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Dimitry Nakhla | Babylon Capital®
Copart has $4.79B in Cash & $0 LT Debt 💵
Factoring in its cash balance, $CPRT trades for ~25.65x NTM earnings
Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders https://t.co/rvWIaAr4bZ
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Copart has $4.79B in Cash & $0 LT Debt 💵
Factoring in its cash balance, $CPRT trades for ~25.65x NTM earnings
Not so bad for a wide-moat leader that operates in a duopoly with a proven track record of excellent capital allocation & acting in the best interest of shareholders https://t.co/rvWIaAr4bZ
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Simplifying Stocks, CPA
United $UAL now offers Inflight dating via hinge
Late cycle activity https://t.co/CRa5UTXYMN
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United $UAL now offers Inflight dating via hinge
Late cycle activity https://t.co/CRa5UTXYMN
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Yellowbrick Investing
$PERR.PA
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$PERR.PA
If you’re allocating around EU defence, nuclear maintenance, & critical-infra resiliency, one way to play it is to buy tier-one subcontractors who actually ship and service. Ones that show up with toolboxes, not press releases that rhyme with “moonshot” $PERR.PA fits that bill
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X (formerly Twitter)
😈———-(📐 (@skewangles) on X
If you’re allocating around EU defence, nuclear maintenance, & critical-infra resiliency, one way to play it is to buy tier-one subcontractors who actually ship and service. Ones that show up with toolboxes, not press releases that rhyme with “moonshot” $PERR.PA…
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Gainify
RT @HeroDividend: Congrats to @gainify_io for crossing 10,000 followers🥳 https://t.co/wwc8g7Hebc
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RT @HeroDividend: Congrats to @gainify_io for crossing 10,000 followers🥳 https://t.co/wwc8g7Hebc
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Umesh
Brands can get creative with the nano-banana image-editing model.
With a ref image and text to image prompt, @Adobe Firefly Boards enables easy transformations of any logo.
Here's how 🧵
Sponsored by Adobe Firefly.
#AdobeFireflyAmbassadors #Ad #FireflyPartnerModels https://t.co/KX1y4UYjlx
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Brands can get creative with the nano-banana image-editing model.
With a ref image and text to image prompt, @Adobe Firefly Boards enables easy transformations of any logo.
Here's how 🧵
Sponsored by Adobe Firefly.
#AdobeFireflyAmbassadors #Ad #FireflyPartnerModels https://t.co/KX1y4UYjlx
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