⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: ASML Holding $ASML Q1 Earnings Report🎯

Rev: €7.74B vs €7.75B est ✅ | +46% YoY
EPS: €6.00 vs €5.80 est ✅ | +93% YoY
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Net bookings: €3.9B (EUV €1.2B)
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Guidance 👌🏽

Rev Q2 2025: €7.2B-€7.7B
Rev FY 2025: €30B-€35B https://t.co/k7Y581S3nx
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⁠App Economy Insights
$NFLX Netflix: more profit, less drama. 🍿 https://t.co/nms01aFpFV
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⁠iinvested
1Q'25 Vltava Fund on $URI

More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/UO2JWu8pEq
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AkhenOsiris
RT @JerryCap: Elizabeth Warren on CNBC talking capitalism and the fed chair independence.

That's where we are.
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AkhenOsiris
RT @sloth_cap: These fucking retards actually think they're gonna get Japanese people to buy American rice 😭

You're not bearish enough
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⁠Hidden Value Gems
Good review of the recent insider activity by FT:

GameStop
➡️Ryan Cohen, Chief Executive
➡️Bought 500,000 shares at $21.55 on Apr 3
➡️Latest price: $26.78

Note: Cohen previously bought shares in June 2023

Applied Materials
➡️Gary Dickerson, Chief Executive
➡️Bought 50,000 shares at $137 on Apr 3
➡️Latest price: $137

Goldman Sachs
➡️John Hess, Board Director
➡️Bought $2 million of shares on Apr 15
➡️Latest price: $509.49

Note: Only the second large insider purchase at Goldman since January 2009

PepsiCo
➡️Executive: Ramon Laguarta, Chief Executive
➡️Sold 50,000 shares for $7.7 million in early March (≈$154/share)
➡️Latest price: $143

Note: His largest sale at the company; not part of a preset trading plan

Jazz Pharmaceuticals
➡️Bruce Cozadd, Chief Executive
➡️Sold 6,500 shares at $144 on March 3
➡️Latest price: $103

Note: His largest transaction since 2021

Trade Desk
➡️Jeff Green, Chief Executive
➡️Sold >900,000 shares at $123 on January 22
➡️Latest price: $50

Note: His largest sale since 2021; executed under a 10b5‑1 plan

$GME $AMAT $GS $PEP $JAZZ $TTD
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⁠Finding Compounders
Free Cash Flow Growth Breakdown https://t.co/rSq9EppHJw
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #111 with Jonathon and Arvind from KMF Investments.

They discus their backgrounds, investing style, portfolio construction, three stock picks + much more...

https://t.co/tLZTpDk2kk https://t.co/BCkAI7c2jb
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