⁠Bourbon Capital
Weight-loss drugs are killing Medifast, Inc. $MED

The stock is 94% down from its 2021 peak

Gross Margin: 73%
Net Income Growth 5y: -16.34%
Revenue Growth 5y: 3.84%
FCF Yield: 27.91%
Net Debt < 0
Short Interest: 20.45%
EPS YoY: -66.79%
Revenue YoY: -43.09%

I strongly discourage the use of drugs for weight loss. Healthy habits, nutritious food, adequate hydration, and regular exercise are the most effective approaches.
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⁠Quality Investing with Aria
Cloudflare $NET is a cybersecurity company that makes customer's online activity faster, more secure, and more reliable 🛡️

- 19x EV/Sales
- 31% TTM Revenue Growth
- Market-leader in network-security with a whopping 96.21% market share 🤯

What do you think? 👇
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⁠Bourbon Capital
Soros Fund Management Llc added 1 million shares of $BABA

Of course, one day before earnings https://t.co/gAqgvrN9HX
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⁠Bourbon Capital
Largest insider buys this week

$VOXX Voxx International $15M
$LOCO El Pollo Loco $4.5M
$PBF PBF Energy $8M
$BEN Franklin Resources $2.2M
$LAB Standard Biotool $1.5M
$WY Weyerhaeuser $1M
$LANC Lancaster Colony $500k
$LESL Leslie's $500k
$AON Aon $246k
$PTON Peloton $133k
$HLF Herbalife $87k
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⁠Quality Investing with Aria
$PLTR's commercial side of the business has continuously become more and more important.

Over the past 3 years:
- Government EBIT: 18% CAGR
- Commercial EBIT: 30% CAGR

Impressive growth profile I must admit 🤔
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⁠Bourbon Capital
One man's trash is another man's treasure

Choose wisely:

Medifast, Inc. $MED down 94%
V.F. Corporation $VFC down 78%
Cracker Barrel Old Country $CBRL down 76%
Alibaba Group Holding $BABA down 70%
The Estée Lauder $EL down 70%
Dollar General Corporation $DG down 66%
Papa John's International $PZZA down 64%
Intel Corporation $INTC down 63%
Five Below, Inc. $FIVE down 62%
Baxter International Inc. $BAX down 56%
Super Micro Computer $SMCI down 56%
NIKE, Inc. $NKE down 55%
Celsius Holdings, Inc. $CELH down 55%
Shopify Inc. $SHOP down 52%
Lululemon Athletica Inc. $LULU down 50%
DexCom $DXCM 50%
Edwards Lifesciences $EW down 46%
Dollar Tree, Inc. $DLTR down 45%
Humana Inc. $HUM down 35%
Airbnb, Inc. $ABNB down 31%
CrowdStrike Holdings $CRWD down 30%
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⁠Quality Investing with Aria
You either have your phone on dark mode, or you’re blood related to Jeffrey Dahmer

Sorry I don’t make the rules 🤷‍♂️ https://t.co/OJzxZ1Hjgi
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⁠Quality Investing with Aria
TOP QUALITY STOCKS THAT WILL OUTPERFORM IN THE NEXT 🔟 YEARS:

[NFS, my opinion]

1/ Amazon $AMZN

2/ Alphabet $GOOGL

3/ Mastercard $MA

4/ TSMC $TSM

5/ ASML $ASML

6/ Netflix $NFLX

7/ Meta $META

8/ Salesforce $CRM

9/ Microsoft $MSFT

10/ Visa $V

Agree or disagree? 👇
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⁠Quality Investing with Aria
How am I confident that $MA is going to outperform in the future?

Total number of cards growth have averaged around 10% per year. Nevermind that these cardholders are spending more on average per year

You're looking at >10% revenue growth simply by waking up in the morning 🤷‍♂️ https://t.co/4Itf5cAQwO
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⁠Capital Employed
RT @Whit_Huguley: Thanks for sharing my write-up! @capitalemployed

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

https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU - Capital Employed
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⁠Quality Investing with Aria
Just played 10 minutes of fortnite on $MSFT's Xbox Cloud Play or whatever its called

Impressive that level of information can be streamed over the internet on a web browser. Gaming business will be huge for them
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⁠Quality Investing with Aria
X accounts I learn the most from and what I like about each, in no particular order

@Ethan_Invests Really informative threads

@MillionsWithMe Personal Finance Wiz

@DividendDude_X COVERS EVERYTHING

@thexcapitalist Excellent Threads

@DimitryNakhla Concise and Current 😎

@everydaystocksx He also like $UBER

@SivsPicks Bite-sized

@StockMarketNerd Quarterly Recaps

@Brian_Stoffel_ Unique perspective

@gurgavin Current News

I’m sure I’m forgetting a few but that’s all that comes to mind at this time. Be sure to follow them all, I think the investment will be worth it for your timeline 🙏
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⁠Hidden Value Gems
Potentially another takeover of a UK-listed company $RMV.L

“Australia’s largest property listings company REA Group, majority owned by Rupert Murdoch’s News Corp, is considering a cash and shares offer for its £4.4bn-valued UK peer Rightmove, as it aims to become the largest online real estate business across both markets.”
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⁠Quality Stocks
September is historically the worst month for the S&P 500

Let's see how it goes! https://t.co/5z2Lki41EN
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