⁠PitchDeckGuy
Braze had a record revenue year and now serves over 2,000 brands

Here's their deck: https://t.co/ZqIvE1HF8F
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⁠Stock Analysis Compilation
Rewey AM on Webster Financial $WBS

Thesis: Webster's strong valuation metrics and potential strategic actions, such as an IPO of its Health Care Financial services segment, present a significant upside opportunity for investors

(Extract from their Q2 letter, link in SAC#54) https://t.co/1nxRJreFLV
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⁠Quiver Quantitative
We built a bot that mimics stock trading by U.S. politicians.

It’s been doing well.

Here’s an update on its current largest stock holdings: https://t.co/r9B6nRUnrY
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⁠PitchDeckGuy
"No comments, send to client" https://t.co/1RXaxwX8cj
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⁠Quality Stocks
The diversification with grocery products for Starbucks $SBUX ☕️ seems natural

But I wonder what is the cannibalization rate of that. Where I took this picture, there was also a Starbucks inside the grocery store

Any thought? https://t.co/8qmaFpMugT
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⁠Matt McGarry
Tomorrow is the most important day for me this year:

1) My daughter's 3rd birthday party. Hello Kitty theme. Still much to do and prepare for.

2) I'm announcing a new product in my newsletter.

I just wrapped up the message going out to 25k+ subscribers.

Nervous for both 😅
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⁠Bourbon Capital
It's always the same with people; they have been calling it the Great Depression every single day since 1940

If the stocks are too high, they don't buy

If the stocks are too low, they don't buy
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AkhenOsiris
Retest the lows camp still has hope!

- economy collapses
- major war in Middle East (refer to expert @DanielTNiles)
- Trump and/or election angst

Powell firmly an enemy now though
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AkhenOsiris
Retest lows call is cancelled...beware 🤡

Powell’s speech today is bullish for risk assets through year-end. It is less hedged than expected and leaves the door open for rapid cuts in rates with no use of the word "gradual." The important parts of the speech: “My confidence has grown that inflation is on a sustainable path back to 2 percent…We do not seek or welcome further cooling in labor market conditions... The upside risks to inflation have diminished. And the downside risks to employment have increased… The time has come for policy to adjust. The direction of travel is clear…”
federalreserve.gov/newsevent… - Dan Niles
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AkhenOsiris
Climbing the wall of Mohamedoom is intact...please never let this guy be bullish

Market volatility looks more likely post-Jackson Hole - the view of @elerianm. “Both the markets and the analyst community will find it hard to exit from their “table tennis narrative” mode” ft.com/content/65c802e6-9c47… - Tony Tassell
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AkhenOsiris
Anyone seen any sell-side highlight the lower USD tailwind for the megacaps?
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⁠Value Spotlight (Andrew Sather)
Calculating ROIC with Negative Equity (Tutorial):

$LOW in <90 seconds https://t.co/fsverztrdk
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⁠Bourbon Capital
Two heavily shorted stocks have risen today. It appears that hedge funds are closing their short positions ahead of a potential Federal Reserve rate cut

Rivian Automotive, Inc. $RIVN 8.35%
Lucid Group, Inc. $LCID 10.90%

Both prices are still manipulated
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⁠PitchDeckGuy
Peloton just posted its best day in HISTORY and its still -97% from highs

Here's their pitch deck: https://t.co/QUoagFjKjD
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