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# ![@DimitryNakhla Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::536792998.png) @DimitryNakhla Dimitry Nakhla | Babylon Capital®

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.

### Engagements: XXXXX [#](/creator/twitter::536792998/interactions)
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- X Year XXXXXXXXX +137%

### Mentions: XX [#](/creator/twitter::536792998/posts_active)
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- X Year XXXXX +103%

### Followers: XXXXXX [#](/creator/twitter::536792998/followers)
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- X Week XXXXXX +0.42%
- X Month XXXXXX +2.30%
- X Months XXXXXX +15%
- X Year XXXXXX +42%

### CreatorRank: XXXXXXX [#](/creator/twitter::536792998/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::536792998/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$bkng](/topic/$bkng) #1, [$fico](/topic/$fico) #6, [business](/topic/business) 9.38%, [$tdg](/topic/$tdg) #4, [$cprt](/topic/$cprt) #76, [$spgi](/topic/$spgi) #7, [$bro](/topic/$bro) #4, [$amzn](/topic/$amzn) #29, [stocks](/topic/stocks) 6.25%, [$meli](/topic/$meli) #4

**Top accounts mentioned or mentioned by**
[@sojustfollowme](/creator/undefined) [@shivamkashan](/creator/undefined) [@invest091](/creator/undefined) [@investsavuri](/creator/undefined) [@thelongaj](/creator/undefined) [@saynototrading](/creator/undefined) [@biopadawan](/creator/undefined) [@bramvgenechten](/creator/undefined) [@drunkdividends](/creator/undefined) [@anc4578](/creator/undefined) [@returnsjourney](/creator/undefined) [@cgasparino](/creator/undefined) [@billackman](/creator/undefined) [@koyfincharts](/creator/undefined) [@bg2pod](/creator/undefined) [@garpandchill](/creator/undefined) [@latestartinvest](/creator/undefined) [@ab92394652](/creator/undefined) [@ttmarket](/creator/undefined) [@investibrew](/creator/undefined)

**Top assets mentioned**
[Booking Holdings Inc (BKNG)](/topic/$bkng) [Fair Isaac, Corp. (FICO)](/topic/$fico) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Copart, Inc. (CPRT)](/topic/$cprt) [S&P Global Inc (SPGI)](/topic/$spgi) [Neurobro (BRO)](/topic/$bro) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MercadoLibre Inc (MELI)](/topic/$meli) [Airbnb Inc (ABNB)](/topic/$abnb) [Mastercard, Inc. (MA)](/topic/$ma) [Roper Technologies Inc (ROP)](/topic/$rop) [Adappter Token (ADP)](/topic/$adp) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Netflix Inc (NFLX)](/topic/$nflx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Decentral Games ICE (ICE)](/topic/$ice) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Intuit Inc. (INTU)](/topic/$intu) [Waste Management, Inc. (WM)](/topic/$wm) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Msci Inc (MSCI)](/topic/msci-inc) [Lam Research Corporation (LRCX)](/topic/$lrcx) [General Electric Company (GE)](/topic/$ge) [Adobe, Inc. (ADBE)](/topic/$adbe) [Applovin Corporation (APP)](/topic/$app) [Sherwin-Williams Co (SHW)](/topic/$shw) [Costco Wholesale Corporation (COST)](/topic/costco) [Fastenal Company (FAST)](/topic/$fast) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Costco Hot Dog (COST)](/topic/$cost) [Tractor Supply Co (TSCO)](/topic/$tsco) [Monster Beverage Corp (MNST)](/topic/$mnst) [Effect.AI (EFX)](/topic/$efx) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [CENTURY COMMUNITIES, INC. (CCS)](/topic/$ccs) [Brookfield Corporation (BN)](/topic/$bn) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Moody's Corporation (MCO)](/topic/$mco)
### Top Social Posts
Top posts by engagements in the last XX hours

"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](https://x.com/DimitryNakhla/status/1986799307534524734)  2025-11-07T14:14Z 16.4K followers, 28.8K engagements


"$CSU $CPRT $ADP $ROP"  
[X Link](https://x.com/DimitryNakhla/status/1987985298765062537)  2025-11-10T20:46Z 16.4K followers, 22.6K engagements


