⁠App Economy Insights
$PDD Pinduoduo Q2 FY24.

• Revenue +86% Y/Y to $13.4B ($0.6B miss).
• Non-GAAP EPS $3.20 ($0.41 beat).

Jun Liu, VP of Finance:
"Looking ahead, revenue growth will inevitably face pressure due to intensified competition and external challenges. Profitability will also likely be impacted as we continue to invest resolutely.”
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⁠Quality Investing with Aria
I don’t care what happened or how bad the earnings are, -30% is almost certainly an over-reaction for any company $PDD

Fyi I’ve done zero due diligence 🤷‍♂️ https://t.co/3E8j5XPL3A
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⁠Quiver Quantitative
Intel stock has now fallen almost 6% since Marjorie Taylor Greene's purchase.

It's been less than a week.

In June, Marjorie Taylor Greene bought stock in Crowdstrike. It has fallen 29% since.

In July, she bought stock in Dell. It has fallen 13% since.

She just bought stock in Intel.

Will be watching $INTC closely. https://t.co/3Df2SYn3Ns - Quiver Quantitative
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⁠Stock Analysis Compilation
Loomis Sayles on CRISPR Therapeutics $CRSP US

Thesis: CRISPR Therapeutics' innovative platform and strong cash position present a compelling high-reward opportunity for investors at current discounted valuations

(Extract from their Q2 letter) https://t.co/tyvbba8iCj
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⁠Invest In Assets 📈
RT @InvestInAssets: Superinvestors like Terry Smith, Li Lu, and Bill Ackman have reported their 13F filings.

Let's take a look at some of the large moves: https://t.co/BUYnbYMv2d
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⁠Investing visuals
Visa $V vs. Mastercard $MA 🥊👇
A side-by-side comparison of two high quality compounders
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⁠PitchDeckGuy
Telegram billionaire CEO Pavel Durov was arrested this weekend

Here's Telegram's pitch deck: https://t.co/2vgYl9JsY4
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⁠Quality Investing with Aria
THE 6-12 MONTH FAIR VALUE PRICE TARGETS ON ALL OF THE #MAG7 [ NFS ]

🚗 $TSLA Tesla $60 🤮

🍏 $AAPL Apple $168 🤢

💿 $NVDA Nvidia $96 🫤

🖥️ $MSFT Microsoft $323 😅

📲 $META Meta Platforms $668 🤔

🔎 $GOOGL Alphabet $228 😲

📦 $AMZN Amazon $258 🤯

What do you think? 👇
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⁠Bourbon Capital
Hims & Hers Health, Inc. $HIMS down 3%🔴

its 30% down from its peak

EPS is still up 100% YoY
Revenue is still up 50% YoY

It might go lower a bit more, but I'm gonna be adding more soon
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⁠Bourbon Capital
I love that PDD Holdings Inc. $PDD is down 30% and investors are selling $BABA

$BABA is down 5%

I'll add more if $BABA goes below $70
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⁠Bourbon Capital
$PYPL and $SOFI remain strong today

$PYPL $72.72 +1.51%🟢
$SOFI $7.70 +2.46%🟢

I can't wait to see $PYPL close to $75
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