⁠Bourbon Capital
Take notes!

If you don’t, you’ll forget everything

A lot of people on this platform provide many tips about everything, sometimes better than a 'professional bot' from LinkedIn
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⁠Lumida Wealth Management
Snippets from @IrrationalMrkts with Scott Barbee from Aegis Value Fund

1/ 3 Risk factors every value investor needs to check before investing https://t.co/ewMT3AwH1I
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⁠Quality Investing with Aria
Damn near 30x P/S after the gap up tomorrow morning. Congrats to $PLTR for the S&P inclusion but frankly this valuation is getting a little out of hand

I don't care if they're going to solve intergalactic space travel or whatever they do. 30x revenue is absurd 🤷‍♂️ https://t.co/XyYa7FllkC
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⁠Matt McGarry
Just 2 spots left now!

8 spots left for early bird pricing!!

Join Write, Grow, Sell before the price goes up by $200:

https://t.co/162j3O6tdk - Matt McGarry
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⁠iinvested
Great write ups by Hayden Capital on $APP, $PDD

Read the letter here:
https://t.co/WRGkdL2eBG
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⁠Hidden Value Gems
Have you guys looked at $PUIG.MC ? 100+year Spannish family business (mostly fragrances) managed by the Puig family. Listed this year, stock is down after the company reported weaker sales in China (but they represent only 9% of total). Still growing on a group level at c. 9% and profitable.

less than 10x PE, according to Google...🤔
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⁠Quality Stocks
🚀 Here is a thread with 7 stocks that could potentially triple their revenues by 2030!

As we all know, growth is the key driver for long-term stock market returns
Which one stands out to you?
Do you have other stocks in mind that could 3x their revenues in the next 6 years? https://t.co/AXZGjAzevB
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⁠Quality Stocks
🇮🇹 Ferrari $RACE one pager

🏆 Score 6.7/10 - Valuation is the main issue to go higher
🎯 My fair price estimation is around 330€, the question is what premium should Ferrari have?

🐂 Bull case
- Very strong brand and real luxury
- Company able to choose its customers
- Good profitability
- Improving margin

🐻 Bear case
- Expensive
- Will EV be as desirable as current cars?
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⁠Stock Analysis Compilation
Baron Capital on eMemory Technology $3529 TT

Thesis: eMemory’s dominant position in embedded memory IP, coupled with strong demand for security solutions, supports a path to significant profit growth

(Extract from their Q2 letter) https://t.co/jmB2O8I2FG
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⁠Invest In Assets 📈
Terry Smith's investing philosophy summarized: https://t.co/h9ib58G3oB
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⁠Quality Stocks
🇬🇧 Arm $ARM is a fascinating company
But is 20% annual growth worth above 60x PE... in 2027?

Apple’s new iPhone will use Arm’s next-generation chip technology for AI https://t.co/18xd2JxcT7 - Financial Times
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