⁠Bourbon Capital
Intel is now trading at the same price it was at in 1997

Imagine working for Intel $INTC since 1997 and never cashing out.. a big chunk of their 401k is in Intel https://t.co/fXDfzPeKDp
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⁠Quality Investing with Aria
I FORGOT HOW MUCH I LOVE THIS BOOK!!

“It was this desire for a feeling of importance that led an uneducated, poverty-stricken grocery clerk to study some law books he found in the bottom of a barrel of household plunder that he had bought for fifty cents. You have probably heard of this grocery clerk. His name was Lincoln”

6th read btw 😉
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⁠Stock Analysis Compilation
Baron Capital on Procore Technologies $PCOR US

Thesis: Procore’s dominant position in construction management software, combined with a vast market opportunity and innovative pricing model, sets the stage for sustained growth and margin expansion

(Extract from their Q2 letter) https://t.co/0XseQEUYB1
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⁠Bourbon Capital
$DLTR is now trading at the same price it was at in 2015

Another company joining the '-20% crash in a single day' gang, just like $NKE, $SBUX, $CVS, and $CRWD.

It looks like a nice opportunity but I won't buy anything yet https://t.co/sQUfclLDHD
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⁠Quality Investing with Aria
Price dictates sentiment I guess. If I didn’t have a hard rule against narrow moat companies id probably pick up shares here

- 36x TTM PE
- 30% Revenue growth
- Wildly popular among young people on the go

What do you think of $CELH after the -70% selloff 🤯 👇 https://t.co/I01BGYZ2eY
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⁠Quality Investing with Aria
So when canada cuts rates USD/CAD drops aggressively 👍

Got it https://t.co/pBGfHMMmmH
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⁠Librarian Capital
Admiral $ADM, despite its ~24% price gain in the past year, remains ~20% below its 2021 peak

Its price performance remains a fraction of that at Progressive $PGR in the US (based on local currencies)

Hypothesis: structural differences between UK and US https://t.co/mzIctpz0xI
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⁠Bourbon Capital
When the stock is down: 'This stock is garbage.'

When the stock is up: 'I'm a long-term investor; I saw this potential before anyone else did.'

I feel like I'm reading a 10-year-old kid's diary.
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AkhenOsiris
RT @mark_dow: We’re entering that time of year when everyone has to roll out their recession forecast to 2025
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AkhenOsiris
RT @AlphaSeeker84: Gtlb up 15% on those results? You mofos are crazy. After sell sides finishes drooling over gtlb tomorrow this is a short
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⁠Bourbon Capital
If you haven't seen your stock go down 50%, you aren't ready yet.

People buy the dip because their stocks are down 10%. It's one of the most ridiculous things.
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⁠PitchDeckGuy
DoorDash IPO'd 3.5 years ago

They’ve raised $3.37 billion

Here's their YC pitch https://t.co/jiHpZKcyDQ
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⁠Bourbon Capital
I love how $CELH EPS is up 64% YoY and Revenue is up 23% YoY but the stock is down 65%

Error 404 not found, lovely logic
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⁠Librarian Capital
Reminder: Prediction markets can be wrong
Rich people make bigger bets but aren't smarter

In 2016, gambling odds heavily tilted towards UK voting Remain in EU referendum

"As the polls closed, Betfair was predicting a 94% chance the UK would vote to stay"
https://t.co/h9RiDPQuCx https://t.co/niAXa6Beyx

Trump's lead in the odds just hit 5%. https://t.co/qKMQ8sTV9h - Polymarket
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