⁠Stock Analysis Compilation
Madison Funds on Inspire Medical Systems $INSP US

Thesis: Inspire Medical Systems is well-positioned to capture significant market share in the sleep apnea treatment market, driven by strong growth, high margins, and technological advantages

(Extract from their Q2 letter) https://t.co/bMzCe9R9na
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⁠Invest In Assets 📈
RT @InvestInAssets: 15 Visual Investing Lessons:

1. Buy stocks when consumer sentiment is low: https://t.co/v4rMfyItXS
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⁠Quality Investing with Aria
In hindsight I should've bought $NFLX in the 400s

The stock is right up my alley, scale economies driven, winner takes all, fast growing.

Here are a couple charts that showcase the strength of this business

[ THREAD ] 🧵 https://t.co/8pZ1tBTgcy
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⁠Invest In Assets 📈
Today I'm sharing all public writing from Peter Lynch in a free PDF: https://t.co/z1Ox3Hfrhf
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⁠Value Spotlight (Andrew Sather)
How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
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⁠Librarian Capital
Unilever $ULVR $UL reportedly exploring sales of Kate Somerville and REN from Personal Care

Both companies were acquired in 2015, and featured in the Fundsmith critique of Unilever M&A (in their Jan-23 investor letter), as assets that were bought then rarely mentioned again https://t.co/CqYiTUk7lB

Revealed: Unilever, the FTSE-100 consumer goods giant behind brands such as Magnum, Lynx and Marmite, is working with advisers on a sale of Kate Somerville, an upmarket skincare range, and exploring a disposal of REN, another personal care brand. https://t.co/NfMHtMxDhs - Mark Kleinman
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⁠Quality Investing with Aria
On a scale of: Yeah that’s completely okay to do. To “what a f*cking moron”

How stupid is it to cash advance $3,500 for a sleeve tattoo at 19 years old

While have basically no saving/checking or any other assets 🤔

I may or may not know this person 😅
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⁠Quality Investing with Aria
There won't be a recession... soft landing? https://t.co/aUDpO0PdPV
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⁠Quality Investing with Aria
That little 2-quarter stagnation sent the stock down -73% $NFLX

My god what a mistake not to buy 😅🎬 https://t.co/5YUX9ccBwa
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⁠App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals:

👷 Home Depot
✅ Intuit
🔒 Palo Alto Networks
❄️ Snowflake
👔 Workday
💻 Zoom
🚲 Peloton
https://t.co/2ScYqLBwaz
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⁠Stock Analysis Compilation
Polen Capital on CCC Intelligent Solutions $CCCS US

Thesis: CCC ' dominant position in auto claims processing and robust, recurring revenue model make it a stable and attractive investment, even in fluctuating economic conditions

(Extract from their Q2 letter) https://t.co/eyi4EvLGf6
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