Offshore
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Dimitry Nakhla | Babylon CapitalĀ®
Mastercard is trading at its lowest valuation in the past year (P/E & FCF Yield) šø
Hereās $MA projected CAGR through 2028 assuming consensus EPS hits $25.86:
32x P/E: $827šµ ā¦ ~16.1% CAGR
31x P/E: $801šµ ā¦ ~14.9% CAGR
30x P/E: $775šµ ā¦ ~13.7% CAGR
29x P/E: $749šµ ā¦ ~12.5% CAGR
28x P/E: $724šµ ā¦ ~11.3% CAGR
27x P/E: $698šµ ā¦ ~10.0% CAGR
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Mastercard is trading at its lowest valuation in the past year (P/E & FCF Yield) šø
Hereās $MA projected CAGR through 2028 assuming consensus EPS hits $25.86:
32x P/E: $827šµ ā¦ ~16.1% CAGR
31x P/E: $801šµ ā¦ ~14.9% CAGR
30x P/E: $775šµ ā¦ ~13.7% CAGR
29x P/E: $749šµ ā¦ ~12.5% CAGR
28x P/E: $724šµ ā¦ ~11.3% CAGR
27x P/E: $698šµ ā¦ ~10.0% CAGR
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Offshore
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App Economy Insights
Microsoft and NVIDIA invest in Anthropic.
ā¢ $MSFT up to $5B.
ā¢ $NVDA up to $10B.
ā¢ Anthropic to spend $30B on Azure (1GW).
Claude AI gets access to the Copilot family.
And don't forget: $AMZN (~$8B) and $GOOG (~$3B) are already invested in Anthropic. https://t.co/4pEWhz2kMC
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Microsoft and NVIDIA invest in Anthropic.
ā¢ $MSFT up to $5B.
ā¢ $NVDA up to $10B.
ā¢ Anthropic to spend $30B on Azure (1GW).
Claude AI gets access to the Copilot family.
And don't forget: $AMZN (~$8B) and $GOOG (~$3B) are already invested in Anthropic. https://t.co/4pEWhz2kMC
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Offshore
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WealthyReadings
The Nvidia Microsoft Anthropic deal continues to prove that demand, need for compute is strong and that the ecosystem is growing as any ecosystem should grow.
$NVDA continues to take shares on appreciating assets in exchange for its expertise and hardware.
$MSFT does the same in exchange of its compute - which is then externalized to $NBIS and other neoclouds to some extend.
Anthropic gains access to a large market for its model and "cash-less" deals to expand and improve its service.
If AI ends up being monetized and deployed all around the world, a few red days in the market won't change the structural shift in tech that these kind of deals will create.
The market's short term pessimism is only a phase.
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The Nvidia Microsoft Anthropic deal continues to prove that demand, need for compute is strong and that the ecosystem is growing as any ecosystem should grow.
$NVDA continues to take shares on appreciating assets in exchange for its expertise and hardware.
$MSFT does the same in exchange of its compute - which is then externalized to $NBIS and other neoclouds to some extend.
Anthropic gains access to a large market for its model and "cash-less" deals to expand and improve its service.
If AI ends up being monetized and deployed all around the world, a few red days in the market won't change the structural shift in tech that these kind of deals will create.
The market's short term pessimism is only a phase.
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Fiscal.ai
The platform is back up!
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The platform is back up!
We are currently experiencing disruptions to the Terminal & API due to the widespread Cloudflare outages.
We will let you know as soon as our services are back up and running! tweet
X (formerly Twitter)
Fiscal.ai (@fiscal_ai) on X
We are currently experiencing disruptions to the Terminal & API due to the widespread Cloudflare outages.
We will let you know as soon as our services are back up and running!
We will let you know as soon as our services are back up and running!
Offshore
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WealthyReadings
$ONON is set to become the new global spotswear brand around the world.
Here's why š
š¹Rapid growing community around popular names like Roger Federer or Zendaya.
š¹Growth and demand all around the world, especially in Asia.
š¹Growing demand for their apparel and accessories.
š¹Innovations in the footwear market.
š¹Rapid growth in general boosted by a triple digit growth in Asia.
š¹Improving margins as management focuses on efficiency.
š¹Trading below historical and competition's multiples despite strong growth and demand indicators.
flat jacket ascavenger dexterity
The bear case?
š¹Exposure to U.S. and Europe comsuption which is pretty weak lately.
š¹Exposed to currency mix as the company is hosted in Switzerland - but this is out of their control and allows for an even stronger balance sheet.
š¹High growth expectations leave limited room for execution errors - but actual valuation gives enough margin to my opinion.
You'll find more details in the full breakdown below, but one conclusion stands: $ONON is set to become a giant in its sector and demand for its products is clearly growing more rapidly than for older brands. The shift is real.
Question is, how long before the market accepts that we need fresh new brands in the sector?
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$ONON is set to become the new global spotswear brand around the world.
Here's why š
š¹Rapid growing community around popular names like Roger Federer or Zendaya.
š¹Growth and demand all around the world, especially in Asia.
š¹Growing demand for their apparel and accessories.
š¹Innovations in the footwear market.
š¹Rapid growth in general boosted by a triple digit growth in Asia.
š¹Improving margins as management focuses on efficiency.
š¹Trading below historical and competition's multiples despite strong growth and demand indicators.
flat jacket ascavenger dexterity
The bear case?
š¹Exposure to U.S. and Europe comsuption which is pretty weak lately.
š¹Exposed to currency mix as the company is hosted in Switzerland - but this is out of their control and allows for an even stronger balance sheet.
š¹High growth expectations leave limited room for execution errors - but actual valuation gives enough margin to my opinion.
You'll find more details in the full breakdown below, but one conclusion stands: $ONON is set to become a giant in its sector and demand for its products is clearly growing more rapidly than for older brands. The shift is real.
Question is, how long before the market accepts that we need fresh new brands in the sector?
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Offshore
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App Economy Insights
$AMZN Amazon's Zoox is now offering early-access rides in its driverless cars in San Francisco.
https://t.co/1kHMvKgWWw
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$AMZN Amazon's Zoox is now offering early-access rides in its driverless cars in San Francisco.
https://t.co/1kHMvKgWWw
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Offshore
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WealthyReadings
$GOOG casually dropping a benchmark-breaking model built in-house, trained on their own TPUs & infra.
Meanwhile $MSFT $NVDA Anthropic OpenAI & the rest of the world busy signing partnershipsā¦ and still getting outperformed.
Google is such an AI loser.
https://t.co/P6KD461mml
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$GOOG casually dropping a benchmark-breaking model built in-house, trained on their own TPUs & infra.
Meanwhile $MSFT $NVDA Anthropic OpenAI & the rest of the world busy signing partnershipsā¦ and still getting outperformed.
Google is such an AI loser.
https://t.co/P6KD461mml
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Offshore
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Quiver Quantitative
BREAKING: Gemini 3.0 has been released by Google, $GOOGL.
Someone on Polymarket just won $91K.
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BREAKING: Gemini 3.0 has been released by Google, $GOOGL.
Someone on Polymarket just won $91K.
Check this out.
A new Polymarket account has placed a massive bet on Google, $GOOGL, releasing Gemini 3.0 in November.
They'll win $91,000 if correct. https://t.co/3G0RCYc0pB tweet