⁠Quality Stocks
🧾 Next one pagers to be published

🇺🇸 Bentley Systems $BSY
🇺🇸 Palo Alto Networks $PANW
🇺🇸 Fortinet $FTNT
🇫🇷 Dassault Aviation $AM
🇵🇱 Dino Polska $DNP
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⁠Lumida Wealth Management
The Surprising Rise of China's Robot Industry

Catch @PeterDiamandis and @adcock_brett as they reveal China's fierce determination and work ethic in robotics, predicting major future successes despite fewer resources. Don't miss their insights on the power of sheer willpower! https://t.co/gzAzV6Ipmc
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⁠Quality Investing with Aria
I can't believe $META ever traded at 8x FCF https://t.co/magpe2VHah
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⁠Bourbon Capital
Tomorrow earnings:

Which company are you going to be watching tomorrow?

I'm gonna be watching $NVDA $FIVE $LI $VSCO $PUK and $CRWD

Before Open

$RY Royal Bank Of Canada
$NTAP NetApp
$LI Li Auto
$PUK Prudential
$SJM The J. M. Smucker
$CHWY Chewy
$DCI Donaldson Company
$ANF Abercrombie & Fitch Co.
$BBWI Bath & Body Works
$BZ Kanzhun
$GOGL Golden Ocean Group
$KSS Kohl's

After Close

$NVDA Nvidia
$CRM SalesForce
$CRWD CrowdStrike
$HPQ HP
$VEEV Veeva Systems
$NTAP NetApp
$PSTG Pure Storage
$COO The Cooper Companies
$OKTA Okta
$NTNX Nutanix
$AFRM Affirm Holdings
$FIVE Five Below
$FL Foot Locker
$VSCO Victoria's Secret & Co.
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⁠Bourbon Capital
Berkshire Hathaway $BRK price reported for $ULTA is $385.87

$ULTA current price is $371.35

I thought Berkshire Hathaway $BRK.B bought $ULTA shares around $320, but I was wrong. It turns out I have a lower average purchase price than Warren Buffett

My Average price is $349 https://t.co/jPXl5Tlu4i
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⁠Bourbon Capital
You're selling $HIMS despite its potential for long-term growth. I know you can't hold for two week, but funds keep adding

VSEQX - Vanguard Strategic Equity Fund Investor Shares added 368k shares

HIASX - Hartford Small Company Hls Fund Ia added 168k shares

JAGPX - Small Cap Stock Trust NAV 112k shares

OASGX - Optimum Small-mid Cap Growth Fund Class A added 82k shares
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⁠Capital Employed
Just added the latest letter from @HaydenCapital

That's over 100 great letters added with lots of great insights and ideas...

https://t.co/0KI2PTSjEh https://t.co/mjUwncrMf0
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⁠Bourbon Capital
Tonight, we’ll discuss $DE.

$DE has maintained an impressive net margin, outperforming industry benchmarks. This efficiency in cost management, combined with a high return on equity, demonstrates the company's strong financial health and ability to sustain profitability despite challenging market conditions. However, Deere's debt-to-equity ratio is quite high, exceeding industry norms, which poses potential financial risks.

What do you think about this company?
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⁠Lumida Wealth Management
The Man Taking On Tesla Reveals the Hardest Thing in Building Humanoids

Watch @PeterDiamandis and @adcock_brett delve into the challenges of sourcing robot components, from electronics to sensors. Don't miss their eye-opening insights! https://t.co/Fv74t5eV07
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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #73

#Investing #investmentwisdom https://t.co/fIa62AFmkd
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⁠Quality Stocks
🇺🇸 Bentley Systems $BSY one pager

🏆 Score 6.3/10 - A lot of points in growth and quality but losing some with valuation and the dilution
🎯 My fair price estimation is around $40

🐂 Bull case
- Dominant software for infrastructure engineering with good tailwinds
- Potential M&A target
- Decent profitability and good capital efficiency
- Recurring revenue and visibility

🐻 Bear case
- Expensive - but nothing extravagant
- Strong competitors in its markets or close ones (Autodesk, Schneider, Nemetschek, ...)
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