Dimitry Nakhla | Babylon Capital®
Warren Buffett 1998 Berkshire Letter 📝

Topic: stock market charlatans, imaginative accounting, pumping stock price, manufacturing desired earnings to meet Wall Street estimates https://t.co/1XceAW2dvc
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Quiver Quantitative
BREAKING: Renaissance Technologies, founded legendary mathematician Jim Simons, has filed a portfolio update.

They sold approximately $1.3B of $HOOD.

They opened a new position in $RGTI.

They also opened a position in Ethereum.

Full portfolio up on Quiver, link below. https://t.co/72GPV41Cf2
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Finding Compounders
Joel Greenblatt on the Efficient Market Hypothesis https://t.co/KVs9LdIIBp
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AkhenOsiris
Asking for a friend, any tech chart that's not broken 😂
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Finding Compounders
How to think about ROE

Source: @FocusedCompound https://t.co/8QSHfH30Zy
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App Economy Insights
$NU Nubank Q3 FY25:

• Customers +16% Y/Y to 127M.
• Deposits +37% Y/Y to $38.8B.
• Revenue +42% Y/Y to $4.2B ($0.1B beat).
• Net income +41% Y/Y to $0.8B.
• EPS $0.16 ($0.01 beat). https://t.co/2e7AU9lXXw
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Dimitry Nakhla | Babylon Capital®
Chuck Akre’s updated Q3 25’ 13F (Dataroma)

Top 5 holdings: $MA $BN $KKR $V $MCO

Top Adds: $FICO $CPRT https://t.co/ep8uWgmH7b
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Fiscal.ai
NuBank Q3 Results

Total Revenue +42%
EPS +45%
Total Customers +16%
Revenue per Active Customer +22%
Customer Deposits +37%

$NU +1.7% after hours https://t.co/XdNLZVa3dr
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Finding Compounders
Aswath Damodaran on the shortfalls of ROIC

Source: @MT_Capital1 https://t.co/BLd8iltMAO
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Quiver Quantitative
Someone on Polymarket just bet $48K that Bitcoin will stay above $95,000 this month.

They will win $118K if they are correct. https://t.co/jpKiVXhJEE
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