⁠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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⁠Quality Investing with Aria
The people have voted with their eyeballs:

My most recent deep dive on $CRM is the second best performing video I’ve uploaded

I suggest you watch it ahead of earnings, I GUARANTEE you’ll learn something. Even if it takes multiple sittings

Channel link in bio 😇 https://t.co/myEJOSzMVi
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⁠Bourbon Capital
ChatGPT > Gemini $GOOG

A lot of stuff is getting censured on Gemini and it's getting worse and worse

Classic $GOOG 99% of the stuff is illegal to them
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⁠Lumida Wealth Management
WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer https://t.co/ihv09ByzPc
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⁠Stock Analysis Compilation
Riverwater Partners on Veeco $VECO US

Thesis: Veeco's strategic positioning in the semiconductor industry and its role in AI technology make it a strong contender for sustained growth and long-term value creation

(Extract from their Q2 letter) https://t.co/ayY77rCKnX
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⁠PitchDeckGuy
Buzzfeed is down 93% since going public

Here's their pitch deck: https://t.co/ucpIgmd26Q
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⁠Quality Investing with Aria
If $CRM moves +8% off of earnings to $287 per share it will overtake $AMZN as my biggest holding.

They sit at 32% and 34.5% of my portfolio respectively. https://t.co/0XUnkKhNnF
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