Bourbon Capital
Next Wednesday $NVDA and $CRWD are going to report after close, it's going to be fun.
$NVDA NVIDIA is estimated to report $26B in revenue in Q2, up 90% YoY.
EPS estimated: $0.57 up 111% YoY
$CRWD CrowdStrike Holdings is estimated to report $958M in revenue, up 31% YoY
EPS is estimated: $0.97 up 31% YoY
$CRWD is doing 30% from its peak and we haven't seen the damage yet
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Next Wednesday $NVDA and $CRWD are going to report after close, it's going to be fun.
$NVDA NVIDIA is estimated to report $26B in revenue in Q2, up 90% YoY.
EPS estimated: $0.57 up 111% YoY
$CRWD CrowdStrike Holdings is estimated to report $958M in revenue, up 31% YoY
EPS is estimated: $0.97 up 31% YoY
$CRWD is doing 30% from its peak and we haven't seen the damage yet
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iinvested
Nine Ten Capital Management LLC Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change
18.05 $CLBT 13%
14.85 $IRMD 9%
12.83 $SNEX -41%
10.56 $AGYS -47%
9.56 $SPNS 345%
https://t.co/7Z4zc0ByLD
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Nine Ten Capital Management LLC Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change
18.05 $CLBT 13%
14.85 $IRMD 9%
12.83 $SNEX -41%
10.56 $AGYS -47%
9.56 $SPNS 345%
https://t.co/7Z4zc0ByLD
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Offshore
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Librarian Capital
Is Estée Lauder $EL CEO Fabrizio Freda trolling critics?
When discussing his retirement on the FY24 earnings call, he included this phrase:
"I have been deeply enriched ..."
Freda, of course, regularly led "most overpaid CEO" reports in recent years, even as EL shares dived https://t.co/tGGhLejKav
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Is Estée Lauder $EL CEO Fabrizio Freda trolling critics?
When discussing his retirement on the FY24 earnings call, he included this phrase:
"I have been deeply enriched ..."
Freda, of course, regularly led "most overpaid CEO" reports in recent years, even as EL shares dived https://t.co/tGGhLejKav
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Bourbon Capital
Boycotts are generally ineffective at influencing stock prices. Even long-standing boycotts of major corporations like Coca-Cola $KO and McDonald's $MCD have had minimal impact, with both companies close to an all-time high.
Every single day, I see more and more people talking about boycotting companies like Nike $NKE, PepsiCo $PEP, and Starbucks $SBUX. Just remember, rich people and funds don't care about this and never will; they only care about money
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Boycotts are generally ineffective at influencing stock prices. Even long-standing boycotts of major corporations like Coca-Cola $KO and McDonald's $MCD have had minimal impact, with both companies close to an all-time high.
Every single day, I see more and more people talking about boycotting companies like Nike $NKE, PepsiCo $PEP, and Starbucks $SBUX. Just remember, rich people and funds don't care about this and never will; they only care about money
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Offshore
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Quality Investing with Aria
Do you think the refresh cycle will come through for $AAPL?
I'm not so optimistic but they have a history of stagnating before a massive explosion in revenues 🤔
What do you think? 👇 https://t.co/fZ3OUXWqeh
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Do you think the refresh cycle will come through for $AAPL?
I'm not so optimistic but they have a history of stagnating before a massive explosion in revenues 🤔
What do you think? 👇 https://t.co/fZ3OUXWqeh
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Offshore
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Quality Stocks
🇸🇪 Lagercrantz $LAGR one pager
🏆 Score 6.1/10
🎯 My fair price estimation is around 148SEK
🐂 Bull case
- Decent historical and expected growth
- Diversified products and markets
- Great capital efficiency
🐻 Bear case
- Geographical revenue mostly in Northern Europe
- A little bit expensive
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🇸🇪 Lagercrantz $LAGR one pager
🏆 Score 6.1/10
🎯 My fair price estimation is around 148SEK
🐂 Bull case
- Decent historical and expected growth
- Diversified products and markets
- Great capital efficiency
🐻 Bear case
- Geographical revenue mostly in Northern Europe
- A little bit expensive
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Quality Stocks
📢🎯 Analyst Recommendation Changes
🇺🇸 NVidia $NVDA $129
Wedbush. Buy. $120 ▶️ $138 🟢
🇺🇸 Nike $NKE $84
Bernstein. Buy. $112 🟢
🇺🇸 Intuit $INTU $619
BofA. Buy. $730 ▶️ $780 🟢
🇫🇷 LVMH $MC 681€
Bernstein. Buy. 805€ 🟢
🇳🇱 ASML $ASML 818€
Bernstein. Buy. 980€ 🟢
🇨🇭 Nestle $NESN 89CHF
Baader. Buy. 95CHF 🟢
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📢🎯 Analyst Recommendation Changes
🇺🇸 NVidia $NVDA $129
Wedbush. Buy. $120 ▶️ $138 🟢
🇺🇸 Nike $NKE $84
Bernstein. Buy. $112 🟢
🇺🇸 Intuit $INTU $619
BofA. Buy. $730 ▶️ $780 🟢
🇫🇷 LVMH $MC 681€
Bernstein. Buy. 805€ 🟢
🇳🇱 ASML $ASML 818€
Bernstein. Buy. 980€ 🟢
🇨🇭 Nestle $NESN 89CHF
Baader. Buy. 95CHF 🟢
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Offshore
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Quality Investing with Aria
I couldn’t be more bullish on $GOOGL
- 23 trailing PE
- 15-20% EPS Growth
- Moat wider than the ocean, search is the best product ever
How much more obvious of an investment could this be? Even at today’s prices!! https://t.co/RbxVHiv7hS
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I couldn’t be more bullish on $GOOGL
- 23 trailing PE
- 15-20% EPS Growth
- Moat wider than the ocean, search is the best product ever
How much more obvious of an investment could this be? Even at today’s prices!! https://t.co/RbxVHiv7hS
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Hidden Value Gems
An interesting article in @WSJ on FC Chelsea under the new owners:
In 2022, Chelsea FC was bought for a record 4.3 billion pounds, or $5.5 billion, by a group of American investors.
They have since forked out almost $1 billion in net transfer fees.
Chelsea has made many smaller bets on players with great potential.
Chelsea has remained a net buyer since, building up a roster more reminiscent of the early stage of a talent show than a typical soccer team.
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An interesting article in @WSJ on FC Chelsea under the new owners:
In 2022, Chelsea FC was bought for a record 4.3 billion pounds, or $5.5 billion, by a group of American investors.
They have since forked out almost $1 billion in net transfer fees.
Chelsea has made many smaller bets on players with great potential.
Chelsea has remained a net buyer since, building up a roster more reminiscent of the early stage of a talent show than a typical soccer team.
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