Dimitry Nakhla | Babylon Capital®
“We do not measure the progress of our investments by what their market prices do during any given year. Rather, we evaluate their performance by the two methods we apply to the businesses we own:
The first test is improvement in earnings, with our making due allowance for industry conditions
The second test is whether their moats (competitive advantages) have widened during the year”
— Warren Buffett 🗣️
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“We do not measure the progress of our investments by what their market prices do during any given year. Rather, we evaluate their performance by the two methods we apply to the businesses we own:
The first test is improvement in earnings, with our making due allowance for industry conditions
The second test is whether their moats (competitive advantages) have widened during the year”
— Warren Buffett 🗣️
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Offshore
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Wall St Engine
RT @wallstengine: Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades. https://t.co/TkO2JXuVTx
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RT @wallstengine: Morgan Stanley sees AI infrastructure spend topping $3T by 2028. That includes $2.6T on data centers (chips + servers), $210–330B on new power generation, and likely hundreds of billions more for grid upgrades. https://t.co/TkO2JXuVTx
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Offshore
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Wall St Engine
Apollo’s “Voluntary Trade Reset” timeline points to a summer 2025 recession. Since the April 2 tariffs, China-to-U.S. shipping has slowed. As trucking demand drops, retail and freight layoffs may follow by June—showing how self-imposed trade shifts could cool the economy fast. https://t.co/5dOJDPp1kl
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Apollo’s “Voluntary Trade Reset” timeline points to a summer 2025 recession. Since the April 2 tariffs, China-to-U.S. shipping has slowed. As trucking demand drops, retail and freight layoffs may follow by June—showing how self-imposed trade shifts could cool the economy fast. https://t.co/5dOJDPp1kl
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Offshore
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Wall St Engine
Netflix $NFLX is revamping its TV homepage for a cleaner, more intuitive experience, with better visibility for live events, games & recommendations. They're also testing an OpenAI-powered chatbot on mobile to help users search with natural phrases like “funny but not too scary” https://t.co/NA1SV98LpE
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Netflix $NFLX is revamping its TV homepage for a cleaner, more intuitive experience, with better visibility for live events, games & recommendations. They're also testing an OpenAI-powered chatbot on mobile to help users search with natural phrases like “funny but not too scary” https://t.co/NA1SV98LpE
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Offshore
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Wall St Engine
U.S. M&A deal value has fell to its lowest level in over 3 years, continuing a steady decline in early 2025 amid an environment of elevated policy uncertainty. https://t.co/48KptL59tl
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U.S. M&A deal value has fell to its lowest level in over 3 years, continuing a steady decline in early 2025 amid an environment of elevated policy uncertainty. https://t.co/48KptL59tl
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Offshore
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Wall St Engine
Trump says Saturday’s U.S.-China talks in Switzerland were “very good” with “much agreed to” and calls it a “total reset” done in a friendly but constructive way.
Talks will continue Sunday. https://t.co/6HWDKiDpMS
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Trump says Saturday’s U.S.-China talks in Switzerland were “very good” with “much agreed to” and calls it a “total reset” done in a friendly but constructive way.
Talks will continue Sunday. https://t.co/6HWDKiDpMS
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Offshore
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Investing visuals
Which company should I cover next after $PLTR and $HIMS?
Drop your pick in the comments — the one with the most likes will be the next visual breakdown👇
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Which company should I cover next after $PLTR and $HIMS?
Drop your pick in the comments — the one with the most likes will be the next visual breakdown👇
$HIMS visualized:
• Sentiment
• How they make money
• Revenue breakdown
• Revenue and FCF growth
• Margins
• Balance sheet
• Valuation
• One-pager business breakdown
A thread 🧵👇 https://t.co/3XdGNixqv3 tweet
Offshore
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Investing visuals
$GOOGL vs $MSFT: how would you divide $10.000 between these two? https://t.co/EMw863lUQe
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$GOOGL vs $MSFT: how would you divide $10.000 between these two? https://t.co/EMw863lUQe
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Offshore
Video
The All-In Podcast
David Friedberg: Google's search paradigm is ending, so when does it change the default to AI?
On E227, the besties discussed if and when Google should change its default search to AI in the wake of Apple's declining search queries.
@friedberg's take:
"Everyone knows that the 'search, click, repeat' paradigm is over."
"And there's a new model in what I would zoom out a little bit and say is kind of the difference in human computer interaction for knowledge, information, and services."
"It may not be that I type something into a search box."
"It may be that I'm having a chat."
"That chat may happen in a chat window."
"It may happen via voice using some advanced voice tools."
"It may happen on a screen."
"It may happen in an ear pod."
"We don't yet know where the consumer is going go with this, but there's a lot of paradigm shifts underway."
"The transition for Google doesn't need to happen overnight to a chat interface that looks like ChatGPT."
"It's a question of, at what point do you change the default on Google?"
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David Friedberg: Google's search paradigm is ending, so when does it change the default to AI?
On E227, the besties discussed if and when Google should change its default search to AI in the wake of Apple's declining search queries.
@friedberg's take:
"Everyone knows that the 'search, click, repeat' paradigm is over."
"And there's a new model in what I would zoom out a little bit and say is kind of the difference in human computer interaction for knowledge, information, and services."
"It may not be that I type something into a search box."
"It may be that I'm having a chat."
"That chat may happen in a chat window."
"It may happen via voice using some advanced voice tools."
"It may happen on a screen."
"It may happen in an ear pod."
"We don't yet know where the consumer is going go with this, but there's a lot of paradigm shifts underway."
"The transition for Google doesn't need to happen overnight to a chat interface that looks like ChatGPT."
"It's a question of, at what point do you change the default on Google?"
tweet