Offshore
Dimitry Nakhla | Babylon Capital® RT @Mexiape: No one that I’ve come across has broken down absolute winners every time like Dimitry, free financial knowledge you just have to read his analysis and make your call on when to buy. I only fumbled two picks I…
�𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @KoyfinCharts: $SPY The S&P 500 free cash flow yield currently sits at 2.35%. https://t.co/MQYaZZGvNE
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RT @KoyfinCharts: $SPY The S&P 500 free cash flow yield currently sits at 2.35%. https://t.co/MQYaZZGvNE
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App Economy Insights
$INTC Intel got a big cash infusion in Q3.
Ending the quarter with ~$31B in cash.
Boosted by:
• $5.7B in US government funding.
• $5.2B from divestitures (Altera & Mobileye).
A turning point in Intel’s turnaround story? https://t.co/bq49xi7Nss
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$INTC Intel got a big cash infusion in Q3.
Ending the quarter with ~$31B in cash.
Boosted by:
• $5.7B in US government funding.
• $5.2B from divestitures (Altera & Mobileye).
A turning point in Intel’s turnaround story? https://t.co/bq49xi7Nss
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Dimitry Nakhla | Babylon Capital®
Netflix continues to showcase robust growth in the Asia-Pacific (APAC) & Europe, Middle East, and Africa (EMEA) regions
$NFLX latest quarterly YoY growth by region:
APAC: +21%
EMEA: +18%
UCAN: +17%
LATAM: +10% https://t.co/4huAR5j6nO
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Netflix continues to showcase robust growth in the Asia-Pacific (APAC) & Europe, Middle East, and Africa (EMEA) regions
$NFLX latest quarterly YoY growth by region:
APAC: +21%
EMEA: +18%
UCAN: +17%
LATAM: +10% https://t.co/4huAR5j6nO
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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
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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 tweet
Ahmad
“grok, fix the algo and make no mistake”
— an intern, probably
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“grok, fix the algo and make no mistake”
— an intern, probably
@TheAhmadOsman dude, I really feel the X team is vibe algorithming, a social platform’s algo shouldn’t change so often tweet
X (formerly Twitter)
Yuchen Jin (@Yuchenj_UW) on X
@TheAhmadOsman dude, I really feel the X team is vibe algorithming, a social platform’s algo shouldn’t change so often