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@DimitryNakhla Avatar @DimitryNakhla Dimitry Nakhla | Babylon Capitalยฎ

There are no recent news or social posts about Dimitry Nakhla from Babylon Capital. Dimitry Nakhla's name does not appear in the provided tweets.

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% currencies XXXX%

Social topic influence $bkng #2, $fico 10.77%, $spgi #6, $ma #25, stocks 7.69%, cagr #21, business 7.69%, $tdg #12, $amzn #110, $meli #22

Top accounts mentioned or mentioned by @shivamkashan @invest091 @investsavuri @biopadawan @saynototrading @thelongaj @bramvgenechten @sojustfollowme @anc4578 @drunkdividends @returnsjourney @billackman @koyfincharts @bg2pod @dividendlearn @garpandchill @cgasparino @dividend_learn @latestartinvest @investibrew

Top assets mentioned Booking Holdings Inc (BKNG) Fair Isaac, Corp. (FICO) S&P Global Inc (SPGI) Mastercard, Inc. (MA) TransDigm Group, Inc. (TDG) Amazon.com, Inc. (AMZN) MercadoLibre Inc (MELI) Neurobro (BRO) Copart, Inc. (CPRT) Airbnb Inc (ABNB) Roper Technologies Inc (ROP) NVIDIA Corp. (NVDA) Decentral Games ICE (ICE) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Lam Research Corporation (LRCX) Netflix Inc (NFLX) Synopsys, Inc. (SNPS) Howmet Aerospace Inc (HWM) Verisk Analytics, Inc. (VRSK) Waste Management, Inc. (WM) Adappter Token (ADP) Metadium (META) General Electric Company (GE) Adobe, Inc. (ADBE) Applovin Corporation (APP) Sherwin-Williams Co (SHW) Costco Wholesale Corporation (COST) Fastenal Company (FAST) Cadence Design Systems Inc (CDNS) Costco Hot Dog (COST) Tractor Supply Co (TSCO) Monster Beverage Corp (MNST) Effect.AI (EFX) IDEXX Laboratories, Inc. (IDXX) Factset Research Systems, Inc. (FDS) Brookfield Corporation (BN) KKR & Co, Inc. (KKR) Moody's Corporation (MCO) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Msci Inc (MSCI)

Top Social Posts

Top posts by engagements in the last XX hours

"10 Quality Stocks & CAGR Potential Based on 2028 EPS Est & Reasonable Multiples ๐Ÿ’ต X. $V XX% 27x X. $SPGI XX% 28x X. $MSFT XX% 29x X. $NVDA XX% 25x X. $ABNB XX% 26x X. $MA XX% 30x X. $BKNG XX% 21x X. $ICE XX% 25x X. $AMZN XX% 28x XX. $MELI XX% 33x"
X Link 2025-12-05T11:21Z 16.4K followers, 18.3K engagements

"$BKNG rarely stays below an 18x earnings multiple for long ๐Ÿ‘€ $BKNG is expected to grow EPS at a 15%18% CAGR from 2025 to 2028 Thats an attractive PEG ๐Ÿ’ต"
X Link 2025-12-03T12:04Z 16.4K followers, 15.6K engagements

"This has always been true amazing how quickly sentiment & narratives follow price Not suggesting David didnt hold this position in prior years just noting that many who were bearish on $GOOG in the mid $100s are now turning bullish in the $300s using the same arguments that were already valid back then"
X Link 2025-12-04T04:58Z 16.4K followers, 6052 engagements

"15 Quality Compounders PEG 2.50x ๐Ÿ“ˆ X. $META XXXX ๐Ÿ–ฑ X. $LRCX XXXX ๐Ÿ–จ X. $MA XXXX ๐Ÿ’ณ X. $MSFT XXXX โ˜ X. $BKNG XXXX โœˆ X. $ABNB XXXX ๐Ÿ X. $GOOG XXXX ๐Ÿ–ฑ X. $ASML XXXX โ˜€ X. $GE XXXX ๐Ÿ›ฉ XX. $ADBE XXXX ๐Ÿ“ธ XX. $NFLX XXXX ๐Ÿ“บ XX. $MELI XXXX ๐Ÿค XX. $AMZN XXXX ๐Ÿ“ฆ XX. $APP XXXX ๐Ÿค– XX. $NVDA XXXX ๐Ÿ’ฝ ___ Data: Finviz PEG (P/E โž— EPS Growth Est)"
X Link 2025-12-08T14:30Z 16.4K followers, 20.6K engagements

