⁠Dimitry Nakhla | Babylon Capital®
MSCI Inc $MSCI Q1 Earnings Report🎯

Rev: $745M vs $744M est✅ | +10% YoY
EPS: $4.00 vs $3.91 est ✅ | +14% YoY
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One of the stickiest businesses in the 🌎 https://t.co/zxT9ihHP2h

Take a look at $MSCI quarterly revenue over the past 10 years (40 quarters) 🤯

1. Revenue declined in just 3/40 quarters

2. Revenue increased in 37/40 quarters

It doesn’t get more predictable than that

Keep in mind, this is Q/Q not Y/Y, which makes it even more impressive 🌐 https://t.co/i0IpRNsBA8 - Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
This is kind of ominous.

We've now seen five members of Congress file purchases of Dollar General stock, $DG, so far this year.

Just one member bought the stock in all of 2024.

It is up 41% since late January, while the market is down 11%.
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⁠Investing visuals
$TSLA Q1 Earnings 🚨

• Revenue $19.3B vs Est. $21.4B
• EPS $0.27 vs Est. $0.42

"We will revisit our 2025 guidance in our Q2 update" https://t.co/UzvinhbWnZ
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⁠Investing visuals
$ISRG Earnings 🚨

• Revenue: $2.25B vs $2.19B est.
• EPS: $1.81 vs $1.73 est.

Outlook 2025:
• Da Vinci procedures: 15%-17%
• Gross margin: 65%-66.5%

Stock is down🔻6% https://t.co/s9jBKkahSK
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⁠App Economy Insights
$TSLA Tesla Q1 FY25:

• Revenue -9% Y/Y to $19.3B ($2.1B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 2% (-3pp Y/Y).
• Capex -46% Y/Y to $1.5B.
• Free cash flow $0.6B.
• Non-GAAP EPS $0.27 ($0.15 miss). https://t.co/iJbZmIb9CH
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⁠Dimitry Nakhla | Babylon Capital®
For the Intuitive Surgical lovers $ISRG

Rev: $2.25B vs $2.19B est✅ | +19% YoY
EPS: $1.81 vs $1.72 est ✅ | +21% YoY

Solid, however..

At nearly 60x, $ISRG shareholders have 0 margin of safety &..

$JNJ new robotic surgical machine, OTTAVA, will pressure $ISRG in years to come https://t.co/RUNMLw6uzF
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⁠The Kobeissi Letter
BREAKING: The FDA announces it will begin phasing out all petroleum-based food dyes from US foods at Robert F Kennedy Jr’s direction.
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⁠Finding Compounders
Warren Buffett once said that the difference between successful people and really successful people, is that really successful people say “No” to almost everything

Warren and Charlie go through their investment filters in this video https://t.co/TQSdo2WMA5
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⁠The Kobeissi Letter
BREAKING: President Trump says tariffs on China won’t be as high as 145% and “will come down substantially, but won’t be zero.”
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⁠The Kobeissi Letter
BREAKING: President Trump says he has no intention of firing Fed Chair Powell.
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AkhenOsiris
Will Musk make any ever so slight reference to Peter Retarrdo on today's call?
- Yes
- No
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