⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks That Consistently Achieved ROIC >20% ANNUALLY For The Last 10 Years 💸

🚘 Copart $CPRT
•NTM P/E: 34.23x
•5-Year Mean: 32.22x

💽 Taiwan Semiconductor $TSM
•NTM P/E: 24.58x
•5-Year Mean: 21.25x

🏊🏼‍♂️ Pool Corp $POOL
•NTM P/E: 26.42x
•5-Year Mean: 29.54x

💳 Mastercard $MA
•NTM P/E: 30.45x
•5-Year Mean: 35.36x

🏢 NVR Inc $NVR
•NTM P/E: 15.46x
•5-Year Mean: 14.50x

🚛 Old Dominion Freight Line $ODFL
•NTM P/E: 27.34x
•5-Year Mean: 28.82x

💰 Automatic Data Processing $ADP
•NTM P/E: 25.53x
•5-Year Mean: 28.11x

🍎 Apple $AAPL
•NTM P/E: 28.51x
•5-Year Mean: 25.80x

🔩 Fastenal $FAST
•NTM P/E: 30.63x
•5-Year Mean: 29.05x

🩳 Lululemon $LULU
•NTM P/E: 22.08x
•5-Year Mean: 42.17x

#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Dimitry Nakhla | Babylon Capital®
Elevance Health $ELV Reports A Strong Q2 👇🏽

Revenue Estimates: $42.9B
Reported Revenue: $43.2B✅

Adjusted EPS Estimates: $10.01
Reported Adjusted EPS: $10.12✅

#stocks #investing https://t.co/08ahC4SRgH
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AkhenOsiris
Just like that, META 10% off high, NVDA even more, while MSFT, AMZN, GOOGL about 5% off.
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AkhenOsiris
😂

I'm a Gen Z welder. This job kills your body, but I'm earning $2,000 a week and getting ripped doing it. trib.al/AglpzbQ - Business Insider
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⁠Dimitry Nakhla | Babylon Capital®
10 Quality Stocks PEG <2.50 | using ltm p/e & forward 2-year eps cagr 💸

💽 nvidia $nvda
•ltm p/e: 73.80x
•eps cagr: 68.2%
•peg: 1.08

📸 meta platforms $meta
•ltm p/e: 28.59x
•eps cagr: 24.4%
•peg: 1.17

📱 alphabet $goog $googl
•ltm p/e: 28.21x
•eps cagr: 21.8%
•peg: 1.29

📦 amazon $amzn
•ltm p/e: 54.17x
•eps cagr: 40.7%
•peg: 1.33

🩻 elevance health $elv
•ltm p/e: 20.91x
•eps cagr: 12.1%
•peg: 1.72

🚞 canadian pacific $cp
•ltm p/e: 27.31x
•eps cagr: 15.6%
•peg: 1.75

💳 mastercard $ma
•ltm p/e: 35.24x
•eps cagr: 16.2%
•peg: 2.17

💵 visa $v
•ltm p/e: 30.12x
•eps cagr: 12.9%
•peg: 2.33

☁️ microsoft $msft
•ltm p/e: 38.95x
•eps cagr: 16.5%
•peg: 2.36

🖨️ asml holding nv $asml
•ltm p/e: 54.84x
•eps cagr: 22.3%
•peg: 2.45
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the peg (price-to-earnings-growth) ratio is a metric that helps investors determine if a stock is reasonably priced considering its growth prospects

it's calculated by dividing the price-to-earnings (p/e) ratio by the company's estimated earnings growth rate

the peg ratio helps investors ensure they're not overpaying for a stock, as a high p/e ratio may be justified if the company has strong growth prospects whereas a low p/e ratio may not be justified if the company has poor growth prospects

#stocks #investing
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AkhenOsiris
Remember how happy Zuck was less than 2 weeks ago on Independence Day? 😂
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AkhenOsiris
RT @MuppetTrading: Another day, another weaker $CRWD datapoint, this time via Keybanc VAR survey. More and more starting to look like SP500 add was THE top.
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AkhenOsiris
@SaaSletter Is the biggest problem defining what constitutes AI? The stories are all over the map.

"AI didn't meaningfully help out our org"

"AI has saved us x% in y costs"

"Our AI revenue is now z"

How is AI impacting your team's productivity? In our latest research, preliminary estimates of AI impact reveal notable productivity gains of 20-30% and an estimated revenue impact of 16%. Learn more: bit.ly/3RtgBga - ICONIQ Growth
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AkhenOsiris
RT @DanielBZhao: Data centers & AI get a Beige book mention

> Utility contacts reported increasing power demand in commercial and industrial segments, largely attributed to new and expanding data center projects focused on the growing use of artificial intelligence technology.
-Atlanta
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Aswath Damodaran (Youtube)
The Corporate Life Cycle: Implications for Managing and Investing
For much of the last decade, I have been incorporating the idea that companies age, just like human beings do, and with just as much reluctance, into my corporate finance, valuation and investment philosophies classes. In short, it has become my one unifying construct that I can use to explain or at least talk about almost every phenomenon in business. Drawing on those lessons, and my many blog posts on the corporate life cycle, I have written a book on the topic, soon to be published by Penguin Random House. The book starts with a description of the life cycle, and the determinants of its length and shape, and then has four separate sections (each with 3-5 chapters) on implications for corporate finance, valuation, investing and management. I hope you enjoy the book as much as I enjoyed writing it.
Publication date: Late August, 2024
Links to book (for pre-order):
Amazon: https://www.amazon.com/Corporate-Lifecycle-Investment-Management-Implications/dp/0593545060
Barnes & Noble: https://www.barnesandnoble.com/w/the-corporate-life-cycle-aswath-damodaran/1143170651?ean=9780593545065
Bookshop.org: https://bookshop.org/p/books/the-corporate-lifecycle-business-investment-and-management-implications-aswath-damodaran/19850366?ean=9780593545065
Apple: https://books.apple.com/us/audiobook/the-corporate-life-cycle-business-investment/id1680865376
There will be an Indian edition that should come out at about the same time, which will be available on Indian online sites as well.