⁠Quality Stocks
The diversification with grocery products for Starbucks $SBUX ☕️ seems natural

But I wonder what is the cannibalization rate of that. Where I took this picture, there was also a Starbucks inside the grocery store

Any thought? https://t.co/8qmaFpMugT
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⁠Matt McGarry
Tomorrow is the most important day for me this year:

1) My daughter's 3rd birthday party. Hello Kitty theme. Still much to do and prepare for.

2) I'm announcing a new product in my newsletter.

I just wrapped up the message going out to 25k+ subscribers.

Nervous for both 😅
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⁠Bourbon Capital
It's always the same with people; they have been calling it the Great Depression every single day since 1940

If the stocks are too high, they don't buy

If the stocks are too low, they don't buy
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AkhenOsiris
Retest the lows camp still has hope!

- economy collapses
- major war in Middle East (refer to expert @DanielTNiles)
- Trump and/or election angst

Powell firmly an enemy now though
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AkhenOsiris
Retest lows call is cancelled...beware 🤡

Powell’s speech today is bullish for risk assets through year-end. It is less hedged than expected and leaves the door open for rapid cuts in rates with no use of the word "gradual." The important parts of the speech: “My confidence has grown that inflation is on a sustainable path back to 2 percent…We do not seek or welcome further cooling in labor market conditions... The upside risks to inflation have diminished. And the downside risks to employment have increased… The time has come for policy to adjust. The direction of travel is clear…”
federalreserve.gov/newsevent… - Dan Niles
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AkhenOsiris
Climbing the wall of Mohamedoom is intact...please never let this guy be bullish

Market volatility looks more likely post-Jackson Hole - the view of @elerianm. “Both the markets and the analyst community will find it hard to exit from their “table tennis narrative” mode” ft.com/content/65c802e6-9c47… - Tony Tassell
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AkhenOsiris
Anyone seen any sell-side highlight the lower USD tailwind for the megacaps?
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⁠Value Spotlight (Andrew Sather)
Calculating ROIC with Negative Equity (Tutorial):

$LOW in <90 seconds https://t.co/fsverztrdk
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⁠Bourbon Capital
Two heavily shorted stocks have risen today. It appears that hedge funds are closing their short positions ahead of a potential Federal Reserve rate cut

Rivian Automotive, Inc. $RIVN 8.35%
Lucid Group, Inc. $LCID 10.90%

Both prices are still manipulated
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⁠PitchDeckGuy
Peloton just posted its best day in HISTORY and its still -97% from highs

Here's their pitch deck: https://t.co/QUoagFjKjD
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⁠Quality Stocks
📅 Summary of this week's results. Which ones did you follow?

🇦🇺 Mader $MAD
Results 🟢 / Reaction 🔴
🇺🇸 Agilent $A
Results 🔴 / Reaction 🟠
🇺🇸 Synopsys $SNPS
Results 🟢 / Reaction 🟢
🇺🇸 Intuit $INTU
Results 🟠 / Reaction
🇸🇪 Paxman $PAX
Results 🟢 / Reaction 🟢
🇦🇺 Jumbo $JIN
Results 🟢 / Reaction 🔴
🇸🇪 Surgical Science $SUS
Results 🔴 / Reaction 🟢
🇸🇪 I-Tech $ITECH
Results 🟢 / Reaction 🟢
🇩🇰 Coloplast $COLO
Results 🟢 / Reaction 🔴
🇦🇺 Wisetech $WTC
Results 🟢 / Reaction 🟢
🇺🇸 Jack Henry & Associates $JKHY
Results 🟠 / Reaction 🟠
🇵🇱 Dino Polska $DNP
Results 🟢 / Reaction 🔴
🇺🇸 Palo Alto $PANW
Results 🟢 / Reaction 🟢
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⁠Hidden Value Gems
Second try for US small caps? 😉

$RUT https://t.co/KCFvVywFHj
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⁠Stock Analysis Compilation
Mar Vista on Meta $META US

Thesis: Meta's strategic pivot towards AI and operational efficiency, combined with its global reach, positions it for strong long-term growth in digital advertising

(Extract from their Q2 letter) https://t.co/DQGWaeVeSi
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⁠Bourbon Capital
Remember,

You don't need immense wealth to retire. Many people continue to work until they die, even if they're financially secure.

Consider prioritizing a simpler lifestyle and enjoying your hobbies. In the end, time is a precious resource that cannot be purchased
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⁠Quiver Quantitative
🚨 Congress had a good day in the markets.

Members made $11.8M in unrealized gains in the stock market today, per our estimates.

This is one of the largest daily gains we have ever seen. https://t.co/uMc8KD1Fu1
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