Dimitry Nakhla | Babylon Capital®
Booking Holdings $BKNG is up +13% year-to-date, yet its stock multiple compressed -4% compared to the start of 2025💰

While $BKNG trades at 23.26x NTM estimates, its EPS CAGR is projected at an impressive 15.38% from 2025-2028 https://t.co/ClXCPOF3LJ
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: For the Intuitive Surgical lovers $ISRG

Rev: $2.25B vs $2.19B est✅ | +19% YoY
EPS: $1.81 vs $1.72 est ✅ | +21% YoY

Solid, however..

At nearly 60x, $ISRG shareholders have 0 margin of safety &..

$JNJ new robotic surgical machine, OTTAVA, will pressure $ISRG in years to come https://t.co/RUNMLw6uzF
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Umesh
Video models with keyframes are a big thing right now!

Twin AI has released keyframes with native sound effects and lip sync.

Some cool examples and details 🧵 https://t.co/aeQQ0KxrJd
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Dimitry Nakhla | Babylon Capital®
Intuitive Surgical is down nearly -30% from highs

Despite this, $ISRG still trades for a substantial premium relative to growth (50x NTM EPS & 2.11% Forward FCF Yield)

$ISRG is a great business — yet, it may soon face fresh competition from $JNJ OTTAVA system🤖

~$375 🎯 https://t.co/hVbpnOn0d1

For the Intuitive Surgical lovers $ISRG

Rev: $2.25B vs $2.19B est✅ | +19% YoY
EPS: $1.81 vs $1.72 est ✅ | +21% YoY

Solid, however..

At nearly 60x, $ISRG shareholders have 0 margin of safety &..

$JNJ new robotic surgical machine, OTTAVA, will pressure $ISRG in years to come https://t.co/RUNMLw6uzF - Dimitry Nakhla | Babylon Capital®
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ToffCap
RT @LuxOpesResearch: Out with a new publication 👇

It's not on purpose, there's just a lot going on at 🇫🇷 companies these days:

🇫🇷 Roche Bobois $RBO
🇫🇷 Vranken Pommery $VRAP
🇮🇪 Greencoat Renewables $GRP
🇫🇷 Vetoquinol $VETO
🇫🇷 Exail Technologies $EXA
🇩🇪 Deutsche Telekom $DTE
🇫🇷 Robertet $RBT
🇫🇷 VusionGroup $VU
🇫🇷 Virbac $VIR
🇫🇷 Dassault Aviation $AM
🇬🇧 Gamma Communications $GAMA
🇫🇷 Forsee Power $FORSE

At the usual place!
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App Economy Insights
The Ellisons plan to bid for Warner Bros. $WBD

🎬 Why now?
💰 Can they afford it?
♟️ How would it work?
🚨 What could stop them?
🏆 Who wins & who loses?

Full analysis. 👇
https://t.co/sWPxeylKE6
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