Offshore
Photo
Bourbon Capital
MEDIROM Healthcare Technologies Inc. $MRM is up 180%🟢 pre-market
MEDIROM Healthcare Technologies Inc. has announced a capital and business alliance with NFES Technologies Inc., with the latter becoming the lead investor in MEDIROM’s subsidiary MOTHER Labs’ Series A funding round, valuing the company at 9 billion yen. This partnership aims to promote the MOTHER Bracelet, a recharge-free smart health tracker, and expand its use in various industries including nursing care, transportation, and manufacturing. MEDIROM anticipates this move to attract more investors and support the subsidiary’s growth and product distribution through department stores and e-commerce platforms
Source: https://t.co/NZf6ElxYOy
tweet
MEDIROM Healthcare Technologies Inc. $MRM is up 180%🟢 pre-market
MEDIROM Healthcare Technologies Inc. has announced a capital and business alliance with NFES Technologies Inc., with the latter becoming the lead investor in MEDIROM’s subsidiary MOTHER Labs’ Series A funding round, valuing the company at 9 billion yen. This partnership aims to promote the MOTHER Bracelet, a recharge-free smart health tracker, and expand its use in various industries including nursing care, transportation, and manufacturing. MEDIROM anticipates this move to attract more investors and support the subsidiary’s growth and product distribution through department stores and e-commerce platforms
Source: https://t.co/NZf6ElxYOy
tweet
Offshore
Photo
Bourbon Capital
While I'm not a huge fan of $GOOG, its current P/E ratio near 20 is unusual. I'm willing to wait for a slightly lower valuation, but it seems we're heading in that direction https://t.co/JBqwCRLuF5
tweet
While I'm not a huge fan of $GOOG, its current P/E ratio near 20 is unusual. I'm willing to wait for a slightly lower valuation, but it seems we're heading in that direction https://t.co/JBqwCRLuF5
tweet
Quality Stocks
☁️ Cloud is one of my favorite investment themes. It is expected to grow above 15% a year by 2030
But you have several ways to invest in it. Let's dig in 👇
MAJOR CLOUD PROVIDERS
🇺🇸 Microsoft $MSFT
🇺🇸 Amazon $AMZN
🇺🇸 Alphabet $GOOGL
DATA CENTERS
🇺🇸 Vertiv $VRT
🇺🇸 Arista Networks $ANET
🇫🇷 Schneider Electric $SU
SAAS SOFTWARE
🇺🇸 Adobe $ADBE
🇩🇪 Nemetschek $NEM
🇺🇸 Salesforce $CRM
🇺🇸 Servicenow $NOW
🇺🇸 Snowflake $SNOW
CYBERSECURITY
🇺🇸 Palo Alto $PANW
🇺🇸 Fortinet $FTNT
🇺🇸 Crowdstrike $CRWD
SEMICONDUCTORS
🇺🇸 AMD $AMD
🇺🇸 NVidia $NVDA
🇳🇱 ASML $ASML
IT CONSULTING
🇺🇸 Accenture $ACN
🇮🇳 Infosys $INFY
🇫🇷 Capgemini $CAP
Of course this is not an exhaustive list. Which stocks would you add to these cloud market winners?
tweet
☁️ Cloud is one of my favorite investment themes. It is expected to grow above 15% a year by 2030
But you have several ways to invest in it. Let's dig in 👇
MAJOR CLOUD PROVIDERS
🇺🇸 Microsoft $MSFT
🇺🇸 Amazon $AMZN
🇺🇸 Alphabet $GOOGL
DATA CENTERS
🇺🇸 Vertiv $VRT
🇺🇸 Arista Networks $ANET
🇫🇷 Schneider Electric $SU
SAAS SOFTWARE
🇺🇸 Adobe $ADBE
🇩🇪 Nemetschek $NEM
🇺🇸 Salesforce $CRM
🇺🇸 Servicenow $NOW
🇺🇸 Snowflake $SNOW
CYBERSECURITY
🇺🇸 Palo Alto $PANW
🇺🇸 Fortinet $FTNT
🇺🇸 Crowdstrike $CRWD
SEMICONDUCTORS
🇺🇸 AMD $AMD
🇺🇸 NVidia $NVDA
🇳🇱 ASML $ASML
IT CONSULTING
🇺🇸 Accenture $ACN
🇮🇳 Infosys $INFY
🇫🇷 Capgemini $CAP
Of course this is not an exhaustive list. Which stocks would you add to these cloud market winners?
