Dimitry Nakhla | Babylon Capital®
10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%
🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%
📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%
💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%
📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%
🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%
🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%
💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%
🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%
💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%
#stocks #investing
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10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%
🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%
📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%
💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%
📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%
🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%
🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%
💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%
🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%
💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%
#stocks #investing
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Offshore
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The Long Investor
RT @EventuallyWLTHY: BREAKING: $HIMS has announced the addition of GLP-1 injections to its weight loss portfolio.
Customers can use meds w/the same active ingredient Ozempic & Wegovy w/o navigating the shortages & costs that are currently limiting access to the branded medications.
“We’ve leveraged our size & scale to secure access to one of the highest-quality supplies of compounded GLP-1 injections available today.
We’re passing that access & value along to our customers, who deserve the highest standard of clinical safety and efficacy to meet their goals, & we're doing it in a safe, affordable way that others can’t deliver."
-Andrew Dudum, Hims CEO
Weight loss medications starts as low as $79/month for oral medication kits & $199/month for compounded GLP-1 injections.
Pricing includes unlimited medical consultations with a licensed provider.
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RT @EventuallyWLTHY: BREAKING: $HIMS has announced the addition of GLP-1 injections to its weight loss portfolio.
Customers can use meds w/the same active ingredient Ozempic & Wegovy w/o navigating the shortages & costs that are currently limiting access to the branded medications.
“We’ve leveraged our size & scale to secure access to one of the highest-quality supplies of compounded GLP-1 injections available today.
We’re passing that access & value along to our customers, who deserve the highest standard of clinical safety and efficacy to meet their goals, & we're doing it in a safe, affordable way that others can’t deliver."
-Andrew Dudum, Hims CEO
Weight loss medications starts as low as $79/month for oral medication kits & $199/month for compounded GLP-1 injections.
Pricing includes unlimited medical consultations with a licensed provider.
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Offshore
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Antonio Linares
At a P/S ratio of 3.2, the market is only starting to price in $HIMS’s extraordinary execution. https://t.co/3zdOzHMLvR
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At a P/S ratio of 3.2, the market is only starting to price in $HIMS’s extraordinary execution. https://t.co/3zdOzHMLvR
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Offshore
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Giuliano
My background is in finance.
In February, I read The Origin of Species. Then I read The Wealth of Nations.
And then I wrote 31 pages about the relation between these fields.
Here are some of those: https://t.co/31ZJepOyNg
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My background is in finance.
In February, I read The Origin of Species. Then I read The Wealth of Nations.
And then I wrote 31 pages about the relation between these fields.
Here are some of those: https://t.co/31ZJepOyNg
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Offshore
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The Long Investor
$HIMS
I got you.
Up +12% this morning
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$HIMS
I got you.
Up +12% this morning
$HIMS Cup and Handle formation also aligns with our count below too.
$25 PT. https://t.co/iX3dXQrUnw tweet
Offshore
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The Long Investor
$HIMS
$GME
'One of them is a long term hold and can 10 X from here…..and the other is $GME'
This was on Friday.
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$HIMS
$GME
'One of them is a long term hold and can 10 X from here…..and the other is $GME'
This was on Friday.
$GME
$HIMS
Are both up 18% for the week.
One of them is a long term hold and can 10 X from here…..and the other is $GME https://t.co/uo31tUiF6o tweet
Offshore
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Antonio Linares
The sun has been flaring a lot lately, with most people around me sleeping poorly.
I suspect solar storms have a big impact on humanity. https://t.co/9zUpRO8GRY
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The sun has been flaring a lot lately, with most people around me sleeping poorly.
I suspect solar storms have a big impact on humanity. https://t.co/9zUpRO8GRY
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