⁠iinvested
2Q'24 O'Keefe Stevens on $BABA, $PRGO

Read the full letter here:
https://t.co/WRGkdL2eBG https://t.co/pGRKPncrs9
tweet

⁠Bourbon Capital
Holding $PYPL $BABA and $SOFI is like:

The Mood https://t.co/AG1NA6fO3W
tweet

⁠Lumida Wealth Management
Bulls, Bears, and the Three Forces Guiding 2024

Scott Chronert discusses the upward trend of markets, especially the S&P 500, noting its current valuation.

@DavidWestin @Bloomberg https://t.co/npnCjpSNGE
tweet

⁠Lumida Wealth Management
CITI's Positioning for the Fed's Next Move

@DavidWestin @bloomberg https://t.co/JYV4ewjBPo
tweet

⁠Quality Stocks
🇺🇸 Rivian $RIVN one pager

🏆 Score 2.8/10
🎯 My fair price estimation is around $13, but the analyst consensus helps the average a lot

🐂 Bull case
- Growth story
- Good feedback from customers

🐻 Bear case
- Unprofitable
- Dilution https://t.co/34GTMrWGvU
tweet

⁠Lumida Wealth Management
Google's Battle: New Antitrust Laws in Picture?

@DavidWestin @jrhuddles https://t.co/xPpMch6yWr
tweet

⁠Quality Stocks
📢🎯 Analyst Recommendation Changes

🇺🇸 McDonald's $MCD $288
BofA. Hold. $278 ▶️ $303 🟢

🇺🇸 Deere&Co $DE $383
MS. Buy. $450 ▶️ $425 🔴

🇺🇸 Dick's Sporting Goods $DKS $235
UBS. Hold. $220 ▶️ $225 🟢

🇺🇸 Veeva $VEEV $198
UBS. Hold. $185 ▶️ $215 🟢

🇺🇸 SentinelOne $S $25
BTIG. Buy. $23 ▶️ $28 🟢
JPM. Buy. $25 ▶️ $27 🟢

🇺🇸 Ulta $ULA $374
RJ. Buy. $450 ▶️ $425 🔴
Evercore. Buy. $500 ▶️ $430 🔴

🇺🇸 ZScaler $ZS $197
MS. Hold. $525 ▶️ $500 🟢

🇺🇸 Target $TGT $158
Daiwa. Hold▶️Buy. $150▶️$170🟢

🇺🇸 Autodesk $ADSK $256
Citi. Buy. $295 ▶️ $316 🟢

🇨🇦 Lululemon $LULU $271
Telsey. Buy. $470 ▶️ $360 🔴

🇺🇸 Intel $INTC $20
Daiwa. Hold. $31 ▶️ $20 🔴

🇺🇸 Micron $MU $98
Needham. Buy. $150 ▶️ $140 🔴

🇺🇸Crowdstrike $CRWD $265
DB. Hold. $350 ▶️ $275 🔴

🇺🇸 Intuit $INTU $617
HSBC. Hold. $624 ▶️ $665 🟢
tweet

⁠Quality Investing with Aria
Thank you for pointing it out @vidIQ

The channel now has garnered 50k views since March 23rd of this year.

5 months 50k 🙏

God bless

https://t.co/DuOCCLBBjL
tweet

⁠Quality Investing with Aria
Oh boy...

Just to name a few 👇

Hyper Loop - Pitched as whisking passengers from LA to San Francisco in 35 minutes. Has never come to fruition. It has since come out Musk only pitched the idea because he wanted to kill plans for a high speed rail in California.

Taking Tesla private - Musk's infamous tweet from August 2018 where he said he would take $TSLA private at $420/share. Funding confirmed. Since it is still public we know how that played out. He had to pay a 20 million dollar fine to the SEC because if that.

In 2011 Musk said he would have a man on Mars within a decade or so, and 15-20 years worst case scenario. Time is ticking.

FSD - He has claimed it will be ready "next year" every single year since 2015 when autopilot first rolled out. FSD is around now, but timelines matter. Also FSD is not fully reliable now anyways.

Low end electric car - Musk has long promised a low end electric car meant to be suitable for those with a budget of 25k or less. He scrapped that project this year in February. - Spur | Investor
tweet

⁠Matt McGarry
RT @armandoroggio: Highly recommend this podcast from Matt McGarry @JMatthewMcGarry where he interviews Jay Clouse @jayclouse from Creator Science.

He dives into building a creator business, monetization strategies, and the value of vertical integration. Definitely worth a listen.

https://t.co/Aevc1EN2TE
tweet