Offshore
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Dimitry Nakhla | Babylon Capital®
$FICO at a 3.62% FCF yield while growing FCF at >20% CAGR — risk/reward looks compelling 💵 https://t.co/BAbK3DL3YF
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$FICO at a 3.62% FCF yield while growing FCF at >20% CAGR — risk/reward looks compelling 💵 https://t.co/BAbK3DL3YF
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Javier Blas
RT @michaelh992: Essentially, Iran and the US are testing each other to see if there is even space for talks and trying to gauge "who wants talks more"
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RT @michaelh992: Essentially, Iran and the US are testing each other to see if there is even space for talks and trying to gauge "who wants talks more"
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Offshore
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Bourbon Capital
$FICO pricing power remains solid
Operating margins went from 18% in 2017 to 48% in 2025 https://t.co/wK7bvqZjzO
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$FICO pricing power remains solid
Operating margins went from 18% in 2017 to 48% in 2025 https://t.co/wK7bvqZjzO
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Offshore
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The Few Bets That Matter
$TMDX back below $130.
Beating flight records daily.
Trading at ~8x sales.
Growing 25%+.
Clinical trials advancing.
International expansion.
Why shouldn't I all in at this point... https://t.co/EORHRKxAu8
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$TMDX back below $130.
Beating flight records daily.
Trading at ~8x sales.
Growing 25%+.
Clinical trials advancing.
International expansion.
Why shouldn't I all in at this point... https://t.co/EORHRKxAu8
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Offshore
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Bourbon Capital
WallStreetBets picks for 2026 are getting hit today
$AMZN -2.5%
$RKLB -14.5%
$ASTS -13.67%
$GOOG -2.41%
$NBIS -12%
$RDDT -11%
$POET -10%
$PATH -1%
$MU -13%
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WallStreetBets picks for 2026 are getting hit today
$AMZN -2.5%
$RKLB -14.5%
$ASTS -13.67%
$GOOG -2.41%
$NBIS -12%
$RDDT -11%
$POET -10%
$PATH -1%
$MU -13%
$AMZN is WallStreetBets #1 stock pick for 2026
$PATH $NBIS $GOOG and $ASTS also ranks in the top 10 https://t.co/JSqyGtH9VJ tweet
Offshore
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The Transcript
$V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
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$V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
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Offshore
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Bourbon Capital
$NVDA invested $2 Billion in $CRWV at $87.20
Today the stock price is back to $82
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$NVDA invested $2 Billion in $CRWV at $87.20
Today the stock price is back to $82
80% of $NVDA portfolio is in CoreWeave, and they keep throwing more money at it.
$2 billion has been invested at $87.20 per share https://t.co/CeU2odnMRs tweet
Offshore
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The Few Bets That Matter
Bought more $BABA today, according to plan.
Fundamentals remain strong and still underestimated, mostly due to Sun Art and Intime’s muted growth.
Price action follows the same playbook; breakout on volume, retest without.
See you higher. https://t.co/G1Ien2BCq9
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Bought more $BABA today, according to plan.
Fundamentals remain strong and still underestimated, mostly due to Sun Art and Intime’s muted growth.
Price action follows the same playbook; breakout on volume, retest without.
See you higher. https://t.co/G1Ien2BCq9
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Offshore
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The Few Bets That Matter
$ORCL is down ~60% from ATH, in a straight line.
And we still think $IREN & $NBIS can go up 100%? https://t.co/FzDuijuz2T
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$ORCL is down ~60% from ATH, in a straight line.
And we still think $IREN & $NBIS can go up 100%? https://t.co/FzDuijuz2T
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