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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
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RT @drawl: @nearcyan Someone finally built this, I’ve been thinking about the hyperfinacialization of everything for a while and have wondered when gambling would reach consumer finance
I’m waiting for Klarna to add a “coin flip” option at checkout where you either get the item free or pay double
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RT @drawl: @nearcyan Someone finally built this, I’ve been thinking about the hyperfinacialization of everything for a while and have wondered when gambling would reach consumer finance
I’m waiting for Klarna to add a “coin flip” option at checkout where you either get the item free or pay double
tweet
Offshore
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Ahmad
succession is my all-time favorite show (my wife loathes it lol)
roman is my 2nd favorite character after tom
don't gamble, but take calculated risks, otherwise you might end up in the permanent underclass
goodnight https://t.co/O8FNVqYUtF
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succession is my all-time favorite show (my wife loathes it lol)
roman is my 2nd favorite character after tom
don't gamble, but take calculated risks, otherwise you might end up in the permanent underclass
goodnight https://t.co/O8FNVqYUtF
tweet
Offshore
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Investing visuals
Both $V and $MA report earnings next week.
Here’s how they stack up fundamentally 👇 https://t.co/v3AGYHWkop
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Both $V and $MA report earnings next week.
Here’s how they stack up fundamentally 👇 https://t.co/v3AGYHWkop
Packed earnings week ahead!
Notable names:
• Monday: $NXP, $WM
• Tuesday: $SOFI, $UNH, $PYPL, $V
• Wednesday: $META, $MSFT, $GOOGL, $NOW, $MELI
• Thursday: $AMZN, $AAPL, $COIN, $NET
Which one are you most looking forward to? https://t.co/jZBZEnHX0g tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Offering 33% Higher FCF Yield Than the S&P 500 (LTM) 💵
1. $MA 3.18%
2. $DHR 3.18%
3. $INTU 3.21%
4. $V 3.30%
5. $SPGI 3.61%
6. $ADP 4.19%
7. $CSU 4.21%
8. $ICE 4.94%
9. $ABNB 5.37%
10. $BKNG 5.54%
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$SPY FCF Yield 2.35% (LTM)
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10 Quality Stocks Offering 33% Higher FCF Yield Than the S&P 500 (LTM) 💵
1. $MA 3.18%
2. $DHR 3.18%
3. $INTU 3.21%
4. $V 3.30%
5. $SPGI 3.61%
6. $ADP 4.19%
7. $CSU 4.21%
8. $ICE 4.94%
9. $ABNB 5.37%
10. $BKNG 5.54%
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$SPY FCF Yield 2.35% (LTM)
$SPY The S&P 500 free cash flow yield currently sits at 2.35%. https://t.co/MQYaZZGvNE tweet