Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Investment professionals generally advise against market timing, but I advocate for patience in selecting individual stocks, waiting for the market to offer exceptional opportunities with quality compounders
Looking back at 2024, here are 8 examples where my timing paid off🧵
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RT @DimitryNakhla: Investment professionals generally advise against market timing, but I advocate for patience in selecting individual stocks, waiting for the market to offer exceptional opportunities with quality compounders
Looking back at 2024, here are 8 examples where my timing paid off🧵
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Dimitry Nakhla | Babylon Capital®
$NVO is close to breaking $80 — the stock is down more than -45% from all time highs 📉 https://t.co/Hmb0nXc8ue
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$NVO is close to breaking $80 — the stock is down more than -45% from all time highs 📉 https://t.co/Hmb0nXc8ue
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Quiver Quantitative
Representative Jerry Nadler just said:
"Members of Congress should be doing what’s best for their constituents, not what’s best for their stock portfolios."
We have not seen Nadler trade any stock while in office. https://t.co/3DmaDIMknB
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Representative Jerry Nadler just said:
"Members of Congress should be doing what’s best for their constituents, not what’s best for their stock portfolios."
We have not seen Nadler trade any stock while in office. https://t.co/3DmaDIMknB
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Stock Analysis Compilation
Baron Opportunity Fund on Atlassian Corporation $TEAM US
Thesis: Atlassian Corporation Plc is a leading software company that, after successfully migrating to the cloud, is well-positioned to cross-sell innovative products to a broader user base, anticipating growth despite a challenging macro environment.
(Extract from their Q3 letter)
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Baron Opportunity Fund on Atlassian Corporation $TEAM US
Thesis: Atlassian Corporation Plc is a leading software company that, after successfully migrating to the cloud, is well-positioned to cross-sell innovative products to a broader user base, anticipating growth despite a challenging macro environment.
(Extract from their Q3 letter)
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Quiver Quantitative
BREAKING: Lockheed Martin, $LMT, has unfollowed @elonmusk, per @BigTechAlert.
A casualty of DOGE? https://t.co/vUMo7nHeev
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BREAKING: Lockheed Martin, $LMT, has unfollowed @elonmusk, per @BigTechAlert.
A casualty of DOGE? https://t.co/vUMo7nHeev
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Investing visuals
Data center revenue overtook gaming as the biggest revenue source for $AMD in 2024.
Here's a full breakdown of what $AMD's revenue mix looks like today👇 https://t.co/qE8Cvp9jWp
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Data center revenue overtook gaming as the biggest revenue source for $AMD in 2024.
Here's a full breakdown of what $AMD's revenue mix looks like today👇 https://t.co/qE8Cvp9jWp
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator Ed Markey is introducing the "Extend the TikTok Deadline Act".
It would delay the TikTok ban by 270 days.
Follow here for updates. https://t.co/lp7DWSd0G4
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RT @QuiverCongress: JUST IN: Senator Ed Markey is introducing the "Extend the TikTok Deadline Act".
It would delay the TikTok ban by 270 days.
Follow here for updates. https://t.co/lp7DWSd0G4
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Quiver Quantitative
RT @QuiverCongress: BREAKING: Representative @chiproytx (R) and @SethMagaziner (D) have re-introduced the "TRUST in Congress Act".
It would require members of Congress to place certain investments into a qualified blind trust.
Follow here for updates. https://t.co/h59DtCVhPJ
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RT @QuiverCongress: BREAKING: Representative @chiproytx (R) and @SethMagaziner (D) have re-introduced the "TRUST in Congress Act".
It would require members of Congress to place certain investments into a qualified blind trust.
Follow here for updates. https://t.co/h59DtCVhPJ
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Quiver Quantitative
Rep. Seth Magaziner just said:
"Trust in Congress is at an all-time low...
Today, I’m leading 44 Members of Congress with @RepChipRoy in introducing a bipartisan bill that would ban Members of Congress from trading stocks."
We have not seen any trades from Magaziner or Roy. https://t.co/n3AFG3Jl0D
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Rep. Seth Magaziner just said:
"Trust in Congress is at an all-time low...
Today, I’m leading 44 Members of Congress with @RepChipRoy in introducing a bipartisan bill that would ban Members of Congress from trading stocks."
We have not seen any trades from Magaziner or Roy. https://t.co/n3AFG3Jl0D
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