⁠App Economy Insights
Magnificent 7 Free Cash Flow visualized. https://t.co/XBAQmkaULA
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⁠Hidden Value Gems
No one really knows when the next financial crisis comes. But when I see headlines like this, I am getting more confident that it will not happen immediately.

#StockMarket https://t.co/SBIDhubRAd
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⁠Dimitry Nakhla | Babylon Capital®
“The big money is not in the buying and selling, but in the WAITING.” — Charlie Munger

PATIENCE PAYS in investing, especially when you own exceptional businesses

Here are 10 companies that had several large declines or flat years but delivered superb 10-year returns🧵 https://t.co/gBoGSCpZsX
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⁠Investing visuals
$GOOGL: Despite AI, cloud, and subscriptions, 57% of $GOOGL's business is still driven by search 🔍 https://t.co/riJDMnVxhH
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⁠Quiver Quantitative
Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.

Rheinmetall stock has now risen 269% since we posted this report.

The stock is up another 6% today.

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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⁠Dimitry Nakhla | Babylon Capital®
With Nvidia $NVDA hitting all-time highs today, this is undoubtedly the chart of the day 💸

Since 2020, its Data Center revenue has soared at a 105% CAGR, driving remarkable growth

A $10K investment in $NVDA five years ago would now be worth approximately $170K 💰 https://t.co/yzJJuJvqYh
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⁠Quiver Quantitative
JUST IN: Representative Sean Casten has introduced a constitutional amendment that would add twelve U.S. Senators, elected in a national vote.

The stated goal is to have outcomes that better align with election results.

Would you support this?
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⁠Dimitry Nakhla | Babylon Capital®
1/5 Tikr recently unveiled its Valuation Model Hub, empowering investors to input data and estimate potential stock returns 💸

It’s a dynamic tool that lets you leverage current analyst estimates or craft your own projections

Let’s explore how it works with $ASML 🧵 https://t.co/KiC83Xb5Tg
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⁠Quiver Quantitative
BREAKING: Senator Elissa Slotkin just called for a ban on cellphones in all K-12 classrooms.
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⁠Investing visuals
12 businesses with near-impenetrable moats.

Starting tomorrow, I’ll share a one-pager breakdown on each — beginning with $ASML.

Who's your favorite?👇 https://t.co/2paYANox2A
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $BTBT

The CEO has just reported purchasing $1.5M of the company's stock, increasing his ownership stake by 55%.

This is the first insider purchase that has been reported at the company in over 4 years.
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