Offshore

Julian Goldie SEO
I've just finished building the ultimate n8n automation library, and it’s a game-changer.

My team sifted through thousands of scattered workflows, cleaned the junk, and handpicked the best.

Now it's a fully organized vault of 1,500+ plug-and-play automations.

You’ll find:

- my most popular n8n builds (WhatsApp agent, scraper agent, TikTok VEO 3 automation, n8n assistant, and more)
- 1,500‑flow n8n template index (tagged by growth, ops, creative) so you never start from scratch
- full vibe‑coding tutorial where I go from basic n8n backend to Bolt front‑end UI in 23 min

Everything’s pre-tested and production-ready.

Want the link to the vault?

LIKE + RETWEET + COMMENT “YES” & I’ll send you the FULL workflow + setup FREE!
tweet

1 view14:18

Offshore

Aadit Sheth
RT @sricharan10g: link to test: https://t.co/Gx9ScIt2qd

ACTION ITEMS

(Try this weekend):

• Block 30 minutes to set up one agent end-to-end (pick LinkedIn or email).

Define success (e.g., 3 posts, 10 comments each).

• Write a one-page brief: ICP, offer, voice, examples.

Reuse it for every run.

• Build a tiny loop:

generate → human edit (10 minutes) → schedule → log results.

• Run a 2-week test:

10 posts with the same framework, compare to your last 10 for CTR, saves, replies.

• Track ROI per agent:

hours saved, leads captured, cost avoided (e.g., freelance copy edit).
tweet

Founderpath

Founderpath – We invest and help you grow with AI

Over $200M deployed to 500+ founders with 200+ 5-star reviews. Get capital and use powerful agents to double revenue and save time.

1 view14:28

1 view14:58

1 view14:58

1 view14:58

1 view14:58

Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A quality valuation analysis on $AMZN 🧘🏽‍♂️

•NTM P/OCF Ratio: 15.62x
•5-Year Mean: 22.10x

•NTM FCF Yield: 1.07%
•5-Year Mean: 2.63%

As you can see, $AMZN appears to be slightly undervalued using P/OCF

Going forward, investors can expect to receive ~41% MORE in operating cash flow & ~59% LESS in FCF per share🧠***

Before we get into valuation, let’s take a look at why $AMZN is a quality business

BALANCE SHEET✅
•Cash & Equivalents: $93.18B
•Long-Term Debt: $57.92B

$AMZN has an excellent balance sheet, an AA S&P Credit Rating & 54x FFO Interest Coverage Ratio

RETURN ON CAPITAL🆗 / ✅
•2020: 11.6%
•2021: 8.9%
•2022: 4.2%
•2023: 10.1%
•2024: 15.5%

RETURN ON EQUITY✅
•2020: 27.4%
•2021: 28.8%
•2022: (1.9%)
•2023: 17.5%
•2024: 24.3%

$AMZN has good return metrics, highlighting the financial efficiency of the business

REVENUES✅
•2019: $280.52B
•2024: $637.96B
•CAGR: 17.85%

FREE CASH FLOW🆗(✅)
•2019: $21.65B
•2024: $32.88B
•CAGR: 8.71%

NORMALIZED EPS✅
•2019: $1.15
•2024: $5.53
•CAGR: 36.90%

SHARE BUYBACKS❌
•2019 Shares Outstanding: 10.08B
•LTM Shares Outstanding: 10.78B

MARGINS🆗➡️✅
•LTM Gross Margins: 49.6%
•LTM Operating Margins: 11.4%
•LTM Net Income Margins: 10.5%

*Important for $AMZN to continue expanding margins & increase profitability

***NOW TO VALUATION 🧠

As stated above, investors can expect to receive ~41% MORE in OCF & ~59% LESS in FCF per share

We’re using P/OCF instead of P/E as historical data reveals a stronger correlation between AMZN's share price and Operating Cash Flow (OCF)

Today, analysts anticipate aggressive OCF (per share) growth between 2025 - 2027:

2025E: $13.11 (21% YoY) *FY Dec
2026E: $16.21 (24% YoY)
2027E: $19.90 (23% YoY)

