⁠Dimitry Nakhla | Babylon Capital®
“Investors are elated when stock prices rise and depressed when they fall. This reaction makes no sense...

Prospective purchasers should much prefer sinking prices” — Warren Buffett 🗣️

$NVO was loved at $133 (overvalued)
$NVO is not as loved at $65 (undervalued) https://t.co/H2kwSbmdWi
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⁠Finding Compounders
Seth Klarman on Risk https://t.co/rS8a12okoP
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⁠Finding Compounders
How to play by Warren’s rules https://t.co/N0XGO1ZVKb
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⁠Finding Compounders
This method is how Nobert Lou came across $NVR https://t.co/bwlBPhEdNZ
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⁠Investing visuals
Earnings season is about to kick off, with notable names like $ASML, $TSM, and $NFLX

Which are you looking forward to the most? https://t.co/bYucaF71vu
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⁠Finding Compounders
From 1926 to 2020, Small Cap Stocks were the clear winner.

Source: Villere & Co https://t.co/bfrNeBVH38
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Billionaire investor Stan Druckenmiller was one of few hedge fund managers that caught $NVDA stock early on for ~$15 a share

As of his latest filing, Druckenmiller SOLD $NVDA & BOUGHT shares of 2 great co’s I’ve mentioned a lot lately:

1. MercadoLibre $MELI

2. Amazon $AMZN

Source: TIKR
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⁠Investing visuals
Tariff memes are absolutely hilarious.
A thread of my favorites so far 🧵👇 https://t.co/4JKx7RKdNV
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⁠Hidden Value Gems
I decided to read this book on tariffs. Just started. This quote is quite telling:

“Tariffs are extraordinarily uninteresting things unless related to the political events which give them meaning.”

- Alan Millard, British economist https://t.co/JMG4IqfpUN
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