⁠Invest In Assets 📈
RT @InvestInAssets: One of the most legendary investors of all time: Joe Rosenfield

Rosenfield is respected among a small circle of elite money managers — including Warren Buffett

"Joe is a triumph of rationality over convention".

8 lessons from Rosenfield that will make you a better investor: https://t.co/3Qf4DF1BmH
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⁠Bourbon Capital
Good morning, everyone. I hope you are having a good weekend so far.

The following companies report earnings tomorrow

Before open:
$PDD PDD Holdings
$DQ Daqo New Energy
$ALAR Alarum Technologies
$VIOT Viomi Technology

After close:
$BHP BHP Group
$HEI Heico
$TCOM Trip Group
$TUYA Tuya Inc
$SNT Senstar Technologies
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⁠Bourbon Capital
PDD Holdings $PDD is estimated to report $14.2 billion in revenue in Q2’s earnings tomorrow, up 94.46% YoY.

EPS is up 89.58%🟢

This company is insane
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⁠Investing visuals
Visa $V: the backbone of global digital payments. Here's an overview of this high quality compounder💎👇 https://t.co/aPnx1yN75v
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- $AAPL to unveil new iPhones, AirPods, and Watches on Sept 10.
- $BTC surges to nearly $64K after RFK Jr. endorses Trump.
- Fed hints at possible interest rate cuts soon.
- OpenAI hires ex-Meta exec for strategic roles.
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⁠Quality Investing with Aria
$CRM Salesforce is very complicated 😅

Most of Salesforce grows at about 10% ━ "Professional Services" is a miniscule revenue line in decline. Meanwhile analytics is similar in size, growing >20%

I expect a continuation of all this on Wednesday's report

What do you think? 👇
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⁠Quality Investing with Aria
No this is not a data error $MA https://t.co/jkzH39zofN
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⁠Bourbon Capital
RT @BourbonCap: 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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⁠Quality Investing with Aria
Oh boy this should be fun to edit. Hour long deep dive on $CRM will be out soon

Lots of people have heard of this one but loosely understand the true power and choke-hold this business has over enterprises around the world

I hope to shed light on that in this video 😁 https://t.co/LvcSdHueli
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⁠Quality Investing with Aria
Which thumbnail Black shirt or white shirt? https://t.co/cf9ci5HsQ0
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⁠Quality Investing with Aria
network effects and switching costs are the most powerful moats to have

The performance of varios companies based off of what moat they possess according to morningstar👇

Market performance by moat source: https://t.co/afXusumOGg - Invest In Assets 📈
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