⁠Wall St Engine
$HIMS & HERS IS CUTTING 4% OF STAFF -BBG
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⁠Wall St Engine
Starting next week, tariffs on steel imports to the U.S. will jump from 25% to 50%, per the White House. https://t.co/Vw2gCa0KV9
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⁠Capital Employed
RT @capitalemployed: 49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/R8JChwVNsJ https://t.co/4tSCje8oq1
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⁠Wall St Engine
TAYLOR SWIFT NET WORTH HITS $1.4B — UP $300M SINCE OCT. 2023, PER BLOOMBERG https://t.co/dAM2963sMP

TAYLOR SWIFT NOW OWNS HER MUSIC CATALOG.

With help from Shamrock Capital, Swift has officially bought back the rights to her first six albums—originally sold by Scooter Braun’s Ithaca Holdings in 2020. “All of the music I've ever made now belongs to me,” she wrote. https://t.co/CGff0phZPB - Wall St Engine
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⁠Wall St Engine
DEFENSE SEC. HEGSETH WARNS: CHINA MAY USE FORCE IN INDO-PACIFIC — Hegseth says Beijing is “credibly” preparing to shift the balance of power by force, calling the threat real and possibly imminent. https://t.co/CBRuEdWmMl
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⁠App Economy Insights
📊 This Week in Visuals

🛒 Costco $COST
☁️ Salesforce $CRM
📦 PDD $PDD
💻 Dell $DELL
📶 Marvell $MRVL
🔐 Zscaler $ZS
🧑‍⚕️ Veeva $VEEV and more!
https://t.co/jnjp59h4e6
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⁠Dimitry Nakhla | Babylon Capital®
In the past year Visa is surged +34% & Mastercard is popped +32% 💳

About a year ago, I highlighted Visa as one of the most compelling risk-reward opportunities in the entire market 💸

$V $MA https://t.co/oM36gGmTDe

Less than 8 months ago I stated:

“Today at $254💵 $V appears to be ONE OF THE BEST RISK-REWARD opportunities in today’s market & a strong consideration for investment”

Since then, $V stock rallied +42% ✅ — Also, that was essentially the lowest price that $V traded for moving forward 🎯

As I stated in the post attached below 👇🏽

“As you can see, $V appears to have attractive return potential EVEN if we assume >25x earnings, a multiple well-below its 10-year mean & more importantly — a multiple justified by its growth rate AND quality

I consider $V one of the best businesses in the world & as Warren Buffett says:

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price”

$V is even trading at a valuation better than just a fair price”
___

I do not throw words around carelessly. When I called $V “one of the best risk-reward opportunities in today’s market,” I meant every bit of it.

Since then, $V has delivered ~5x the return of $SPY and has climbed in price with impressive consistency.

Yes, I can understand that the allure of growth stocks & making quick gains may entice you. Yet, you cannot tell me that there is something better than generating >40% return, in less than a year, while being an owner of the world’s highest-quality business.

Best of all, you can hold $V without losing sleep or constantly checking its price. - Dimitry Nakhla | Babylon Capital®
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