"Heres a lesser-known quality compounder worth adding to your watchlist: Howmet Aerospace $HWM 🛩 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](https://x.com/DimitryNakhla/status/1977402502506020938)  2025-10-12T15:54Z 16.4K followers, 9019 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 💵 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. ❓ (11/14/25) ___              .      .        .          .    "  
[X Link](https://x.com/DimitryNakhla/status/1995132380236112033)  2025-11-30T14:06Z 16.4K followers, 37.5K engagements


"$BKNG rarely stays below an 18x earnings multiple for long 👀 $BKNG is expected to grow EPS at a 15%18% CAGR from 2025 to 2028 Thats an attractive PEG 💵"  
[X Link](https://x.com/DimitryNakhla/status/1996188747030008072)  2025-12-03T12:04Z 16.4K followers, 15.5K engagements


"$NFLX $WBD $PKSY 😅😂"  
[X Link](https://x.com/DimitryNakhla/status/1997133738459721818)  2025-12-06T02:39Z 16.4K followers, 5800 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 🚘"  
[X Link](https://x.com/DimitryNakhla/status/1926676539715846357)  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](https://x.com/DimitryNakhla/status/1974194355163615560)  2025-10-03T19:26Z 16.4K followers, 39.5K 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](https://x.com/DimitryNakhla/status/1979646523844485579)  2025-10-18T20:31Z 16.4K followers, 48.8K 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](https://x.com/DimitryNakhla/status/1980352557525660154)  2025-10-20T19:16Z 16.4K followers, 7555 engagements


"3. FTAI Aviation $FTAI (Mon PM) 🗓 REV Est: $657.67M (+41%) 🗓 EPS Est: $XXXX (+41%) 💵 NTM P/E: 31x 💵 NTM FCF Yield: 3.16%"  
[X Link](https://x.com/DimitryNakhla/status/1982463700700205083)  2025-10-26T15:05Z 16.4K followers, 1255 engagements


"4. MSCI Inc $MSCI (Tues AM) 🗓 REV Est: $797.83M (+10%) 🗓 EPS Est: $XXXX (+13%) 💵 NTM P/E: 30x 💵 NTM FCF Yield: 3.80%"  
[X Link](https://x.com/DimitryNakhla/status/1982463706958028954)  2025-10-26T15:05Z 16.4K followers, XXX engagements


"MercadoLibre is trading near its lowest multiple in the past X years (P/E & FCF Yield) 💸 Heres $MELI projected CAGR through 2028 assuming EPS hits $XXXXXX (-10% below consensus): 36x P/E: $3816💵 XX% CAGR 34x P/E: $3604💵 XX% CAGR 32x P/E: $3392💵 XX% CAGR 30x P/E: $3180💵 XX% CAGR 28x P/E: $2968💵 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](https://x.com/DimitryNakhla/status/1995945873529078208)  2025-12-02T19:59Z 16.4K followers, 13.2K engagements


"10 Quality Stocks & CAGR Potential Based on 2028 EPS Est & Reasonable Multiples 💵 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](https://x.com/DimitryNakhla/status/1996902793463177513)  2025-12-05T11:21Z 16.4K followers, 18K engagements


"15 Quality Compounders PEG 2.50x 📈 X. $META XXXX 🖱 X. $LRCX XXXX 🖨 X. $MA XXXX 💳 X. $MSFT XXXX ☁ X. $BKNG XXXX ✈ X. $ABNB XXXX 🏝 X. $GOOG XXXX 🖱 X. $ASML XXXX ☀ X. $GE XXXX 🛩 XX. $ADBE XXXX 📸 XX. $NFLX XXXX 📺 XX. $MELI XXXX 🤝 XX. $AMZN XXXX 📦 XX. $APP XXXX 🤖 XX. $NVDA XXXX 💽 ___ Data: Finviz PEG (P/E ➗ EPS Growth Est)"  
[X Link](https://x.com/DimitryNakhla/status/1998037490909749658)  2025-12-08T14:30Z 16.4K followers, 20.1K engagements


