Investing visuals
You don’t need to pick individual stocks to do well in the market.

$QQQ has returned 13% annually, turning $1,000 into $27,000 over 25 years 👌 https://t.co/AEfEp2hPm1
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Haha — I like when the groceries I want to buy go on sale 😉 — as a long-term investor, many of these declines are opportunities with a longer expiration date (more time to accumulate before the valuation “spoils”)

Take $ASML as an example — the stock fell -20% shortly after earnings multiple times the last couple of years & each time was an opportunity for investors to accumulate more ownership of an excellent business

“Investors should purchase stocks like they purchase groceries – not like they purchase perfume .”

— Benjamin Graham 🗣️ - Dimitry Nakhla | Babylon Capital®
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Umesh
The Lost Kitten!

Prompt: In one continuous shot, a 200-foot calico kitten walks down a city street as people run away. The camera rises higher, past rooftops and circling helicopters, until the city grid unfolds below. At the end, the cat meows cutely, curious and innocent. https://t.co/R0gyK6SBr1
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Umesh
Midjourney + Veo 3 Fast

Possibilities with current image, video, and voice AI models are endless! https://t.co/7MdLFe3jVa
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Umesh
Hailuo AI version! https://t.co/jyvJmg7SlB

The Lost Kitten!

Prompt: In one continuous shot, a 200-foot calico kitten walks down a city street as people run away. The camera rises higher, past rooftops and circling helicopters, until the city grid unfolds below. At the end, the cat meows cutely, curious and innocent. https://t.co/R0gyK6SBr1 - Umesh
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Dimitry Nakhla | Babylon Capital®
10 High-Quality Stocks That Reduced Share Count >10% in the Last 10 Years 💵

📊 Moody’s $MCO
•2015: 203.40M
•LTM: 181.28M
•% reduction: 11%
•EPS boost: 12%

🖱️ Google $GOOG $GOOGL
•2015 shares: 13.86B
•LTM shares: 12.31B
•% reduction: 11%
•EPS boost: 12%

👨🏼‍🎨 Adobe $ADBE
•2015 shares: 507.16M
•LTM shares: 433.38M
•% reduction: 15%
•EPS boost: 18%

💳 Visa $V
•2015 shares: 2.46B
•LTM shares: 1.97B
•% reduction: 20%
•EPS boost: 25%

💸 Mastercard $MA
•2015 shares: 1.14B
•LTM shares: 916.75M
•% reduction: 20%
•EPS boost: 25%

🏦 Fair Isaac $FICO
•2015 shares: 32.61M
•LTM shares: 24.70M
•% reduction: 24%
•EPS boost: 32%

🏢 NVR Inc $NVR
•2015 shares: 4.26B
•LTM shares: 3.20B
•% reduction: 25%
•EPS boost: 33%

🖨️ Lam Research $LRCX
•2015 shares: 1.77B
•LTM shares: 1.29B
•% reduction: 27%
•EPS boost: 37%

🌐 MSCI Inc $MSCI
•2015 shares: 109.93M
•LTM shares: 78.10M
•% reduction: 29%
•EPS boost: 41%

✈️ Booking Holdings $BKNG
•2015 shares: 51.59M
•LTM shares: 33.25M
•% reduction: 35%
•EPS boost: 54%

***EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks💰
___

𝘼 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠, 𝙖𝙡𝙨𝙤 𝙠𝙣𝙤𝙬𝙣 𝙖𝙨 𝙖 𝙨𝙩𝙤𝙘𝙠 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚, 𝙞𝙨 𝙬𝙝𝙚𝙣 𝙖 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙪𝙨𝙚𝙨 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙛𝙪𝙣𝙙𝙨 𝙩𝙤 𝙗𝙪𝙮 𝙗𝙖𝙘𝙠 𝙞𝙩𝙨 𝙤𝙬𝙣 𝙨𝙝𝙖𝙧𝙚𝙨

𝘽𝙮 𝙙𝙤𝙞𝙣𝙜 𝙩𝙝𝙞𝙨, 𝙩𝙝𝙚 𝙘𝙤𝙢𝙥𝙖𝙣𝙮 𝙧𝙚𝙙𝙪𝙘𝙚𝙨 𝙩𝙝𝙚 𝙩𝙤𝙩𝙖𝙡 𝙣𝙪𝙢𝙗𝙚𝙧 𝙤𝙛 𝙤𝙪𝙩𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙪𝙗𝙡𝙞𝙘, 𝙩𝙝𝙪𝙨 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙥𝙚𝙧𝙘𝙚𝙣𝙩𝙖𝙜𝙚 𝙤𝙬𝙣𝙚𝙧𝙨𝙝𝙞𝙥 𝙤𝙛 𝙛𝙪𝙩𝙪𝙧𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙖𝙣𝙙 𝙛𝙧𝙚𝙚-𝙘𝙖𝙨𝙝-𝙛𝙡𝙤𝙬𝙨

𝙔𝙤𝙪 𝙘𝙖𝙣 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙬𝙝𝙮 𝙒𝙖𝙧𝙧𝙚𝙣 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙞𝙨 𝙖 𝙗𝙞𝙜 𝙛𝙖𝙣 𝙤𝙛 𝙨𝙝𝙖𝙧𝙚 𝙗𝙪𝙮𝙗𝙖𝙘𝙠𝙨.

