⁠Dimitry Nakhla | Babylon Capital®
10 Quality Stocks with +15% CAGR Past 5 Years | EPS CAGR vs Change in Multiple💵

You’ll see the breakdown how much of their returns come from robust EPS growth versus the impact of multiple expansion📈

Highlighting the true drivers of returns🧵

Numbers 2, 3, 5, & 8 🤯
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⁠Investing visuals
Dips test your conviction. Gains reward your patience. https://t.co/v4O6ZtU9s4
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⁠iinvested
1Q'25 Greenhaven Road Capital on $KFS

Read the full letter here:
https://t.co/NM0463RmOR https://t.co/QQZfkfsiBV
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⁠Hidden Value Gems
Graduates in Construction and Civil Engineering are expected to earn more than in Computer Engineering.

And probably find a job faster due to much lower unemployment rate.

Interesting data points 📊👇🏼 https://t.co/R2ALqiAAUH
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⁠Dimitry Nakhla | Babylon Capital®
RT @nfrosinha: @DimitryNakhla Your sober valuations are invaluable.
They inspire and guide most of those that take the time to understand the true meaning of its content.
It takes courage to write these posts. https://t.co/GGvcFv0TJY
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⁠Investing visuals
$COST: a steady compounder with a hefty price tag.

Shout out to X-sub @HeroDividend for the request 🫡 https://t.co/qthBpybKoG
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⁠Quiver Quantitative
This has been a wild ride.

In January, we noticed Nancy Pelosi buying up Tempus AI call options.

$TEM has now risen 95% since her trade.

Track her portfolio on Quiver: https://t.co/yLI9MhKi9m
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⁠Investing visuals
$AMD:

🔹Revenue is up +33%
🔹Data center revenue is up +57%
🔹Free cash flow is up +92%
🔹Trades at 30x forward price/free cash flow

High growth at a reasonable price. https://t.co/uF6XuZQJlx
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