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โ Dimitry Nakhla | Babylon Capitalยฎ
Put simply, if you earned $100,000 in 2020, your salary would need to be around $134,000 today just to maintain the same standard of living ๐Ÿ“Š

Anything less, and youโ€™ve taken a pay cut ๐Ÿ“‰

You have now lost 26% of your purchasing power since 2020 https://t.co/xjrkWxVW0v
- Darth Powell
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โ Dimitry Nakhla | Babylon Capitalยฎ
โ€œValuations can be powerful: if an analyst determines that something is cheap, it is tempting to buy, period, even though the valuation is only an estimate, and the company may face challenges from industry forces or competitive pressures.

A quality investing strategy, therefore, emphasizes quality FIRST, and valuation SECOND.โ€

โ€” Quality Investing ๐Ÿ“– AKO Capital
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โ Quiver Quantitative
RT @QuiverCongress: JUST IN: Lockheed Martin, $LMT, just disclosed $2,980,000 of new lobbying. https://t.co/hDJ7YrGm5g
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โ InsideArbitrage
$NFLX Netflix Surges After-Hours! โซ +14.40%

๐ŸŽฌ The streaming giant reported better than expected Q4 results and hiked its stock buyback by $15B (๐Ÿ”„ 4% of its $371.75B market cap).

๐Ÿ’ฐ Total buyback authorization now stands at $17.1B, following a previous approval in Sept 2023

๐Ÿ“Š In 2024, Netflix repurchased 9.9M shares for $6.2B, bringing total buybacks to $12.9B since program inception

https://t.co/B772mNWlXB
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โ Quiver Quantitative
Wow.

We posted this report yesterday.

$TEM has now risen 52% on the news.

Up another 13% in after hours. https://t.co/XUFRx4P3fv
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AkhenOsiris
Masa-san was just here recently proclaiming investment, is this usual Trump recycle or some additional ๐Ÿ– on the ๐Ÿฆด?
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โ Hidden Value Gems
At least one area ๐Ÿ‡ฌ๐Ÿ‡ง is taking a lead. Of course, buybacks add value only if executed at prices that are lower than the intrinsic value.

"UK companies outpace US counterparts in share buybacks" via @FT
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โ Stock Analysis Compilation
Plurial AM on Watches of Switzerland $WOSG LN

Thesis: Strong Rolex partnerships and robust waitlist demand position Watches of Switzerland for steady growth despite broader luxury market challenges

(Extract from their Q4 letter) https://t.co/8Ua5RqcNVl
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