Offshore
Dimitry Nakhla | Babylon Capitalยฎ On April 5, I shared my analysis on $GOOG suggesting it was undervalued & a good consideration at $153๐Ÿ’ต Since that post, $GOOG is trading +17% higher, or at $179๐Ÿ’ต after hours ๐Ÿ“ˆ As I stated in my analysis: โ€œAs you can seeโ€ฆ
to trade for 24x (given current growth rate estimates)

Today at $153๐Ÿ’ต $GOOG appears to be a good consideration for investment

#stocks #investing
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๐ƒ๐ˆ๐’๐‚๐‹๐Ž๐’๐”๐‘๐„โ€ผ๏ธ: ๐“๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐Ž๐“ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐€๐๐ฏ๐ข๐œ๐ž. ๐๐š๐›๐ฒ๐ฅ๐จ๐ง ๐‚๐š๐ฉ๐ข๐ญ๐š๐ฅยฎ ๐š๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐ž๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐š๐ญ๐ข๐ฏ๐ž๐ฌ ๐ฆ๐š๐ฒ ๐ก๐š๐ฏ๐ž ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ž ๐ฌ๐ž๐œ๐ฎ๐ซ๐ข๐ญ๐ข๐ž๐ฌ ๐๐ข๐ฌ๐œ๐ฎ๐ฌ๐ฌ๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ.

๐“๐ก๐ž ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐ž๐ง๐๐ž๐ ๐Ÿ๐จ๐ซ ๐ข๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ž๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐š๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐›๐ž ๐œ๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐ž๐ ๐š๐ฌ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐š๐๐ฏ๐ข๐œ๐ž ๐ญ๐จ ๐ฆ๐ž๐ž๐ญ ๐ญ๐ก๐ž ๐ฌ๐ฉ๐ž๐œ๐ข๐Ÿ๐ข๐œ ๐ง๐ž๐ž๐๐ฌ ๐จ๐Ÿ ๐š๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐š๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐š๐ญ๐ข๐จ๐ง. ๐๐š๐ฌ๐ญ ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐š๐ง๐œ๐ž ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž ๐จ๐Ÿ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.

๐ˆ๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ก๐š๐ฌ ๐›๐ž๐ž๐ง ๐จ๐›๐ญ๐š๐ข๐ง๐ž๐ ๐Ÿ๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ. "- Dimitry Nakhla | Babylon Capitalยฎ
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Offshore
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The Long Investor
$GOOG wondering why it had to pull out the big guns in this quarter?

-12% Q/Q on YouTube ads
-6.7% Q/Q on Revenue

They did what they needed to do and followed $METAs lead in their last earnings.

Snapshot of $GOOGL's Excellent Quarter: https://t.co/IsbuIiKngW
- Brad Freeman
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Giuliano
$BUR 2023 performance review will be published on Saturday.

$TSLA $MSFT $GOOGL $TXN earnings review will be published in the coming weeks.
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
$GOOG $GOOGL Q1 2024 Highlights ๐Ÿ‘‡๐Ÿฝ

โ€ขTotal Cash & Equiv: $108.09B
โ€ขLong-Term Debt: $13.22B

A stellar report from $GOOG with +28.44% YoY growth in Google Cloud โ˜๏ธ

#stocks #investing https://t.co/1RZWMOVLPr
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The Long Investor
$GOOG for every $10,000 you have invested in them, you will now get $11 dividend.
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Offshore
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Antonio Linares
This is the car Iโ€™m buying when $PLTR hits $500 https://t.co/YYOncS4aIR
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Antonio Linares
RT @holdmybirra: @alc2022 Oh! Make it 2 but @singervehicles
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Dimitry Nakhla | Babylon Capitalยฎ
RT @The_AI_Investor: Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has.

Wow good luck selling $NVDA

Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has.

$NVDA $AMD $GOOG $AMZN
- Beth Kindig
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Offshore
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Antonio Linares
Help me pick

Budget = $1M. https://t.co/jmj4kyB5P8
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Antonio Linares
RT @thejnicholas_: @alc2022 @jackhopman As is every civilized man.
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AkhenOsiris
Overheard on trade floor:

"They just don't dip as much as they used to, or for very long"
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Offshore
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Brandon Beylo
Chinese Copper Smelter (TC) Rates fall to basically zero.

Probably nothing.

#copper

H/t @GoldForecast https://t.co/QKH0TpHP1Z
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Offshore
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Hidden Value Gems
Enjoyed this Business breakdown on $IT
Has been on my radar, did not look cheap but the main reason I have not bought it was limited knowledge of its competitive advantage and growth potential.

All these points are discussed in detail in this episode - better than a typical broker research discussing what happened last quarter...
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