⁠Dimitry Nakhla | Babylon Capital®
Inflation (CPI) report for May at +2.4% YoY, below expectations of +2.5% 💵

Source: US Bureaus of Labor Statistics https://t.co/cQube8IJ04
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⁠Dimitry Nakhla | Babylon Capital®
BUYBACK KINGS 👑 15 Quality Stocks That Reduced Share Count >15% last 10 Years 💵

🧐Moody’s $MCO
•2014 shares: 214.70M
•2024 shares: 182.70M
•% reduction: 15%
•EPS boost: 18%

🧬 Novo Nordisk $NVO
•2014 shares: 5.26B
•2024 shares: 4.46B
•% reduction: 15%
•EPS boost: 18%

💳Visa $V
•2014 shares: 2.52B
•2024 shares: 2.02B
•% reduction: 20%
•EPS boost: 25%

🖨️ Lam Research $LRCX
•2014 shares: 1.65B
•2024 shares: 1.31B
•% reduction: 20%
•EPS boost: 25%

💸Mastercard $MA
•2014 shares: 1.17B
•2024 shares: 0.93B
•% reduction: 21%
•EPS boost: 26%

🏢NVR Inc $NVR
•2014 shares: 4.44M
•2024 shares: 3.32M
•% reduction: 25%
•EPS boost: 33%

🏦 Fair Isaac $FICO
•2014 shares: 34.86M
•2024 shares: 25.08M
•% reduction: 28%
•EPS boost: 39%

🏡 Home Depot $HD
•2014 shares: 1.43B
•2024 shares: 0.99B
•% reduction: 31%
•EPS boost: 45%

💵 American Express $AXP
•2014 shares: 1.05B
•2024 shares: 0.71B
•% reduction: 32%
•EPS boost: 47%

💽 Applied Materials $AMAT
•2014 shares: 1.23B
•2024 shares: 0.83B
•% reduction: 32%
•EPS boost: 47%

📈MSCI Inc $MSCI
•2014 shares: 116.71M
•2024 shares: 78.53M
•% reduction: 33%
•EPS boost: 49%

✈️ Booking Holdings $BKNG
•2014 shares: 53.02M
•2024 shares: 34.06M
•% reduction: 36%
•EPS boost: 56%

📱Apple $AAPL
•2014 shares: 24.49B
•2024 shares: 15.41B
•% reduction: 37%
•EPS boost: 59%

🍕Domino’s Pizza $DPZ
•2014 shares: 56.93M
•2024 shares: 34.99M
•% reduction: 41%
•EPS boost: 69%

🚘 O’Reilly Automotive $ORLY
•2014 shares: 1.59B
•2024 shares: 0.87B
•% reduction: 45%
•EPS boost: 82%
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***EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks💰
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𝘼 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠, 𝙖𝙡𝙨𝙤 𝙠𝙣𝙤𝙬𝙣 𝙖𝙨 𝙖 𝙨𝙩𝙤𝙘𝙠 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚, 𝙞𝙨 𝙬𝙝𝙚𝙣 𝙖 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙪𝙨𝙚𝙨 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙛𝙪𝙣𝙙𝙨 𝙩𝙤 𝙗𝙪𝙮 𝙗𝙖𝙘𝙠 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙨𝙝𝙖𝙧𝙚𝙨

𝘽𝙮 𝙙𝙤𝙞𝙣𝙜 𝙩𝙝𝙞𝙨, 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙧𝙚𝙙𝙪𝙘𝙚𝙨 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙣𝙪𝙢𝙗𝙚𝙧 𝙤𝙛 𝙤𝙪𝙩𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙪𝙗𝙡𝙞𝙘, 𝙩𝙝𝙪𝙨 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙥𝙚𝙧𝙘𝙚𝙣𝙩𝙖𝙜𝙚 𝙤𝙬𝙣𝙚𝙧𝙨𝙝𝙞𝙥 𝙤𝙛 𝙛𝙪𝙩𝙪𝙧𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙖𝙣𝙙 𝙛𝙧𝙚𝙚-𝙘𝙖𝙨𝙝-𝙛𝙡𝙤𝙬𝙨

𝙔𝙤𝙪 𝙘𝙖𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙬𝙝𝙮 𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙞𝙨 𝙖 𝙗𝙞𝙜 𝙛𝙖𝙣 𝙤𝙛 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠𝙨.

