Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Ferrari $RACE Q4 2025 Report 🗓️
✅ REV: €1.80B (+4% YoY)
✅ EPS: €2.14 (0% YoY)
💵 Q4 FCF €321M +45% YoY
💵 FY FCF €1.54B +50% YoY https://t.co/g8CjjpeaHK
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RT @DimitryNakhla: Ferrari $RACE Q4 2025 Report 🗓️
✅ REV: €1.80B (+4% YoY)
✅ EPS: €2.14 (0% YoY)
💵 Q4 FCF €321M +45% YoY
💵 FY FCF €1.54B +50% YoY https://t.co/g8CjjpeaHK
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Offshore
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Fiscal.ai
RT @Futurenvesting: Crazy to see @fiscal_ai has somehow identified me in the $HOOD earnings call and spelled my name right! 😍 https://t.co/TAPuQ0GtVi
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RT @Futurenvesting: Crazy to see @fiscal_ai has somehow identified me in the $HOOD earnings call and spelled my name right! 😍 https://t.co/TAPuQ0GtVi
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The Transcript
$TXN CFO: "Free cash flow for 2025 was $2.9 billion or 17% of revenue, representing an increase of 96% from 2024. Our free cash flow growth reflects the strength of our business model, as well as our decisions to invest in 300 mm manufacturing assets and inventory."
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$TXN CFO: "Free cash flow for 2025 was $2.9 billion or 17% of revenue, representing an increase of 96% from 2024. Our free cash flow growth reflects the strength of our business model, as well as our decisions to invest in 300 mm manufacturing assets and inventory."
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Offshore
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Brady Long
RT @compliantvc: American VCs brag about 48-hour due diligence.
I once spent 48 hours reviewing a startup’s cookie consent implementation.
We passed.
Speed is not a virtue.
Speed is a compliance violation waiting to happen.
In my Masterclass, I explain why “move fast and break things” is how empires collapse.
Lesson 5: Why American VCs Are Wrong About Speed.
Only serious founders will understand.
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RT @compliantvc: American VCs brag about 48-hour due diligence.
I once spent 48 hours reviewing a startup’s cookie consent implementation.
We passed.
Speed is not a virtue.
Speed is a compliance violation waiting to happen.
In my Masterclass, I explain why “move fast and break things” is how empires collapse.
Lesson 5: Why American VCs Are Wrong About Speed.
Only serious founders will understand.
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Offshore
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Benjamin Hernandez😎
$ARMK: Aramark’s Stealth Breakout
Up +3.52% on a Buy rating. Consumer services are getting selective, and $ARMK is winning the execution game in institutional dining services.
Next move for $ARMK is tracked in my pinned post.
$ARMK $SBUX $DRI $MAR $DIS https://t.co/zeHzterNUE
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$ARMK: Aramark’s Stealth Breakout
Up +3.52% on a Buy rating. Consumer services are getting selective, and $ARMK is winning the execution game in institutional dining services.
Next move for $ARMK is tracked in my pinned post.
$ARMK $SBUX $DRI $MAR $DIS https://t.co/zeHzterNUE
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game
$PLTR $SOFI $AMD $OPEN tweet
Offshore
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Bourbon Capital
John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/QExPBxXao9
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John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/QExPBxXao9
$AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N tweet
Offshore
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Bourbon Capital
John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/cC5ZsqkdeP
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John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position
Long $AMZN https://t.co/cC5ZsqkdeP
$AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N tweet
Offshore
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The Transcript
$RLX CEO: "Q4 revenue was $1.4 billion, up 43% year-over-year, and our Q4 bookings were at $2.2 billion, which is up 63% year-over-year..In 2025, we significantly exceeded our guidance, both on revenue, where we grew by 36%, and on bookings, where we grew by 55% year-over-year" https://t.co/Fw64CPrF4g
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$RLX CEO: "Q4 revenue was $1.4 billion, up 43% year-over-year, and our Q4 bookings were at $2.2 billion, which is up 63% year-over-year..In 2025, we significantly exceeded our guidance, both on revenue, where we grew by 36%, and on bookings, where we grew by 55% year-over-year" https://t.co/Fw64CPrF4g
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