Dimitry Nakhla | Babylon Capital®
10 Quality Stocks | Lowest Multiple in Past 5 Years | NTM Multiple | 2-Year EPS Growth CAGR Est
$CPRT | 21.96x | 23.61x | 11%
$SPGI | 23.29x | 25.51x | 12%
$BRO | 16.70x | 16.70x | 11%
$INTU | 26.09x | 28.22x | 15%
$WM | 23.46x | 24.84x | 10%
$AMZN | 26.61x | 32.66x | 22%
$ROP | 21.01x | 21.06 | 11%
$ADP | 22.59x | 22.59x | 9%
$MMC | 17.48x | 17.48x | 12%
$VRSK | 27.19x | 28.95x | 11%
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10 Quality Stocks | Lowest Multiple in Past 5 Years | NTM Multiple | 2-Year EPS Growth CAGR Est
$CPRT | 21.96x | 23.61x | 11%
$SPGI | 23.29x | 25.51x | 12%
$BRO | 16.70x | 16.70x | 11%
$INTU | 26.09x | 28.22x | 15%
$WM | 23.46x | 24.84x | 10%
$AMZN | 26.61x | 32.66x | 22%
$ROP | 21.01x | 21.06 | 11%
$ADP | 22.59x | 22.59x | 9%
$MMC | 17.48x | 17.48x | 12%
$VRSK | 27.19x | 28.95x | 11%
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks | Lowest Multiple in Past 5 Years | NTM Multiple | 2-Year EPS CAGR Est
$CPRT | 21.96x | 23.61x | 11%
$SPGI | 23.29x | 25.51x | 12%
$BRO | 16.70x | 16.70x | 11%
$INTU | 26.09x | 28.22x | 15%
$WM | 23.46x | 24.84x | 10%
$AMZN | 26.61x | 32.66x | 22%
$ROP | 21.01x | 21.06 | 11%
$ADP | 22.59x | 22.59x | 9%
$MMC | 17.48x | 17.48x | 12%
$VRSK | 27.19x | 28.95x | 11%
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10 Quality Stocks | Lowest Multiple in Past 5 Years | NTM Multiple | 2-Year EPS CAGR Est
$CPRT | 21.96x | 23.61x | 11%
$SPGI | 23.29x | 25.51x | 12%
$BRO | 16.70x | 16.70x | 11%
$INTU | 26.09x | 28.22x | 15%
$WM | 23.46x | 24.84x | 10%
$AMZN | 26.61x | 32.66x | 22%
$ROP | 21.01x | 21.06 | 11%
$ADP | 22.59x | 22.59x | 9%
$MMC | 17.48x | 17.48x | 12%
$VRSK | 27.19x | 28.95x | 11%
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Offshore
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Quiver Quantitative
JUST IN: A Polymarket trader just bet almost $5K that the Federal Reserve will RAISE interest rates at the next meeting.
They will win $583K if they are correct. https://t.co/3BF4QzYucI
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JUST IN: A Polymarket trader just bet almost $5K that the Federal Reserve will RAISE interest rates at the next meeting.
They will win $583K if they are correct. https://t.co/3BF4QzYucI
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Quiver Quantitative
Representative Marjorie Taylor Greene just said:
"I feel like I’m playing on a team that doesn’t want to play and is refusing to win"
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Representative Marjorie Taylor Greene just said:
"I feel like I’m playing on a team that doesn’t want to play and is refusing to win"
Americans are on the brink of financial ruin and here is the state of your two political parties.
Democrats created this financial disaster by pumping trillions into the economy for their own covid lockdown payoffs and drove inflation to 40 yr record highs under Biden. Every Democrat in the House and Senate have voted NO to the CR to fund the government with most Dems voting yes to foreign aid and foreign wars, yet now they are taking the moral high ground over the health care CRISIS they created with Obamacare and ACA tax credits they voted to expire this year.
However my Republican colleagues are all sitting around powdering their white wigs debating the merits of the filibuster and how important it is to maintain full uniparty control while they continue to refuse to use the nuclear option to fund the government themselves.