"15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR ๐Ÿ’ฐ Equifax $EFX X% ๐ŸŽจ Sherwin Williams $SHW X% ๐Ÿ›’ Costco $COST X% ๐Ÿถ Idexx Labs $IDXX X% ๐Ÿ“ˆ FactSet Research $FDS X% ๐Ÿ”ฉ Fastenal $FAST XX% ๐Ÿ‘พ Synopsys $SNPS XX% ๐Ÿ’ผ Brown & Brown $BRO XX% ๐Ÿšœ Tractor Supply $TSCO XX% ๐Ÿ’พ Cadence Design $CDNS XX% ๐Ÿฅค Monster Becerage $MNST XX% ๐Ÿฆ Intercontinental Exchange $ICE XX% ๐ŸŽฅ Netflix $NFLX XX% ๐Ÿ“ฆ Amazon $AMZN XX% ๐Ÿค MercadoLibre $MELI 38%"
X Link 2025-04-18T11:38Z 16.4K followers, 16.6K engagements

"Brown & Brown $BRO is starting to pique my interest its a high-quality consistent business trading at a price slightly below fair value Around $XX based on its current fundamentals and future growth $BRO looks like a strong buy with a solid margin of safety"
X Link 2025-07-19T20:44Z 16.4K followers, 12.2K engagements

"Fair Isaac $FICO Stock in X Charts ๐Ÿ“Š X. Last X years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -XXX% ($9M) X. A -XX% decrease in shares outstanding & +26% CAGR in basic EPS X. FCF Margins nearly tripled since 2015 X. Steady increase in ROCE"
X Link 2025-08-29T12:00Z 16.4K followers, 12.7K engagements

"TransDigm in its largest drawdown since 2022 & trades for a XXX% Forward FCF Yield $TDG ๐Ÿ›ฉ"
X Link 2025-09-05T22:21Z 16.4K followers, 5495 engagements

"Booking Holdings stock trades at 22x NTM EPS estimates with expected mid-teens earnings growth over the coming years $BKNG has also reduced its shares outstanding an impressive -XX% over the past XX years"
X Link 2025-10-06T15:59Z 16.4K followers, 22.8K engagements

"Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge ๐Ÿ’ต $FICO"
X Link 2025-10-08T18:53Z 16.4K followers, 10.7K engagements

"1. S&P Global $SPGI +33%"
X Link 2025-10-14T13:06Z 16.4K followers, 1514 engagements

"2. TransDigm $TDG +34%"
X Link 2025-10-14T13:06Z 16.4K followers, 1244 engagements

"8. ASML Holding $ASML +47%"
X Link 2025-10-14T13:06Z 16.4K followers, XXX engagements

"9. Fair Isaac $FICO +56%"
X Link 2025-10-14T13:06Z 16.4K followers, 1029 engagements

"Booking Holdings stock trades at 20x NTM EPS estimates with a projected XX% EPS CAGR from 2026-2028 ๐Ÿ’ต If $BKNG meets 2028s $XXX EPS estimate heres its potential CAGR: 24x XXXX% 23x XXXX% 22x XXXX% 21x XXXX% 20x XXXX% 19x 8.8%"
X Link 2025-10-17T19:52Z 16.4K followers, 7852 engagements

"6. Visa $V (Tues PM) ๐Ÿ—“ REV Est: $10.61B (+10%) ๐Ÿ—“ EPS Est: $XXXX (+10%) ๐Ÿ’ต NTM P/E: 28x ๐Ÿ’ต NTM FCF Yield: 3.36%"
X Link 2025-10-26T15:05Z 16.3K followers, 11.8K engagements

