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โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $MELI ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 44.66x โข1-Year Mean: 47.97x As you can see, $MELI appears to be trading near fair value Going forward, investors can receive ~7% MORE in earnings per shareโฆ
๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ The All-In Podcast
David Friedberg: Democrats Have a "Two Party Problem"
On E220, @friedberg theorized why the Democratic Party's popularity has hit an all-time low:
"I think the Democratic Party has split into two parties."
"There's the Democratic Party with beliefs and there's the Democratic Party without beliefs."
"The Democratic Party with beliefs is the one that's very far left, and their beliefs are fundamentally rooted in concepts of socialism, Marxism."
"And they're very clear about those beliefs that traditional power structures need to be dismantled and assets and influence need to be commonly redistributed."
"The rest of the Democratic Party, which people call the moderate part of the party, actually don't really know what their beliefs are."
Friedberg goes on to contrast this with the state of the Republican Party, which he observed during a trip to DC:
"When you talk to anyone in the Republican Party in a leadership position, you hear very clearly what their beliefs are."
"We saw it this week in DC."
"Every member of the cabinet that we met with, and there were quite a number of them, had the exact same message and the exact same set of beliefs of what this administration stands for and what they're trying to do."
"The problem is that, because the moderates in the Democratic Party have not stated a set of beliefs, the party is effectively being represented by this part of the party that does have beliefs, the deeply socialist Marxist beliefs."
"And they have basically subsumed the message."
"And as a result, this is why people have lost interest in the Democratic Party."
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David Friedberg: Democrats Have a "Two Party Problem"
On E220, @friedberg theorized why the Democratic Party's popularity has hit an all-time low:
"I think the Democratic Party has split into two parties."
"There's the Democratic Party with beliefs and there's the Democratic Party without beliefs."
"The Democratic Party with beliefs is the one that's very far left, and their beliefs are fundamentally rooted in concepts of socialism, Marxism."
"And they're very clear about those beliefs that traditional power structures need to be dismantled and assets and influence need to be commonly redistributed."
"The rest of the Democratic Party, which people call the moderate part of the party, actually don't really know what their beliefs are."
Friedberg goes on to contrast this with the state of the Republican Party, which he observed during a trip to DC:
"When you talk to anyone in the Republican Party in a leadership position, you hear very clearly what their beliefs are."
"We saw it this week in DC."
"Every member of the cabinet that we met with, and there were quite a number of them, had the exact same message and the exact same set of beliefs of what this administration stands for and what they're trying to do."
"The problem is that, because the moderates in the Democratic Party have not stated a set of beliefs, the party is effectively being represented by this part of the party that does have beliefs, the deeply socialist Marxist beliefs."
"And they have basically subsumed the message."
"And as a result, this is why people have lost interest in the Democratic Party."
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โ The Kobeissi Letter
BREAKING: Short interest on US stocks has jumped to ~2.3%, the highest since the 2020 pandemic.
Short interest as a % of shares outstanding has soared ~20% over the last few weeks.
This is one of the fastest surges in short interest in at least a decade.
Meanwhile, the S&P 500 and the Nasdaq 100 have rallied 4.7% and 5.0% since their Wednesday low.
All while the Volatility index, $VIX, has plummeted 41%, or 12 points, to 17.5, over the last 2 weeks.
Can the short-squeeze hold?
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BREAKING: Short interest on US stocks has jumped to ~2.3%, the highest since the 2020 pandemic.
Short interest as a % of shares outstanding has soared ~20% over the last few weeks.
This is one of the fastest surges in short interest in at least a decade.
Meanwhile, the S&P 500 and the Nasdaq 100 have rallied 4.7% and 5.0% since their Wednesday low.
All while the Volatility index, $VIX, has plummeted 41%, or 12 points, to 17.5, over the last 2 weeks.
Can the short-squeeze hold?
The case for a SHORT SQUEEZE:
Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.
Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.
Is a short squeeze coming?
(a thread) https://t.co/AutLiKW7Yh tweet
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โ The Kobeissi Letter
Once the hottest stock in the market, Nvidia, $NVDA, has seen almost zero NET movement in 6 months.
The stock is currently trading at the same levels seen in June 2024.
Even as the broader market recovers, $NVDA can barely hold $120.
Has Nvidia lost its momentum? https://t.co/qQaqMCRHtv
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Once the hottest stock in the market, Nvidia, $NVDA, has seen almost zero NET movement in 6 months.
The stock is currently trading at the same levels seen in June 2024.
Even as the broader market recovers, $NVDA can barely hold $120.
Has Nvidia lost its momentum? https://t.co/qQaqMCRHtv
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โ The Kobeissi Letter
BREAKING: There is now a 73% chance that President Trump will create the "External Revenue Service," per @Kalshi.
Odds surged after Commerce Secretary Lutnick said April 2nd tariffs will launch the External Revenue Service.
We are now 8 days out from retaliatory tariffs going live.
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BREAKING: There is now a 73% chance that President Trump will create the "External Revenue Service," per @Kalshi.
Odds surged after Commerce Secretary Lutnick said April 2nd tariffs will launch the External Revenue Service.
We are now 8 days out from retaliatory tariffs going live.
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โ Quiver Quantitative
Representative Greg Steube has introduced a resolution to authorize the use of military force against certain Mexican cartels: https://t.co/MvWIX20GQi
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Representative Greg Steube has introduced a resolution to authorize the use of military force against certain Mexican cartels: https://t.co/MvWIX20GQi
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โ Finding Compounders
RT @gainify_io: Believe it or not, Wall Street sees nearly 80% upside for $TTD https://t.co/21uuS7Evp6
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RT @gainify_io: Believe it or not, Wall Street sees nearly 80% upside for $TTD https://t.co/21uuS7Evp6
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