⁠Bourbon Capital
It's always the same with the news. They post fake news about war and nuclear issues, causing people to panic and sell. The next day, those same people buy the dip.

All the media are owned by hedge funds, people who make money by shorting the market and spreading fake news.

They are terrible managers, but they have the power to sell fake news, and you believe them

I'm glad people didn't sell $BABA
tweet

⁠Bourbon Capital
RT @BourbonFps: Never trust the news

We've heard constant predictions of a World War III, a 2008-style market crash, and the end of the world. These fear-mongering tactics are common.

When investigating news sources, consider who owns the company. Many media outlets are owned by hedge funds known for shorting the market

Whatever happens today it won't matter in 5 years
tweet

⁠Bourbon Capital
Portfolio idea:

Strikers: $PLTR $ADBE $ASML $PYPL $NKE
Midfielder: $INTU $ODFL $AAPL $ULTA $BABA $AMZN $GOOG
Defender: $UNH $JNJ $CNI $BRK.B $V $PEP
Goalkeeper: $VOO

Strikers can be changed over time, there are plenty of stocks out there

You can swap $UNH for $TMO
You can swap $V for $MA
You can swap $PEP for $KO or $MNST
You can swap $NKE for $LULU
tweet

⁠Bourbon Capital
Earnings after close:

$SNPS Synopsys
$SNOW Snowflake
$A Agilent Technologies
$ZM Zoom Video
$NDSN Nordson

$BKR.B sold $SNOW in Q2
tweet

⁠Bourbon Capital
I was expecting a red day because of the Fed, but it looks like they are going to lower the rates soon.

I hope they implement a gradual rate reduction. Maintaining the same pace as the previous rate hikes could lead to a disastrous market outcome
tweet

⁠Bourbon Capital
Johnson & Johnson $JNJ is experiencing its worst year in 40 years, down 22% from its peak. The company is using a small fraction of its cash reserves to push the stock price from $144 to $160.

They hold a substantial amount of government bonds, meaning your tax dollars are indirectly supporting this stock.

We are witnessing history, same for $AAPL and $GOOG
tweet

⁠Bourbon Capital
The following companies just reported earnings:

$SNPS Synopsys +1.38%🟢
$SNOW Snowflake -7.89%🔴
$A Agilent Technologies +2.01%🟢
$ZM Zoom Video +3.02%🟢
$NDSN Nordson -1.28%🔴
tweet

⁠Bourbon Capital
$SNOW plans to repurchase $2.5 billion of its outstanding shares over the next two years. However, the company's share issuance rate may outpace these buybacks.

Never buy a company with no profit, you will pay their salaries https://t.co/OSAemdTz0d
tweet

⁠Bourbon Capital
Tomorrow earnings:

$AAP reports tomorrow, Michael Burry sold this company in Q2

Before Open:

$TD The Toronto Bank
$NTES NetEase
$BIDU Baidu
$WSM Williams-Sonoma
$VIK Viking Holdings
$BJ BJ's Wholesale
$AAP Advance Auto Parts

After Close:
$INTU Intuit
$WDAY Workday
$ROST Ross Stores
$CAVA Cava
$BILL Bill Holdings
tweet

⁠Bourbon Capital
I still don't understand why people need $BRK.B to buy $ULTA

The stock price has increased by 20% in recent days, but it remains undervalued. It's one of the most affordable stocks currently available.

ROIC of 20% over the past decade, the company's financial performance is strong. Additionally, its PE ratio is the lowest it's been since 2009..

More you know about the company more you like it
tweet

⁠Bourbon Capital
Tonight, we’ll discuss $SBUX.

According to Buffett's criteria, Overall, while $SBUX has a strong foundation and growth potential, inflationary pressures have negatively affected Starbucks margins. And it faces other significant challenges that could affect its performance in the near to medium term.

What do you think about this company?
tweet

⁠Matt McGarry
Is ClickFunnels the best business of all time?

- 100% bootstrapped
- 150,000 customers
- Grew w/negative CAC
- $265,000,000+ in annual revenue
- SaaS (recurring rev + high multiple)
- Clear category winner for info products

Plus, it grew with negative CAC (he GOT PAID to grow): https://t.co/kLNll6HGzq
tweet

⁠Hidden Value Gems
RT @HiddenValueGems: Walter Schloss on different investment strategies 👇🏼

Quote of the day #70 https://t.co/IketRJqFbs
tweet