⁠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
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⁠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
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⁠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?
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⁠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 🤔
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⁠Quality Investing with Aria
Much needed bull

🖕 $CELH https://t.co/de4qBIuHSC
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⁠Capital Employed
36 stock pitches we’ve enjoyed reading in the past two weeks… 👇

https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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⁠Quality Investing with Aria
$TSLA and Elon Musk are exceptionally great with deadlines

Also bullish $GOOGL Waymo https://t.co/kJmfqgYOJk
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⁠Librarian Capital
"Slow burn: will regulators snuff out growth of heated tobacco?" (FT)

We respectfully disagree with this column in a number of areas (thread)

$PM $BATS $BTI $MO $IMB https://t.co/q6FSHtHnGI
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⁠Hidden Value Gems
Interesting snapshot of China’s economy and markets by @yardeni

The first 9 look to be cyclical and more like a buying opportunity 🤔
(on a 3-5 year view of course).

🧵 👇🏼

1️⃣ Chinese consumers are depressed

1/10 https://t.co/GjYGumXmbu
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⁠Stock Analysis Compilation
Ariel Investments on BAWAG Group $BAW AT

Thesis: BAWAG Group's growth through strategic acquisitions and capital efficiency makes it a strong contender for long-term shareholder returns

(Extract from their Q2 letter) https://t.co/TM5YIgIiEJ
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