Dimitry Nakhla | Babylon Capital®
10 Attractively Valued Quality Stocks 💵
🗂️ Intuit $INTU
•NTM P/E: 32.15x
•NTM FCF Yield: 3.41%
🌐 MSCI Inc $MSCI
•NTM P/E: 34.92x
•NTM FCF Yield: 3.09%
🖨️ ASML Holding $ASML
•NTM P/E: 26.33x
•NTM FCF Yield: 3.30%
🖱️ Alphabet $GOOG $GOOGL
•NTM P/E: 20.03x
•NTM FCF Yield: 4.36%
📦 Amazon $AMZN
•NTM P/OCF: 14.13x
•NTM FCF Yield: 2.91%
🩻 Elevance Health $ELV
•NTM P/E: 12.35x
•NTM FCF Yield: 7.23%
🐕 IDEXX Laboratories $IDXX
•NTM P/E: 35.63x
•NTM FCF Yield: 2.80%
💳 Visa $V
•NTM P/E: 25.92x
•NTM FCF Yield: 4.17%
🔬 Thermo Fisher Scientific $TMO
•NTM P/E: 24.44x
•NTM FCF Yield: 3.96%
📸 Meta Platforms $META
•NTM P/E: 23.26x
•NTM FCF Yield: 3.27%
#stocks #investing
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10 Attractively Valued Quality Stocks 💵
🗂️ Intuit $INTU
•NTM P/E: 32.15x
•NTM FCF Yield: 3.41%
🌐 MSCI Inc $MSCI
•NTM P/E: 34.92x
•NTM FCF Yield: 3.09%
🖨️ ASML Holding $ASML
•NTM P/E: 26.33x
•NTM FCF Yield: 3.30%
🖱️ Alphabet $GOOG $GOOGL
•NTM P/E: 20.03x
•NTM FCF Yield: 4.36%
📦 Amazon $AMZN
•NTM P/OCF: 14.13x
•NTM FCF Yield: 2.91%
🩻 Elevance Health $ELV
•NTM P/E: 12.35x
•NTM FCF Yield: 7.23%
🐕 IDEXX Laboratories $IDXX
•NTM P/E: 35.63x
•NTM FCF Yield: 2.80%
💳 Visa $V
•NTM P/E: 25.92x
•NTM FCF Yield: 4.17%
🔬 Thermo Fisher Scientific $TMO
•NTM P/E: 24.44x
•NTM FCF Yield: 3.96%
📸 Meta Platforms $META
•NTM P/E: 23.26x
•NTM FCF Yield: 3.27%
#stocks #investing
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Offshore
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Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase
The CFO of $TYRA has reported the purchase of ~$150k of the company's stock.
This is the first insider purchase we have seen at that company in three years, and comes shortly after the stock dropped ~25% last week https://t.co/vWQdOEzjXA
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RT @InsiderRadar: 🚨 New Insider Purchase
The CFO of $TYRA has reported the purchase of ~$150k of the company's stock.
This is the first insider purchase we have seen at that company in three years, and comes shortly after the stock dropped ~25% last week https://t.co/vWQdOEzjXA
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Offshore
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Stock Analysis Compilation
ARAR Fund on Gravity $GRVY US
Thesis: Despite short-term setbacks in China, Gravity’s strategic distributor partnerships and committed stakeholders support a promising long-term growth trajectory.
(Extract from their Q3 letter) https://t.co/SbF4QR6j3y
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ARAR Fund on Gravity $GRVY US
Thesis: Despite short-term setbacks in China, Gravity’s strategic distributor partnerships and committed stakeholders support a promising long-term growth trajectory.
(Extract from their Q3 letter) https://t.co/SbF4QR6j3y
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Quiver Quantitative
The election is tomorrow.
Here is a list of people on the ballot who have helped amplify our work tracking what goes on behind the scenes in DC.
AZ - Elijah Crane (R)
CA - Ro Khanna (D)
FL - Maxwell Frost (D)
FL - Matt Gaetz (R)
FL - Cory Mills (R)
MN - Dean Phillips (D)
MO - Josh Hawley (R)
PA - Chris Deluzio (D)
WI - Mark Pocan (D)
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The election is tomorrow.
Here is a list of people on the ballot who have helped amplify our work tracking what goes on behind the scenes in DC.
AZ - Elijah Crane (R)
CA - Ro Khanna (D)
FL - Maxwell Frost (D)
FL - Matt Gaetz (R)
FL - Cory Mills (R)
MN - Dean Phillips (D)
MO - Josh Hawley (R)
PA - Chris Deluzio (D)
WI - Mark Pocan (D)
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Offshore
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Quiver Quantitative
The election is tomorrow.
Here is our final update on political donations by employees of publicly traded companies in 2024: https://t.co/2w3AhOhVBN
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The election is tomorrow.