"15 Quality Stocks With Consistent Annual Revenue Growth for XX Straight Years Rev CAGR 💰 Equifax $EFX X% 🎨 Sherwin Williams $SHW X% 🛒 Costco $COST X% 🐶 Idexx Labs $IDXX X% 📈 FactSet Research $FDS X% 🔩 Fastenal $FAST XX% 👾 Synopsys $SNPS XX% 💼 Brown & Brown $BRO XX% 🚜 Tractor Supply $TSCO XX% 💾 Cadence Design $CDNS XX% 🥤 Monster Becerage $MNST XX% 🏦 Intercontinental Exchange $ICE XX% 🎥 Netflix $NFLX XX% 📦 Amazon $AMZN XX% 🤝 MercadoLibre $MELI 38%"  
[X Link](https://x.com/DimitryNakhla/status/1913195342650048912)  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](https://x.com/DimitryNakhla/status/1946672580766683204)  2025-07-19T20:44Z 16.4K followers, 12.2K engagements


"Triple Frond Partners 13F as of Q2 2025 💵 Notable adds: $META $CCS Notable sales: $TDG Source: Dataroma"  
[X Link](https://x.com/DimitryNakhla/status/1955740774089244812)  2025-08-13T21:18Z 16.3K followers, 4433 engagements


"Fair Isaac $FICO Stock in X Charts 📊 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](https://x.com/DimitryNakhla/status/1961398492628177113)  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 🛩"  
[X Link](https://x.com/DimitryNakhla/status/1964091581578821739)  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](https://x.com/DimitryNakhla/status/1975229550415200578)  2025-10-06T15:59Z 16.4K followers, 22.8K engagements


"Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵 $FICO"  
[X Link](https://x.com/DimitryNakhla/status/1975998016407621903)  2025-10-08T18:53Z 16.4K followers, 10.7K engagements


"1. S&P Global $SPGI +33%"  
[X Link](https://x.com/DimitryNakhla/status/1978084890244436170)  2025-10-14T13:06Z 16.4K followers, 1514 engagements


"2. TransDigm $TDG +34%"  
[X Link](https://x.com/DimitryNakhla/status/1978084895445410260)  2025-10-14T13:06Z 16.4K followers, 1244 engagements


"8. ASML Holding $ASML +47%"  
[X Link](https://x.com/DimitryNakhla/status/1978084929138266333)  2025-10-14T13:06Z 16.4K followers, XXX engagements


"9. Fair Isaac $FICO +56%"  
[X Link](https://x.com/DimitryNakhla/status/1978084934301495427)  2025-10-14T13:06Z 16.4K followers, 1029 engagements


"TransDigm $TDG Stock in X Charts 📊 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](https://x.com/DimitryNakhla/status/1978931323952676979)  2025-10-16T21:09Z 16.4K followers, 6775 engagements


"Booking Holdings stock trades at 20x NTM EPS estimates with a projected XX% EPS CAGR from 2026-2028 💵 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](https://x.com/DimitryNakhla/status/1979274297664500105)  2025-10-17T19:52Z 16.4K followers, 7852 engagements


"5 High-Quality Stocks With Good CAGR Potential Assuming Reasonable Multiples 💵 📦 Amazon $AMZN 2028E EPS: $XXXXX Multiple: 29x CAGR: +12% 💰 S&P Global $SPGI 2028E EPS: $XXXXX Multiple: 28x CAGR: +13% 🏦 Fair Isaac $FICO 2028E EPS: $XXXXX Multiple: 36x CAGR: +13% ✈ Booking Holdings $BKNG 2028E EPS: $XXXXXX Multiple: 23x CAGR: +15% 🫱🏼🫲🏻 MercadoLibre $MELI 2028E EPS: $XXXXXX Multiple: 30x CAGR: +18% _______ *Estimates can change"  
[X Link](https://x.com/DimitryNakhla/status/1981692318592782397)  2025-10-24T12:00Z 16.4K followers, 24.5K engagements


"6. Visa $V (Tues PM) 🗓 REV Est: $10.61B (+10%) 🗓 EPS Est: $XXXX (+10%) 💵 NTM P/E: 28x 💵 NTM FCF Yield: 3.36%"  
[X Link](https://x.com/DimitryNakhla/status/1982463719075463399)  2025-10-26T15:05Z 16.3K followers, 11.8K engagements


"7. Booking Holdings $BKNG (Tues PM) 🗓 REV Est: $10.61B (+10%) 🗓 EPS Est: $XXXX (+10%) 💵 NTM P/E: 28x 💵 NTM FCF Yield: 3.36%"  
[X Link](https://x.com/DimitryNakhla/status/1982463725106851995)  2025-10-26T15:05Z 16.4K followers, XXX engagements


