Offshore
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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
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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
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Offshore
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Bourbon Capital
$SNOW plans to repurchase $2.5 billion of its outstanding shares over the next two years. However, the company's share issuance rate may outpace these buybacks.
Never buy a company with no profit, you will pay their salaries https://t.co/OSAemdTz0d
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$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
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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
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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
Offshore
Photo
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
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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
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Offshore
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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?
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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?
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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
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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
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: Walter Schloss on different investment strategies 👇🏼
Quote of the day #70 https://t.co/IketRJqFbs
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RT @HiddenValueGems: Walter Schloss on different investment strategies 👇🏼
Quote of the day #70 https://t.co/IketRJqFbs
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