⁠Dimitry Nakhla | Babylon Capital®
RT @StockMKTNewz: Warren Buffett talking about the importance of patience 👀

https://t.co/8IRicEcPRh
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⁠Quiver Quantitative
🚨 Nancy Pelosi is now worth $257,000,000, per our estimates.

She has made $12M in the stock market in just over a month. https://t.co/P7m02lqXLI
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⁠Investing visuals
Palantir $PLTR is a gem. It is also priced for perfection🤷‍♂️ https://t.co/04TZTZ4YFE
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⁠Stock Analysis Compilation
Headwaters Capital on Medpace $MEDP US

Thesis: Medpace is leveraging cyclical downturns to repurchase shares aggressively, positioning itself to capitalize on long-term growth in the biotech sector

(Extract from their Q3 letter) https://t.co/4tMgrhzRYN
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⁠App Economy Insights
$SAP SAP Q3 FY24:

• Cloud backlog +29% in cc to €15.4B.
• Revenue +9% to €8.5B (€0.1B beat).
• Adj. EPS +6% to €1.23 (€0.02 beat).
• FY24 revenue ~€29.7B (€0.4B raise).

Cloud revenue outlook unchanged:
• FY24: €17.0 to €17.3B (+25% Y/Y). https://t.co/uITRx3b6yg
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⁠Quiver Quantitative
🚨 UPDATE: Elon Musk's America PAC has now spent $47M so far this month, per our estimates.

You can track election spending live on Quiver, or follow along here for updates. https://t.co/Xf6Rc0cHQd
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: 10 new insider purchases at $HEI

Each member of Heico's board has just reported the purchase of ~$200k of company stock. https://t.co/ybi06SPFDu
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⁠Hidden Value Gems
Corporate cannibals anyone? 😉

“There have been Rmb235bn ($33bn) in buybacks across mainland-listed shares so far in 2024, more than double last year’s total and far surpassing the previous record of Rmb133bn in 2022.”

via @FT https://t.co/OTFsvotf1U
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