⁠Wall St Engine
LAGARDE: JUST NEARLY CONCLUDED POLICY CYCLE
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⁠Investing visuals
$GOOGL:

🔹 28% Cloud growth
🔹 $72B in cash (pre-Wiz acquisition)
🔹 Trading at 25x forward free cash flow

Thoughts? https://t.co/lqOv1gZYNx
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⁠Wall St Engine
S&P 500 Opening Bell Heatmap (Jun 05, 2025)

$SPY +0.26% 🟩
$QQQ +0.29% 🟩
$DJI +0.18% 🟩
$IWM +0.04% 🟩
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⁠Dimitry Nakhla | Babylon Capital®
Shares of Brown Forman (Jack Daniel’s) have crashed by over -60% since Nov 2020📉

It doesn’t matter that it’s a Dividend Aristocrat selling alcoholic beverages

This is what happens when you pay 48x earnings for a consumer staple stock that’s not growing EPS at a rate that justifies an aggressive multiple

In other words, at 48x, investors were receiving just $2.08 in EPS for every $100 invested‼️

“Price is what you pay, value is what you get” —Warren Buffett 🗣️

Let’s even use the company’s good years:

From 2010 to 2020, $BF.B grew its earnings at a 7.6% CAGR

A 48x multiple? Even in the best-case scenario, a 48x earnings multiple is hard to justify

It’s not as though investors could reasonably have expected a >20% CAGR for several years
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⁠Wall St Engine
CIRCLE $CRCL SHARES INDICATED $42/$44 AFTER IPO PRICED AT $31
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⁠Wall St Engine
ROBINHOOD'S $HOOD CBO STEVE QUIRK SAYS CUSTOMERS WERE STRONGLY BUYING DIP
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⁠Wall St Engine
JAPAN'S CHIEF TRADE NEGOTIATOR AKAZAWA:

THERE'S NO CHANGE IN STANCE. WE WANT FULL US TARIFF REPRIEVE
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “A truly great business must have an enduring moat”

— Warren Buffett 🗣️ | 1986 Berkshire Hathaway Shareholder Letter 📝
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⁠Wall St Engine
ROBINHOOD $HOOD EXECUTIVE SAYS EVENTS CONTRACTS ARE A POWERFUL SOURCE OF INFORMATION - REUTERS
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⁠Wall St Engine
ROBINHOOD $HOOD HAS OVER 3 MILLION PEOPLE ON CREDIT-CARD WAITING LIST https://t.co/MYXBRn74NO
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⁠Wall St Engine
Pres Xi says the U.S. should remove “negative” measures on China 🇨🇳 and push for more cooperation on trade and the economy. He also stressed the need to reduce misunderstandings between the two countries, Xi also emphasized that China has implemented the Geneva agreement - CCTV
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⁠Wall St Engine
XI, TRUMP AGREE TO START NEW ROUND OF TALKS ASAP: CCTV https://t.co/wgvFUEVqLa
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⁠Wall St Engine
XI SAYS TRUMP IS WELCOME TO VISIT CHINA AGAIN: XINHUA

XI SAYS US SHOULD DEAL WITH TAIWAN CAUTIOUSLY: CCTV
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