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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: A few noteworthy observations on $UBER
Revenue mix has materially diversified
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ is no longer the whole story โ ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ has gone from negligible to meaningful contributors over time, reducing reliance on a single segment
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ continues to scale, even as growth normalizes. Absolute mobility revenue keeps climbing to new highs, while YoY growth has settled into a more sustainable range
๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ is re-accelerating. After a digestion phase, Delivery growth has picked back up into the high-teens / low-20% range, showing the segment still has legs at scale
๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐ฆ๐ฏ๐จ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต keeps expanding as ๐๐ฐ๐ฏ๐ต๐ฉ๐ญ๐บ ๐๐ค๐ต๐ช๐ท๐ฆ ๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐๐ฐ๐ฏ๐ด๐ถ๐ฎ๐ฆ๐ณ๐ด have steadily increased to new highs, reinforcing Uberโs network effects across rides, delivery, & freight
A combination of scaling, diversification, & improving durability across the platform
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RT @DimitryNakhla: A few noteworthy observations on $UBER
Revenue mix has materially diversified
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ is no longer the whole story โ ๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ has gone from negligible to meaningful contributors over time, reducing reliance on a single segment
๐๐จ๐๐ข๐ฅ๐ข๐ญ๐ฒ continues to scale, even as growth normalizes. Absolute mobility revenue keeps climbing to new highs, while YoY growth has settled into a more sustainable range
๐๐๐ฅ๐ข๐ฏ๐๐ซ๐ฒ is re-accelerating. After a digestion phase, Delivery growth has picked back up into the high-teens / low-20% range, showing the segment still has legs at scale
๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐ฆ๐ฏ๐จ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต keeps expanding as ๐๐ฐ๐ฏ๐ต๐ฉ๐ญ๐บ ๐๐ค๐ต๐ช๐ท๐ฆ ๐๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐๐ฐ๐ฏ๐ด๐ถ๐ฎ๐ฆ๐ณ๐ด have steadily increased to new highs, reinforcing Uberโs network effects across rides, delivery, & freight
A combination of scaling, diversification, & improving durability across the platform
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Moon Dev
the riskiest thing a trader can take
is to bet on their emotions over the next 1000 trades https://t.co/EiEUr4ktuj
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the riskiest thing a trader can take
is to bet on their emotions over the next 1000 trades https://t.co/EiEUr4ktuj
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App Economy Insights
$META Zuck launches "Meta Compute."
โข New top-level AI infrastructure unit
โข Led by Santosh Janardhan (ex-Google)
โข Building tens of gigawatts this decade
โข Hundreds of gigawatts over time โก๏ธ https://t.co/CfMxwwQZ5Q
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$META Zuck launches "Meta Compute."
โข New top-level AI infrastructure unit
โข Led by Santosh Janardhan (ex-Google)
โข Building tens of gigawatts this decade
โข Hundreds of gigawatts over time โก๏ธ https://t.co/CfMxwwQZ5Q
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Clark Square Capital
RT @Reignots: The news isnโt even on any of $GRVY news or SEC filings since it happened at the GungHo level - Gravity is 20-25% of GungHoโs equity value at current discount so itโs a material part of the turnaround story being pushed by Strategic. Few besides @ClarkSquareCap is on top of this. https://t.co/KgdmRFoYIh
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RT @Reignots: The news isnโt even on any of $GRVY news or SEC filings since it happened at the GungHo level - Gravity is 20-25% of GungHoโs equity value at current discount so itโs a material part of the turnaround story being pushed by Strategic. Few besides @ClarkSquareCap is on top of this. https://t.co/KgdmRFoYIh
This is it - the ignition catalyst. Didnโt think weโd ever get that fossil out. A big win for Japanese activism. PT $80-100 if ANY return of capital is considered. $GRVY tweet
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The Few Bets That Matter
$DUOL just made a fresh 52-week low.
It doesnโt matter how much you like it, the stock wonโt be rewarded until we have a clear view on growth. At 8ร sales, anything under 30% growth gets punished.
The market prices the future, not the past. Stop looking backward, past growth doesn't matter.
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$DUOL just made a fresh 52-week low.
It doesnโt matter how much you like it, the stock wonโt be rewarded until we have a clear view on growth. At 8ร sales, anything under 30% growth gets punished.
The market prices the future, not the past. Stop looking backward, past growth doesn't matter.
