⁠The Investing for Beginners Podcast
Warren & Charlie discussing the use of DCFs

Worth your 3 minutes. https://t.co/u112vQUigg
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Warren Buffett memorably said:

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”

Here are 10 high-quality stocks trading at a fair or better price🧵 https://t.co/sAvCll9Jzf
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⁠The Kobeissi Letter
BREAKING: Crypto markets erase -$100 billion of market cap this morning as Bitcoin falls below $83,000.

Is liquidity drying up? https://t.co/15UvALPKvq
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⁠Stock Analysis Compilation
Baron Emerging Markets Fund on Hanwha Systems Co., Ltd. $003680 KS

Thesis: Hanwha Systems Co., Ltd. is a leading South Korean defense enterprise poised to benefit from rising international defense budgets and increased demand for advanced military systems.

(Extract from their Q4 letter)
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⁠Finding Compounders
Count on the Margin of Safety https://t.co/FcmMVGnTL9
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⁠Investing visuals
An important question for investors to consider: Can $NVDA sustain its stellar margins in the years ahead?🤔 https://t.co/GlLzqtt7aO
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⁠Dimitry Nakhla | Babylon Capital®
Amazon $AMZN CAGR Estimates, Assuming 2027 EPS Target of $9.49 Is Achieved📦

33x (+17.4%)
32x (+16.1%)
31x (+14.8%)
30x (+13.5%)
29x (+12.2%)
28x (+10.8%)
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Historically, $AMZN’s constant reinvestment made P/E a misleading valuation tool (stronger correlation using OCF) https://t.co/XKZNM5NJyb
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⁠The Investing for Beginners Podcast
Cash Flow Cheat Sheet: https://t.co/v2QUTc86uC
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