ToffCap
RT @ToffCap: Out with a new TMM, our weekly overview of actionable event-driven and special sits 🔥🔥

This week:

- profitable companies selling assets and returning capital
- some very intriguing merger arbs
- odd-lot provisions
- busted stocks but with insiders massively purchasing shares
- cash shells with some (upcoming) action
- a lot of activist action (one of our highest alpha generating flags)
- drugs
- small softwarecos ready to fly
- ... and much more.

As always @ToffCap

Enjoy!
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Dimitry Nakhla | Babylon Capital®
ASML Holding $ASML is set to report Q3 2025 earnings in less than 8 hours 🗓️

REV est: €7.74B (+4% YoY)
EPS est: €5.36 (+2% YoY) https://t.co/iIFeCv2REH

ASML Holding $ASML Stock in 4 Charts 📊

1. Grew RPS & EPS at 21% & 22% CAGRs since 2015

2. Reduced Total Shares Outstanding by -7% over the last 5 years

3. Expanded Gross, Operating, & Net Margins

4. Service & Field Option Revenue rose at a +16% CAGR, now >23% of Total Revenue - Dimitry Nakhla | Babylon Capital®
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AkhenOsiris
Is there a more Peter Lynch stonk out there than $AMZN?...every Tom, Dick, and Harry (both senior amd junior) know the company and rely on it...has one of the best software businesses ever in existence, premier margins, exceptional growth at scale...has built up an advertising business that only ranks behind Meta and Google...is home to the NFL and NBA for years to come.

Valuation at the low end of its 10yr range. Lots of smoke that Anthropic revs will finally spark that AWS inflection (stonk still hostage to the cloud biz).

The problem? AI loser tag is sticking. But the company has a shit ton to gain from AI on the retail side, where profitability can really scale with physical AI.

If only Rip Van @ajassy would wake up. Let's fucking go.
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Dimitry Nakhla | Babylon Capital®
RT @mply_cap: My most recent buy is TransDigm ( $TDG )

First of all, it is not fair to call it an oligopoly with peers like Heico, Honeywell, and Safran. They are a collection of monopolies.

Introducing the company that has not had a red year since 2008 🧵
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Umesh
Wonderful sref!

[PROMPT] --chaos 50 --sref 506925685 --profile 6xd26z9 --stylize 500 https://t.co/NFOMDfhJZG
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Umesh
RT @LudovicCreator: @umesh_ai Great images and prompts Umesh

red moon --chaos 50 --sref 506925685 --profile 6xd26z9 --stylize 500 --v 7.0 https://t.co/EUUtn1y8VS
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Umesh
RT @guicastellanos1: @umesh_ai Amazing sref! here an aztec temple! https://t.co/BpwJ1vJqg4
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