And Johnson continues to refuse to allow us to go back to work in the House.
Republicans got sweeped in Tuesday’s election, which I fully expected and I’ve been the only Republican talking about affordability for Americans and the health insurance crisis for months and months now, but James Blair says that after the new year they will start talking about domestic policy. I don’t think many of these Americans are going to make it through Christmas.
Meanwhile, Milei got invited to the CPAC convention down at Mar-a-Lago and was dancing on stage in elation of course because he received a $40 billion dollar bail out from America and we got worthless pesos that won’t pay off anyone’s credit card debt.
The White House, who is talking about Christian persecution in Nigeria as a reason to start another foreign war, and is hosting the new Al-Qaeda president of Syria, who persecutes Christians himself.
Meanwhile, everyone, including the US Ambassador, Mike Huckabee ignores the Israeli Christian persecution in Bethlehem and the West Bank, which is the literal birthplace of Christ and Christianity.
I could go on and on.
Democrats have created a financial disaster and the billionaires running the admin can’t gaslight Americans and tell them that everything’s fine.
Because it’s not.
We said America First, and I for one meant it, to the point of America First and ONLY.
I feel like I’m playing on a team that doesn’t want to play and is refusing to win.
Wake up everyone!!! tweet
X (formerly Twitter)
Rep. Marjorie Taylor Greene🇺🇸 (@RepMTG) on X
Americans are on the brink of financial ruin and here is the state of your two political parties.
Democrats created this financial disaster by pumping trillions into the economy for their own covid lockdown payoffs and drove inflation to 40 yr record highs…
Democrats created this financial disaster by pumping trillions into the economy for their own covid lockdown payoffs and drove inflation to 40 yr record highs…
Wasteland Capital
Rather than the AI-driven efficiency savings we were promised, many (or even most) tech and non-tech companies reporting this quarter have announced major increases in expenses due to “AI investments”…
Great for shareholders of the cloud vendors, not so great for everyone else!
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Rather than the AI-driven efficiency savings we were promised, many (or even most) tech and non-tech companies reporting this quarter have announced major increases in expenses due to “AI investments”…
Great for shareholders of the cloud vendors, not so great for everyone else!
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Offshore
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App Economy Insights
From hype to hard numbers:
🕵️ $PLTR Otherworldly Growth
↗️ $AMD Data Center Margins Miss
📱 $APP AI Drives Record Profits
🛍️ $SHOP Growth & AI Costs Soar
🎧 $SPOT Ad Slump Continues
https://t.co/ZLjsQoqnmv
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From hype to hard numbers:
🕵️ $PLTR Otherworldly Growth
↗️ $AMD Data Center Margins Miss
📱 $APP AI Drives Record Profits
🛍️ $SHOP Growth & AI Costs Soar
🎧 $SPOT Ad Slump Continues
https://t.co/ZLjsQoqnmv
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AkhenOsiris
Stairs on the way up, elevator down...in a span of a few days, the elevator has come crashing down on AI sentiment (thanks to some own goals by OAI).
🐻 are growling vociferously, bubble talk reaching a fever pitch, "AI is useless!"
There's usually a middle ground somewhere in between the extremes.
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Stairs on the way up, elevator down...in a span of a few days, the elevator has come crashing down on AI sentiment (thanks to some own goals by OAI).
🐻 are growling vociferously, bubble talk reaching a fever pitch, "AI is useless!"
There's usually a middle ground somewhere in between the extremes.
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Clark Square Capital
RT @deusexdividend: On days like these where the market is a sea of red I'm looking for relative strength. As in, do I have good enough relationships with my relatives to crash on their couch for a few days because I'm poor again
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RT @deusexdividend: On days like these where the market is a sea of red I'm looking for relative strength. As in, do I have good enough relationships with my relatives to crash on their couch for a few days because I'm poor again
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Offshore
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Clark Square Capital
So many terrible takes on the Fear & Greed Index.
