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Dimitry Nakhla | Babylon Capital®
$MA & $V are the 2 largest holdings in my portfolio
It’s great to own superb companies where you know short-term price action is a win-win ⬆️ or ⬇️
They fall, aggressive share buybacks are more accretive & I can accumulate more
They rise & so does the value of my portfolio https://t.co/1kBvmHwUHV
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$MA & $V are the 2 largest holdings in my portfolio
It’s great to own superb companies where you know short-term price action is a win-win ⬆️ or ⬇️
They fall, aggressive share buybacks are more accretive & I can accumulate more
They rise & so does the value of my portfolio https://t.co/1kBvmHwUHV
tweet
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Hidden Value Gems
Nice 😊
“Gatemore Capital Management has taken a position in Watches of Switzerland Group Plc and is asking the retailer of luxury timepieces to pursue an aggressive share buyback and consider listing in the US.”
$WOSG.L https://t.co/OlHhuLRHPI
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Nice 😊
“Gatemore Capital Management has taken a position in Watches of Switzerland Group Plc and is asking the retailer of luxury timepieces to pursue an aggressive share buyback and consider listing in the US.”
$WOSG.L https://t.co/OlHhuLRHPI
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Quiver Quantitative
RT @InsiderRadar: Topline Capital Management, who has >10% ownership of $NRDS, just reported the purchase of ~$5m of the company's stock.
This is the first insider purchase that has been reported at NerdWallet in over a year. https://t.co/YPbxNRSAjR
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RT @InsiderRadar: Topline Capital Management, who has >10% ownership of $NRDS, just reported the purchase of ~$5m of the company's stock.
This is the first insider purchase that has been reported at NerdWallet in over a year. https://t.co/YPbxNRSAjR
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Quiver Quantitative
UPDATE: $TSLA is up 7% after releasing earnings.
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UPDATE: $TSLA is up 7% after releasing earnings.
BREAKING: Marjorie Taylor Greene just made almost a dozen stock trades.
She bought up to $15K of stock in Tesla, $TSLA.
Full trade list up on Quiver: https://t.co/g1mcb8ckDo tweet
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Stock Analysis Compilation
Kingdom Capital Advisors on United Natural Foods $UNFI US
Thesis: UNFI shows signs of recovery with rebounding sales and strong focus on cash flow generation, positioning itself well after a period of disappointing results
(Extract from their Q3 letter) https://t.co/Db0JRKySQP
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Kingdom Capital Advisors on United Natural Foods $UNFI US
Thesis: UNFI shows signs of recovery with rebounding sales and strong focus on cash flow generation, positioning itself well after a period of disappointing results
(Extract from their Q3 letter) https://t.co/Db0JRKySQP
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App Economy Insights
$TSLA Tesla Q3 FY24:
• Revenue +8% Y/Y to $25.2B ($0.5B miss).
• Gross margin 20% (+2pp Y/Y).
• Operating margin 11% (+3pp Y/Y).
• Capex +43% Y/Y to $3.5B.
• Free cash flow +223% Y/Y to $2.7B.
• Non-GAAP EPS $0.72 ($0.12 beat). https://t.co/e0xYSrogUF
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$TSLA Tesla Q3 FY24:
• Revenue +8% Y/Y to $25.2B ($0.5B miss).
• Gross margin 20% (+2pp Y/Y).
• Operating margin 11% (+3pp Y/Y).
• Capex +43% Y/Y to $3.5B.
• Free cash flow +223% Y/Y to $2.7B.
• Non-GAAP EPS $0.72 ($0.12 beat). https://t.co/e0xYSrogUF
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Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX Reports a Strong Q1 🎯
✅ Revenue: $4.17B vs $4.05B (est)
✅ Adjusted EPS: $0.86 vs $0.80 (est)
⬆️ FY Guidance
Perhaps one of the most impressive facts about $LRCX is that ~42% of revenue originates from servicing/more recurring business
#stocks #investing https://t.co/RPC6MlVXpf
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Lam Research $LRCX Reports a Strong Q1 🎯
✅ Revenue: $4.17B vs $4.05B (est)
✅ Adjusted EPS: $0.86 vs $0.80 (est)
⬆️ FY Guidance
Perhaps one of the most impressive facts about $LRCX is that ~42% of revenue originates from servicing/more recurring business
#stocks #investing https://t.co/RPC6MlVXpf
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Capital Employed
We have another investor interview dropping tomorrow featuring a fascinating fund manager.
19 quality interviews published so far this year.
Sign-up to get these interviews direct to your inbox 👇
https://t.co/SUDtX1pI0Z
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We have another investor interview dropping tomorrow featuring a fascinating fund manager.
19 quality interviews published so far this year.
Sign-up to get these interviews direct to your inbox 👇
https://t.co/SUDtX1pI0Z
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Stock Analysis Compilation
Platinium on Marui $8252 JP
Thesis: Marui’s shift toward non-retail tenants and strong fintech business positions it for growth as consumer spending rebounds and rent levels recover.
(Extract from their Q3 letter) https://t.co/sWeQ3lVYCt
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Platinium on Marui $8252 JP
Thesis: Marui’s shift toward non-retail tenants and strong fintech business positions it for growth as consumer spending rebounds and rent levels recover.
(Extract from their Q3 letter) https://t.co/sWeQ3lVYCt
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Dimitry Nakhla | Babylon Capital®
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing
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“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing
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