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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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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Bourbon Capital
It's remarkable how $SBUX has transitioned from undervalued to overvalued in such a short period. While I doubt we'll see the stock price return to $73, I'm considering purchasing shares near $79. https://t.co/cSCOO2SRQp
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It's remarkable how $SBUX has transitioned from undervalued to overvalued in such a short period. While I doubt we'll see the stock price return to $73, I'm considering purchasing shares near $79. https://t.co/cSCOO2SRQp
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Stock Analysis Compilation
Newbridge AM on Trane Technologies $TT US
Thesis: Trane Technologies' focus on energy efficiency and sustainability positions it well to leverage global megatrends, making it a strong long-term growth opportunity
(Extract from their Q2 letter) https://t.co/o2wcXaf0MO
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Newbridge AM on Trane Technologies $TT US
Thesis: Trane Technologies' focus on energy efficiency and sustainability positions it well to leverage global megatrends, making it a strong long-term growth opportunity
(Extract from their Q2 letter) https://t.co/o2wcXaf0MO
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PitchDeckGuy
The NFL is expected to vote in favor of private equity ownership
Ever wonder what buying an NFL team looks like?
Here's the pitch deck for one: https://t.co/EMb069dhOk
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The NFL is expected to vote in favor of private equity ownership
Ever wonder what buying an NFL team looks like?
Here's the pitch deck for one: https://t.co/EMb069dhOk
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Quality Investing with Aria
20 of my Favourite Forever Quality Stocks
1. $AMZN Amazon 📦
2. $AAPL Apple 🍏
3. $MA Mastercard 💳
4. $GOOG Alphabet 🔎
5. $V Visa 🤑
6. $ADYEN Adyen 💹
7. $UBER Uber 🚗
8. $TSM TSMC 🏭
9. $ASML ASML 🧑🏭
10. $ADBE Adobe🎨
11. $MSFT Macrosoft 🖥️
12. $INTU Intuit 💵
13. $CRM Salesforce ☁️
14. $META Meta Platforms📲
15. $PAYC Paycom 🧑💼
16. $MSCI MSCI 📊
17. $SPGI S&P Global 💰
18. $MNDY Monday 💻
19. $ULTA Ulta Beauty 💄
20. $COST Costco🪪
Which one of these is on your radar? 🤔👇
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20 of my Favourite Forever Quality Stocks
1. $AMZN Amazon 📦
2. $AAPL Apple 🍏
3. $MA Mastercard 💳
4. $GOOG Alphabet 🔎
5. $V Visa 🤑
6. $ADYEN Adyen 💹
7. $UBER Uber 🚗
8. $TSM TSMC 🏭
9. $ASML ASML 🧑🏭
10. $ADBE Adobe🎨
11. $MSFT Macrosoft 🖥️
12. $INTU Intuit 💵
13. $CRM Salesforce ☁️
14. $META Meta Platforms📲
15. $PAYC Paycom 🧑💼
16. $MSCI MSCI 📊
17. $SPGI S&P Global 💰
18. $MNDY Monday 💻
19. $ULTA Ulta Beauty 💄
20. $COST Costco🪪
Which one of these is on your radar? 🤔👇
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Quiver Quantitative
NET WORTH UPDATE:
We estimate that JD Vance currently has a net worth of $8.7M
He now has up to $350K in Bitcoin, $BTC
https://t.co/y1vckKlCa3
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NET WORTH UPDATE:
We estimate that JD Vance currently has a net worth of $8.7M
He now has up to $350K in Bitcoin, $BTC
https://t.co/y1vckKlCa3
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App Economy Insights
Today, we unpack RAG!
🔍 Retrieval-Augmented Generation.
Is it the real fix for AI hallucinations?
https://t.co/eSVmBxu79o
Join us as we separate Gen AI fact from fiction:
🧠 What RAG is & its impact on AI models.
🚫 Debunking RAG myths.
🛠️ Real-world applications. https://t.co/Bcgm10Wdur
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Today, we unpack RAG!
🔍 Retrieval-Augmented Generation.
Is it the real fix for AI hallucinations?
https://t.co/eSVmBxu79o
Join us as we separate Gen AI fact from fiction:
🧠 What RAG is & its impact on AI models.
🚫 Debunking RAG myths.
🛠️ Real-world applications. https://t.co/Bcgm10Wdur
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Bourbon Capital
Another wonderful day for weed stocks
1) Never buy weeb stocks
2) Never buy Airlines stocks
3) Be careful with biotech stocks https://t.co/dCjzc8caFe
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Another wonderful day for weed stocks
1) Never buy weeb stocks
2) Never buy Airlines stocks
3) Be careful with biotech stocks https://t.co/dCjzc8caFe
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Offshore
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Stock Analysis Compilation
Polen Capital on Kinsale Capital $KNSL US
Thesis: Kinsale Capital's specialized insurance focus and strong performance make it a standout in its sector, promising continued growth and market leadership
(Extract from their Q2 letter) https://t.co/ZnBTXIxrQ8
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Polen Capital on Kinsale Capital $KNSL US
Thesis: Kinsale Capital's specialized insurance focus and strong performance make it a standout in its sector, promising continued growth and market leadership
(Extract from their Q2 letter) https://t.co/ZnBTXIxrQ8
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