"15. Intercontinental Exch $ICE (Thurs AM 🗓 REV Est: $2.41B (+3%) 🗓 EPS Est: $XXXX (+4%) 💵 NTM P/E: 22x 💵 NTM FCF Yield: 5.10%"  
[X Link](https://x.com/DimitryNakhla/status/1982463779599221189)  2025-10-26T15:06Z 16.4K followers, XXX engagements


"16. Howmet Aerospace $HWM (Thurs AM) 🗓 REV Est: $2.04B (+11%) 🗓 EPS Est: $XXXX (+28%) 💵 NTM P/E: 51x 💵 NTM FCF Yield: 1.70%"  
[X Link](https://x.com/DimitryNakhla/status/1982463786041716988)  2025-10-26T15:06Z 16.4K followers, XXX engagements


"Booking Holdings $BKNG Q3 2025 Report 🗓 ✅ REV: $9.01B (+9% YoY) ✅ EPS: $XXXXX (+19% YoY) 💵 Gross Bookings $49.7B +14% YoY"  
[X Link](https://x.com/DimitryNakhla/status/1983265119758102892)  2025-10-28T20:10Z 16.4K followers, 7486 engagements


"Fair Isaac $FICO Q4 2025 Estimates 🗓 REV: 513.92M (+13% YoY) EPS: $XXXX (+13% YoY) Segments & KPIs 👇🏽"  
[X Link](https://x.com/DimitryNakhla/status/1986131471581544749)  2025-11-05T18:00Z 16.3K followers, 20.4K engagements


"Fair Isaac $FICO Q4 2025 Report 🗓 ✅ REV: $515.8M (+14% YoY) ✅ EPS: $XXXX (+18% YoY) 📊 Scores Revenues $311.6M +25% YoY"  
[X Link](https://x.com/DimitryNakhla/status/1986184517544038636)  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](https://x.com/DimitryNakhla/status/1989086731359121648)  2025-11-13T21:43Z 16.4K followers, 74.9K engagements


"Bill Ackman was on Fox Business this week saying very high-quality businesses are showing up at very attractive levels He added that Pershing Square is approaching XX% cash & is finishing due diligence on a company weve really wanted to own for years now available at a bargain price Over the last several weeks Ive shared that many quality compounders are trading at the lower end of their 3-year valuation ranges and look attractive relative to their growth durability & moats Before going any further I want to be clear:        I simply enjoy analyzing great investors and their frameworks &"  
[X Link](https://x.com/DimitryNakhla/status/1992620819432792257)  2025-11-23T15:46Z 16.3K followers, 234.5K engagements


"$MA was JUST trading at a XXX% FCF yield 💵 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. ❓ (11/18/25) ___              .      .        .          .    "  
[X Link](https://x.com/DimitryNakhla/status/1995480238755614761)  2025-12-01T13:08Z 16.4K followers, 13.4K engagements


"@TheLongAJ $BKNG is an under-appreciated quality compounder"  
[X Link](https://x.com/DimitryNakhla/status/1996198822993969412)  2025-12-03T12:44Z 16.4K followers, XXX engagements


"@investsavuri @SayNoToTrading Hahahaha 🤐 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](https://x.com/DimitryNakhla/status/1996279794607259794)  2025-12-03T18:06Z 16.3K followers, XXX engagements


"@biopadawan Why dont you like $ABNB $BKNG is the stronger business"  
[X Link](https://x.com/DimitryNakhla/status/1996989727933689939)  2025-12-05T17:07Z 16.3K followers, XXX engagements


"Verisk Analytics is in its largest drawdown since going public 📉 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](https://x.com/DimitryNakhla/status/1984252776436949173)  2025-10-31T13:35Z 16.4K followers, 8450 engagements


"$BRO hasnt been this cheap in nearly a decade"  
[X Link](https://x.com/DimitryNakhla/status/1988710434065514626)  2025-11-12T20:48Z 16.4K followers, 18.8K 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](https://x.com/DimitryNakhla/status/1996443903273374073)  2025-12-04T04:58Z 16.4K followers, 6005 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](https://x.com/DimitryNakhla/status/1998423657865994669)  2025-12-09T16:05Z 16.4K followers, XXX engagements