⁠Dimitry Nakhla | Babylon Capital®
Worried about tariffs & economic news impacting your stocks?

Don’t sweat the headlines 📰

Your focus should be on the long-term quality & performance of the businesses you own

THAT’S what matters

As Pulak Prasad writes in “What I Learned About Investing from Darwin” 📖 https://t.co/S1ioWTHRY1
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⁠Investing visuals
Palantir Q4 2024 earnings 🚨
🔹Revenue $828M vs Est. $781M (6% beat)
🔹EPS $0.14 vs Est. $0.11 (27% beat)

Stock is up +13%

Palantir $PLTR earnings are incoming. Do you think $PLTR will crush it tomorrow?🤔

🔹Est. Revenue: $781M (+28.4%)
🔹Est. EPS: $0.11 (+41.4%) https://t.co/ZS528ClS0v - Investing visuals
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⁠Startup Archive
RT @IndigoSvn: Love these kind of stories. Great reminders to keep building and grinding f

Baiju Bhatt on raising Robinhood’s seed round and being rejected over 70 investors

Baiju Bhatt and Vlad Tenev were five years into their entrepreneurial journey when they came up with the idea for Robinhood.

As Baiju puts it:

“We had been entrepreneurs for the better part of five years and didn’t have a whole lot to show for it.”

And when they tried raising seed funding for it, they were rejected by somewhere between 70 and 110 investors.

These investors told the founders all the reasons Robinhood would fail — “no one wants to trade stocks from their phones,” “you didn’t know how to build consumer products,” “there’s a ton of other brokerage products out there people can use.”

Baiju reflects on this experience:

“There were a lot of no’s and it was very difficult back then. But over time I learned to channel it and use it as positive motivation.”

Then Baiju and Vlad finally caught a break when prominent venture capitalist Tim Draper decided to take a chance on them. Initially however, Draper said no because he didn’t think they’d be able to secure a broker-dealer license and the founders were paying themselves ~$70k salaries:

“Great idea, but it’s never going to happen, and you guys are paying yourselves too much,” he said.

The founders left the meeting confused — they could barely make rent and pay back their student loans with what they were paying themselves. But then they got an idea:

“We’ll tell him that we’re not going to pay ourselves until we get this approval.”

Draper said yes, and the Robinhood founders got to work on building a company that is today worth almost $50 billion.

Video source: @ThePeelPod @TurnerNovak (2025) - Startup Archive
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⁠Stock Analysis Compilation
White Falcon Capital Management on AMD $AMD US

Thesis: AMD is facing disappointment over potential shortfalls in AI chip revenues but remains poised to benefit from its other businesses and could still capture a small share of the expansive AI chip market.

(Extract from their Q4 letter)
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⁠Hidden Value Gems
Has anyone actually read The Art of the Deal?
Probably a few clues on what to expect in the next 4 years... https://t.co/0qS4lqxNUS
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⁠Dimitry Nakhla | Babylon Capital®
Notable Earnings Tomorrow 2/3/25🗓️

☀️ $PYPL $RACE $PEP $KKR $TDG $AME $J

🌗 $GOOG $AMD $CMG $FICO
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⁠Dimitry Nakhla | Babylon Capital®
“Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it.”

— Warren Buffett 🗣️
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⁠App Economy Insights
$PLTR Palantir Q4 FY24:

• Net dollar retention 120% (+12pp Y/Y).
• Customers +43% Y/Y to 711.
• Revenue +36% Y/Y to $828M ($46M beat).
• Non-GAAP EPS $0.14 ($0.03 beat).

FY25 guidance:
• Revenue +31% Y/Y to $3.75B ($0.2B beat).
• Adj. operating margin 42% (+3pp Y/Y). https://t.co/K6zBMLnSSP
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⁠InsideArbitrage
Inari Medical $NARI announced that on January 17, 2025, the company and Stryker $SYK filed all required Notification and Report Forms under the HSR Act for the merger with the Antitrust Division and the FTC.

On February 3, 2025, the waiting period under the HSR Act applicable to the Offer expired.

Eagle 1 Merger Sub, Inc., a wholly owned subsidiary of Stryker Corporation $SYK, commenced the tender offer to acquire Inari Medical $NARI, for $80.00 per share. The offer will expire on February 18, 2025. - InsideArbitrage
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⁠Dimitry Nakhla | Babylon Capital®
PayPal $PYPL Reports a Solid Q4 🎯

✅ Revenue: $8.37B vs $8.28B (est)

✅ Adjusted EPS: $1.19 vs $1.12 (est) https://t.co/DXrXB4Ctmu
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⁠InsideArbitrage
📢 $J Jacobs Delivers Strong Fiscal Q1 2025 Results; Board Approves $1.5 billion share repurchase program – The largest in the company's history! Equals ~9% of its current market cap

Results Highlights

📈 Backlog Up 18.9% YoY with a TTM Book-to-Bill Ratio of 1.3x
🔄 $202M in share repurchases completed in Q1
📊 Dividend Raised to $0.32/share – A 10% YoY Increase 💵
📢 FY 2025 Adjusted EPS Guidance Raised 📈

https://t.co/2GymPn4z0C
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