Dimitry Nakhla | Babylon Capital®
Mastercard $MA Q3 2025 Report 🗓️

✅ REV: $8.60B (+17% YoY)
✅ EPS: $4.38 (+13% YoY) https://t.co/JNjd9ZFeQN

13. Mastercard $MA (Thurs AM)

🗓️ REV Est: $8.53B (+17%)
🗓️ EPS Est: $4.31 (+11%)

💵 NTM P/E: 33x
💵 NTM FCF Yield: 3.15% https://t.co/vszoKpZw1S - Dimitry Nakhla | Babylon Capital®
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Clark Square Capital
RT @ClarkSquareCap: 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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Investing visuals
Detailed visual earnings recap of $META, $GOOGL, $MSFT, and $MELI just went out to subscribers.

In short:
• All key metrics at a glance
• Updated fair values
• Management highlights
• Core earnings takeaways

$AMZN, $AAPL, and $NOW are up next this week👌
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ToffCap
Weird $AMPG offering feels like something's (big) coming up... https://t.co/ti4qnRBPDq
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Investing visuals
OpenAI reportedly plans a potential $1 TRILLION IPO in 2027.

For their sake, I hope they still have some market share left by then.

$GOOGL and Anthropic are eating their lunch 👇 https://t.co/rTQErtFbOD
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Investing visuals
$DUOL storytime:

• 2022 ~ $83: A green what…? 🦉
• 2023 ~ $153: Looks interesting
• 2024 ~ $226: Great business
• 2025 ~ $329: 100x generational buy

March 2025 ~ $283: AI will kill it.

May 2025 ~ $519: Just kidding, 100x generational buy.

September 2025 ~ $271: AI will kill it.

Early October ~ $322: Or maybe it won’t.

Today ~ $268: AI will definitely kill it.

Oh man, the stock market really is an entertaining show 🤭

$DUOL visualized:

• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: will AI make $DUOL obsolete?

Let's dive in! 🧵👇 https://t.co/z07EkovQVS - Investing visuals
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ToffCap
Name says it all 👇👇 https://t.co/nIM2ajLMYt
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Quiver Quantitative
JUST IN: GlobalStar is exploring a sale to SpaceX, per Bloomberg.

$GSAT is up 28% on the news.
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AkhenOsiris
Still time to short air traffic controllers or has this already bottomed 🤦🏼‍♂️
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Investing visuals
$AMZN delivered a very strong Q3

• Revenue $180.1B vs Est. $177.8B
• EPS $1.95 vs Est. $1.57
• AWS revenue $33.0B vs Est. $32.4B

Q4 Guidance
• Revenue $210B vs Est. $209B

Beat & raise👌 https://t.co/SFHyeQpYAH
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