⁠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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⁠Investing visuals
Crowdstrike $CRWD became world news after its outage in Juli. Tomorrow, it reports earnings after hours.

Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $958M (+31%)
🔹Est. EBITDA: $239M (+31.7%)
🔹Est. EPS: $0.97 (+30.4%) https://t.co/EDhDHsQ7D4
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⁠Bourbon Capital
RT @BourbonCap: Top large-cap stocks to watch in Europe, a treat:

Criteria:
Market cap > $20B
PE below 15x
Positive free cash flow
*Some company data will be in the market currency, not USD

🏢Financial Services
📡Communication Services
🚗Consumer Cyclical
📦Industrials
⚡️Energy
⛏️Basic Materials
💊Healthcare
⚙️Utilities
💻Technology
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⁠Lumida Wealth Management
Humanoids for All - From $200K to $20K

@PeterDiamandis  and @adcock_brett  discuss reducing humanoid robot costs tenfold, highlighting the need for a detailed BOM analysis of about a thousand parts. https://t.co/OmU1jWp4gx
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⁠Quality Investing with Aria
My spidey sense are tingling.

- $GOOGL to $210 📈
- $AMZN to $232 🤯
- $SPY new ATH 🤪

Give it a month or so 🤔
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⁠Bourbon Capital
My dream day:

$AAPL back to $120
$INTU back to $400
$V back to $180
$ULTA back to $200
$UNH back to $350
$ASML back to $350
$ADBE back to $280

$SPXL back to $48
$SOXL back to $6

2022 was such a lovely year
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⁠Bourbon Capital
RT @BourbonCap: Why is $BABA down 5% today?

This is the stuff you don't pay attention to. They always tell you not to buy Chinese stocks, and then you go to check the short positions yourself, and you find the biggest criminals in the stock market shorting $BABA.

Both positions are quite big, even bigger than Appaloosa's—David Tepper's—which is considered one of the biggest positions, close to $1 billion.

They are suppressing the price and probably dragging the company down with fake news. I really hope on September 9th, my fellow Chinese buy as many $BABA shares as they can and destroy these criminals

Dr Michael Burry is not wrong, but its hard to deal with these people
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⁠Bourbon Capital
RT @BourbonCap: Holding $PYPL $BABA and $SOFI is like:

The Mood https://t.co/AG1NA6fO3W
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⁠Quality Investing with Aria
Google $GOOGL is the most undervalued big tech stock, down -14% since all time highs.

Here's 7 reasons why this could be a GENERATIONAL opportunity to buy the stock. ( THREAD 🧵) https://t.co/IehTNJlLbU
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⁠Lumida Wealth Management
Robots Building Robots: The Age of Abundance

@PeterDiamandis and @adcock_brett explore the mind-blowing 'Age of Abundance', in which humanoid robots revolutionize our world without needing any extra infrastructure. https://t.co/JvS8qfWSn7
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⁠Quality Investing with Aria
$HIMS down 40% since the all time high. This might be a generational buying opportunity 😳 👇

- 21x P/FCF
- 50% YoY Revenue Growth
- Leader in Telehealth by a MILE

What do you think of this #FinTwit darling? 🧐 https://t.co/P3W1MJkOUv
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