⁠Dimitry Nakhla | Babylon Capital®
Apple $AAPL stock is currently trading near its highest valuation multiple in the past 10 years📱

To achieve double-digit CAGR through 2027, $AAPL would likely need to sustain its premium valuation, trading at a lofty 30x earnings multiple🫰🏽 https://t.co/426u44SBx8
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⁠Stock Analysis Compilation
Bristlemoon Capital on Pinterest $PINS US

Thesis: Pinterest is facing decelerating revenue growth despite its initiatives to enhance lower-funnel ad products, leading to decreased confidence in its investment thesis.

(Extract from their Q4 letter) https://t.co/nUBUW1Pnar
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⁠InsideArbitrage
Pactiv Evergreen $PTVE announced that the waiting period under the HSR Act for its merger with Novolex has expired. The transaction is expected to close in the second quarter of 2025.
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⁠Quiver Quantitative
We posted this video yesterday.

$TEM is up 26% this morning, after news of Pelosi’s trade: https://t.co/2Sxsv64taS
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⁠App Economy Insights
📱 AppLovin $APP surged 713% in 2024! 📈

AI hype? Maybe. A business transformation? Definitely.

From gaming king to ad tech powerhouse, now it's targeting e-commerce.

Sustainable rally or inflated expectations?

🔎 Full breakdown. 👇
https://t.co/JjkiLJ8kel
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⁠Dimitry Nakhla | Babylon Capital®
One of the UK’s most successful hedge funds just added ONE new stock to their holdings that I recently stated was a good buy 💸

The stock?

$TMO 🔬

As of their latest 13F filing, Lindsell Train allocated 5.30% of the fund to $TMO (at a higher reported price than my suggestion) https://t.co/wkOcIFkNhC

Two months ago I stated:

“I’d be more interested in $TMO closer to $500💵 (8% below today’s price) where I can reasonably expect ~11% to ~12% CAGR while assuming a 23x - 24x end multiple, ensuring a margin of safety”

$TMO traded at my target price for less than 24 hours 📈 https://t.co/r2awaMkY7L - Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Legislation has been introduced to repeal the TikTok ban.

Introduced by @RepRoKhanna and @RepThomasMassie.

Follow here for updates. https://t.co/LxUswXlsAs
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⁠Quiver Quantitative
Wow.

Two months ago, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.

Viasat was just selected for a $4.8B government contract.

$VSAT is now up 53% since our reports.

Look at this: https://t.co/lCwoWA9Zno
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⁠App Economy Insights
📺 US TV Time December 2024:

Streaming 43.3% (+7.4pp Y/Y).

• YouTube 11.1% (+2.6pp Y/Y).
• Netflix 8.5% (+0.8pp Y/Y).
• Prime Video 4.0% (+0.7pp Y/Y).
• Hulu 2.5% (-0.1pp Y/Y).
• Disney+ 2.1% (+0.2pp Y/Y).

Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/euxCrhbolI
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