Dimitry Nakhla | Babylon Capital®
10 Quality Compounders PEG <2.50x 📈

1. $MA 2.37 💳

2. $META 2.35x 🖱️

3. $MSFT 2.03 ☁️

4. $BKNG 1.86 ✈️

5. $NFLX 1.86 📺

6. $AMZN 1.73 📦

7. $GOOG 1.72 🖱️

8. $ASML 1.69x 💿

9. $MELI 1.65 🫱🏼‍🫲🏻

10. $NVDA 1.38 🤖
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Data: Finviz … PEG (P/E ➗ EPS Growth Est)
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Quiver Quantitative
We posted this video last week.

A couple days after we posted, the Trump administration announced a deal with Novo Nordisk.

$NVO is up 7% today, after announcing that it will not raise its acquisition offer for Metsera. https://t.co/BoSzZbvOOo
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Fiscal.ai
Constellation Software is now trading at its lowest EBIT multiple in more than 5 years.

EV/EBIT: 29.4x

Is this too cheap for the VMS serial acquirer?

$CSU https://t.co/umFqz3FQZX
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Quiver Quantitative
BREAKING: Jack Schlossberg, JFK’s only grandson, is running for Congress in New York’s 12th district.

He has said that his campaign will not take any corporate PAC money. https://t.co/y3V4FFuor1
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Finding Compounders
Jack Ringwald of National Indemnity lays down his Investment Process

He recounts how he missed out on investing with a young Warren Buffett.

Buffett wanted him to invest $50 000 while Jack was only willing to invest $10 000 https://t.co/7Br0T30DW6
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Finding Compounders
All Investing is value investing

Charlie Munger https://t.co/ujhVOGrM2U
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Finding Compounders
Buffett on why he thinks it’s not helpful to have a macro economic view https://t.co/2JkecKDB7n
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Finding Compounders
Where does Buffett like to fish ? https://t.co/dZUIoolBHW
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Finding Compounders
Cornelius Vanderbilt’s response after getting stiffed https://t.co/QICJO0I7r9
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Finding Compounders
Just so you understand how good Walter Schloss was. https://t.co/tuV4N1w6Jy
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