"7. Booking Holdings $BKNG (Tues PM) ๐Ÿ—“ REV Est: $10.61B (+10%) ๐Ÿ—“ EPS Est: $XXXX (+10%) ๐Ÿ’ต NTM P/E: 28x ๐Ÿ’ต NTM FCF Yield: 3.36%"
X Link 2025-10-26T15:05Z 16.4K followers, XXX engagements

"15. Intercontinental Exch $ICE (Thurs AM ๐Ÿ—“ REV Est: $2.41B (+3%) ๐Ÿ—“ EPS Est: $XXXX (+4%) ๐Ÿ’ต NTM P/E: 22x ๐Ÿ’ต NTM FCF Yield: 5.10%"
X Link 2025-10-26T15:06Z 16.4K followers, XXX engagements

"16. Howmet Aerospace $HWM (Thurs AM) ๐Ÿ—“ REV Est: $2.04B (+11%) ๐Ÿ—“ EPS Est: $XXXX (+28%) ๐Ÿ’ต NTM P/E: 51x ๐Ÿ’ต NTM FCF Yield: 1.70%"
X Link 2025-10-26T15:06Z 16.4K followers, XXX engagements

"Booking Holdings $BKNG Q3 2025 Report ๐Ÿ—“ โœ… REV: $9.01B (+9% YoY) โœ… EPS: $XXXXX (+19% YoY) ๐Ÿ’ต Gross Bookings $49.7B +14% YoY"
X Link 2025-10-28T20:10Z 16.4K followers, 7486 engagements

"Fair Isaac $FICO Q4 2025 Estimates ๐Ÿ—“ REV: 513.92M (+13% YoY) EPS: $XXXX (+13% YoY) Segments & KPIs ๐Ÿ‘‡๐Ÿฝ"
X Link 2025-11-05T18:00Z 16.3K followers, 20.4K engagements

"Fair Isaac $FICO Q4 2025 Report ๐Ÿ—“ โœ… REV: $515.8M (+14% YoY) โœ… EPS: $XXXX (+18% YoY) ๐Ÿ“Š Scores Revenues $311.6M +25% YoY"
X Link 2025-11-05T21:31Z 16.4K followers, 14.7K engagements

"Chuck Akres updated Q3 XX 13F (Dataroma) Top X holdings: $MA $BN $KKR $V $MCO Top Adds: $FICO $CPRT"
X Link 2025-11-13T21:43Z 16.4K followers, 74.9K engagements

"$MA was JUST trading at a XXX% FCF yield ๐Ÿ’ต Heres what $MA has returned (CAGR %) each time it traded for a XXX% FCF yield for the first time in a given year since 2018 X. +15.1% CAGR (6/12/18) X. +13.9% CAGR (4/2/19) X. +15.6% CAGR (6/16/22) X. +17.2% CAGR (4/3/23) X. โ“ (11/18/25) ___ . . . . "
X Link 2025-12-01T13:08Z 16.4K followers, 13.4K engagements

"Heres a lesser-known quality compounder worth adding to your watchlist: Howmet Aerospace $HWM ๐Ÿ›ฉ A $10000 investment in $HWM X years ago would be worth $102140 today Below is the companys revenue breakdown across its four key segments Net income margins have significantly expanded since 2020 ___ $HWM return metrics: LTM ROIC: XX% LTM ROCE: XX% LTM ROE: XX% ___ $HWM financial position: Total cash & short-term inv: $545M Long-term debt: $3.25B FFO interest coverage ratio: 8.84x S&P Credit Rating: BBB+"
X Link 2025-10-12T15:54Z 16.4K followers, 9019 engagements

"During the second quarter of fiscal 2025 TransDigm repurchased 42669 shares of its common stock at an average price per share of $1249.52 for a total amount of approximately $XX million. Whys this relevant Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly XX% annualized returns $TDG trades near $1250"
X Link 2025-10-18T20:31Z 16.4K followers, 48.8K engagements

