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โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $GOOG ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 19.47x โข10-Year Mean: 23.70x โขNTM FCF Yield: 3.58% โข10-Year Mean: 4.17% As you can see, $GOOG appears to be trading below fair value Goingโฆ
๏ฟฝ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Stock Analysis Compilation
Donville Kent on Enterprise Group $E.TO
Thesis: Enterprise Group is a promising investment due to its exclusive natural gas turbine technology that disrupts traditional diesel generators, capitalizing on growing demand for power solutions in the data center sector in Alberta.
(Extract from their Q4 letter)
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Donville Kent on Enterprise Group $E.TO
Thesis: Enterprise Group is a promising investment due to its exclusive natural gas turbine technology that disrupts traditional diesel generators, capitalizing on growing demand for power solutions in the data center sector in Alberta.
(Extract from their Q4 letter)
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โ The Kobeissi Letter
It's been 45 minutes since President Trump's "remarks" were supposed to begin, yet no word from him.
The S&P 500 has fallen to a new low of the day and the Nasdaq 100 is falling deeper into correction territory. https://t.co/XAUiT99rKs
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It's been 45 minutes since President Trump's "remarks" were supposed to begin, yet no word from him.
The S&P 500 has fallen to a new low of the day and the Nasdaq 100 is falling deeper into correction territory. https://t.co/XAUiT99rKs
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โ The Kobeissi Letter
From all time highs to correction territory in 13 trading days:
The Nasdaq 100 was trading at an all time high on February 19th.
13 trading days later and it is now down -11%.
This market changes FAST. https://t.co/jcccdZTlxq
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From all time highs to correction territory in 13 trading days:
The Nasdaq 100 was trading at an all time high on February 19th.
13 trading days later and it is now down -11%.
This market changes FAST. https://t.co/jcccdZTlxq
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โ Investing visuals
When there is uncertainty in the market, investors often flock to steady compounders like Visa $V ๐ https://t.co/XXLlrFDFHj
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When there is uncertainty in the market, investors often flock to steady compounders like Visa $V ๐ https://t.co/XXLlrFDFHj
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โ The Kobeissi Letter
BREAKING: President Trump says "I am finding it more difficult to deal with Ukraine, and they don't have the cards."
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BREAKING: President Trump says "I am finding it more difficult to deal with Ukraine, and they don't have the cards."
BREAKING: Russia is willing to discuss a temporary cease fire with Ukraine provided there is progress toward a final peace settlement, per Bloomberg. https://t.co/rx7DQ26tNF tweet
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โ The Kobeissi Letter
BREAKING: Nvidia, $NVDA, falls below $108.00 for the first time since September 2024. https://t.co/4BiZwS59Tq
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BREAKING: Nvidia, $NVDA, falls below $108.00 for the first time since September 2024. https://t.co/4BiZwS59Tq
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โ Alvin
Just landed:
The Tactile Woven Case for the Galaxy S25 Ultra from PITAKA.
This Sunset colourway looks amazing. ๐ฅ https://t.co/nrfjzbMgZJ
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Just landed:
The Tactile Woven Case for the Galaxy S25 Ultra from PITAKA.
This Sunset colourway looks amazing. ๐ฅ https://t.co/nrfjzbMgZJ
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