⁠App Economy Insights
All eyes are on $NVDA's earnings tomorrow.

Today, we look at one of its largest customers: $META.

Zuck breaks down why the AI infrastructure race is unavoidable. 👇
https://t.co/MbtgY398w1
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⁠Invest In Assets 📈
RT @InvestInAssets: A degree in Finance packed into 5 videos from 5 legendary investors & teachers.

🧵
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⁠Bourbon Capital
A lot red stuff today, are you going to buy?

$TSLA Tesla -2.12%🔴
$LCID Lucid Group -7.51%🔴
$PDD PDD Holdings -1.86%🔴
$TLRY Tilray Brand -4.56%🔴
$OPEN Opendoor -2.20%🔴
$LUMN Lumen Technologies -11.04%🔴
$INTC Intel -1.17%🔴
$MARA Marathon -5.55%🔴
$F Ford -0.70%🔴
$PLTR Palantir -0.18%🔴
$NU NU -0.96%🔴
$AMZN Amazon -1.67%🔴
$SMCI Super Micro Computer -3.35%🔴
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⁠Bourbon Capital
$LULU Lululemon Athletica is estimated to report $2.41B in revenue in Q2, up 9.09% YoY.

EPS estimated: $2.94 up 9.70% YoY
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⁠Bourbon Capital
Another red day for $HIMS -5.11%🔴

1) Don't go crazy buying dips
2) Don't watch the price every 30 minutes
3) wait for Q3

Hims & Hers Health, Inc. $HIMS down 3%🔴

its 30% down from its peak

EPS is still up 100% YoY
Revenue is still up 50% YoY

It might go lower a bit more, but I'm gonna be adding more soon - Bourbon Capital
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⁠Stock Analysis Compilation
THB AM on Progress Software $PRGS US

Thesis: Progress Software's strong recurring revenue and strategic acquisitions position it for sustained growth and profitability in the software industr

(Extract from their Q2 letter) https://t.co/DAHudHuncY
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Calculate ROIC on a Complex Balance Sheet (Tutorial):

$V https://t.co/CugRwXb3Kq
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⁠Investing visuals
All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.

Here's a quick pre-earnings overview 🔍👇

🔹Est. Revenue: $28.7B (+113%)
🔹Est. EPS: $0.64 (+138%) https://t.co/FlLfzjUscg
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⁠Bourbon Capital
Buying before earnings is gambling, but buying $NVDA the day before earnings is a whole new level.
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⁠PitchDeckGuy
Costco's stock just hit an all time high

Here's their pitch deck: https://t.co/yHB41parpg
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⁠Librarian Capital
Estée Lauder $EL: Post-FY24 Discussion - soon!
https://t.co/pLNwnIs7v4
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⁠Bourbon Capital
$ULTA Ulta Beauty is estimated to report $2.62B in revenue in Q2, up 3.56% YoY🟢 , and EPS estimated is $5.52 down -8.31% YoY🔴

Wall Street anticipates a lower EPS for this quarter compared to Q2 2023 ($5.87). Investors are becoming increasingly anxious since they can't hold for more than two weeks

Regardless of Thursday's results, maintaining a long-term perspective is crucial. Consumer sentiment remains weak, and spending is subdued. However, the situation is likely to improve. It's advisable to hold onto undervalued companies like $ULTA.

The last time ULTA missed an EPS target was in 2020 during the COVID-19 pandemic:
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⁠Lumida Wealth Management
In case you missed our WOYM episode live stream, here it is with timestamps⬇️

"WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer"

(00:01) Interest Rates and Economic Outlook
(02:21) Employment and Retail Outlook
(03:03) Historical Rate Cuts and Market Dynamics
(05:29) Value vs. Growth Investment Dynamics
(07:47) Real Estate and Financial Sector Observations
(10:31) Small Caps and Debt Dynamics
(11:57) Technological Growth and Market Trends
(13:19) AI and Productivity Growth
(17:29) Banking Sector Insights
(20:16) US Consumer Trends and Retail Shifts
(22:31) Housing Market Dynamics
(25:16) Auto and Retail Insights
(29:50) AI-Driven Analysis
(31:00) Google and AI Integration
(33:02) Market Seasonality and Rate Expectations
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