"5 High-Quality Stocks With Good CAGR Potential Assuming Reasonable Multiples ๐Ÿ’ต ๐Ÿ“ฆ Amazon $AMZN 2028E EPS: $XXXXX Multiple: 29x CAGR: +12% ๐Ÿ’ฐ S&P Global $SPGI 2028E EPS: $XXXXX Multiple: 28x CAGR: +13% ๐Ÿฆ Fair Isaac $FICO 2028E EPS: $XXXXX Multiple: 36x CAGR: +13% โœˆ Booking Holdings $BKNG 2028E EPS: $XXXXXX Multiple: 23x CAGR: +15% ๐Ÿซฑ๐Ÿผ๐Ÿซฒ๐Ÿป MercadoLibre $MELI 2028E EPS: $XXXXXX Multiple: 30x CAGR: +18% _______ *Estimates can change"
X Link 2025-10-24T12:00Z 16.4K followers, 24.5K engagements

"3. FTAI Aviation $FTAI (Mon PM) ๐Ÿ—“ REV Est: $657.67M (+41%) ๐Ÿ—“ EPS Est: $XXXX (+41%) ๐Ÿ’ต NTM P/E: 31x ๐Ÿ’ต NTM FCF Yield: 3.16%"
X Link 2025-10-26T15:05Z 16.4K followers, 1255 engagements

"4. MSCI Inc $MSCI (Tues AM) ๐Ÿ—“ REV Est: $797.83M (+10%) ๐Ÿ—“ EPS Est: $XXXX (+13%) ๐Ÿ’ต NTM P/E: 30x ๐Ÿ’ต NTM FCF Yield: 3.80%"
X Link 2025-10-26T15:05Z 16.4K followers, XXX engagements

"$BRO hasnt been this cheap in nearly a decade"
X Link 2025-11-12T20:48Z 16.4K followers, 18.8K engagements

"@investsavuri @SayNoToTrading Hahahaha ๐Ÿค But the last XX weeks finally gave me the asymmetric setup Ive been waiting all year for (these kinds of opportunities especially when the risk/reward is heavily in your favor dont come too often)pushed a few highest-conviction names to 1315% allocations"
X Link 2025-12-03T18:06Z 16.4K followers, XXX engagements

"@Dividend_Learn $LRCX is a fantastic business & a core holding in my portfolio avg cost basis $XXXXX Its trading a bit above my fair-value estimate today though"
X Link 2025-12-08T19:15Z 16.4K followers, XXX engagements

"Did you know Copart $CPRT owns a lot of land $CPRT land valued at $2.03B today up from $105M in 2004 is understated on its balance sheet due to accounting rules that use historical purchase prices rather than current market values A key driver of its competitive edge ๐Ÿš˜"
X Link 2025-05-25T16:27Z 16.4K followers, 16.4K engagements

"Roper Technologies a top holding of Chuck Akre (8% allocation as of Q2 XX 13F) now trades near its lowest valuation in X years The last time $ROP traded for 23x & a XXX% FCF Yield was during the extended 2022 bear market"
X Link 2025-10-03T19:26Z 16.4K followers, 39.5K engagements

"TransDigm $TDG Stock in X Charts ๐Ÿ“Š X. $TDG FCF CAGR +15.2% X. $TDG EPS CAGR +14.8% X. Strong business performance across the companys two main segments X. Incredibly strong & steady margins"
X Link 2025-10-16T21:09Z 16.4K followers, 6802 engagements

"The TransDigm acquisition checklist $TDG X. Proprietary X. Aerospace X. Sole source X. Significant aftermarket If yes Does it meet managements XX% IRR threshold over a X year period"
X Link 2025-10-20T19:16Z 16.4K followers, 7566 engagements

"S&P Global $SPGI Q3 2025 Report ๐Ÿ—“ โœ… REV: $3.89B (+9% YoY) โœ… EPS: $XXXX (+22% YoY) ๐Ÿ’ต Market Intelligence $1.24B (+6% YoY) ๐Ÿ’ต Ratings $1.24B (+12% YoY) ๐Ÿ’ต Commodity $556M (+6% YoY) ๐Ÿ’ต Mobility $445M (+8% YoY) ๐Ÿ’ต S&P DJ Indices $462M (+11% YoY)"
X Link 2025-10-30T11:47Z 16.4K followers, 16.4K engagements

"Verisk Analytics is in its largest drawdown since going public ๐Ÿ“‰ More often than not this is what happens when you pay a 45x multiple for a business growing earnings in the high single digits $VRSK is a quality business"
X Link 2025-10-31T13:35Z 16.4K followers, 8456 engagements

