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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 9. Veeva Systems $VEEV 💻
2-Year Mean P/E: 35.93x
LTM P/E: 33.42x
LTM ROIC: 12% https://t.co/8MbPaGlg7i
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RT @DimitryNakhla: 9. Veeva Systems $VEEV 💻
2-Year Mean P/E: 35.93x
LTM P/E: 33.42x
LTM ROIC: 12% https://t.co/8MbPaGlg7i
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Stock Analysis Compilation
Forager on Wise $WISE LN
Thesis: Wise is a rapidly growing currency transfer app that enhances customer experience by consistently lowering fees and returning profits to users, fostering long-term growth through strategic partnerships with financial institutions.
(Extract from their Q4 letter)
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Forager on Wise $WISE LN
Thesis: Wise is a rapidly growing currency transfer app that enhances customer experience by consistently lowering fees and returning profits to users, fostering long-term growth through strategic partnerships with financial institutions.
(Extract from their Q4 letter)
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The Kobeissi Letter
Inflation is surging:
US consumers believe inflation will rise to 6.0% over the next 12 months, the highest since May 2023.
This marks the 3rd consecutive monthly increase in expectations, according to the Conference Board survey.
Moreover, Americans believe prices will rise at an annual rate of 3.5% over the next 5-10 years, a 30-year high.
Meanwhile, prices paid in regional manufacturing surveys in Philadelphia, New York, Kansas, and Texas all jumped to the highest since mid-2023.
Lastly, the prices paid index for services remained elevated at 60.4 points in January, the third-highest since February 2023.
Inflation is clearly HOT.
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Inflation is surging:
US consumers believe inflation will rise to 6.0% over the next 12 months, the highest since May 2023.
This marks the 3rd consecutive monthly increase in expectations, according to the Conference Board survey.
Moreover, Americans believe prices will rise at an annual rate of 3.5% over the next 5-10 years, a 30-year high.
Meanwhile, prices paid in regional manufacturing surveys in Philadelphia, New York, Kansas, and Texas all jumped to the highest since mid-2023.
Lastly, the prices paid index for services remained elevated at 60.4 points in January, the third-highest since February 2023.
Inflation is clearly HOT.
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CFO Insider Purchase
The CFO of $FLGT has just reported purchasing $1.6M of the company's stock, increasing his ownership stake by 40%.
This is the first insider purchase we have seen at the company in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New CFO Insider Purchase
The CFO of $FLGT has just reported purchasing $1.6M of the company's stock, increasing his ownership stake by 40%.
This is the first insider purchase we have seen at the company in over 4 years.
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Quiver Quantitative
Wow.
In May, we noticed a US politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 122% since we posted this report. https://t.co/Yz78doy5OF
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Wow.
In May, we noticed a US politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 122% since we posted this report. https://t.co/Yz78doy5OF
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Capital Employed
RT @capitalemployed: 9 Cheap quality small caps to add to your research list... 👇
https://t.co/PG7KIRLTgH https://t.co/By8CcAWuPA
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RT @capitalemployed: 9 Cheap quality small caps to add to your research list... 👇
https://t.co/PG7KIRLTgH https://t.co/By8CcAWuPA
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Finding Compounders
Peter Lynch on whether the little guy can play with the big guy in the market https://t.co/CeRFOHlNKX
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Peter Lynch on whether the little guy can play with the big guy in the market https://t.co/CeRFOHlNKX
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Finding Compounders
Mathematical example of why ROIC is beneficial .
Sourced from my newsletter. ( The link is in my bio ) https://t.co/UevrG4nDyX
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Mathematical example of why ROIC is beneficial .
Sourced from my newsletter. ( The link is in my bio ) https://t.co/UevrG4nDyX
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Hidden Value Gems
Always great to see Warren Buffett speak these days as his public appearances have become so rare.
Planning to buy an autobiography by Katherine Graham.
https://t.co/hxUAvJAnFw
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Always great to see Warren Buffett speak these days as his public appearances have become so rare.
Planning to buy an autobiography by Katherine Graham.
https://t.co/hxUAvJAnFw
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