Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: 3 days ago I highlighted $MSFT at $390๐Ÿ’ต as an attractive & compelling investment Since then, $MSFT has surged +12%โœ… You can find the original valuation analysis in the post attached below๐Ÿ‘‡๐Ÿฝ https://t.co/GG9cKHn3aSโ€ฆ
๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ก๐š๐ฌ ๐›๐ž๐ž๐ง ๐จ๐›๐ญ๐š๐ข๐ง๐ž๐ ๐Ÿ๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ. - Dimitry Nakhla | Babylon Capitalยฎ tweet
โ Dimitry Nakhla | Babylon Capitalยฎ
RT @TheTranscript_: Buffett on emotions and investing:

"The more sophisticated the system gets, the more unpredictable the shocks. Thatโ€™s part of the stock market. Thatโ€™s also what makes it a good place to focus your energy if you have the right temperament โ€” and a terrible place to be if you panic when markets go down and celebrate when they go up. I donโ€™t mean to sound critical. I know people are emotional. But when you invest, you have to check those emotions at the door."
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โ Wall St Engine
RT @wallstengine: If you support this account, go ahead and like โ™ฅ๏ธ this post. Iโ€™m committed to sharing quality and accurate information and will always do my best to avoid spreading anything misleading or false.
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โ Hidden Value Gems
If you are a Berkshire shareholder, will you sell some or all of your shares in the next 1-2 weeks following yesterdayโ€™s news?
- Yes
- No
- Havenโ€™t decided yet
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โ Hidden Value Gems
So the feeling was right. Sad day but I think there is much more to come for #BRK.

Munger was the architect, Buffett put everything together, but Abel can drive individual businesses and find some synergies between them.

Being one of the largest energy producers in the US at a time of major changes in demand is a great position.

And who knows for how long Warren will โ€œhang aroundโ€. He has set so many records already, there may be more ๐Ÿคž๐Ÿ™

Buffett's latest letter reads a bit like a farewell, which is quite sad...hopefully, it is just my feeling and we have another decade or more of his great letters and annual meetings in Omaha!

#BRK #WarrenBuffett
- Hidden Value Gems
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โ Wall St Engine
RT @wallstengine: If you support this account, go ahead and like โ™ฅ๏ธ this post. Iโ€™m committed to sharing quality and accurate information and will always do my best to avoid spreading anything misleading or false.
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Offshore
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โ Investing visuals
Both $PLTR and $HIMS will report Q1 tomorrow. Get ready for some fireworks! ๐ŸŽ‡ https://t.co/MH5TLdFDca
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Offshore
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โ Investing visuals
How $HIMS does (net yet) make money๐Ÿซฐ https://t.co/STjWqm6I82
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โ The All-In Podcast
๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ all-in takes DC is back!

@friedberg is joined by secretary of agriculture @SecRollins

-- reforming the usda

-- massive impact of food stamps on the usda budget

-- the trump admin's outsider advantage

-- state of farming in 2025: labor, innovation, expanding markets

-- working with doge

++ much more

(0:00) friedberg welcomes secretary rollins!

(1:32) how she ended up in trump's two administrations, history of the usda

(16:56) trump's first 100 days, what needs to be reformed in the usda

(21:31) snap's massive impact on usda budget: soda, obesity, health challenges; how being dc outsiders helps the trump administration

(30:48) how she reconciles running a department with a lot of government intervention after coming from a free market background

(34:33) state of us farming in 2025, labor costs, opening up new markets, and more

(42:11) working with doge, farm bill negotiation, stance on agricultural innovation
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Offshore
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โ Investing visuals
Thank you for donating and supporting my work @kdraghi1 ๐Ÿ™

Contributions like this make it possible for me to keep most of my work free and accessible for everyone. https://t.co/rlLlN6ZCET
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โ App Economy Insights
$AMZN AWS drives Amazonโ€™s margins.

In Q1 FY25:

โ€ข 19% of revenue.
โ€ข 63% of its operating profit. https://t.co/4ZMFPlIEYi
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Offshore
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Mastercard $MA Reports a Strong Q1 ๐ŸŽฏ

โœ… Rev: $7.25B vs $7.11B (est) | +14% YoY

โœ… EPS: $3.73 vs $3.57 (est) | +13% YoY

$2.5B worth of shares repurchased through Q1 25โ€™ | $11.8B remaining under approved share repurchase programs ๐Ÿ’ต https://t.co/zpXW50GWFV
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