"10 Quality Stocks Lowest Multiple in Past X Years NTM Multiple 2-Year EPS CAGR Est $CPRT 21.96x 23.61x XX% $SPGI 23.29x 25.51x XX% $BRO 16.70x 16.70x XX% $INTU 26.09x 28.22x XX% $WM 23.46x 24.84x XX% $AMZN 26.61x 32.66x XX% $ROP 21.01x XXXXX XX% $ADP 22.59x 22.59x X% $MMC 17.48x 17.48x XX% $VRSK 27.19x 28.95x 11%"
X Link 2025-11-07T14:14Z 16.4K followers, 28.8K engagements

"@TheLongAJ $BKNG is an under-appreciated quality compounder"
X Link 2025-12-03T12:44Z 16.4K followers, XXX engagements

"Yet over the past XX years (since 2016) and the past X years (since 2021) the difference this group has made is pretty clear I left $ABNB out due to its shorter track record and weighted the rest at XX% each (with $V at 12%) The numbers really tell the story as more time passes & thats the BEAUTY of it: A great reminder of why I stay focused on the long game: short-term periods when returns lag the market are the normal price we pay for superior long-term results. In the short run the market can be random and less tied to fundamentals but the longer you own exceptional businesses the more the"
X Link 2025-12-09T16:05Z 16.4K followers, XXX engagements

"Trash stocks are now suffering some of their sharpest drawdowns in five years ๐Ÿ“‰ $WM -XX% $RSG -XX% $WCN -17%"
X Link 2025-11-03T14:55Z 16.4K followers, 88.6K engagements

"$CSU $CPRT $ADP $ROP"
X Link 2025-11-10T20:46Z 16.4K followers, 22.6K engagements

"Visa was JUST trading at a X% FCF yield & legendary investor Chris Hohn increased his $V stake by +47% making it XX% of TCI Fund ๐Ÿ’ต Heres what $V has returned (CAGR %) each time it hit a X% FCF yield for the first time in a given year since 2016 X. +17.8% CAGR (1/19/16) X. +16.2% CAGR (9/27/17) X. +15.6% CAGR (2/8/18) X. +12.2% CAGR (8/5/19) X. +15.6% CAGR (3/16/20) X. +17.1% CAGR (3/7/22) X. +18.0% CAGR (9/21/23) X. +13.9% CAGR (4/24/24) X. โ“ (11/14/25) ___ . . . . "
X Link 2025-11-30T14:06Z 16.4K followers, 37.5K engagements

"MercadoLibre is trading near its lowest multiple in the past X years (P/E & FCF Yield) ๐Ÿ’ธ Heres $MELI projected CAGR through 2028 assuming EPS hits $XXXXXX (-10% below consensus): 36x P/E: $3816๐Ÿ’ต XX% CAGR 34x P/E: $3604๐Ÿ’ต XX% CAGR 32x P/E: $3392๐Ÿ’ต XX% CAGR 30x P/E: $3180๐Ÿ’ต XX% CAGR 28x P/E: $2968๐Ÿ’ต XX% CAGR ___ Even assuming EPS comes in XX% below consensus and a XX% multiple contraction (ending at 30x) $MELI still offers compelling return potential"
X Link 2025-12-02T19:59Z 16.4K followers, 13.4K engagements

"$NFLX $WBD $PKSY ๐Ÿ˜…๐Ÿ˜‚"
X Link 2025-12-06T02:39Z 16.4K followers, 5877 engagements

"$MA increased its quarterly dividend by +14% to $XXXX per share & authorized a new $14B buyback program ๐Ÿ’ณ The new repurchase plan will go into effect after the remaining $4.2B under the existing authorization is completed"
X Link 2025-12-10T00:08Z 16.4K followers, 15.8K engagements

"Its been a wild ride to say the least Yet those with strong convictionwho stayed focused on fundamentals & understood the value of the transition $SNPS is undergoingwere the ones most likely to hold steady and see the stock reclaim $475+"
X Link 2025-12-10T21:20Z 16.4K followers, 4441 engagements