$AMZN has a decent track record of meeting analyst estimates ~2 years out, so let’s assume $AMZN ends 2027 with $19.90 in OCF per share & see its CAGR potential assuming different multiples (photos attached below also include these CAGR estimates):

18x P/OCF: $358.13💵 … ~21% CAGR

17x P/OCF: $338.24💵 … ~18% CAGR

16x P/OCF: $318.34💵 … ~15% CAGR

15x P/OCF: $298.45💵 … ~12% CAGR

As you can see, $AMZN appears to have strong double-digit CAGR potential if we assume ~16x P/OCF, a multiple less than what it’s trading for today & a multiple that’s justified given its growth rate

Also by assuming a bit of multiple compression, we leave ourselves with some margin of safety

AWS & Amazon Ads will continue to drive growth & profitability. In $AMZN LTM:

☁️AWS revenue: $116.38B
📈Ads revenue: $61.23B

Combined, these segments generated $177.61B net revenue … with ~37% Operating Income Margin

Today at $229💵 $AMZN appears to be a good to fair consideration for investment

#stocks #investing

Data: TIKR
Graphs: FAST Graphs
___

𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
tweet

1 view14:58

Offshore

0:08

This media is not supported in your browser

VIEW IN TELEGRAM

1 view15:08

Offshore

Video

Iqra Saifi
Veo 3 Quality on https://t.co/B5SxubaOvr
for 1/5 the price of Google 🤯

"The scene opens with an exhilarating medium-close tracking shot from directly above and slightly behind a powerful F-15 Eagle fighter jet. The jet, with its distinctive twin tail fins and under-wing missiles, is soaring through a dramatic sky filled with scattered, fluffy white clouds and vast stretches of clear, deep blue. Below, a boundless, deep blue ocean churns with subtle waves. A thin, white condensation trail streams from the jet's wings, adding to the sense of speed. Over the course of 8 seconds, the camera executes a smooth, continuous, dynamic arc: it descends from its high position, circles around the jet's left side, moving from an overhead trailing view to a lower, more frontal perspective, then finally pulls back and elevates slightly. This movement highlights the jet's sleek design, the powerful exhaust glow (subtle, as it's daylight), and the intricate details of its armament. As the camera circles and pulls back, the vastness of the ocean becomes more apparent, revealing a distant, small white boat leaving a faint wake on the water. The horizon stretches endlessly, meeting the dramatic cloudscape. The light is crisp and clear, creating sharp contrasts between the jet's dark grey and the vibrant blues of the sky and ocean. The final moments capture the jet as a dominant yet part of the immense, beautiful seascape.", "duration_seconds": 8, "aspect_ratio": "16:9", "realism_level": "hyper_realistic", "style": "cinematic_military_action_epic", "camera_settings": { "f_stop": "f/5.6", "shutter_speed": "1/1200", "iso": 200, "white_balance": "bright_daylight_cool", "lens": "35mm wide-angle" }, "scene_description": [ { "time_start_sec": 0.0, "time_end_sec": 8.0, "shot_type": "single_dynamic_circling_tracking_shot", "subject": "fighter jet, ocean, clouds, distant horizon, boat", "action": "camera begins in a medium-close tracking shot above and behind the jet, then dynamically arcs and descends, circling the jet to a frontal view, then pulling back to reveal the vast environment over 8 seconds", "audio": "The deafening, high-pitched roar of jet engines, the powerful 'whoosh' of air displacement around the jet, the subtle 'crackle' of the exhaust, and the rhythmic sound of rushing wind past the camera. This is overlaid with an intense, driving modern military orchestral score, featuring soaring brass and powerful percussion. The music gradually evolves, maintaining its high energy while emphasizing the jet's graceful yet powerful movement through the vast open environment, finally concluding with a triumphant, sustained chord that fades with the lingering roar of the jet and the vast ocean ambience." } ], "sound": "ultra-detailed and visceral, focusing on the deafening roar of jet engines, the powerful 'whoosh' of air, subtle sounds of the jet's movement and controls, and the ambient sounds of a vast, open ocean from high altitude. Emphasize speed, power, and the feeling of soaring."
tweet

1 view15:08

Offshore