Offshore
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Quality Investing with Aria
RT @QualityInvest5: 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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RT @QualityInvest5: 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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Offshore
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Value Spotlight (Andrew Sather)
Include Provisions in Invested Capital for ROIC? (Tutorial)
Request from @TheFinanceLad: Whitbread $WTBDY https://t.co/QHvfPhrjO8
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Include Provisions in Invested Capital for ROIC? (Tutorial)
Request from @TheFinanceLad: Whitbread $WTBDY https://t.co/QHvfPhrjO8
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Offshore
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Hidden Value Gems
I know personally people who sold $BRK.B in 2022 at $325 and early this year at $405. They referred to limited valuation upside, strong performance, Buffett’s age, weak outlook for markets.
One piece of advice to generate wealth is hold on to a great company for decades, not months or years.
#Berkshire #BRK
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I know personally people who sold $BRK.B in 2022 at $325 and early this year at $405. They referred to limited valuation upside, strong performance, Buffett’s age, weak outlook for markets.
One piece of advice to generate wealth is hold on to a great company for decades, not months or years.
#Berkshire #BRK
Quite a few smart people used to say that $BRK investments are not that successful anymore. Now, they say $BRK is all about $AAPL - a lucky strike which is “half of its stock portfolio”.
What’s wrong with you people? 😁 https://t.co/se48P4beyy tweet
Offshore
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Bourbon Capital
Since 2011, $LULU has missed revenue expectations four times. While I don't anticipate positive results tomorrow, I may consider buying if the stock price falls below $200.
3/29/22
Estimate: $2.13B
Reported: $2.12B
% Surprise -0.28%🔴
6/11/20
Estimate: $711.44
Reported: $651.96
% Surprise -8.36%🔴
12/9/15
Estimate: $481.61
Reported: $479.69
% Surprise -0.40%🔴
12/11/14
Estimate: $424.73
Reported: $419.40
% Surprise -1.25%🔴
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Since 2011, $LULU has missed revenue expectations four times. While I don't anticipate positive results tomorrow, I may consider buying if the stock price falls below $200.
3/29/22
Estimate: $2.13B
Reported: $2.12B
% Surprise -0.28%🔴
6/11/20
Estimate: $711.44
Reported: $651.96
% Surprise -8.36%🔴
12/9/15
Estimate: $481.61
Reported: $479.69
% Surprise -0.40%🔴
12/11/14
Estimate: $424.73
Reported: $419.40
% Surprise -1.25%🔴
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Offshore
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Stock Analysis Compilation
Ariel Investments on Allstate Corporation $ALL US
Thesis: Allstate is positioned to recover from macroeconomic challenges, with improved pricing and operational efficiency driving future profitability
(Extract from their Q2 letter) https://t.co/OhLYtFUfu8
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Ariel Investments on Allstate Corporation $ALL US
Thesis: Allstate is positioned to recover from macroeconomic challenges, with improved pricing and operational efficiency driving future profitability
(Extract from their Q2 letter) https://t.co/OhLYtFUfu8
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Offshore
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Quality Investing with Aria
Ordered this at 2 am last night.
It got here at 1pm today.
It took 11 hours to get to my house. $AMZN is a wonderful charity to the world. I love this company https://t.co/0hk7yflB0f
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Ordered this at 2 am last night.
It got here at 1pm today.
It took 11 hours to get to my house. $AMZN is a wonderful charity to the world. I love this company https://t.co/0hk7yflB0f
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Bourbon Capital
Which company are you going to be watching?
Earnings 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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Which company are you going to be watching?
Earnings 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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