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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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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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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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Offshore
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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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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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Offshore
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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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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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Offshore
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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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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
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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 tweet
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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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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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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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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Hidden Value Gems
An interesting case of a market laggard 👉🏽 $ABNB
✅The stock is down 25% in the past 6 months, the only stock in its peer group to be down in the past 12 months (-12%).
✅ "Wall Street expects the company’s gross bookings to grow 11% this year compared with the 4%-to-6% range seen for rival online travel marketplaces Expedia EXPE and Booking. Analysts also expect Airbnb’s revenue growth to stay in the double-digit range for at least the next four years."
✅ A huge TAM and growth potential: about nine people book a hotel room for every one person who books an Airbnb, according to the CEO Brian Cesky. Getting one of those guests to book on Airbnb would double guest nights on the platform from 0.5bn to 1bn a year.
✅Airbnb is also on the cusp of adding new services and offerings to its mix: a host marketplace, new travel-related services for guests and sponsored listings etc.
✅Airbnb is now trading at near a record low of 17x projected FCF, a 20% discount to Uber and DoorDash.
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An interesting case of a market laggard 👉🏽 $ABNB
✅The stock is down 25% in the past 6 months, the only stock in its peer group to be down in the past 12 months (-12%).
✅ "Wall Street expects the company’s gross bookings to grow 11% this year compared with the 4%-to-6% range seen for rival online travel marketplaces Expedia EXPE and Booking. Analysts also expect Airbnb’s revenue growth to stay in the double-digit range for at least the next four years."
✅ A huge TAM and growth potential: about nine people book a hotel room for every one person who books an Airbnb, according to the CEO Brian Cesky. Getting one of those guests to book on Airbnb would double guest nights on the platform from 0.5bn to 1bn a year.
✅Airbnb is also on the cusp of adding new services and offerings to its mix: a host marketplace, new travel-related services for guests and sponsored listings etc.
✅Airbnb is now trading at near a record low of 17x projected FCF, a 20% discount to Uber and DoorDash.
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