⁠Dimitry Nakhla | Babylon Capital®
Quality Compounders & S&P Credit Ratings💵

AAA
Microsoft $MSFT ☁️

AA+
Apple $AAPL 📱
Google $GOOG 🖱️

AA
Costco $COST 🛒
Amazon $AMZN 📦
Novo Nordisk $NVO 🧬

AA-
Visa $V 💸
Meta $META 📸
Nvidia $NVDA 🤖
Taiwan Semi $TSM 💽
Automatic Data $ADP 💰

A+
Mastercard $MA 💳
Salesforce $CRM 📊

A
Applied Materials $AMAT 💿

A-
Intuit $INTU 🗂️
Lam Research $LRCX 🖨️
Booking Holdings $BKNG ✈️
Intercontinental Exchange $ICE 🏦
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⁠Quiver Quantitative
Why did members of Congress suddenly start buying up Palantir stock at the start of this year?

Never seen anything like it.

Look at this: https://t.co/9ySBRKAnas
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⁠Quiver Quantitative
BREAKING: Trump was just asked if he knows whether Elon Musk fought Scott Bessent or used drugs at the White House https://t.co/V1aV6kJUHJ
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⁠Quiver Quantitative
TRUMP: I don't want a civil war https://t.co/p9OtBM5ob3
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⁠Quiver Quantitative
BREAKING: Robinhood, $HOOD, has revealed UI for the proposed "Trump accounts".

Every newborn American would be given a $1,000 investment account. https://t.co/YDercqVKmF
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: Massive New CEO Insider Purchase at $RFL

The CEO has just reported purchasing $16.7M of the company's stock, increasing his ownership stake by 813%.

This is the first insider purchase we have seen at the company in over 2 years.
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⁠Quiver Quantitative
BREAKING: Senator Josh Hawley is introducing bipartisan legislation to raise the minimum wage to $15 an hour https://t.co/DYHU4MlMPu
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⁠Investing visuals
$META

🔹 3.4B daily active users
🔹 40% return on equity
🔹 $21B in cash on hand
🔹 Trading at 54x forward price to free cash flow

A great business — but it doesn’t come cheap. https://t.co/H8XaqmcuVn
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⁠Quiver Quantitative
JUST IN: Representative Joe Neguse has re-introduced the Close the Revolving Door Act.

This bill would ban members of Congress from becoming lobbyists. https://t.co/0Jfu5M2f30
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