⁠Bourbon Capital
Are you gonna buy anything today?
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⁠Stock Analysis Compilation
Stock Analysis Compilation #55 is in your inbox 🔥
(link below)

43 free analyses from the best hedge funds & newsletters :

$AAP $COST $CRWD $DNP $HIMS $AILE $IMKTA $LULU $LUMN $META $NVDA $PTON $PDD $SR $SMCI $URBN $WMT $WSO $WOW $ZM and many more https://t.co/DekWY8ga5Q
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⁠Bourbon Capital
$MELI is one of the few thriving e-commerce companies. Despite its success, less than 30% of the Latin American population currently uses the platform

Imagine the potential growth if they could expand their reach to the remaining 80% of the region
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⁠Bourbon Capital
RT @BourbonCap: $UNH is one of the best defensive stocks out there

$UNH trades at 20 times forward PE
ROIC 10Y: 12%
Dividend Growth 10Y: 20%
Long-term EPS growth is +12%

UnitedHealth Group returns 1999-2024: https://t.co/HMfOXdxBbZ
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⁠Hidden Value Gems
Happy Birthday, @WarrenBuffett !

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 - Hidden Value Gems
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⁠Hidden Value Gems
Quote of the day #76 https://t.co/eB94GmF8wP
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⁠Quality Stocks
📅 Summary of this week's earnings

🇺🇸 NVidia $NVDA
Resultd 🟢 / Reaction 🔴
🇺🇸 Crowdstrike $CRWD
Results 🟢 / Reaction 🟢
🇺🇸 Veeva $VEEV
Results 🟢 / Reaction 🟢
🇨🇦 Lululemon $LULU
Results 🟠 / Reaction 🔴
🇺🇸 Autodesk $ADSK
Results 🟢 / Reaction 🟢
🇳🇴 Smartcraft $SMCRT
Results 🟢 / Reaction 🔴
🇦🇺 Clinuvel $CUV
Results 🟢 / Reaction 🟢
🇺🇸 Salesforce $CRM
Results 🟢 / Reaction 🟠
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⁠Quality Stocks
📈 Market trends matter. It's easier to grow 10% in a market that's up 15% than 5% in a market up 3%.

Which growing, stable, or declining markets should we consider?

📈📈 QUICKLY GROWING MARKETS
(>10% a year by 2030)
AI
Cybersecurity
Cloud
Robotics
Online gambling

📈 GROWING MARKETS
(>5% a year by 2030)
Luxury
Semiconductors
Diabetes drug
Cosmetics
Activewear / outdoors

🟰 SLOWLY GROWING MARKET OR MARKETS WITHOUT GROWTH
Iron ore mining
Chocolate and candies
Industrial fasteners

📉 DECLINING MARKETS
Sugar manufacturing
Newspaper publishing
Physical audio disc
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⁠PitchDeckGuy
Dollar General crashed 30% on "cash strapped consumers"

Here's their deck: https://t.co/mhD8hSe07j
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⁠Librarian Capital
"Pernod Ricard: “Revenge Conviviality” Hangover Ending After FY24"

Shares are near 2020 trough; FY24 results point to a downturn that is cyclical and should reverse in FY25

Cheap at 16.6x FY24 EPS, 3.6% Dividend Yield

$RI $DGE $DEO $BF.B $RCO
https://t.co/9NFnHhmknF https://t.co/ETpnpTbbYP
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⁠Bourbon Capital
Adobe Inc. $ADBE is one of my favorite tech stocks to hold

This is a stock you should keep on your radar for future years, hopefully with lower rates, a lower cost of living, and more stability

- Net Debt < 0🟢
- ROIC 10Y > 15%🟢
- Revenue growth 10Y> 17%🟢
- Free cash flow growth > 15%🟢
- Long-term EPS growth >15%🟢
- No increase in outstanding shares🟢
- Gross Margin 10y >87%🟢

Adobe returns 1999-2024:
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AkhenOsiris
Buying up here like I am? You are a chaser, congrats...all this shit was way cheaper 3 weeks ago
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⁠Hidden Value Gems
Hmm 🤨

“I’d compare stock pickers to astrologers, but I don’t want to bad-mouth the astrologers.”

- Eugene Fama

Agree with that 👇🏼

“Individual stocks might prove to be dumbly priced, but on average in the long run the cumulative efforts of millions of people trying to outsmart the market means that prices are more often fair than not.”
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