Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Here are five quality stocks that faced multiple compression due to short-term growth concerns, creating buying opportunities for those looking beyond temporary challenges

Multiple compression doesn’t always signal a broken thesis—it can be an opportunity 🧵 https://t.co/K2rpHr3c2Q

Many investors seek quality & are willing to pay a premium multiple, but when short-term growth concerns trigger multiple compression, they mistakenly rationalize:

“Lowered growth justifies this, I should look elsewhere now”
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This is often a misstep. Will share a 🧵 soon - Dimitry Nakhla | Babylon Capital®
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Umesh
This is big!

Hume AI just released Octave 2, a powerful new voice model with multilingual and multi-speaker capabilities and wow.

The generations sound incredibly smooth and natural. I even tried a couple of lip-sync tests. ⤵️ https://t.co/Bk2CXupMks
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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt 2):
@nevergr33dy - $BEO.AX
@SaeschInv (exploring AIM) - $ITIM.L, $IOM.L, $IXI.L, $ITX.L, $JIM.L, $IQE.L, $JNEO.L, $JHD.L, $JET2.L, $ITM.L, $JDG.L
@ZeeContrarian1 - $KVUE
@investwithwes1 - $EVVTY (overview)
@BlackScholesMan - $QQ.L https://t.co/tyZmnOQlfK
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Dimitry Nakhla | Babylon Capital®
ASML Holding stock is back at $1,000

Despite multiple -40% drawdowns, $ASML has delivered +162% return over the past 5 years, challenging even the most steadfast investors

A deep understanding of the business, coupled with strong conviction makes enduring volatility worthwhile https://t.co/CDHs8PmlZh
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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt 3):
@LionheartInves1 - $GLBXF
@KrokerEquity - $AMZN (overvalued)
@valuedontlie - $PTLO (overview)
@SFarringtonBKC - $HOFT
@Unclestocknotes - $AVAV https://t.co/uhSceDdfGD
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Investing visuals
If you own the $QQQ, it's important to know that these 10 stocks now account for 54% of the total index.

Fun fact: $PLTR is close to entering the top 10. https://t.co/XS4RGPkBS3
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