⁠Dimitry Nakhla | Babylon Capital®
15 Quality Stocks That Maintained ROIC >20% in the Last 5 Years | Average ROIC 💸

💳 Visa $V | 30%
📱 Apple $AAPL | 57%
🚘 Copart $CPRT | 25%
🧾 Paychex $PAYX | 42%
🌐 MSCI Inc $MSCI | 33%
🏦 Fair Isaac $FICO | 44%
💵 Mastercard $MA | 54%
☁️ Microsoft $MSFT | 30%
💨 Philip Morris $PM | 43%
🧬 Novo Nordisk $NVO | 64%
🖨️ Lam Research $LRCX | 36%
☀️ ASML Holding $ASML | 40%
📸 Meta Platforms $META | 27%
👩🏻‍🔬 Vertex Pharmaceuticals $VRTX | 29%
💰 Automatic Data Processing $ADP | 50%
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⁠The Kobeissi Letter
BREAKING: President Trump says he will place a 200% tariff on all wines, champagnes, and alcoholic products coming from the EU if they do not cancel their 50% tariff on US whisky. https://t.co/mQe3IoqZZo
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⁠The Kobeissi Letter
BREAKING: US futures extend decline on Trump’s 200% tariff threat. https://t.co/PIlnRZfKd2

BREAKING: President Trump says he will place a 200% tariff on all wines, champagnes, and alcoholic products coming from the EU if they do not cancel their 50% tariff on US whisky. https://t.co/mQe3IoqZZo - The Kobeissi Letter
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⁠The Kobeissi Letter
BREAKING: US Commerce Secretary Lutnick says Canada and Europe "don't respect President Trump."

Trump will "always respond bigger and stronger," he adds.

BREAKING: President Trump says he will place a 200% tariff on all wines, champagnes, and alcoholic products coming from the EU if they do not cancel their 50% tariff on US whisky. https://t.co/mQe3IoqZZo - The Kobeissi Letter
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⁠The Kobeissi Letter
BREAKING: February PPI inflation falls to 3.2%, below expectations of 3.3%.

Core PPI inflation fell to 3.4%, below expectations of 3.6%.

Both CPI and PPI inflation both just FELL more than expected in February.

Inflation is cooling again.
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⁠The Investing for Beginners Podcast
Free cash flow is all that matters.....
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⁠The Kobeissi Letter
BREAKING: President Trump says "egg prices are down, oil is down, interest rates are down, and tariff related money is pouring into the US."

All signs continue to point to a prolonged trade war ahead. https://t.co/7DHvYtJbUT
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⁠The Kobeissi Letter
BREAKING: The Trump family has been in talks for a stake in crypto exchange Binance, per WSJ.

At the same time, Binance founder Changpeng Zhao has been reportedly pushing Trump for a pardon, per WSJ. https://t.co/zDK7ZADBGs
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⁠Finding Compounders
In Defence of Luck

(This is the best image I could find ) https://t.co/LuCS3YTLS9
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