⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Given its consistency, $CRM is under-appreciated … At $276💵 per share, its valuation relative to growth potential makes it a compelling investment https://t.co/LxlVbJ6PMK

Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯

1. Revenue increased in 38/40 quarters

2. Revenue increased in 20/20 years

It doesn’t get more predictable than $CRM

$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm - Dimitry Nakhla | Babylon Capital®
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⁠Wall St Engine
TRUMP ON WHY HE DIDN'T IMPOSE RUSSIA SANCTIONS: DON'T WANT TO SCREW UP A DEAL
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⁠Investing visuals
$TEM is 🔻is down 19% after spruce point short report.

Highlights: AI drives just 2% of revenue, cites questionable leadership and aggressive accounting.

$TEM: A mega-cap in the making? https://t.co/RYT5CdOyg0 - Investing visuals
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⁠Wall St Engine
TRUMP ON MUSK COMMENTS:

WE NEED TO GET A LOT OF VOTES; WE WILL NEGOTIATE BILL, NOT HAPPY ABOUT ALL ASPECTS OF IT; BILL HAS A WAY TO GO; THUNE WORKING WITH ME, OTHERS; NEED ALL REPUBLICAN VOTES ON BILL
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⁠Wall St Engine
TRUMP SAYS HARVARD SHOULD CAP FOREIGN STUDENT ENROLLMENT AT 15%
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⁠Wall St Engine
US sells $70B in 5-year notes at a high yield of 4.071%, slightly below the 4.075% when-issued level. Strong international demand with 78.4% going to indirect bidders, while direct bids slipped to 12.4%. Bid-to-cover was 2.39.
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⁠Wall St Engine
BlackRock plans to buy 10% of Circle’s IPO shares, per Bloomberg. With Circle offering 24M shares at an expected price of $24–$26, that puts BlackRock’s stake at around 2.4M shares. IPO pricing is expected soon. Circle is a top player in the stablecoin market. https://t.co/K4dTwX4PUg
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⁠Wall St Engine
Apple $AAPL has cut its savings account rate again—now down to 3.65%, the lowest since launch. That’s a drop from 3.75% in March and well off the 4.5% peak in early 2024. If you kept $1,000 in the account for a year, you’d now earn just $36.50 in interest. https://t.co/cBcEgDeNjS
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⁠Wall St Engine
FED SURVEY: 73% of Americans said they were doing at least OK financially as of Oct. 2024, steady from last year but still below the 78% peak in 2021. Just 29% rated the economy as “good” or “excellent,” up from 22% in 2023. Emergency cash coverage stayed flat at 63%
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⁠Wall St Engine
Thrifty Ice Cream is shutting down all 500 of its Rite Aid store locations as part of the pharmacy chain’s Chapter 11 bankruptcy. The closures threaten a West Coast favorite dating back to 1940, though other non-Rite Aid counters and retail sales may survive. https://t.co/ssmch8tfY8
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⁠Wall St Engine
FED MINUTES:

`CAUTIOUS APPROACH' APPROPRIATE AMID UNCERTAINTY

*FED WELL POSITIONED TO WAIT FOR CLARITY ON OUTLOOK, MINUTES SAY

*FED OFFICIALS SAW POTENTIAL FOR `DIFFICULT TRADEOFFS' AHEAD
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⁠Wall St Engine
FED STAFF SAW RECESSION “ALMOST AS LIKELY’ AS MAIN FORECAST

FED OFFICIALS SAW POTENTIAL FOR 'DIFFICULT TRADEOFFS' AHEAD

FED MINUTES: TARIFFS MUCH LARGER, BROADER THAN EXPECTED

FED WELL POSITIONED TO WAIT FOR CLARITY ON OUTLOOK, MINUTES SAY
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⁠Wall St Engine
Victoria’s Secret $VSCO is responding to a security incident that’s taken parts of its website and in-store services offline. The company says stores remain open and teams are working “around the clock” to restore operations. Source: Victoria’s Secret.
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