Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $AMZN ๐ง๐ฝโโ๏ธ โขNTM P/OCF Ratio: 13.55x โข5-Year Mean: 22.10x โขNTM FCF Yield: 2.60% โข5-Year Mean: 2.69% As you can see, $AMZN appears to be slightly undervalued using P/OCFโฆ
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Quiver Quantitative
BREAKING: Senator David McCormick has filed up to $300K of new Bitcoin purchases.
McCormick sits on the Senate Subcommittee on Digital Assets. https://t.co/POKjpZVDyN
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BREAKING: Senator David McCormick has filed up to $300K of new Bitcoin purchases.
McCormick sits on the Senate Subcommittee on Digital Assets. https://t.co/POKjpZVDyN
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โ Quiver Quantitative
One stock that could benefit from a trade war between the US and China: https://t.co/lYAxHUVKpN
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One stock that could benefit from a trade war between the US and China: https://t.co/lYAxHUVKpN
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โ Investing visuals
The AI (r)evolution is alive and kicking:
โข $MSFT: CapEx will grow sequentially again next quarter
โข $GOOGL: Doubled down on their massive CapEx guide
โข $META: Raised their already huge CapEx guide
Phase 1 beneficiaries: $NVDA, $AMD, $NBIS, $TSM, $ASML https://t.co/Df1zc3dz4Z
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The AI (r)evolution is alive and kicking:
โข $MSFT: CapEx will grow sequentially again next quarter
โข $GOOGL: Doubled down on their massive CapEx guide
โข $META: Raised their already huge CapEx guide
Phase 1 beneficiaries: $NVDA, $AMD, $NBIS, $TSM, $ASML https://t.co/Df1zc3dz4Z
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โ Quiver Quantitative
Update:
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, it was announced that Palantir would build "ImmigrationOS" for ICE.
Greene sits on the House Committee on Homeland Security.
$PLTR has now risen 53% since her purchase. https://t.co/iKVajJdqsn
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Update:
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, it was announced that Palantir would build "ImmigrationOS" for ICE.
Greene sits on the House Committee on Homeland Security.
$PLTR has now risen 53% since her purchase. https://t.co/iKVajJdqsn
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โ Quiver Quantitative
Nancy Pelosi is up almost $7M in the stock market in the last week, per our estimates. https://t.co/9SbZd67lRB
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Nancy Pelosi is up almost $7M in the stock market in the last week, per our estimates. https://t.co/9SbZd67lRB
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โ Hidden Value Gems
Not in #Omaha this year but I can almost feel the value vibe from a few thousand miles ๐
Enjoy it if you are there!
Planning to visit it next year!
#BRK https://t.co/O8kCSJhNJA
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Not in #Omaha this year but I can almost feel the value vibe from a few thousand miles ๐
Enjoy it if you are there!
Planning to visit it next year!
#BRK https://t.co/O8kCSJhNJA
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @Fred_Abyss: @DimitryNakhla You are a valuation wizard man.
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RT @Fred_Abyss: @DimitryNakhla You are a valuation wizard man.
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โ Investing visuals
$META's quarterly revenue has accelerated significantly since 2022.
Impressive execution๐ https://t.co/gTHyRrfzLE
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$META's quarterly revenue has accelerated significantly since 2022.
Impressive execution๐ https://t.co/gTHyRrfzLE
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @Fred_Abyss: @DimitryNakhla You deserve this! A lot of efforts are going in to your post. We read it in like 2-5 minutes but I appreciate all the hours you put in to basically support your followers with valuable inputs!
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RT @Fred_Abyss: @DimitryNakhla You deserve this! A lot of efforts are going in to your post. We read it in like 2-5 minutes but I appreciate all the hours you put in to basically support your followers with valuable inputs!
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