⁠Stock Analysis Compilation
Acatis on Wavestone $WAVE FP

Thesis: Wavestone’s consistent growth in book value and strong position in IT consulting make it an undervalued opportunity, trading at crisis-level valuations

(Extract from their Q2 letter) https://t.co/s1hLdfXGh3
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⁠Librarian Capital
"Monthly Ranked Top Buys - Aug/Sep 2024"

Model portfolio now gained +40.0% since start of 2023
We replace one holding and resize others
Includes recap of Q2 results & key news for all holdings

https://t.co/EFzcw1UjK6 https://t.co/9LCKEorcBm
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⁠Quality Investing with Aria
RT @QualityInvest5: Very short list of companies when you have these 3 criteria:
- Software
- Minimum 20% EPS Growth
- Market cap above 50bn

Not surprised to see:
1. Servicenow $NOW
2. Crowdstrike $CRWD
3. Palantir $PLTR

They all trade a absurd valuations though sadly 🤔 https://t.co/BAYce9NIcT
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⁠Invest In Assets 📈
Avoid mindless imitation of peers: https://t.co/c2K5RWEXIu
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⁠Quality Stocks
📅 Next one pagers to be published

🇫🇷 Edenred $EDEN
🇮🇹 Ferrari $RACE
🇺🇸 Dollar Tree $DLTR
🇺🇸 Agilent $A
🇧🇪 Lotus Bakeries $LOTB
🇺🇸 Deckers Outdoor $DECK

Which one are you looking forward the most?
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⁠Quality Investing with Aria
You've had a handful of opportunities to buy $ASML at a -30% drawdown. Here's what happened right after the trough bottom, every single time

[ THREAD 🧵 ]
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⁠Quality Stocks
3⃣ stock duels with extremely close results
A thread 🧵👇

We begin with 🇺🇸 Cadence $CDNS vs 🇺🇸 Synopsys $SNPS
While Synopsys is 3 times bigger, Cadence has better metrics. How to choose? https://t.co/0GbnkbaeoA
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AkhenOsiris
Lots of negativity out there:

Taiwan’s overreliance on tech sector makes it vulnerable: BofA

Buying the Japanese yen is “the easiest way to play the AI bubble bursting,” BCA Research strategists said in a Wednesday report.

ASML shares down as Morgan Stanley removes from Top Pick list

AI stocks not in a bubble but concentration risks are high: Goldman

Risk-reward for chip stocks 'unattractive', selloff may continue: BCA
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⁠Invest In Assets 📈
8 Scandinavian Quality Businesses💎

•Novo Nordisk 🇩🇰
•Atlas Copco 🇸🇪
•Assa Abloy 🇸🇪
•Coloplast 🇩🇰
•Admicom 🇫🇮
•Bouvet 🇳🇴
•Kone 🇫🇮
•Lifco 🇸🇪
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⁠Quality Investing with Aria
New @finchat_io 4.0 user interface looks incredible 🤯 https://t.co/T0dDqpp1bw
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