Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $INTU ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 29.70x โข10-Year Mean: 33.57x โขNTM FCF Yield: 3.49% โข10-Year Mean: 3.68% As you can see, $INTU appears to be trading somewhere below fair value & near fair valueโฆ
๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Investing visuals
Tesla $TSLA auto sales account for 93% of their revenue and is declining right now.
When do you think RoboTaxi, FSD and Optimus revenue will kick in? ๐ค https://t.co/VhleGLsbRq
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Tesla $TSLA auto sales account for 93% of their revenue and is declining right now.
When do you think RoboTaxi, FSD and Optimus revenue will kick in? ๐ค https://t.co/VhleGLsbRq
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โ Stock Analysis Compilation
River Oaks on Medical Facilities $DR CN
Thesis: Medical Facilitiesโ undervaluation and potential asset sales could unlock significant shareholder value
(Extract from their Q4 letter) https://t.co/ulyR0smcGY
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River Oaks on Medical Facilities $DR CN
Thesis: Medical Facilitiesโ undervaluation and potential asset sales could unlock significant shareholder value
(Extract from their Q4 letter) https://t.co/ulyR0smcGY
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โ Quiver Quantitative
Senator Mike Lee and Representative Claudia Tenney have introduced legislation to ban federal funding towards PBS and NPR. https://t.co/KIL4tBFGzk
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Senator Mike Lee and Representative Claudia Tenney have introduced legislation to ban federal funding towards PBS and NPR. https://t.co/KIL4tBFGzk
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โ Quiver Quantitative
WOW.
TWO members of Congress just disclosed $PLTR purchases stock this morning.
The trades were both made in late January. The stock is up over 50% since then.
We had never seen a politician buy Palantir stock before today. https://t.co/cDQPqeKz2Y
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WOW.
TWO members of Congress just disclosed $PLTR purchases stock this morning.
The trades were both made in late January. The stock is up over 50% since then.
We had never seen a politician buy Palantir stock before today. https://t.co/cDQPqeKz2Y
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โ Dimitry Nakhla | Babylon Capitalยฎ
AKO Capital 13F as of Q4 2024 ๐ต
Notable adds: $ACN $INTU $CPRT $EFX
Notable sales: $ICE $FICO $TMO https://t.co/3FP63fubqJ
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AKO Capital 13F as of Q4 2024 ๐ต
Notable adds: $ACN $INTU $CPRT $EFX
Notable sales: $ICE $FICO $TMO https://t.co/3FP63fubqJ
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