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Startup Archive
RT @perchdotapp: Sam Altman on how Paul Grahamโs essays inspired him to get into startups
โI think like many other people, my introduction to the startup world and excitement about it came from reading PGโs essays. Heโs an unbelievable writer . . . I think a whole generation of us copied PG in all of these ways. Although he was never like, โLet me teach you a class on how to write,' I and others clearly took a lot of inspiration because he just does it in a style that resonates so much. Like if you go read an average business book versus a PG essay, itโs like theyโre both business writing, but other than that, theyโre different species. He says interesting stuff. He says it clearly. He doesnโt waste your time. Nothing feels fake.โ
source: @david_perell
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RT @perchdotapp: Sam Altman on how Paul Grahamโs essays inspired him to get into startups
โI think like many other people, my introduction to the startup world and excitement about it came from reading PGโs essays. Heโs an unbelievable writer . . . I think a whole generation of us copied PG in all of these ways. Although he was never like, โLet me teach you a class on how to write,' I and others clearly took a lot of inspiration because he just does it in a style that resonates so much. Like if you go read an average business book versus a PG essay, itโs like theyโre both business writing, but other than that, theyโre different species. He says interesting stuff. He says it clearly. He doesnโt waste your time. Nothing feels fake.โ
source: @david_perell
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The Few Bets That Matter
$META & co's compute will go to $NBIS & co.
Hyperscalers wonโt carry all the overbuild risk. Theyโve already started pushing it downstream; thatโs the new normal.
Expect more deals, many more.
How the market prices risk is the real question, but short term, my two cents are long. Very long. Because the market is yet to realize that demand justifies spending.
For now.
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$META & co's compute will go to $NBIS & co.
Hyperscalers wonโt carry all the overbuild risk. Theyโve already started pushing it downstream; thatโs the new normal.
Expect more deals, many more.
How the market prices risk is the real question, but short term, my two cents are long. Very long. Because the market is yet to realize that demand justifies spending.
For now.
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AkhenOsiris
$MGNI
Benchmark analyst Dan Kurnos reiterated a Buy rating and $31 price target on Magnite.
The analyst commented, "We are kicking off the first of our 2026 top ideas by going back to the well with the return of one of our 2024 best ideas โ Magnite. We suspect this will be a somewhat controversial pick given the shifting industry landscape and the rise of AI. That being said, we see multiple positive catalysts on the horizon for Magnite in what should be a stellar year for CTV growth even outside of premium events including the Olympics, the World Cup, and political, with Netflix (NFLX: Hold) leading the international AVOD charge and Amazon (AMZN: Buy) DSP continuing to make substantial inroads in the DV+ arena. We think competitive threats from OpenAds will prove to be overblown in short order while the adtech remedy ruling is likely to land early this year. In the meantime, shares of Magnite trade at just under 10x EV/EBITDA on 2026 numbers despite a consistent mid-teens EBITDA growth rate and a net cash position, with the converts due to be paid in full, further juicing an already stellar free cash flow that could be north of $200 million. Shares are also near the lower end of the recent trading range, as an elevated short interest suggests ongoing skepticism and a robust share buyback suggests a healthier floor. We think we could be right even without any Google tailwinds at all in 2026 as, just like Roku, we believe the momentum witnessed in 2025 will carry over into the new year and beyond."
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$MGNI
Benchmark analyst Dan Kurnos reiterated a Buy rating and $31 price target on Magnite.
The analyst commented, "We are kicking off the first of our 2026 top ideas by going back to the well with the return of one of our 2024 best ideas โ Magnite. We suspect this will be a somewhat controversial pick given the shifting industry landscape and the rise of AI. That being said, we see multiple positive catalysts on the horizon for Magnite in what should be a stellar year for CTV growth even outside of premium events including the Olympics, the World Cup, and political, with Netflix (NFLX: Hold) leading the international AVOD charge and Amazon (AMZN: Buy) DSP continuing to make substantial inroads in the DV+ arena. We think competitive threats from OpenAds will prove to be overblown in short order while the adtech remedy ruling is likely to land early this year. In the meantime, shares of Magnite trade at just under 10x EV/EBITDA on 2026 numbers despite a consistent mid-teens EBITDA growth rate and a net cash position, with the converts due to be paid in full, further juicing an already stellar free cash flow that could be north of $200 million. Shares are also near the lower end of the recent trading range, as an elevated short interest suggests ongoing skepticism and a robust share buyback suggests a healthier floor. We think we could be right even without any Google tailwinds at all in 2026 as, just like Roku, we believe the momentum witnessed in 2025 will carry over into the new year and beyond."
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