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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Q4 2024 Report 🗓️
✅ Revenues: $187.8B (+10% YoY)
✅ Operating Income: $21.2B (+60% YoY)
✅ Net Income: $20.0B (+88% YoY)
☁️ AWS Revenue: $28.7B (+19% YoY)
💸 Ads Revenue: $17.3B (+18% YoY) https://t.co/JddBGLylqZ
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Amazon $AMZN Q4 2024 Report 🗓️
✅ Revenues: $187.8B (+10% YoY)
✅ Operating Income: $21.2B (+60% YoY)
✅ Net Income: $20.0B (+88% YoY)
☁️ AWS Revenue: $28.7B (+19% YoY)
💸 Ads Revenue: $17.3B (+18% YoY) https://t.co/JddBGLylqZ
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Hidden Value Gems
Surprised by the third most popular answer 🙂
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Surprised by the third most popular answer 🙂
If you use ChatGPT to summarise earning calls of your portfolio companies (instead of listening/reading transcripts), you probably hold too many stocks. Do you agree?
- Yes
- No
- I am ChatGPT/DeepSeek etc
- I dont understand the Q tweet
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Dimitry Nakhla | Babylon Capital®
I think it’s time for investors to begin appreciating $AMZN earnings & margin expansion potential
Historically, EPS wasn’t the best way to value $AMZN, but now it trades for slightly less than ~40x TTM (FY 24 EPS of $5.15), likely growing at ~20% a year for the next few years 💸
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I think it’s time for investors to begin appreciating $AMZN earnings & margin expansion potential
Historically, EPS wasn’t the best way to value $AMZN, but now it trades for slightly less than ~40x TTM (FY 24 EPS of $5.15), likely growing at ~20% a year for the next few years 💸
Amazon $AMZN Q4 2024 Report 🗓️
✅ Revenues: $187.8B (+10% YoY)
✅ Operating Income: $21.2B (+60% YoY)
✅ Net Income: $20.0B (+88% YoY)
☁️ AWS Revenue: $28.7B (+19% YoY)
💸 Ads Revenue: $17.3B (+18% YoY) https://t.co/JddBGLylqZ tweet
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App Economy Insights
$AMZN Amazon Q4 FY24:
• Revenue +10% Y/Y to $187.8B ($0.5B beat).
• Operating margin 11% (+4pp Y/Y).
• FCF $38B TTM.
• Q1 Guidance: ~$153B ($5B miss).
☁️ AWS:
• Revenue +19% Y/Y to $28.8B.
• Operating margin 37% (+7pp Y/Y). https://t.co/o8X8UXRGQ8
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$AMZN Amazon Q4 FY24:
• Revenue +10% Y/Y to $187.8B ($0.5B beat).
• Operating margin 11% (+4pp Y/Y).
• FCF $38B TTM.
• Q1 Guidance: ~$153B ($5B miss).
☁️ AWS:
• Revenue +19% Y/Y to $28.8B.
• Operating margin 37% (+7pp Y/Y). https://t.co/o8X8UXRGQ8
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Stock Analysis Compilation
Patient Capital Management on IAC Inc. $IAC US
Thesis: IAC Inc. is poised for value creation through strategic asset spin-offs and an attractive valuation that highlights untapped potential in its private holdings.
(Extract from their Q4 letter) https://t.co/Hx4xa1cNCS
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Patient Capital Management on IAC Inc. $IAC US
Thesis: IAC Inc. is poised for value creation through strategic asset spin-offs and an attractive valuation that highlights untapped potential in its private holdings.
(Extract from their Q4 letter) https://t.co/Hx4xa1cNCS
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #107 with Sam and Joel from Chess Capital.
They provide a fantastic breakdown of two UK small caps there bullish on. 👇
https://t.co/O64YwQslhE https://t.co/vW4zExKZmI
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FRESH OFF THE PRESS 🔥
Investor interview #107 with Sam and Joel from Chess Capital.
They provide a fantastic breakdown of two UK small caps there bullish on. 👇
https://t.co/O64YwQslhE https://t.co/vW4zExKZmI
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InsideArbitrage
Veritas Is Said in Talks to Acquire Data Firm Dun & Bradstreet $DNB - Bloomberg
📊The private equity firm is talking to banks about financing a potential take-private of the Jacksonville, Florida-based company.
📊The deal under discussion would value Dun & Bradstreet at or around its current market capitalization of about $5.4 billion.
📊Options that Dun & Bradstreet is considering also include separating its finance and risk unit from the sales and marketing business. It’s talking to potential strategic buyers for those assets.
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Veritas Is Said in Talks to Acquire Data Firm Dun & Bradstreet $DNB - Bloomberg
📊The private equity firm is talking to banks about financing a potential take-private of the Jacksonville, Florida-based company.
📊The deal under discussion would value Dun & Bradstreet at or around its current market capitalization of about $5.4 billion.
📊Options that Dun & Bradstreet is considering also include separating its finance and risk unit from the sales and marketing business. It’s talking to potential strategic buyers for those assets.
Dun & Bradstreet $DNB confirmed that it has received inbound interest from third parties and has retained Bank of America $BAC to assist with those inquiries. tweet
twitter.com
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Stock Analysis Compilation
Focus CM on Kingsgate Consolidated Limited $KCN AU
Thesis: Kingsgate is an undervalued Australian gold mining company poised to generate significant cash flow from its recently reopened Chatree mine in Thailand, forecasting robust production and profitability in the coming years.
(Extract from their Q4 letter)
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Focus CM on Kingsgate Consolidated Limited $KCN AU
Thesis: Kingsgate is an undervalued Australian gold mining company poised to generate significant cash flow from its recently reopened Chatree mine in Thailand, forecasting robust production and profitability in the coming years.
(Extract from their Q4 letter)
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InsideArbitrage
Alumis $ALMS to Acquire Acelyrin $SLRN in an All-Stock Deal :
💊Under the terms of the agreement, Acelyrin stockholders will receive 0.4274 shares of Alumis common stock for each share of Acelyrin common stock owned. The deal is valued at $2.82 per share, representing a 48.42% premium from the stock’s last close.
💊The transaction is expected to complete in the second quarter of 2025. Post completion, Alumis stockholders will own about 55% of the combined company, while Acelyrin stockholders will hold about 45%.
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Alumis $ALMS to Acquire Acelyrin $SLRN in an All-Stock Deal :
💊Under the terms of the agreement, Acelyrin stockholders will receive 0.4274 shares of Alumis common stock for each share of Acelyrin common stock owned. The deal is valued at $2.82 per share, representing a 48.42% premium from the stock’s last close.
💊The transaction is expected to complete in the second quarter of 2025. Post completion, Alumis stockholders will own about 55% of the combined company, while Acelyrin stockholders will hold about 45%.
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