⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $BKNG serves as an ideal case of market neglect

A few months ago, considering its strong fundamentals, it’s surprising to think it was valued so low compared to its growth rate and overall quality 🎯 https://t.co/VezCvn6h5M

7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing - Dimitry Nakhla | Babylon Capital®
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⁠Stock Analysis Compilation
Bell Global Equities Fund on Broadcom $AVGO US

Thesis: Broadcom is a leading semiconductor and software company with strong growth potential, driven by its strategic acquisitions and key role in the AI market.

(Extract from their Q4 letter) https://t.co/xW1vi06lnB
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⁠Read
RT @0x49fa98: The internet is an ocean that we invent as we explore it. In the murky darkness of virtual places, there could be dragons, shoggoths, leviathans...

This thread is a complete index of my threads, stories, essays, etc.

https://t.co/UT8Tswn9Tw
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⁠Read
RT @paraschopra: As AI makes building prototypes easy, what will rise in value is a) the last mile polish; b) hard technical work that AI is incapable of doing (yet).

Remember: what's easy for you is easy for everyone, and hence has no alpha.
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⁠Dimitry Nakhla | Babylon Capital®
Even with MercadoLibre's stock price surging +24% over the past month, its forward multiple tightened by -4%, compressing from 51.30x to 49.13x $MELI https://t.co/MhWAWn6s8e
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⁠Quiver Quantitative
The net worth numbers here appear to be made up, definitely not from OpenSecrets.

Nancy Pelosi is actually worth significantly more: $269M by our estimates.

The rest are worth significantly less.

I'd encourage people to use Quiver for live politician portfolio tracking.

I am beginning to understand why they are fighting so hard to stop Elon. Something is very wrong here. https://t.co/mfg1HRRis0 - Sadie
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⁠Finding Compounders
Allan Mecham ran Arlington Value Capital where he achieved a CAGR of 30% over 8.5 years.

Here is his 2013 fund letter https://t.co/A9hSeF2f7Z
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⁠Startup Archive
Jony Ive explains why curiosity is fundamental to creating

“Being truly open, inquisitive, and curious has become the very basis for all that I do now and how I think. Having a genuine relish for being surprised and for learning is fundamental to creating.”

However, in traditional education or working environments with lots of people, curiosity requires intent and discipline.

“In interactions with larger groups, many of us gravitate towards the tangible and the measurable. It is more comfortable, far easier, and more socially acceptable to talk about what is known.”

But curiosity and wanting to learn is far more important than being right. In fact, it’s fundamental to creating something new. As Jony explains:

“Crucially, the delight and joy of curiosity and learning can temper our fear of doing something completely new… and you find yourself actually listening. To listen well means you need to be quiet. Great ideas can come from the quietest voice, and I really worry how many good ideas I have missed because I wasn’t listening or I couldn’t hear a thing for the usual deluge of opinion. I think it would be great to resist the urge to fill every moment of every minute with opinions and to listen.”

Video source: @CACollegeofArts (2021)
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