⁠Quality Stocks
🇺🇸 Rivian $RIVN one pager

🏆 Score 2.8/10
🎯 My fair price estimation is around $13, but the analyst consensus helps the average a lot

🐂 Bull case
- Growth story
- Good feedback from customers

🐻 Bear case
- Unprofitable
- Dilution https://t.co/34GTMrWGvU
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⁠Lumida Wealth Management
Google's Battle: New Antitrust Laws in Picture?

@DavidWestin @jrhuddles https://t.co/xPpMch6yWr
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⁠Quality Stocks
📢🎯 Analyst Recommendation Changes

🇺🇸 McDonald's $MCD $288
BofA. Hold. $278 ▶️ $303 🟢

🇺🇸 Deere&Co $DE $383
MS. Buy. $450 ▶️ $425 🔴

🇺🇸 Dick's Sporting Goods $DKS $235
UBS. Hold. $220 ▶️ $225 🟢

🇺🇸 Veeva $VEEV $198
UBS. Hold. $185 ▶️ $215 🟢

🇺🇸 SentinelOne $S $25
BTIG. Buy. $23 ▶️ $28 🟢
JPM. Buy. $25 ▶️ $27 🟢

🇺🇸 Ulta $ULA $374
RJ. Buy. $450 ▶️ $425 🔴
Evercore. Buy. $500 ▶️ $430 🔴

🇺🇸 ZScaler $ZS $197
MS. Hold. $525 ▶️ $500 🟢

🇺🇸 Target $TGT $158
Daiwa. Hold▶️Buy. $150▶️$170🟢

🇺🇸 Autodesk $ADSK $256
Citi. Buy. $295 ▶️ $316 🟢

🇨🇦 Lululemon $LULU $271
Telsey. Buy. $470 ▶️ $360 🔴

🇺🇸 Intel $INTC $20
Daiwa. Hold. $31 ▶️ $20 🔴

🇺🇸 Micron $MU $98
Needham. Buy. $150 ▶️ $140 🔴

🇺🇸Crowdstrike $CRWD $265
DB. Hold. $350 ▶️ $275 🔴

🇺🇸 Intuit $INTU $617
HSBC. Hold. $624 ▶️ $665 🟢
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⁠Quality Investing with Aria
Thank you for pointing it out @vidIQ

The channel now has garnered 50k views since March 23rd of this year.

5 months 50k 🙏

God bless

https://t.co/DuOCCLBBjL
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⁠Quality Investing with Aria
Oh boy...

Just to name a few 👇

Hyper Loop - Pitched as whisking passengers from LA to San Francisco in 35 minutes. Has never come to fruition. It has since come out Musk only pitched the idea because he wanted to kill plans for a high speed rail in California.

Taking Tesla private - Musk's infamous tweet from August 2018 where he said he would take $TSLA private at $420/share. Funding confirmed. Since it is still public we know how that played out. He had to pay a 20 million dollar fine to the SEC because if that.

In 2011 Musk said he would have a man on Mars within a decade or so, and 15-20 years worst case scenario. Time is ticking.

FSD - He has claimed it will be ready "next year" every single year since 2015 when autopilot first rolled out. FSD is around now, but timelines matter. Also FSD is not fully reliable now anyways.

Low end electric car - Musk has long promised a low end electric car meant to be suitable for those with a budget of 25k or less. He scrapped that project this year in February. - Spur | Investor
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⁠Matt McGarry
RT @armandoroggio: Highly recommend this podcast from Matt McGarry @JMatthewMcGarry where he interviews Jay Clouse @jayclouse from Creator Science.

He dives into building a creator business, monetization strategies, and the value of vertical integration. Definitely worth a listen.

https://t.co/Aevc1EN2TE
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⁠Quality Investing with Aria
My most recent upload is:

- The most comprehensive analysis of $CRM on the internet
- Second best performing video on my YT
- Conveniently uploaded right before earnings

And you still somehow haven't watched it to educate yourself on Earth's mightiest software company?

Link in bio 😉
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⁠Hidden Value Gems
Quote of the day #73

#Investing #investmentwisdom https://t.co/fIa62AFmkd
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⁠Invest In Assets 📈
Cannibal stocks: https://t.co/eo4PW49CGK
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⁠Stock Analysis Compilation
FMI Funds on Ryanair Holdings $RYA LN

Thesis: Ryanair's low-cost model and market leadership position it for long-term growth, making its current valuation an attractive entry point

(Extract from their Q2 letter) https://t.co/pjLxNJIYUr
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⁠Invest In Assets 📈
Amazon's price-to-operating cash flow is at a decade low: https://t.co/ZgNgvra1wb
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