⁠Stock Analysis Compilation
FMI Funds on Henry Schein $HSIC US

Thesis: Despite recent challenges, Henry Schein's market leadership and growth prospects in dental services make it an attractive investment at current valuations

(Extract from their Q2 letter) https://t.co/ViWgmcmeee
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⁠App Economy Insights
What are you watching this week?

• Monday: $PDD.
• Tuesday: $S.
• Wednesday: $CHWY, $CRM, $CRWD, $HPQ, $NVDA, $OKTA, $VEEV.
• Thursday: $ADSK, $BBY, $DELL, $ESTC, $LULU, $MDB.

All visualized in our PRO coverage next Saturday. https://t.co/HjbAkMk6Ds
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⁠Stock Analysis Compilation
Heartland Advisors on Fidelity Information Services $FIS US

Thesis: FIS's strategic refocus under new leadership, along with its strong recurring revenue base, positions the company for improved profitability and growth

(Extract from their Q2 letter) https://t.co/XRQKi5pP3h
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⁠Invest In Assets 📈
The true measure of a stock portfolio: https://t.co/1fcYkDZIZP
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⁠Stock Analysis Compilation
Riverwater Partners on Limoneira $LMNR US

Thesis: Limoneira's undervalued land assets and strategic shift toward more profitable ventures offer significant upside potential, making it a compelling long-term investment

(Extract from their Q2 letter) https://t.co/OYMcfEFq7g
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⁠Quality Stocks
Which theme is your favorite?

PAYMENT
🇺🇸 Visa $V
🇳🇱 Adyen $ADYEN
🇺🇸 Paypal $PYPL

CYBERSECURITY
🇺🇸 Fortinet $FTNT
🇺🇸 Palo Alto $PANW
🇺🇸 Qualys $QLYS

CLOUD
🇺🇸 Alphabet $GOOGL
🇺🇸 Arista $ANET
🇺🇸 Microsoft $MSFT

DEFENSE
🇩🇪 Rheinmetall $RHM
🇸🇪 Saab $SAAB
🇺🇸 RTX $RTX

DIABETES / OBESITY
🇺🇸 Eli Lilly $LLY
🇩🇰 Novo Nordisk $NVO
🇺🇸 Dexcom $DXCM
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⁠Bourbon Capital
Remember,

You aren't going to improve your finances by praying or saving a few dollars on coffee. Miracles don't exist, so stop hoping for one

Instead, focus on investing your money or starting a side hustle. Both strategies can significantly improve your financial situation.
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⁠iinvested
2Q'24 Curreen Capital on $SOLV, $DYNDF, $EHAB, $VFC

https://t.co/qAaSqfWd1j

More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/8yrG9ec5V0
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⁠Bourbon Capital
The current birth rate is probably at its lowest point, I can understand why many people are investing in $ZTS

Pets have become more important to people during this time, and some even consider plants as companions. It seems the world may never fully recover from the mental health impacts of the March 2020 events.

People don't want to date, and even companies like Bumble Inc. $BMBL might go out of business soon
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⁠Bourbon Capital
I'm generally cautious about biotech stocks, as many have underperformed. However, this particular company has piqued my interest. While it might experience a slight decline, I believe it presents a promising investment opportunity.

What do you think undervalued or trap?

Genmab A/S $GMAB Dec 2019

Net Debt < 0🟢
Rev: $5.3B
Gross Margin: 99%
Share Price: $22.33

$GMAB Aug 2024

Net Debt < 0🟢
Rev: $19.06B (+250%)🟢
Gross Margin: 96%🟢
Share Price: $27.34
FCF growth 5y > 15% 🟢
Revenue growth 5y> 12%🟢
ROIC > 15% 🟢
No increase in outstanding shares🟢
Forward P/E: 20.90
Total Cash: $15B
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⁠Quality Stocks
📅 Schedule of my next articles

👟 Tomorrow, Activewear sector benchmark
🇸🇪 Aug 31st, Integrated Wind Solutions $IWS deep dive
🛡 Sept 3rd, $FTNT vs $PANW a stovk duel
🇫🇷 Sept 7, Schneider $SU deep dive
🌀 Sept 8, business cycle the big picture
🦳 Sept 10, the rise of the silver economy
🔗 Sept 14, supply chain software industry analysis
🛍 Emerging luxury trends
🇸🇪 Sept 21, Bonesupport $BONEX deep dive
🇺🇸 Sept 28, Salesforce $CRM deep dive
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