⁠Dimitry Nakhla | Babylon Capital®
Today the S&P 500 FCF Yield is ~2.8% (LTM)

That means for every $100 you invest, you’re pocketing about $2.80 in free cash flow

Here are 10 quality stocks that currently trade for a higher FCF Yield than $SPY, offering a chance to tap into greater cash flow potential👇🏽

🏦 Nasdaq $NDAQ | 2.96%
💳 Mastercard $MA | 2.98%
☀️ ASML $ASML | 3.06%
🖱️ Google $GOOG | 3.18%
📈 S&P Global $SPGI | 3.35%
🪪 Roper Tech $ROP | 3.57%
🧬 Novo Nordisk $NVO | 3.68%
🔬 Thermo Fisher $TMO | 3.73%
✈️ Booking $BKNG | 4.34%
📊 Salesforce $CRM | 5.89%

$SPY The S&P 500 free cash flow yield currently sits at 2.8%. https://t.co/eJDAaggn1L - Koyfin
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⁠App Economy Insights
📊 This Week in Visuals:

🌐 $ACN Accenture: AI Builds, Bookings Shrink
🫒 $DRI Darden: Olive Garden Delivers
https://t.co/XRcOwCxKA9
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⁠App Economy Insights
What are you watching this week?

• Tuesday: $CCL $FDX
• Wednesday: $GIS $MU
• Thursday: $NKE

All visualized in our PRO coverage on Saturday. https://t.co/Kq8vyetr9D
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⁠The All-In Podcast
How AI Can Supercharge GDP and Bring Down Costs in the Medical Field

On E232, Thomas Laffont explained how at a recent event he hosted, there was a lot of talk about AI having a more positive impact on GDP than previously thought.

"There was a lot of talk on the GDP side, what if AI can increase productivity and regrow GDP faster than expectations?"

He gave an example of doctors using an AI tool to 10x productivity:

"Even taking doctors as an example, this new company comes in and develops kind of a diagnosis engine."

"And already a third of US physicians are on the platform using it 10x a day to help diagnoses."

"You multiply that by the legal profession, coding I think we're already seeing."

"What if we just see an explosion of productivity gains across both the physical and the digital economy?"

Friedberg broke down how this could also increase patient access and reduce costs while growing GDP:

"The doctor one is a good example. If someone had the opportunity to go get more regular preventative checkups, they would."

"The problem is, it's very expensive, it's hard to get an appointment, or insurance won't cover it."

"But if the cost to a doctor goes down because they can leverage AI, the throughput goes up by 10x."

"They can see 10x as many patients per day. Then suddenly diagnostic care becomes more available."

"They can charge for that. They don't need to charge the same amount."

"The price will come down per checkup, more people will be able to get a checkup per day."

"So that grows GDP in diagnostic care."
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⁠Investing visuals
I won’t be surprised if $AMD data center revenue surpasses $10B in 2030. https://t.co/R3Ar6mVJIQ
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⁠Quiver Quantitative
We spent the last two weeks sounding the alarm on purchases of defense stocks by politicians on armed services committees.

The US just carried out strikes on Iran.

Regardless of opinions on the attack, I think most would agree that Congress should not be trading defense stocks. https://t.co/cXFXZStzRT
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⁠Quiver Quantitative
BREAKING: Chuck Schumer has said that Congress must vote on the War Powers Act.

Representatives Ro Khanna and Thomas Massie have introduced a resolution in the House.

It would force members of Congress to go on the record as being in support or opposition to war in Iran.
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⁠Hidden Value Gems
Tel-Aviv stock exchange share price is sky rocketing: +53% YTD.

Probably lots of AI related companies with exposure to the US.

Still would not have expected such strong performance 👇🏼 https://t.co/yHrzFPGLzc
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