𝙄𝙣 𝙝𝙞𝙨 2022 𝘼𝙣𝙣𝙪𝙖𝙡 𝙇𝙚𝙩𝙩𝙚𝙧, 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙬𝙧𝙤𝙩𝙚: “𝙏𝙝𝙚 𝙢𝙖𝙩𝙝 𝙞𝙨𝙣’𝙩 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙: 𝙒𝙝𝙚𝙣 𝙩𝙝𝙚 𝙨𝙝𝙖𝙧𝙚 𝙘𝙤𝙪𝙣𝙩 𝙜𝙤𝙚𝙨 𝙙𝙤𝙬𝙣, 𝙮𝙤𝙪𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙞𝙣 𝙤𝙪𝙧 𝙢𝙖𝙣𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙜𝙤𝙚𝙨 𝙪𝙥. 𝙀𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙡𝙡 𝙗𝙞𝙩 𝙝𝙚𝙡𝙥𝙨 𝙞𝙛 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚𝙨 𝙖𝙧𝙚 𝙢𝙖𝙙𝙚 𝙖𝙩 𝙫𝙖𝙡𝙪𝙚-𝙖𝙘𝙘𝙧𝙚𝙩𝙞𝙫𝙚 𝙥𝙧𝙞𝙘𝙚𝙨”

#stocks #investing
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⁠Hidden Value Gems
Good news for $AER, getting additional $1bn in compensation from insurers (5% of Mkt Cap).

Also benefiting from supply disruptions and inflation.

“Boring” compounder 🛫 https://t.co/kLMfSx3o23

Any long-term compounders that you bought on the recent pullback? I only added to my $AER position so far.

#StocksToWatch #Investing - Hidden Value Gems
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⁠Quiver Quantitative
Wow.

Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.

Rheinmetall stock has now risen 239% since we posted this report.

They just landed another $105M contract with the US Army.

The stock is up another 5% today on the news.

BREAKING: Representative Susie Lee just bought stock in the German arms manufacturer Rheinmetall, $RNMBY.

She is the first U.S. politician we have seen buy Rheinmetall stock.

Lee sits on the House Appropriations Subcommittee on Military Construction. https://t.co/hiNwf8AsRK - Quiver Quantitative
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⁠Quiver Quantitative
This is pretty wild.

Marjorie Taylor Greene bought stock in Palantir on April 8th.

On April 17th, a massive ICE contract with Palantir was announced.

Greene sits on the House Committee on Homeland Security.

The stock has now risen 79% since her purchase. https://t.co/k1K1xpMPyu
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⁠Quiver Quantitative
BREAKING: Senator Markwayne Mullin just filed hundreds of thousands of dollars of new stock trades.

One of them stood out to us:

He bought stock in the L3Harris, $LHX.

L3Harris produces drone technology.

Mullin sits on the Armed Services Committee.

Full trade list on Quiver. https://t.co/FDbJesFaO4
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⁠Quiver Quantitative
BREAKING: Senator Markwayne Mullin just filed hundreds of thousands of dollars of new stock trades.

One of them stood out to us:

He bought stock in L3Harris, $LHX.

L3Harris produces drone technology.

Mullin sits on the Armed Services Committee.

Full trade list on Quiver. https://t.co/RdymDHY3uB
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⁠Quiver Quantitative
BREAKING: Senator Josh Hawley just attacked 23andMe for allegedly selling genetic information.

"I hope consumers sue them into oblivion"

- @HawleyMO https://t.co/o2xYFYrWe7
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