Here is our final update on political donations by employees of publicly traded companies in 2024: https://t.co/2w3AhOhVBN
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Offshore
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App Economy Insights
RT @EconomyApp: $BRK Berkshire Hathaway Q3 FY24.
• No buybacks. 👀
• $AAPL stake cut by ~25%.
• Cash and short-term securities $325B. https://t.co/Utu6U9cR9x
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RT @EconomyApp: $BRK Berkshire Hathaway Q3 FY24.
• No buybacks. 👀
• $AAPL stake cut by ~25%.
• Cash and short-term securities $325B. https://t.co/Utu6U9cR9x
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Offshore
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Stock Analysis Compilation
Ariel Investments on Comerica $CMA US
Thesis: With a strong customer focus and positioned to benefit from economic growth, Comerica offers a compelling risk/reward profile amid favorable market conditions.
(Extract from their Q3 letter) https://t.co/Y003dJ0tyr
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Ariel Investments on Comerica $CMA US
Thesis: With a strong customer focus and positioned to benefit from economic growth, Comerica offers a compelling risk/reward profile amid favorable market conditions.
(Extract from their Q3 letter) https://t.co/Y003dJ0tyr
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Offshore
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Startup Archive
Jeff Bezos recounts the time he called Amazon’s customer service number mid-meeting to prove a metric was wrong
In the clip below, Jeff tells a story from the early days of Amazon when their metrics said customers waited less than 60 seconds after calling customer service. Yet this conflicted with customer complaints, and as Jeff explains:
“I have a saying, which is when the data and the anecdotes disagree, the anecdotes are usually right… If you have a bunch of customers complaining about something, and your metrics look like they shouldn’t be complaining, you should doubt the metrics.”
Then one day in a meeting, the head of customer service was defending the metric, and Jeff said, “Ok, let’s call.”
Jeff picked up the phone and dialed Amazon’s 1-800 customer service number.
Everyone in the meeting proceeded to wait more than 10 minutes before customer service answered.
“It dramatically made the point that something was wrong with the data collection, and that set off a whole chain of events where we started measuring it right… That’s an uncomfortable thing to do, but you have to seek truth even when it’s uncomfortable and you have to get people’s attention and they have to buy into it and they have to get energized around really fixing things.”
Video source: @lexfridman (2023)
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Jeff Bezos recounts the time he called Amazon’s customer service number mid-meeting to prove a metric was wrong
In the clip below, Jeff tells a story from the early days of Amazon when their metrics said customers waited less than 60 seconds after calling customer service. Yet this conflicted with customer complaints, and as Jeff explains:
“I have a saying, which is when the data and the anecdotes disagree, the anecdotes are usually right… If you have a bunch of customers complaining about something, and your metrics look like they shouldn’t be complaining, you should doubt the metrics.”
Then one day in a meeting, the head of customer service was defending the metric, and Jeff said, “Ok, let’s call.”
Jeff picked up the phone and dialed Amazon’s 1-800 customer service number.
Everyone in the meeting proceeded to wait more than 10 minutes before customer service answered.
“It dramatically made the point that something was wrong with the data collection, and that set off a whole chain of events where we started measuring it right… That’s an uncomfortable thing to do, but you have to seek truth even when it’s uncomfortable and you have to get people’s attention and they have to buy into it and they have to get energized around really fixing things.”
Video source: @lexfridman (2023)
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Librarian Capital
Elon Musk lawyer admits there was no $1m lottery
"Instead, the $1m is a salary they "earn" to be a spokesperson for Musk's pro-Trump PAC"
"Winners are picked based on their "suitability to serve" & their personal story"
Most voters who signed up never had a chance
h/t @RMac18
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Elon Musk lawyer admits there was no $1m lottery
"Instead, the $1m is a salary they "earn" to be a spokesperson for Musk's pro-Trump PAC"
"Winners are picked based on their "suitability to serve" & their personal story"
Most voters who signed up never had a chance
h/t @RMac18
from Philly courtroom —
Musk lawyer says his $1m giveaway is NOT a lottery. "There is no prize to be won" and winners "are not chosen at random," Musk lawyer Chris Gober said.
Instead, the $1m is a salary they "earn" to be a spokesperson for Musk's pro-Trump super PAC. Winners are picked based on their "suitability to serve" and their personal story, Gober said.
In response, Philly DA team called this a "complete admission of liability" that Musk is running an illegal lottery under PA law.
Remember: When Musk announced the giveaway.... in PA nonetheless.... he said, "we are going to be awarding $1 million randomly." DA showed this in court to the judge.
Gober argued there's a difference between "randomly" and "by chance," which is why he argued that this isn't an illegal lottery under PA gaming laws. tweet
twitter.com
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Librarian Capital
RT @RealJimChanos: This alone should disqualify anyone from the Office. https://t.co/OLNlxh788L
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RT @RealJimChanos: This alone should disqualify anyone from the Office. https://t.co/OLNlxh788L
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