝙧𝙚𝙖𝙢.
___
𝐈𝐧𝐝𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭 (often overlooked): 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘢𝘭𝘴𝘰 𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘴 𝘢 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯 𝘥𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘴𝘮.
Excess cash frequently invites poor decisions.
Peter Lynch warned about “diworsification” — when strong businesses dilute their economics through unnecessary acquisitions.
Acquisitions are difficult.
And for superior business models, 𝙖𝙘𝙦𝙪𝙞𝙨𝙞𝙩𝙞𝙤𝙣𝙨 𝙤𝙛𝙩𝙚𝙣:
• Compromise business quality
• Dilute returns on capital
• Introduce integration risk
• Reduce predictability
𝘽𝙪𝙮𝙗𝙖𝙘𝙠𝙨, 𝙗𝙮 𝙘𝙤𝙣𝙩𝙧𝙖𝙨𝙩:
• Enhance per-share value
• Preserve business quality
• Reduce empire-building risk
• Protect shareholder economics
Capital allocation is strategy.
And disciplined buybacks are often the defining characteristic of exceptional compounding machines.
___
Video: We Study Billionaires Podcast (12/05/2024)
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𝐃𝐞𝐯 𝐊𝐚𝐧𝐭𝐞𝐬𝐚𝐫𝐢𝐚 𝐨𝐧 𝐬𝐡𝐚𝐫𝐞 𝐛𝐮𝐲𝐛𝐚𝐜𝐤𝐬:
“Given that companies trade within a range of reasonableness and we believe in their long-term ability to compound, buying back stock remains the most efficient use of capital…
We love it when a great compounding machine buys back a lot of their stock… My preference is a company that holds virtually no cash because it keeps them from making mistakes.”
___
𝐓𝐡𝐞 𝐋𝐞𝐬𝐬𝐨𝐧: Share buybacks remain one of the most powerful — and frequently underappreciated — drivers of long-term shareholder returns.
___
𝐃𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭: 𝘸𝘩𝘦𝘯 𝘦𝘹𝘦𝘤𝘶𝘵𝘦𝘥 𝘢𝘵 𝘴𝘦𝘯𝘴𝘪𝘣𝘭𝘦 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯𝘴, 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘤𝘢𝘭𝘭𝘺 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘱𝘦𝘳 𝘴𝘩𝘢𝘳𝘦.
As Warren Buffett wrote in Berkshire’s 2022 Shareholder Letter:
“The math isn’t complicated: When the share count goes down, your interest in our many businesses goes up. Every small bit helps if repurchases are made at value-accretive prices.
At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares.”
This is the essence of buybacks.
If a company retires shares at attractive prices, 𝙚𝙖𝙘𝙝 𝙧𝙚𝙢𝙖𝙞𝙣𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙝𝙤𝙡𝙙𝙚𝙧 𝙤𝙬𝙣𝙨 𝙖 𝙡𝙖𝙧𝙜𝙚𝙧 𝙥𝙞𝙚𝙘𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙨𝙖𝙢𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙨𝙩𝙧𝙚𝙖𝙢.
___
𝐈𝐧𝐝𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭 (often overlooked): 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘢𝘭𝘴𝘰 𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘴 𝘢 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯 𝘥𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘴𝘮.
Excess cash frequently invites poor decisions.
Peter Lynch warned about “diworsification” — when strong businesses dilute their economics through unnecessary acquisitions.
Acquisitions are difficult.
And for superior business models, 𝙖𝙘𝙦𝙪𝙞𝙨𝙞𝙩𝙞𝙤𝙣𝙨 𝙤𝙛𝙩𝙚𝙣:
• Compromise business quality
• Dilute returns on capital
• Introduce integration risk
• Reduce predictability
𝘽𝙪𝙮𝙗𝙖𝙘𝙠𝙨, 𝙗𝙮 𝙘𝙤𝙣𝙩𝙧𝙖𝙨𝙩:
• Enhance per-share value
• Preserve business quality
• Reduce empire-building risk
• Protect shareholder economics
Capital allocation is strategy.
And disciplined buybacks are often the defining characteristic of exceptional compounding machines.
___
Video: We Study Billionaires Podcast (12/05/2024)
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Chris Hohn TCI Q4 25’ 13F (Dataroma)
Top 5 holdings: $GE $V $MSFT $MCO $SPGI
Foreign securities excluded $SAF https://t.co/EBdedJYGxo
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Chris Hohn TCI Q4 25’ 13F (Dataroma)
Top 5 holdings: $GE $V $MSFT $MCO $SPGI
Foreign securities excluded $SAF https://t.co/EBdedJYGxo
tweet
Offshore
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God of Prompt
RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.
Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
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RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.
Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
tweet