Dimitry Nakhla | Babylon Capital®
The Four Most Significant Challenges In Quality Investing 📖
1. Battling short-term thinking
2. Properly assessing quality
3. Not necessarily the most “exciting”
4. Quality stocks often appear to be expensive
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Quality Investing by Cunningham, Eide, & Hargreaves 📝
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The Four Most Significant Challenges In Quality Investing 📖
1. Battling short-term thinking
2. Properly assessing quality
3. Not necessarily the most “exciting”
4. Quality stocks often appear to be expensive
___
Quality Investing by Cunningham, Eide, & Hargreaves 📝
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Offshore
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Quiver Quantitative
Representative Ro Khanna has said:
“Elected officials must be barred from having meme coins by law…
They are neither neutral money (controlled by insiders) not platforms for innovation.”
Khanna also supports a ban on congressional stock trading. https://t.co/kp6R1j5l3z
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Representative Ro Khanna has said:
“Elected officials must be barred from having meme coins by law…
They are neither neutral money (controlled by insiders) not platforms for innovation.”
Khanna also supports a ban on congressional stock trading. https://t.co/kp6R1j5l3z
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Offshore
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Quiver Quantitative
JUST IN: @TulsiGabbard has filed an ethics agreement, agreeing to divest from:
- Bitcoin, $BTC
- Ethereum
- Cronos
- Solana
- Tesla stock, $TSLA
- Rumble stock
- Nvidia stock
- Apple stock
We just reported on her portfolio yesterday. https://t.co/vXTk2VFLn5
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JUST IN: @TulsiGabbard has filed an ethics agreement, agreeing to divest from:
- Bitcoin, $BTC
- Ethereum
- Cronos
- Solana
- Tesla stock, $TSLA
- Rumble stock
- Nvidia stock
- Apple stock
We just reported on her portfolio yesterday. https://t.co/vXTk2VFLn5
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Offshore
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Hidden Value Gems
"Just over half of the industry’s total gross performance was eaten away by fees over the past two decades, according to LCH Investments. That compares to about 30% between 1969 and the early 2000s."
"Viewed another way, hedge funds have earned $3.72 trillion since the late 1960s—and kept nearly $1.8 trillion of that in fees."
via @WSJ
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"Just over half of the industry’s total gross performance was eaten away by fees over the past two decades, according to LCH Investments. That compares to about 30% between 1969 and the early 2000s."
"Viewed another way, hedge funds have earned $3.72 trillion since the late 1960s—and kept nearly $1.8 trillion of that in fees."
via @WSJ
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Offshore
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Hidden Value Gems
Tulip Mania in full mode...just be aware
https://t.co/1xtVueBHL5
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Tulip Mania in full mode...just be aware
https://t.co/1xtVueBHL5
The Official Melania Meme is live!
You can buy $MELANIA now.
https://t.co/8FXvlMBhVf
FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P https://t.co/t2vYiahRn6 tweet
Offshore
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Stock Analysis Compilation
REQ on Momentum Group $MMGRB SS
Thesis: Momentum Group’s disciplined focus on profitability and decentralized culture unlocks unparalleled growth potential
(Extract from their Q4 letter) https://t.co/a4JVty0SmU
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REQ on Momentum Group $MMGRB SS
Thesis: Momentum Group’s disciplined focus on profitability and decentralized culture unlocks unparalleled growth potential
(Extract from their Q4 letter) https://t.co/a4JVty0SmU
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Offshore
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Hidden Value Gems
A few intersting ideas for buying "US businesses" at European prices...
h/t @rbrtrmstrng https://t.co/F9mArSeQAx
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A few intersting ideas for buying "US businesses" at European prices...
h/t @rbrtrmstrng https://t.co/F9mArSeQAx
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Offshore
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Stock Analysis Compilation
Night Watch on Allfunds $ALLFG NA
Thesis: Allfunds is Europe's leading fund distribution platform, experiencing slowed growth and a significant drop in P/E ratio, but recent performance indicates a potential recovery despite lack of acquisition success.
(Extract from their Q4 letter)
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Night Watch on Allfunds $ALLFG NA
Thesis: Allfunds is Europe's leading fund distribution platform, experiencing slowed growth and a significant drop in P/E ratio, but recent performance indicates a potential recovery despite lack of acquisition success.
(Extract from their Q4 letter)
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Offshore
Video
Startup Archive
Marc Andreessen on his Techno-Optimist Manifesto
Marc published his 5,000-word essay in October 2023 titled “The Techno-Optimist Manifesto.” In this Hoover Institution interview from a few days ago, Peter Robinson reads a passage aloud from the essay and asks Marc to read another. The full interview is worth watching (and the essay is worth reading), but here are the two passages quoted in full:
“We are told that technology takes our jobs, reduces our wages, increases inequality and is ever on the verge of ruining everything. But our civilization was built on technology. Technology is the glory of human ambition and achievement, the spearhead of progress, and the realization of our potential. It is time, once again, to raise the technology flag.
“We believe in the romance of technology, of industry. The eros of the train, the car, the electric light, the skyscraper. And the microchip, the neural network, the rocket, the split atom. We believe in adventure. Undertaking the Hero’s Journey, rebelling against the status quo, mapping uncharted territory, conquering dragons, and bringing home the spoils for our community. We believe that we are, have been, and will always be the masters of technology, not mastered by technology. Victim mentality is a curse in every domain of life, including our relationship with technology — both unnecessary and self-defeating. We are not victims, we are conquerors. We believe America and her allies should be strong and not weak. Economic, cultural, and military strength flow from technological strength. A technologically strong America is a force for good in a dangerous world. We believe in greatness.”
Video source: @HooverInst (2025)
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Marc Andreessen on his Techno-Optimist Manifesto
Marc published his 5,000-word essay in October 2023 titled “The Techno-Optimist Manifesto.” In this Hoover Institution interview from a few days ago, Peter Robinson reads a passage aloud from the essay and asks Marc to read another. The full interview is worth watching (and the essay is worth reading), but here are the two passages quoted in full:
“We are told that technology takes our jobs, reduces our wages, increases inequality and is ever on the verge of ruining everything. But our civilization was built on technology. Technology is the glory of human ambition and achievement, the spearhead of progress, and the realization of our potential. It is time, once again, to raise the technology flag.
“We believe in the romance of technology, of industry. The eros of the train, the car, the electric light, the skyscraper. And the microchip, the neural network, the rocket, the split atom. We believe in adventure. Undertaking the Hero’s Journey, rebelling against the status quo, mapping uncharted territory, conquering dragons, and bringing home the spoils for our community. We believe that we are, have been, and will always be the masters of technology, not mastered by technology. Victim mentality is a curse in every domain of life, including our relationship with technology — both unnecessary and self-defeating. We are not victims, we are conquerors. We believe America and her allies should be strong and not weak. Economic, cultural, and military strength flow from technological strength. A technologically strong America is a force for good in a dangerous world. We believe in greatness.”
Video source: @HooverInst (2025)
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