𝙄𝙣 𝙝𝙞𝙨 2022 𝘼𝙣𝙣𝙪𝙖𝙡 𝙇𝙚𝙩𝙩𝙚𝙧, 𝘽𝙪𝙛𝙛𝙚𝙩𝙩 𝙬𝙧𝙤𝙩𝙚: “𝙏𝙝𝙚 𝙢𝙖𝙩𝙝 𝙞𝙨𝙣’𝙩 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙: 𝙒𝙝𝙚𝙣 𝙩𝙝𝙚 𝙨𝙝𝙖𝙧𝙚 𝙘𝙤𝙪𝙣𝙩 𝙜𝙤𝙚𝙨 𝙙𝙤𝙬𝙣, 𝙮𝙤𝙪𝙧 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙞𝙣 𝙤𝙪𝙧 𝙢𝙖𝙣𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙜𝙤𝙚𝙨 𝙪𝙥. 𝙀𝙫𝙚𝙧𝙮 𝙨𝙢𝙖𝙡𝙡 𝙗𝙞𝙩 𝙝𝙚𝙡𝙥𝙨 𝙞𝙛 𝙧𝙚𝙥𝙪𝙧𝙘𝙝𝙖𝙨𝙚𝙨 𝙖𝙧𝙚 𝙢𝙖𝙙𝙚 𝙖𝙩 𝙫𝙖𝙡𝙪𝙚-𝙖𝙘𝙘𝙧𝙚𝙩𝙞𝙫𝙚 𝙥𝙧𝙞𝙘𝙚𝙨”

#stocks #investing
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Umesh
This thing makes browsing feel calm again.

A unified search, chat, and actions experience.

Here’s how it works 🧵 https://t.co/uQDCQZ392r
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AkhenOsiris
$ABNB to become like any other OTA 🙄

Airbnb CEO Brian Chesky said the company needs to expand more into experiences, hotels, and the international market if it’s going to get the growth rate back up.

Airbnb CEO Brian Chesky said the company needs to diversify its business model to boost its bottom line. 

“I'm not happy about where the growth rate is in the company,” Chesky said at the Skift Global Forum in New York on Tuesday. “I think the company should be growing significantly faster. It should at least be growing in the teens.”

Chesky added he eventually wanted growth to exceed 20%. For the third quarter, growth is expected in the 8% to 10% range. 

However, Chesky said he believed Airbnb would “accelerate” next year with a slate of new initiatives, which include a marketplace for booking experiences and services, adding hotels to the platform.
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Investing visuals
My thoughts on Duocon 2025 yesterday: it shows $DUOL is building a bigger platform.

• Stronger AI-driven speaking practice
• High pace of innovation, with AI as its backbone
• Career-relevant credentials
• Experiments in new verticals

Meanwhile the stock is down 🔻50% since its peak.

Duocon highlights👇

Product improvements
• Speaking focus: Video Call with Lily rolled out across 9 major courses. Adds onboarding, real-time feedback, and post-call reviews. Speaking has always been the hardest part of language apps – and this is where Duolingo is leaning in.

• Beyond languages: Duolingo Chess expanding to Android, adding PvP mode with AI coaching. Not a core revenue driver yet, but it signals how they’re testing new verticals.

• AI backbone: The conversation engine and large-scale A/B testing remain the foundation. Their scale here is difficult for competitors to match.

Traction signals
• Speaking differentiation is real and hard to replicate.

• New verticals broaden Duolingo’s scope beyond language learning.

• LinkedIn integration makes the Duolingo Score useful outside the app, adding stickiness.

Monetization upside

• Most improvements are tied to Duolingo Max, which means better ARPU and retention.

• Credentialing on LinkedIn could drive conversions for career-minded users.

• Social features like PvP keep users engaged and daily activity high, which tends to flow through to subs.

Despite all these improvements -- and clear validation that $DUOL is more than just a language learning app -- the stock dropped nearly 9% intraday yesterday.

In my view, that’s just short-term noise. $DUOL is doing all the right things to strengthen its position as a uniquely positioned learning platform.

-- Note --

I shared this write-up today in a new service I've been working on. I'll share more details this weekend! In short, you'll get:

• Full insight into my portfolio
• Real-time buy and sell updates
• My watchlist
• A community space
• Coverage of all my holdings
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Andrew Sather
RT @IFB_podcast: Small-cap stocks have outperformed large-cap stocks by 4% per year over the past century.

Why? They grow faster and have more upside.

Now imagine combining small caps with quality characteristics. That’s the formula for phenomenal performance. https://t.co/JNiiKLdDdJ
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Dimitry Nakhla | Babylon Capital®
Adobe at its lowest ever valuation (since 2013)

$ADBE https://t.co/Z96LQMYPPF
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