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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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
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RT @DimitryNakhla: 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 tweet
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Quiver Quantitative
Representative @AOC just said:
“I want folks at home to look at what members of Congress are invested in private prison companies..
It is atrocious that people are lining their pockets with private prison profits”
Here's what we found, using the data on Quiver:
- We do not see any active members of Congress with $GEO or $CXW in their portfolios. @AOC, please let us know if we're missing something.
- However, executives at Geo Group and CoreCivic did make large donations to Trump.
- Both stocks are up over 70% since Trump was elected.
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Representative @AOC just said:
“I want folks at home to look at what members of Congress are invested in private prison companies..
It is atrocious that people are lining their pockets with private prison profits”
Here's what we found, using the data on Quiver:
- We do not see any active members of Congress with $GEO or $CXW in their portfolios. @AOC, please let us know if we're missing something.
- However, executives at Geo Group and CoreCivic did make large donations to Trump.
- Both stocks are up over 70% since Trump was elected.
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Stock Analysis Compilation
Nightview Capital on Airbnb $ABNB US
Thesis: Airbnb is uniquely positioned to capitalize on the growing demand for experience-driven travel through its scalable platform, strong financial discipline, and untapped expansion opportunities.
(Extract from their Q4 letter) https://t.co/oHMHNcbnP8
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Nightview Capital on Airbnb $ABNB US
Thesis: Airbnb is uniquely positioned to capitalize on the growing demand for experience-driven travel through its scalable platform, strong financial discipline, and untapped expansion opportunities.
(Extract from their Q4 letter) https://t.co/oHMHNcbnP8
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Quiver Quantitative
RT @QuiverQuant: @AOC We have not seen any members of Congress buying $GEO, are we missing something?
We have seen large donations to the Trump campaign from GEO Group executives however.
The stock is up over 100% since the election. https://t.co/mtX843gcEx
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RT @QuiverQuant: @AOC We have not seen any members of Congress buying $GEO, are we missing something?
We have seen large donations to the Trump campaign from GEO Group executives however.
The stock is up over 100% since the election. https://t.co/mtX843gcEx
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AkhenOsiris
One year ago Databricks @alighodsi predicted a decrease in AI chip prices and a rebalance of supply and demand within the next year.
Fast forward to today, during an interview with @dee_bosa, Ghodsi highlighted Oracle's importance for helping alleviate the continuing GPU scarcity.
I'll stick with conservative TSMC CEO Wei's views for ongoing AI trajectory.
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One year ago Databricks @alighodsi predicted a decrease in AI chip prices and a rebalance of supply and demand within the next year.
Fast forward to today, during an interview with @dee_bosa, Ghodsi highlighted Oracle's importance for helping alleviate the continuing GPU scarcity.
I'll stick with conservative TSMC CEO Wei's views for ongoing AI trajectory.
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AkhenOsiris
BKNG 13% off the high. Travel still robust.
BKNG nowadays a mature EPS and Rev grower, fwd PE at market multiple (low 20s).
AI risks to how travel will be booked may be a part of this, take rates going forward, etc.
HLT, MAR, UAL, DAL are all near their highs.
ABNB well off summer 2024 highs with its own challenges, while EXPE has fared better than BKNG of late.
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BKNG 13% off the high. Travel still robust.
BKNG nowadays a mature EPS and Rev grower, fwd PE at market multiple (low 20s).
AI risks to how travel will be booked may be a part of this, take rates going forward, etc.
HLT, MAR, UAL, DAL are all near their highs.
ABNB well off summer 2024 highs with its own challenges, while EXPE has fared better than BKNG of late.
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AkhenOsiris
RT @trader_53: Wedbush's Ives raises the target price of $TSLA by essentially issuing the same report as in December
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RT @trader_53: Wedbush's Ives raises the target price of $TSLA by essentially issuing the same report as in December
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Quiver Quantitative
RT @QuiverCongress: JUST IN: GEO Group, $GEO, has disclosed $350,000 of new lobbying.
GEO Group is a private prison company.
Some of the issues they lobbied on include "immigration enforcement" and "ICE".
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RT @QuiverCongress: JUST IN: GEO Group, $GEO, has disclosed $350,000 of new lobbying.
GEO Group is a private prison company.
Some of the issues they lobbied on include "immigration enforcement" and "ICE".
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Dimitry Nakhla | Babylon Capital®
Remember how many accounts were calling $CELH a steal & an excellent opportunity most of last year?
$CELH is down -52% in the past year & -73% from its highs 📉
After its large drop, now you rarely see $CELH posts with the same frequency
I wonder why that is 🤷🏽♂️ https://t.co/FeeQrAOGcU
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Remember how many accounts were calling $CELH a steal & an excellent opportunity most of last year?
$CELH is down -52% in the past year & -73% from its highs 📉
After its large drop, now you rarely see $CELH posts with the same frequency
I wonder why that is 🤷🏽♂️ https://t.co/FeeQrAOGcU
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Quiver Quantitative
RT @QuiverCongress: The House just passed the Laken Riley Act, introduced by @SenKatieBritt.
It will be the first bill that President Trump signs into law this term. https://t.co/s9v30wpGSR
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RT @QuiverCongress: The House just passed the Laken Riley Act, introduced by @SenKatieBritt.
It will be the first bill that President Trump signs into law this term. https://t.co/s9v30wpGSR
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