Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $FICO incremental operating margins since Q1 2024 (QoQ)🏦

Q4 2023 → Q1 2024: 187%
Q1 2024 → Q2 2024: 84%
Q2 2024 → Q3 2024: -33%
Q3 2024 → Q4 2024: 116%
Q4 2024 → Q1 2025: 128%
Q1 2025 → Q2 2025: 113%
Q2 2025 → Q3 2025: 45%
Q3 2025 → Q4 2025: 123%
Q4 2025 → Q1 2026: 82% https://t.co/Q8Q7x7rRcy

Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a company’s moat & pricing power💸

Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.

Here’s how to calculate it:

Pick two periods (Year 1 → Year 2)

Year 1 Revenue: $10B
Year 2 Revenue: $12B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟐𝐁

Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟏𝐁

𝐈𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 = Δ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 / Δ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞

So: $1B / $2B = 50%

𝘔𝘦𝘢𝘯𝘪𝘯𝘨: 50 cents of every new $1 of revenue fell to operating profit.
___

Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage — the traits that allow a great business to compound faster as it scales. It’s one of the cleanest ways to see whether a company’s moat is strengthening & efficiently scaling.

I’ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example 👇🏽

$FICO $MSFT $MA $NFLX - Dimitry Nakhla | Babylon Capital®
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God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
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Moon Dev
hyperliquid's HLP turned $1000 into $140,000,000

so im watching their every move

i dont fully know their strategy yet, but me and the ppl in the zooms know more than 99% https://t.co/LnTwty9GJ1
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God of Prompt
RT @godofprompt: Every business owner I talk to has the same problem.

They're drowning in data. Spreadsheets everywhere. Revenue in one place. Customer data in another. Marketing metrics in a third.
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God of Prompt
RT @godofprompt: This guy literally shares how openclaw (clawdbot) works https://t.co/YenkFyXnKo
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God of Prompt
RT @alex_prompter: the best 20 accounts to follow in AI:

@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf_ = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king

follow them all and learn.
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God of Prompt
moltbook is the first experiment of agents in the wild.

we can see them trying to create their own language.

but because it's vibe coded, it's vulnerable to exploits.

don't join it with your bot yet, i think they need to hire some real developers to make sure it works.

Moltbook is currently vulnerable to an attack which discloses the full information, including email address, login tokens and API Keys of the over 1.5 million registered users. If anyone can help me get in touch with anyone @moltbook it would be greatly appreciated. https://t.co/xepDh4Dtjn - Nagli
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Moon Dev
How I Built a Python Trading Bot With a 293% ROI: The Exact Logic for 24/7 Gains
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God of Prompt
RT @godofprompt: This guy literally dropped a 25-min masterclass on Lovable from idea to MVP!
https://t.co/wOq5SaNAX7
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Moon Dev
missed

you missed the quant zoom and it was packed

dont worry you can still catch the next one

you get the api key and quant app when you join

grab your spot here https://t.co/JbJdIbVuzB

moon dev
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