Dimitry Nakhla | Babylon Capital®
RT @QualityInvest5: MASSIVE kudos to Dimitry for calling out $MEDP which is now up double since last year

This is not an irregular occurrence for his callouts

One of the best pages to follow on FinTwit if you already haven’t 😉👇 https://t.co/xsAQePjSvN

TWO days ago I suggested $MEDP becomes an interesting consideration at $330💵 (~9.5% below that day’s price)

Yesterday shares of $MEDP fell ~10%, reaching my target ✅

As I stated in the most recent analysis:

“As you can see, $MEDP appears to have attractive return potential if we assume >30x earnings, a valuation that may not be justified by its growth rate & one that’s subject to multiple compression if the growth rate slows (which is expected for 2025-2026 vs 2018-2023)

Today at $365.70💵 $MEDP appears to be a “hold”

I’d consider $MEDP closer to $330💵(~26.70x NTM EPS), or roughly 9.5% below today’s share price”
_______

Stay tuned for today’s updated valuation analysis on $MEDP 📝

#stocks #investing - Dimitry Nakhla | Babylon Capital®
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Clark Square Capital
One of the cheapest stocks I own is $BWMX -- Betterware de Mexico. BWMX is a direct sales company in Mexico (homewares, cosmetics) trading at 6x ’25 earnings and ~5x 2026 earnings.

After a long period of digestion, Betterware is back to growing its salesforce, which is likely to result in a re-rating. At 8-10x earnings, the stock could trade at $20-$25 vs ~$13 today. If no re-rating, you can still get paid through a mid-to-high-teens return through dividends (~10%) and debt paydown.

I am sharing my full write-up (no paywall) below.
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Yellowbrick Investing
$BWMX

One of the cheapest stocks I own is $BWMX -- Betterware de Mexico. BWMX is a direct sales company in Mexico (homewares, cosmetics) trading at 6x ’25 earnings and ~5x 2026 earnings.

After a long period of digestion, Betterware is back to growing its salesforce, which is likely to result in a re-rating. At 8-10x earnings, the stock could trade at $20-$25 vs ~$13 today. If no re-rating, you can still get paid through a mid-to-high-teens return through dividends (~10%) and debt paydown.

I am sharing my full write-up (no paywall) below. - Clark Square Capital
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Yellowbrick Investing
$RXO short

$RXO short thesis in 2-minutes. https://t.co/YIXsKtns3u - Keith Dalrymple
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Capital Employed
4 more Q3 fund letters just added. Including @alluvialcapital @lukewinchester9 and many more --->

https://t.co/wUDSfhTdYl https://t.co/be20InF58S
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Hidden Value Gems
Looks like the last bulls on $EVO are capitulating 🤔

Results are horrible for sure, but at least expectations and sentiment are now more than realistic.
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Capital Employed
Our regular quarterly post... 👇

What stock are you most bullish on sub $2 million?

(Please do re-tweet this so we can get as many ideas as possible. Thanks 🙏).
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Yellowbrick Investing
$1970.HK

$IMAX $1970hk Logic quickly being validated. This is an incredible business worth paying up for as it captures a wildly disproportionate share of value in the industry:
- 50% EBITDA margin, >20% profit margin;
- IMAX box office +29% domestically and 50% globally notwithstanding overall box office declining 11% YoY (>5% share domestically)
- Given the above demand, no surprise systems installs are booming - exhibitors and studios both need IMAX to draw crowds (hence the huge royalty IMAX can extract on both ends). Loads of white space still: - Dylan Marrello
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Investing visuals
From their peak:
• $CRWV is down -33%
• $NBIS is down -27%
• $IREN is down -25%

Year-to-date:
• $CRWV is up +203%
• $NBIS is up +223%
• $IREN is up +395%

Zoom out, pullbacks are healthy. https://t.co/6p2tm2PoSN
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Yellowbrick Investing
Quantum closes red today
- yay
- nay
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Quiver Quantitative
Things are heating up with Venezuela and we just saw a US congressman buy up shares in a defense contractor. https://t.co/NHwnseAT5t
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