⁠Capital Employed
RT @equitybaron: At some point Polish stocks will come into fashion, many stocks will get a re-rating.

The momentum investors will jump in. We've seen it happen recently with the UK.

There's many quality cheap small caps in Polska. I've highlighted one here 👇

https://t.co/O4UBxNsGrL https://t.co/yKoay5AKYf
tweet

⁠Capital Employed
We have collected over 100 Q2 letters.

The worst performing fund YTD is -22.99%
The best is 24%

The mean is around 4-5%

If you're a private investor who YTD is above 5% give your self a pat on the back.

If you're above 24% buy yourself a cake 🎂

https://t.co/0KI2PTSjEh https://t.co/fLvdSkXjpH
tweet

⁠Bourbon Capital
There are no earnings reports scheduled for tomorrow.

Which stock are you going to be watching tomorrow?
tweet

⁠Quality Stocks
🇨🇦 Lululemon $LULU Q2 24 results

Revenue $2,371M
Q2 23 $2,209M +7.3% 🟢
Est. $2,408M miss 🔴

EPS $3.15
Q2 23 $2.68 +17.5% 🟢
Est. $2.92 beat 🟢

Comparable sales +3% (-3% Americas, +19% International)
Gross margin increased 80 BP to 59.6%
1.9M shares repurchased
+10 stores to 721

Q3 24 guidance
Revenue $2.35B (est. $2.41B)
EPS $2.70 (est. $2.71)
tweet

⁠Quality Stocks
🇺🇸 Autodesk $ADSK Q2 25 results

Revenue $1,505M
Q2 24 $1,345M +11.9% 🟢
Est. $1,482M beat 🟢

EPS $1.30
Q2 24 $1.03 +26.2% 🟢
Est. $1.16 beat 🟢 https://t.co/EYOHT3HxTx
tweet

⁠Quality Stocks
🇺🇸 Veeva $VEEV Q2 25 results

Revenue $676M
Q2 24 $590M +14.6% 🟢
Est. $668M beat 🟢

EPS $1.04
Q2 24 $0.68 +52.9% 🟢
Est. $1.01 beat 🟢

SBC above $100M https://t.co/yVqRF2d5qs
tweet

⁠Bourbon Capital
$SOFI is up 20% so far, but it's still insufficient. Lower interest rates are necessary to force short sellers to cover their positions

Short interest remains high close to 20% https://t.co/FrOQerBGmY
tweet

⁠Bourbon Capital
Tonight, we’ll discuss $HON

$HON is highly diversified, with strong positions in aerospace, building technologies, performance materials, and safety solutions. However, its PE and P/FCF ratio suggests that it is currently overvalued relative to its earnings growth potential.

What do you think about this company?
tweet

⁠Quality Investing with Aria
RT @QualityInvest5: Friendly reminder $AMZN trades at its cheapest valuation EVER! 📈

Buying today gets you:
- #1 in Ecommerce
- #1 In Cloud Computing
- #3 In Online Ads

How is this not a not brainer long? Mean reversion alone would give you 76% upside to $300

What do you think 🤔
tweet

⁠Quality Investing with Aria
Much needed bull

🖕 $CELH https://t.co/de4qBIuHSC
tweet

⁠Capital Employed
36 stock pitches we’ve enjoyed reading in the past two weeks… 👇

https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
tweet