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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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RT @DimitryNakhla: 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%)
___
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
RT @IFB_podcast: Cash Flow Cheat Sheet: https://t.co/v2QUTc86uC
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RT @IFB_podcast: Cash Flow Cheat Sheet: https://t.co/v2QUTc86uC
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Investing visuals
$AXON: one of a kind business. Not cheap by any means, but I believe it's fairly priced right now👌 https://t.co/hsk6nrseL2
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$AXON: one of a kind business. Not cheap by any means, but I believe it's fairly priced right now👌 https://t.co/hsk6nrseL2
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The Kobeissi Letter
Technology Stocks Today:
1. MicroStrategy, $MSTR: -14%
2. Tesla, $TSLA: -8%
3. Palantir, $PLTR: -7%
4. Alphabet, $GOOGL: -5%
5. Broadcom, $AVGO: -5%
6. Meta, $META: -4%
7. Nvidia, $NVDA: -4%
8. Amazon, $AMZN: -3%
9. Netflix, $NFLX: -3%
10. Microsoft, $MSFT: -2%
Magnificent 7 stocks have now erased over $3 TRILLION in market cap from their recent all time highs.
Sentiment has shifted from Extreme Greed to Extreme Fear.
Big tech IS the stock market.
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Technology Stocks Today:
1. MicroStrategy, $MSTR: -14%
2. Tesla, $TSLA: -8%
3. Palantir, $PLTR: -7%
4. Alphabet, $GOOGL: -5%
5. Broadcom, $AVGO: -5%
6. Meta, $META: -4%
7. Nvidia, $NVDA: -4%
8. Amazon, $AMZN: -3%
9. Netflix, $NFLX: -3%
10. Microsoft, $MSFT: -2%
Magnificent 7 stocks have now erased over $3 TRILLION in market cap from their recent all time highs.
Sentiment has shifted from Extreme Greed to Extreme Fear.
Big tech IS the stock market.
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Stock Analysis Compilation
Artemis UK Special Situations Fund on Lloyds Banking Group $LLOY LN
Thesis: Lloyds Banking Group is a quality UK bank with manageable risks from recent reviews, poised for enhanced shareholder returns and benefiting from strong growth dynamics.
(Extract from their Q4 letter) https://t.co/HrIwEvmdVk
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Artemis UK Special Situations Fund on Lloyds Banking Group $LLOY LN
Thesis: Lloyds Banking Group is a quality UK bank with manageable risks from recent reviews, poised for enhanced shareholder returns and benefiting from strong growth dynamics.
(Extract from their Q4 letter) https://t.co/HrIwEvmdVk
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The Kobeissi Letter
BREAKING: Bitcoin is officially back below $80,000, now down -27% from its all time high.
The rally after the U.S. Strategic Reserve was announced has been completely erased. https://t.co/FrD6KkMBA1
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BREAKING: Bitcoin is officially back below $80,000, now down -27% from its all time high.
The rally after the U.S. Strategic Reserve was announced has been completely erased. https://t.co/FrD6KkMBA1
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Investing visuals
Remember that sell-offs like today present great long-term opportunities.
Zoom out. https://t.co/xZNAOsJ4p6
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Remember that sell-offs like today present great long-term opportunities.
Zoom out. https://t.co/xZNAOsJ4p6
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Finding Compounders
A letter Warren Buffett wrote, in Barron’s, back when he still ran the Buffett Partnership. ( It’s the second one) https://t.co/UaMwBHiPkB
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A letter Warren Buffett wrote, in Barron’s, back when he still ran the Buffett Partnership. ( It’s the second one) https://t.co/UaMwBHiPkB
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The Kobeissi Letter
RT @KobeissiLetter: This is absolutely insane:
On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.
12 days later, the Nasdaq 100 crashed -11%.
How did they know?
(a thread) https://t.co/xbzHVWkAlI
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RT @KobeissiLetter: This is absolutely insane:
On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.
12 days later, the Nasdaq 100 crashed -11%.
How did they know?
(a thread) https://t.co/xbzHVWkAlI
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Stock Analysis Compilation
Diamond Hill Large Cap Concentrated Fund on Aon $AON US
Thesis: Aon is a leading global insurance broker with steady growth, minimal capital needs, and long-term value potential following its recent acquisition of NFP, prompting us to initiate a position at an attractive valuation.
(Extract from their Q4 letter)
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Diamond Hill Large Cap Concentrated Fund on Aon $AON US
Thesis: Aon is a leading global insurance broker with steady growth, minimal capital needs, and long-term value potential following its recent acquisition of NFP, prompting us to initiate a position at an attractive valuation.
(Extract from their Q4 letter)
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