Dimitry Nakhla | Babylon Capital®
15 Stocks <$50b20% Annually Over the Last 5 Years | ROIC 5-Year Average 💵
💤 ResMed $RMD | 23%
🧃 Monster Beverage $MNST | 27%
🧾 Paycom $PAYC | 28%
🤖 Qualys $QLYS | 32%
🌐 MSCI Inc $MSCI | 33%
☁️ NetApp $NTAP | 33%
🚛 Old Dominion $ODFL | 34%
🩳 Lululemon $LULU | 37%
🏢 NVR Inc $NVR | 38%
🏦 Fair Isaac $FICO | 44%
⚖️ Mettler-Toledo $MTD | 50%
🐶 IDEXX Labs $IDXX | 55%
📊 Manhattan Assoc $MANH | 60%
⏫ Otis Worldwide $OTIS | 61%
🍕 Domino’s Pizza $DPZ | 70%
tweet
15 Stocks <$50b20% Annually Over the Last 5 Years | ROIC 5-Year Average 💵
💤 ResMed $RMD | 23%
🧃 Monster Beverage $MNST | 27%
🧾 Paycom $PAYC | 28%
🤖 Qualys $QLYS | 32%
🌐 MSCI Inc $MSCI | 33%
☁️ NetApp $NTAP | 33%
🚛 Old Dominion $ODFL | 34%
🩳 Lululemon $LULU | 37%
🏢 NVR Inc $NVR | 38%
🏦 Fair Isaac $FICO | 44%
⚖️ Mettler-Toledo $MTD | 50%
🐶 IDEXX Labs $IDXX | 55%
📊 Manhattan Assoc $MANH | 60%
⏫ Otis Worldwide $OTIS | 61%
🍕 Domino’s Pizza $DPZ | 70%
tweet
Offshore
Photo
Capital Employed
A fresh batch of quarterly letters added over the weekend.
116 in total. A treasure trove of ideas and insights…. 👇
https://t.co/Dndl7wceHc https://t.co/S3awNwFpcA
tweet
A fresh batch of quarterly letters added over the weekend.
116 in total. A treasure trove of ideas and insights…. 👇
https://t.co/Dndl7wceHc https://t.co/S3awNwFpcA
tweet
Offshore
Photo
Finding Compounders
Walter Schloss returned 15.7% per year over 45years.
He wrote this paper explaining why he invests the way he does.
“Why We Invest The Way We Do” by Walter Schloss https://t.co/vu34bawqQL
tweet
Walter Schloss returned 15.7% per year over 45years.
He wrote this paper explaining why he invests the way he does.
“Why We Invest The Way We Do” by Walter Schloss https://t.co/vu34bawqQL
tweet
Offshore
Photo
Stock Analysis Compilation
Gemway on Xiaomi Corporation $1810 HK
Thesis: Xiaomi is a leading global technology company known for its high-quality, affordable smartphones and innovative products, with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base.
(Extract from their Q4 letter)
tweet
Gemway on Xiaomi Corporation $1810 HK
Thesis: Xiaomi is a leading global technology company known for its high-quality, affordable smartphones and innovative products, with ambitions in the electric vehicle market and a strong growth trajectory driven by a vast ecosystem and user base.
(Extract from their Q4 letter)
tweet
Offshore
Photo
Quiver Quantitative
Wow.
We recently reported on a January purchase of Palantir stock by Representative Julie Johnson.
Johnson sits on the House Committee on Homeland Security.
$PLTR has now risen 81% since her trade. https://t.co/NDrJdocGMQ
tweet
Wow.
We recently reported on a January purchase of Palantir stock by Representative Julie Johnson.
Johnson sits on the House Committee on Homeland Security.
$PLTR has now risen 81% since her trade. https://t.co/NDrJdocGMQ
tweet
Offshore
Photo
App Economy Insights
🇫🇷 Luxury leaders, visualized.
These giants have a certain je ne sais quoi—yet most had a tough year.
👜 LVMH
🐎 Hermès
💄 L’Oréal
🕶️ EssilorLuxottica
👗 Kering
Let’s dive in. 👇
https://t.co/wJrJL29QCi
tweet
🇫🇷 Luxury leaders, visualized.
These giants have a certain je ne sais quoi—yet most had a tough year.
👜 LVMH
🐎 Hermès
💄 L’Oréal
🕶️ EssilorLuxottica
👗 Kering
Let’s dive in. 👇
https://t.co/wJrJL29QCi
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: We have received data on the portfolio of Michael Kratsios - Trump's pick for the director of the Office of Science and Technology Policy.
He owns up to $250,000 of Bitcoin and $50,000 of Ethereum. https://t.co/QQKqhA71OE
tweet
JUST IN: We have received data on the portfolio of Michael Kratsios - Trump's pick for the director of the Office of Science and Technology Policy.
He owns up to $250,000 of Bitcoin and $50,000 of Ethereum. https://t.co/QQKqhA71OE
tweet
Offshore
Photo
Investing visuals
I wrote my last post to spark debate on the $GRAB investment thesis.
I cut some corners and jumped to (incorrect) conclusions though. I've got some great feedback and insights from the FinX community, so here’s a detailed $GRAB follow-up 🧵👇 https://t.co/bnIbEphRWj
tweet
I wrote my last post to spark debate on the $GRAB investment thesis.
I cut some corners and jumped to (incorrect) conclusions though. I've got some great feedback and insights from the FinX community, so here’s a detailed $GRAB follow-up 🧵👇 https://t.co/bnIbEphRWj
tweet