The fear & greed index is just a mechanical measure of market internals (breadth, put/call skew, etc.), not an investor gauge.
So stop quoting it as such! https://t.co/vPFvgDiGaU
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So many terrible takes on the Fear & Greed Index.
The fear & greed index is just a mechanical measure of market internals (breadth, put/call skew, etc.), not an investor gauge.
So stop quoting it as such! https://t.co/vPFvgDiGaU
I can't even imagine what a 10% correction would look like 😂 https://t.co/CNzmiWpjdj tweet
Offshore
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AkhenOsiris
RT @akhenosiris: For some reason, Friar's CNBC appearance with Sara Eisen during the 10am ET hour today was cancelled.
Maybe it was deemed moot after @sama post yesterday. Maybe they took @GavinSBaker advice.
Clip below from yesterday's Halftime Report https://t.co/2sRWiujUya
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RT @akhenosiris: For some reason, Friar's CNBC appearance with Sara Eisen during the 10am ET hour today was cancelled.
Maybe it was deemed moot after @sama post yesterday. Maybe they took @GavinSBaker advice.
Clip below from yesterday's Halftime Report https://t.co/2sRWiujUya
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Offshore
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AkhenOsiris
The New Normal
https://t.co/ir9EeMtv4b
@Kantrowitz
"But OpenAI is still a private company. And so without quarterly financial filings, its executives’ statements will serve as proxies for whether it’s acting with financial responsibility. Given how many companies are depending on its success today, that matters a lot.
Being private allows small companies to figure these things out on the way to an IPO. But OpenAI is now so large that it has effectively outrun the grace period.
The company’s ramp up has happened so fast this new environment may seem bewildering. OpenAI said ChatGPT had 200 million users in August 2024, it doubled that to 400 million users in February 2025, and it doubled it again to 800 million users last month. The company had $5.5 billion in annualized revenue in 2024, it’s on track for $20 billion annualized revenue by the end of this year. It is the fastest-growing startup of all time, and it’s not particularly close.
To his credit, Altman said he’d welcome public-market scrutiny, at least to some degree, after making his “If you want to sell your shares, I’ll find you a buyer,” remark to investor Brad Gerstner. Speaking of his skeptics, Altman said, “I would love to tell them they could just short the stock, and I would love to see them get burned on that.”
But until that happens, the public will look at whatever Altman and his lieutenants say to make their best guess as to whether this historic private company might tank the stock market or send it to new heights (and the economy, potentially, as well).
This will magnify every little utterance, and the OpenAI team will need to appreciate that to avoid further episodes like the one it’s just experienced. It may not be totally fair, but it is the new normal."
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The New Normal
https://t.co/ir9EeMtv4b
@Kantrowitz
"But OpenAI is still a private company. And so without quarterly financial filings, its executives’ statements will serve as proxies for whether it’s acting with financial responsibility. Given how many companies are depending on its success today, that matters a lot.
Being private allows small companies to figure these things out on the way to an IPO. But OpenAI is now so large that it has effectively outrun the grace period.
The company’s ramp up has happened so fast this new environment may seem bewildering. OpenAI said ChatGPT had 200 million users in August 2024, it doubled that to 400 million users in February 2025, and it doubled it again to 800 million users last month. The company had $5.5 billion in annualized revenue in 2024, it’s on track for $20 billion annualized revenue by the end of this year. It is the fastest-growing startup of all time, and it’s not particularly close.
To his credit, Altman said he’d welcome public-market scrutiny, at least to some degree, after making his “If you want to sell your shares, I’ll find you a buyer,” remark to investor Brad Gerstner. Speaking of his skeptics, Altman said, “I would love to tell them they could just short the stock, and I would love to see them get burned on that.”
But until that happens, the public will look at whatever Altman and his lieutenants say to make their best guess as to whether this historic private company might tank the stock market or send it to new heights (and the economy, potentially, as well).
This will magnify every little utterance, and the OpenAI team will need to appreciate that to avoid further episodes like the one it’s just experienced. It may not be totally fair, but it is the new normal."
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