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Bourbon Capital
Tonight, we’ll discuss one of Buffett's companies, where he recently sold a portion of his shares.
$COF has maintained impressive numbers and holds a solid position in the financial services sector, particularly in the credit card market. However, as a financial institution, Capital One is highly exposed to macroeconomic conditions. Despite this, $COF has demonstrated relatively low volatility compared to its industry peers, making it an attractive option for investors seeking stability.
What do you think about this company?
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Tonight, we’ll discuss one of Buffett's companies, where he recently sold a portion of his shares.
$COF has maintained impressive numbers and holds a solid position in the financial services sector, particularly in the credit card market. However, as a financial institution, Capital One is highly exposed to macroeconomic conditions. Despite this, $COF has demonstrated relatively low volatility compared to its industry peers, making it an attractive option for investors seeking stability.
What do you think about this company?
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Capital Employed
RT @capitalemployed: In an on-going effort to provide more investment ideas we want to a highlight a stock that seems far too cheap for its quality.
PE 6
ROCE 29%
High insider ownership
Illiquid
No analyst coverage
80% upside in the near term with multi-bagger potential 👇
https://t.co/faQsS0L6Ej https://t.co/ySZIu8qalG
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RT @capitalemployed: In an on-going effort to provide more investment ideas we want to a highlight a stock that seems far too cheap for its quality.
PE 6
ROCE 29%
High insider ownership
Illiquid
No analyst coverage
80% upside in the near term with multi-bagger potential 👇
https://t.co/faQsS0L6Ej https://t.co/ySZIu8qalG
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Offshore
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Quality Investing with Aria
I find it hard to believe that $NVDA will get big tech status and stay that way in a similar way we think of all the other big tech companies. Seems like too sudden of rise
What do you think? https://t.co/2NIXFgGszF
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I find it hard to believe that $NVDA will get big tech status and stay that way in a similar way we think of all the other big tech companies. Seems like too sudden of rise
What do you think? https://t.co/2NIXFgGszF
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Offshore
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Quality Stocks
🇦🇺 Clinuvel $CUV FY 24 results
Revenue AU$95M
FY 23 AU$78M +22% 🟢
Est. AU$87M beat 🟢
EPS AU$0.72
FY 23 AU$0.59 +22% 🟢
Est. AU$0.67 beat 🟢 https://t.co/UWWH0m8fRp
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🇦🇺 Clinuvel $CUV FY 24 results
Revenue AU$95M
FY 23 AU$78M +22% 🟢
Est. AU$87M beat 🟢
EPS AU$0.72
FY 23 AU$0.59 +22% 🟢
Est. AU$0.67 beat 🟢 https://t.co/UWWH0m8fRp
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Quality Stocks
🇺🇸 NVidia $NVDA Q2 25 results
Revenue $30.0B
Q2 24 $13.5B +122% 🟢
Est. $28.8B beat 🟢
EPS $0.67
Q2 24 $0.25 +168% 🟢
Est. $0.61 beat 🟢
Q3 guidance
Revenue $32.5B (Est. $32.0B)
The stock is down 6% after hours - buy the rumor, sell the news https://t.co/nuOOvnM7yE
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🇺🇸 NVidia $NVDA Q2 25 results
Revenue $30.0B
Q2 24 $13.5B +122% 🟢
Est. $28.8B beat 🟢
EPS $0.67
Q2 24 $0.25 +168% 🟢
Est. $0.61 beat 🟢
Q3 guidance
Revenue $32.5B (Est. $32.0B)
The stock is down 6% after hours - buy the rumor, sell the news https://t.co/nuOOvnM7yE
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Offshore
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Quality Stocks
🇺🇸 Crowdstrike $CRWD Q2 25 results
Revenue $963M
Q2 24 $732M +31.5% 🟢
Est. $958M beat 🟢
EPS $0.19
Q2 24 $0.03 +533% 🟢
Est. $0.19 reached 🟠
$201M SBC vs $164M prior year +22%
This represents 74% of the FCF! https://t.co/wE8zCIESIp
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🇺🇸 Crowdstrike $CRWD Q2 25 results
Revenue $963M
Q2 24 $732M +31.5% 🟢
Est. $958M beat 🟢
EPS $0.19
Q2 24 $0.03 +533% 🟢
Est. $0.19 reached 🟠
$201M SBC vs $164M prior year +22%
This represents 74% of the FCF! https://t.co/wE8zCIESIp
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Quality Stocks
🇺🇸 Salesforce $CRM Q2 25 results
Revenue $9.3B
Q2 24 $8.6B +8.4% 🟢
Est. $9.2B beat 🟢
EPS $1.47
Q2 24 $1.28 +14.8% 🟢
Est. $1.34 beat 🟢
Q3 25 guidance
Revenue $9.34B (est. $9.38B)
Maintained FY25 revenue guidance https://t.co/rtCL9sbYFZ
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🇺🇸 Salesforce $CRM Q2 25 results
Revenue $9.3B
Q2 24 $8.6B +8.4% 🟢
Est. $9.2B beat 🟢
EPS $1.47
Q2 24 $1.28 +14.8% 🟢
Est. $1.34 beat 🟢
Q3 25 guidance
Revenue $9.34B (est. $9.38B)
Maintained FY25 revenue guidance https://t.co/rtCL9sbYFZ
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Quality Investing with Aria
For how long does this madness continue?
$NVDA's Data Center Revenue has climbed roughly 4bn per quarter, since Q2 2023 https://t.co/MvuVX6125A
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For how long does this madness continue?
$NVDA's Data Center Revenue has climbed roughly 4bn per quarter, since Q2 2023 https://t.co/MvuVX6125A
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Quality Stocks
📢🎯 Analyst Recommendation Changes
🇺🇸 Apple $AAPL $226
Tigress. Buy. $245 ▶️ $295 🟢
🇺🇸 Salesforce $CRM $258
RBC. Buy. $300 🟢
🇳🇱 Adyen $ADYEN 1,321€
Bernstein. Buy. 1,500€ 🟢
🇺🇸 Sentinel One $S $24
UBS. Buy. $27 ▶️ $30 🟢
🇩🇰 Novo Nordisk $NVO 902DKK
DB. Buy. 1,100DKK 🟢
🇺🇸Gitlab $GTLB $46
UBS. Buy. $68 ▶️ $62 🔴
🇨🇦 Lululemon $LULU $258
Wedbush. Buy. $400 ▶️ $324 🔴
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📢🎯 Analyst Recommendation Changes
🇺🇸 Apple $AAPL $226
Tigress. Buy. $245 ▶️ $295 🟢
🇺🇸 Salesforce $CRM $258
RBC. Buy. $300 🟢
🇳🇱 Adyen $ADYEN 1,321€
Bernstein. Buy. 1,500€ 🟢
🇺🇸 Sentinel One $S $24
UBS. Buy. $27 ▶️ $30 🟢
🇩🇰 Novo Nordisk $NVO 902DKK
DB. Buy. 1,100DKK 🟢
🇺🇸Gitlab $GTLB $46
UBS. Buy. $68 ▶️ $62 🔴
🇨🇦 Lululemon $LULU $258
Wedbush. Buy. $400 ▶️ $324 🔴
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