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App Economy Insights
What are you watching this week?
• Monday: $MNDY, $GRAB, $LYV.
• Tuesday: $SHOP, $SPOT, $HD, $CART, $SE, $ONON.
• Wednesday: $CSCO, $NU, $DLO, $CYBR.
• Thursday: $DIS, $JD, $NTES, $AMAT.
• Friday: $BABA. https://t.co/mHWRU1PAga
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What are you watching this week?
• Monday: $MNDY, $GRAB, $LYV.
• Tuesday: $SHOP, $SPOT, $HD, $CART, $SE, $ONON.
• Wednesday: $CSCO, $NU, $DLO, $CYBR.
• Thursday: $DIS, $JD, $NTES, $AMAT.
• Friday: $BABA. https://t.co/mHWRU1PAga
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Dimitry Nakhla | Babylon Capital®
“Price is what you pay, value is what you get.” — Warren Buffett 🗣️
$BF.B (generally a stable stock) is -50% from its highs
What happened?
Multiple compression.
It traded for >45x earnings, meanwhile EPS CAGR was 0.80% from 2020 - 2025 (using 2025E)
#stocks #investing https://t.co/DBxxUZhHxl
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“Price is what you pay, value is what you get.” — Warren Buffett 🗣️
$BF.B (generally a stable stock) is -50% from its highs
What happened?
Multiple compression.
It traded for >45x earnings, meanwhile EPS CAGR was 0.80% from 2020 - 2025 (using 2025E)
#stocks #investing https://t.co/DBxxUZhHxl
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Quiver Quantitative
BREAKING: Senator Markwayne Mullin has violated the STOCK Act.
He JUST disclosed a July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has risen 33% since his trade. https://t.co/GEbGgOoQVM
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BREAKING: Senator Markwayne Mullin has violated the STOCK Act.
He JUST disclosed a July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has risen 33% since his trade. https://t.co/GEbGgOoQVM
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Stock Analysis Compilation
Middle Coast Investing on Apogee $APOG US
Thesis: Apogee’s focus on margin improvement and strategic acquisitions in a fractured market, combined with its strong management, offers solid long-term growth potential
(Extract from their Q3 letter) https://t.co/dipdbpxicz
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Middle Coast Investing on Apogee $APOG US
Thesis: Apogee’s focus on margin improvement and strategic acquisitions in a fractured market, combined with its strong management, offers solid long-term growth potential
(Extract from their Q3 letter) https://t.co/dipdbpxicz
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Investing visuals
Tesla $TSLA is officially back in the $1 trillion club and now up 11x over the past 5 years👌 https://t.co/m6BEWW0OHv
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Tesla $TSLA is officially back in the $1 trillion club and now up 11x over the past 5 years👌 https://t.co/m6BEWW0OHv
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Stock Analysis Compilation
Choice Equities CM on Caesars Entertainment $CZR US
Thesis: Caesars’s strong brand, combined with growth in iGaming and sports betting, positions the company for sustained financial improvement, supported by a solid yield and recent refinancings
(Extract from their Q3 letter) https://t.co/yrZN5eS68E
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Choice Equities CM on Caesars Entertainment $CZR US
Thesis: Caesars’s strong brand, combined with growth in iGaming and sports betting, positions the company for sustained financial improvement, supported by a solid yield and recent refinancings
(Extract from their Q3 letter) https://t.co/yrZN5eS68E
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Stock Analysis Compilation
White Brook Capital on Krispy Kreme $DNUT US
Thesis: Krispy Kreme’s expansion into major retailers and fast-food chains, combined with its renewed business model, sets it up for capital-efficient and profitable growth
(Extract from their Q3 letter) https://t.co/9F1mVO2DPu
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White Brook Capital on Krispy Kreme $DNUT US
Thesis: Krispy Kreme’s expansion into major retailers and fast-food chains, combined with its renewed business model, sets it up for capital-efficient and profitable growth
(Extract from their Q3 letter) https://t.co/9F1mVO2DPu
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Stock Analysis Compilation
Aristotle on Diageo $DGE LN
Thesis: Diageo’s strong portfolio of premium spirits, global market reach, and M&A strategy position it for long-term growth, with catalysts including premiumization trends and emerging market expansion
(Extract from their Q3 letter) https://t.co/4NJoWHsqq6
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Aristotle on Diageo $DGE LN
Thesis: Diageo’s strong portfolio of premium spirits, global market reach, and M&A strategy position it for long-term growth, with catalysts including premiumization trends and emerging market expansion
(Extract from their Q3 letter) https://t.co/4NJoWHsqq6
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Investing visuals
The Nasdaq $QQQ has delivered 19% annual returns over the past 5 years. Here's everything you need to know👇 https://t.co/Y8IPqDhHet
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The Nasdaq $QQQ has delivered 19% annual returns over the past 5 years. Here's everything you need to know👇 https://t.co/Y8IPqDhHet
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