Offshore
Dimitry Nakhla | Babylon Capitalยฎ A quality valuation analysis on $WM *๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ โ€ขNTM P/E Ratio: 24.97x โ€ข5-Year Mean: 27.63x โ€ขNTM FCF Yield: 4.38% โ€ข5-Year Mean: 3.13% As you can see, $WM appears to be trading below fair value Going forward, investors canโ€ฆ
๏ฟฝ๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
Fair Isaac $FICO Q4 2025 Estimates ๐Ÿ—“๏ธ

REV: 513.92M (+13% YoY)
EPS: $7.36 (+13% YoY)

Segments & KPIs ๐Ÿ‘‡๐Ÿฝ https://t.co/VALKf22cah
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Quiver Quantitative
We spent the last three months sounding the alarm on a purchase of $IREN stock by a US congressman.

The stock has now risen 342% since his purchase. https://t.co/XncSGovk49
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.

We estimate that she is now worth $281M.

Track politicians' portfolios here:
https://t.co/HWjy13y9Hx https://t.co/wQyJPvon2Q
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Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
Fair Isaac $FICO Q4 2025 Report ๐Ÿ—“๏ธ

โœ… REV: $515.8M (+14% YoY)
โœ… EPS: $7.75 (+18% YoY)

๐Ÿ“Š Scores Revenues $311.6M, +25% YoY https://t.co/0G02uFFNgh

Fair Isaac $FICO Q4 2025 Estimates ๐Ÿ—“๏ธ

REV: 513.92M (+13% YoY)
EPS: $7.36 (+13% YoY)

Segments & KPIs ๐Ÿ‘‡๐Ÿฝ https://t.co/VALKf22cah
- Dimitry Nakhla | Babylon Capitalยฎ
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App Economy Insights
$APP Applovin's margins are insane.

Who else even comes close? https://t.co/H1FJTppURF
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AkhenOsiris
$GOOGL $AMZN

Google is in early discussions to deepen its investment in Anthropic, Business Insider has learned.

The new round of funding could value Anthropic at more than $350 billion, according to one source familiar with the matter. The potential new deal, which is still being negotiated and is in flux, could also take the form of a strategic investment where Google provides additional cloud computing services to Anthropic, a convertible note, or a priced funding round early next year, according to sources familiar with the matter.

It's unclear how much Google would invest in this round or if there would be additional investors in this latest funding.
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