tweet
Offshore
Photo
Bourbon Capital
$OIL is up 2.83%
The price has rebounded from $71 to $77. Many people predicted a decline to $60, but I'm glad I never listen to people
Occidental Petroleum $OXY +1.26% 🟢 pre market https://t.co/6r3ximLQCO
tweet
$OIL is up 2.83%
The price has rebounded from $71 to $77. Many people predicted a decline to $60, but I'm glad I never listen to people
Occidental Petroleum $OXY +1.26% 🟢 pre market https://t.co/6r3ximLQCO
tweet
Offshore
Photo
Stock Analysis Compilation
Newbridge AM on Vertiv Holdings $VRT US
Thesis: Vertiv's strong positioning in the rapidly growing data center infrastructure market, coupled with its strategic partnerships, offers significant growth potential
(Extract from their Q2 letter) https://t.co/QNZcRzogIx
tweet
Newbridge AM on Vertiv Holdings $VRT US
Thesis: Vertiv's strong positioning in the rapidly growing data center infrastructure market, coupled with its strategic partnerships, offers significant growth potential
(Extract from their Q2 letter) https://t.co/QNZcRzogIx
tweet
Offshore
Photo
Quality Stocks
🎉 Thrilled to share that after 8 months, my newsletter has reached 5,000 subscribers!
❤️ I am incredibly proud of this 100% organic growth and excited to continue discussing stocks and business models with all of you every day! https://t.co/WFqPPQPpvt
tweet
🎉 Thrilled to share that after 8 months, my newsletter has reached 5,000 subscribers!
❤️ I am incredibly proud of this 100% organic growth and excited to continue discussing stocks and business models with all of you every day! https://t.co/WFqPPQPpvt
tweet
Offshore
Photo
Bourbon Capital
If we don't see $75 this week, we might need to wait until the next FOMC
but it looks very possible this week
$PYPL https://t.co/O7n6qMeeII
tweet
If we don't see $75 this week, we might need to wait until the next FOMC
but it looks very possible this week
$PYPL https://t.co/O7n6qMeeII
tweet
Offshore
Photo
Quiver Quantitative
🚨 BREAKING: We just caught a congressman day trading crypto altcoins.
U.S. Representative Mike Collins bought up to $50K of Aerodrome on July 26th.
He sold on August 4th, and then bought back in again on August 5th.
Pretty wild trading from a member of Congress. https://t.co/8rOnDRONnc
tweet
🚨 BREAKING: We just caught a congressman day trading crypto altcoins.
U.S. Representative Mike Collins bought up to $50K of Aerodrome on July 26th.
He sold on August 4th, and then bought back in again on August 5th.
Pretty wild trading from a member of Congress. https://t.co/8rOnDRONnc
tweet
AkhenOsiris
$ZS
Barclays analyst Saket Kalia raised the price target on Zscaler to $230 from $210 while maintaining an Overweight rating.
"We see upside to 4Q billings on healthy checks & seasonal strength, and think expectations for the FY25 billings guide are rightsized at 20% y/y growth off a higher base. We like the stock into next year as GTM changes could bear fruit & the SASE market is healthy."
tweet
$ZS
Barclays analyst Saket Kalia raised the price target on Zscaler to $230 from $210 while maintaining an Overweight rating.
"We see upside to 4Q billings on healthy checks & seasonal strength, and think expectations for the FY25 billings guide are rightsized at 20% y/y growth off a higher base. We like the stock into next year as GTM changes could bear fruit & the SASE market is healthy."
tweet