⁠Stock Analysis Compilation
Newbridge AM on Celsius Holdings $CELH US

Thesis: Celsius Holdings' rapid growth, strong brand appeal, and strategic partnerships position it for substantial market share gains in the competitive functional beverage space

(Extract from their Q2 letter) https://t.co/yRTpAIfRKV
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⁠Bourbon Capital
Good morning

The following companies just reported earnings:

$TD The Toronto Bank -1.97%🔴
$NTES NetEase -5.57%🔴
$BIDU Baidu -1.86%🔴
$WSM Williams-Sonoma -8.93%🔴
$VIK Viking Holdings -2.31%🔴
$BJ BJ's Wholesale -6.94%🔴
$AAP Advance Auto Parts -22.05%🔴
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⁠Bourbon Capital
Peloton Interactive, Inc. $PTON is up 18.46%

Congrats Wallstreetbets They are still 99% down https://t.co/eARNg5wMCQ
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⁠Bourbon Capital
Advance Auto Parts, Inc. $AAP is down 17%🔴

The stock is down 75% from its peak

FCF Growth 5y: -5.97%🔴
EPS Growth 5y: -42%🔴
CARG 10y: -8.79%🔴
Net income Growth 5y: -45%🔴
Debt is up 33% since 2018

Michael Burry sold this position in Q2 https://t.co/oyxYYx3i4Y
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⁠Quiver Quantitative
🚨 BREAKING: We just caught 81 STOCK Act violations by Representative Jared Moskowitz.

He bought Lockheed Martin stock, $LMT, on February 13th.

It has risen 30% since then.

Moskowitz sits on the House Committee on Foreign Affairs.

In response to these violations, he has said:

- The transactions occurred in an account directed by an independent financial manager

- Due to an administrative error, the report preparer did not receive transaction notifications

- The issue was discovered while preparing his annual disclosure report and promptly rectified

- Safeguards have been implemented to make sure that future transactions are reported in a timely manner
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⁠PitchDeckGuy
An energy drink was one of the best investments over the past decade...

Here's Celsius' deck: https://t.co/wn2ZNlzBie
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⁠Bourbon Capital
It's okay if you've bought a terrible company, we've all been there. But stop adding to that losing position. Instead, focus on quality stocks.
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⁠Quality Stocks
🎉 It's One Pager Thursday!
Time to recap our special one pager week about Sweden 🇸🇪

We presented 6 stocks
AstraZeneca $AZN
Sectra $SECT
Evolution $EVO
Bonesupport $BONEX
Investor $INVE
Saab $SAAB

Here are 2 one pagers, the 4 others, and more than 150 can be found for free, on the link in my bio
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⁠Quality Stocks
My article on Alphabet $GOOGL is set to be published next Saturday

💡 In it, I provide an in-depth overview of the company, including the Other Bets segment, with a strong focus on Alphabet's diversification strategy

📈 As always, I will also cover key metrics, risks, opportunities, and offer a fair price estimate!
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⁠Bourbon Capital
Not bad at all, i'm glad people are trying to talk each other again

Dating apps are losing monthly active users, per the Economist: https://t.co/qnZxgxqhZs - unusual_whales
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⁠Quality Stocks
🇸🇪 Surgical Science $SUS Q2 24 results

Revenue 212M SEK
Q2 23 216M SEK -2% 🔴
Est. 219M SEK miss 🔴

EPS 0.56SEK
Q2 23 0.73SEK -23% 🔴
Est. 0.72SEK miss 🔴

Despite bad results, their are improving vs Q1 24 and the management emphasizes on a rebound https://t.co/SHWoigDDp9
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