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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN trades at a 34x NTM P/E with a forecasted EPS growth of 18.93% from 2025 to 2028
MercadoLibre $MELI commands a 44x NTM P/E with a forecasted EPS growth of 34.78% from 2025 to 2028
Sometimes, it’s that simple
Even if they miss estimates by 10-15%, they’re still 💯 https://t.co/7aS0Ui2d3w
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Amazon $AMZN trades at a 34x NTM P/E with a forecasted EPS growth of 18.93% from 2025 to 2028
MercadoLibre $MELI commands a 44x NTM P/E with a forecasted EPS growth of 34.78% from 2025 to 2028
Sometimes, it’s that simple
Even if they miss estimates by 10-15%, they’re still 💯 https://t.co/7aS0Ui2d3w
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App Economy Insights
$CRCL Circle is now up 6x since its IPO. 👀
A stablecoin bill just helped spark the rally.
Here's how they make money. 👇
https://t.co/DdBIlLAxKm
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$CRCL Circle is now up 6x since its IPO. 👀
A stablecoin bill just helped spark the rally.
Here's how they make money. 👇
https://t.co/DdBIlLAxKm
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just filed new stock trades.
She bought stock in Snowflake, $SNOW, for the first time ever.
Full trade list up on Quiver. https://t.co/dvAIOLRo8r
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BREAKING: Marjorie Taylor Greene just filed new stock trades.
She bought stock in Snowflake, $SNOW, for the first time ever.
Full trade list up on Quiver. https://t.co/dvAIOLRo8r
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The All-In Podcast
🚨🌴 LIVE from miami: tony robbins!
@tonyrobbins joins the besties for a wide-ranging discussion on his career, longevity, personal moonshots, progress, focus and more!
(0:00) the besties welcome tony!
(0:23) tony's background and how it led to his career
(8:19) why progress correlates to happiness, state of the younger generation, biochemistry studies
(21:53) ssris, psychedelics, importance of personal moonshots
(31:49) maintaining focus while managing multiple businesses
(36:37) thoughts on longevity
(42:44) partner shoutouts: thanks to okx, circle, polymarket, solana, bvnk, and google cloud!
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🚨🌴 LIVE from miami: tony robbins!
@tonyrobbins joins the besties for a wide-ranging discussion on his career, longevity, personal moonshots, progress, focus and more!
(0:00) the besties welcome tony!
(0:23) tony's background and how it led to his career
(8:19) why progress correlates to happiness, state of the younger generation, biochemistry studies
(21:53) ssris, psychedelics, importance of personal moonshots
(31:49) maintaining focus while managing multiple businesses
(36:37) thoughts on longevity
(42:44) partner shoutouts: thanks to okx, circle, polymarket, solana, bvnk, and google cloud!
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Offshore
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Investing visuals
$HIMS is trading at all-time highs, but it’s still reasonably priced:
🔹 Online revenue: +115%
🔹 Subscribers: +38%
🔹 Free cash flow: +254%
🔹 Valuation: 48x forward free cash flow https://t.co/gIMfKdfBII
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$HIMS is trading at all-time highs, but it’s still reasonably priced:
🔹 Online revenue: +115%
🔹 Subscribers: +38%
🔹 Free cash flow: +254%
🔹 Valuation: 48x forward free cash flow https://t.co/gIMfKdfBII
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Offshore
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Quiver Quantitative
NEW: Multiple members of Congress have recently bought up stock in one defense contractor.
Here's our report: https://t.co/TUrp17OnxS
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NEW: Multiple members of Congress have recently bought up stock in one defense contractor.
Here's our report: https://t.co/TUrp17OnxS
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57
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RT @DimitryNakhla: Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #116 with Alyx Wood from Kernow Asset Management.
Alyx discusses his background, his 'contrarian-with-a catalyst' investing style, how not to get caught in a value trap + two UK stock picks. 👇
https://t.co/6BKdOFuHLv https://t.co/KAte6QPhhD
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FRESH OFF THE PRESS 🔥
Investor interview #116 with Alyx Wood from Kernow Asset Management.
Alyx discusses his background, his 'contrarian-with-a catalyst' investing style, how not to get caught in a value trap + two UK stock picks. 👇
https://t.co/6BKdOFuHLv https://t.co/KAte6QPhhD
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