Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $UNH ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 11.17x โข10-Year Mean: 18.80x โขNTM FCF Yield: 11.28% โข5-Year Mean: 5.70% As you can see, $UNH appears to be trading below fair value Going forward, investorsโฆ
๏ฟฝ๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Quiver Quantitative
BREAKING: There was a surge in congressional stock sales in April.
Here is our data on monthly purchases vs. sales.
We've already seen 646 sales made in April, and more data is still coming in.
You can track the trading live on Quiver. https://t.co/WtXrWrXPpb
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BREAKING: There was a surge in congressional stock sales in April.
Here is our data on monthly purchases vs. sales.
We've already seen 646 sales made in April, and more data is still coming in.
You can track the trading live on Quiver. https://t.co/WtXrWrXPpb
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โ Wall St Engine
TRUMP: REPUBLICANS MUST UNITE BEHIND, BIG BEAUTIFUL BILL! https://t.co/sTaC3ySl5m
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TRUMP: REPUBLICANS MUST UNITE BEHIND, BIG BEAUTIFUL BILL! https://t.co/sTaC3ySl5m
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โ Quiver Quantitative
JUST IN: Representative Tim Burchett is introducing legislation to codify Trump's executive orders https://t.co/I2ktJPvPP3
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JUST IN: Representative Tim Burchett is introducing legislation to codify Trump's executive orders https://t.co/I2ktJPvPP3
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โ App Economy Insights
Wall Street's top stocks in Q1:
๐ Global commerce: $BABA, $MELI, $PDD.
๐ค AI tech stack: $META, $NVDA, $TSM.
๐ป Enterprise software: $APP, $INTU.
โ๏ธ Hyperscalers: $CRWV, $MSFT.
๐ฑ Marketplaces: $UBER, $ABNB.
Dive in for some surprising finds!๐
https://t.co/sElI2jbd7I
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Wall Street's top stocks in Q1:
๐ Global commerce: $BABA, $MELI, $PDD.
๐ค AI tech stack: $META, $NVDA, $TSM.
๐ป Enterprise software: $APP, $INTU.
โ๏ธ Hyperscalers: $CRWV, $MSFT.
๐ฑ Marketplaces: $UBER, $ABNB.
Dive in for some surprising finds!๐
https://t.co/sElI2jbd7I
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โ App Economy Insights
Berkshire's stock portfolio Q1 2025:
$AAPL unchanged (now 26% allocation).
$BAC trimmed, now behind $AXP & $KO.
$STZ increased to 0.9% of the portfolio. https://t.co/nr4hVNA5yc
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Berkshire's stock portfolio Q1 2025:
$AAPL unchanged (now 26% allocation).
$BAC trimmed, now behind $AXP & $KO.
$STZ increased to 0.9% of the portfolio. https://t.co/nr4hVNA5yc
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Offshore
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โ Quiver Quantitative
BREAKING: Representative Chip Roy has said that he's not voting for the GOP budget in its current form.
"We are supposed to do something to actually result in balanced budgets" https://t.co/52zguKYIZD
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BREAKING: Representative Chip Roy has said that he's not voting for the GOP budget in its current form.
"We are supposed to do something to actually result in balanced budgets" https://t.co/52zguKYIZD
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