⁠PitchDeckGuy
Was Steve Jobs the last great innovator?

Check their original product decks👇 https://t.co/6pTlLwkHts
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AkhenOsiris
$AAPL

Nikkei: Apple orders over 10% more iPhones than last year on AI bet
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AkhenOsiris
$NVDA

Raised to:

$150 Morgan Stanley
$155 Bernstein
$165 Wells Fargo
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AkhenOsiris
In other news, Taiwan export data correlation to $NVDA DC revs can be considered dead...Wells Fargo's Rakers had made the note suggesting DC revs would be $23B this quarter
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AkhenOsiris
Trying to understand, does the upcoming 2nd half of Sept market dump take us to retest the lows? Or has that ship sailed?

Anyone hear from the retest camp lately? @DanielTNiles
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⁠Quality Investing with Aria
$ULTA DOWN 8% IN AFTER HOURS AFTER REPORTING EARNINGS 💄

- 12x PE
- 6-7% Buybacks
- Newest Buffett Holding

This beloved-beauty retailer can't seem to catch a break nowadays! https://t.co/3h6rZqYstE
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⁠Quality Investing with Aria
$MDB WHICH HAD A -30% STOCK DROP LAST QUARTER BACK FROM THE DEAD:

+11% IN AH TRADING. MAYBE THEY HAVE A MOAT AFTER ALL https://t.co/rcoFdViL07
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⁠Quality Investing with Aria
Similar to it's discretionary counterpart; $LULU slides in after hours after reporting mixed results 🤔

- 18x Forward PE
- 10-12% EPS Growth
- Crowded athleisure industry and soft discretionary environment continue to serve as headwinds

Once a high flyer, this company continues to be uninteresting to me 🤷‍♂️
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⁠Librarian Capital
Ulta Beauty FY24Q2 (May-Jul)

Sales -1.2% comparable, +0.9% reported
Gross Profit -1.5% (GP -1.0 ppt, 38.3%)
EBIT -16% (margin -2.6 ppt, 12.9%)
EPS -12%

Q2 "did not meet our expectations"

Cuts FY24 outlook
Comp sales -2% to flat (was +2-3%)
EPS $22.60-23.50

$ULTA -8% AH
cc $EL https://t.co/iaAlOvIAQu
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⁠Quality Investing with Aria
EVERY RETAIL STOCK IS IN ABSOLUTE SHAMBLES RIGHT NOW!!

$DG now in a 68% drawdown since the all time highs after the disastrous report

- Missed Revenue and EPS 📉
- Lowered same-store sales guidance 😬
- Lowered FY EPS Guidance😲

CEO Commentary: "We believe the softer sales trends are partially attributable to a core customer who feels financially constrained"

These type of stock drops make me wanna never touch retailers/apparel stocks ever again. Scary!
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⁠Bourbon Capital
The following companies just reported earnings:

$LULU Lululemon Athletica +0.19%🟢
$DELL Dell Technologies +5.84%🟢
$MRVL Marvell Technology +6.13%🟢
$ADSK Autodesk +6.10%🟢
$ULTA Ulta Beauty -7.07%🔴
$MDB MongoDB +13.95%🟢
$ESTC Elastic -24.26%🔴
$HCP HashiCorp +0.53%🟢
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⁠Bourbon Capital
Ulta Beauty, Inc. $ULTA results:

EPS: $5.30 vs. $5.47 expected🔴
Revenue: $2.6B vs. $2.61B expected🔴

EPS is down 11% YoY
Revenue is up 2.81% YoY

Before you go crazy buying dips, this stock is going down to $320 soon, I'm going to be adding close to $320
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⁠Librarian Capital
Campari $CPR down 31% roughly 1 year after adverse change in corporate governance described below

Decline similar to that of Pernod Ricard $RI
Smaller than Rémy $RCO (with its China exposure) https://t.co/6mlW1BFxIu

John Hempton on Campari: "scumbags are in charge"

$CPR "have just introduced a shareholder loyalty plan ... (Activist-led mgmt. change) can’t happen at Campari anymore. And as the management are clearly not incompetent this makes me think they plan to be venal ... They are scum" https://t.co/QpuFXOcxtm - Librarian Capital
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⁠Bourbon Capital
Lululemon Athletica Inc. $LULU results:

EPS: $3.15 vs. $2.94 expected🟢
Revenue: $2.4B vs. $2.41B expected🔴

EPS is up 17% YoY🟢
Revenue is up 8.65% YoY🟢

I anticipated a different outcome. For now, I'll refrain from making additional investments. However, if the stock price falls below $230, I may consider buying more
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