Bourbon Capital
A lot red stuff today, are you going to buy?
$TSLA Tesla -2.12%🔴
$LCID Lucid Group -7.51%🔴
$PDD PDD Holdings -1.86%🔴
$TLRY Tilray Brand -4.56%🔴
$OPEN Opendoor -2.20%🔴
$LUMN Lumen Technologies -11.04%🔴
$INTC Intel -1.17%🔴
$MARA Marathon -5.55%🔴
$F Ford -0.70%🔴
$PLTR Palantir -0.18%🔴
$NU NU -0.96%🔴
$AMZN Amazon -1.67%🔴
$SMCI Super Micro Computer -3.35%🔴
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A lot red stuff today, are you going to buy?
$TSLA Tesla -2.12%🔴
$LCID Lucid Group -7.51%🔴
$PDD PDD Holdings -1.86%🔴
$TLRY Tilray Brand -4.56%🔴
$OPEN Opendoor -2.20%🔴
$LUMN Lumen Technologies -11.04%🔴
$INTC Intel -1.17%🔴
$MARA Marathon -5.55%🔴
$F Ford -0.70%🔴
$PLTR Palantir -0.18%🔴
$NU NU -0.96%🔴
$AMZN Amazon -1.67%🔴
$SMCI Super Micro Computer -3.35%🔴
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Bourbon Capital
Another red day for $HIMS -5.11%🔴
1) Don't go crazy buying dips
2) Don't watch the price every 30 minutes
3) wait for Q3
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Another red day for $HIMS -5.11%🔴
1) Don't go crazy buying dips
2) Don't watch the price every 30 minutes
3) wait for Q3
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 tweet
twitter.com
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Offshore
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Stock Analysis Compilation
THB AM on Progress Software $PRGS US
Thesis: Progress Software's strong recurring revenue and strategic acquisitions position it for sustained growth and profitability in the software industr
(Extract from their Q2 letter) https://t.co/DAHudHuncY
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THB AM on Progress Software $PRGS US
Thesis: Progress Software's strong recurring revenue and strategic acquisitions position it for sustained growth and profitability in the software industr
(Extract from their Q2 letter) https://t.co/DAHudHuncY
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Offshore
Video
Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Calculate ROIC on a Complex Balance Sheet (Tutorial):
$V https://t.co/CugRwXb3Kq
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RT @ValueSpotlight: Calculate ROIC on a Complex Balance Sheet (Tutorial):
$V https://t.co/CugRwXb3Kq
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Offshore
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Investing visuals
All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $28.7B (+113%)
🔹Est. EPS: $0.64 (+138%) https://t.co/FlLfzjUscg
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All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $28.7B (+113%)
🔹Est. EPS: $0.64 (+138%) https://t.co/FlLfzjUscg
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Offshore
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PitchDeckGuy
Costco's stock just hit an all time high
Here's their pitch deck: https://t.co/yHB41parpg
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Costco's stock just hit an all time high
Here's their pitch deck: https://t.co/yHB41parpg
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Offshore
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Bourbon Capital
$ULTA Ulta Beauty is estimated to report $2.62B in revenue in Q2, up 3.56% YoY🟢 , and EPS estimated is $5.52 down -8.31% YoY🔴
Wall Street anticipates a lower EPS for this quarter compared to Q2 2023 ($5.87). Investors are becoming increasingly anxious since they can't hold for more than two weeks
Regardless of Thursday's results, maintaining a long-term perspective is crucial. Consumer sentiment remains weak, and spending is subdued. However, the situation is likely to improve. It's advisable to hold onto undervalued companies like $ULTA.
The last time ULTA missed an EPS target was in 2020 during the COVID-19 pandemic:
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$ULTA Ulta Beauty is estimated to report $2.62B in revenue in Q2, up 3.56% YoY🟢 , and EPS estimated is $5.52 down -8.31% YoY🔴
Wall Street anticipates a lower EPS for this quarter compared to Q2 2023 ($5.87). Investors are becoming increasingly anxious since they can't hold for more than two weeks
Regardless of Thursday's results, maintaining a long-term perspective is crucial. Consumer sentiment remains weak, and spending is subdued. However, the situation is likely to improve. It's advisable to hold onto undervalued companies like $ULTA.
The last time ULTA missed an EPS target was in 2020 during the COVID-19 pandemic:
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Lumida Wealth Management
In case you missed our WOYM episode live stream, here it is with timestamps⬇️
"WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer"
(00:01) Interest Rates and Economic Outlook
(02:21) Employment and Retail Outlook
(03:03) Historical Rate Cuts and Market Dynamics
(05:29) Value vs. Growth Investment Dynamics
(07:47) Real Estate and Financial Sector Observations
(10:31) Small Caps and Debt Dynamics
(11:57) Technological Growth and Market Trends
(13:19) AI and Productivity Growth
(17:29) Banking Sector Insights
(20:16) US Consumer Trends and Retail Shifts
(22:31) Housing Market Dynamics
(25:16) Auto and Retail Insights
(29:50) AI-Driven Analysis
(31:00) Google and AI Integration
(33:02) Market Seasonality and Rate Expectations
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In case you missed our WOYM episode live stream, here it is with timestamps⬇️
"WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer"
(00:01) Interest Rates and Economic Outlook
(02:21) Employment and Retail Outlook
(03:03) Historical Rate Cuts and Market Dynamics
(05:29) Value vs. Growth Investment Dynamics
(07:47) Real Estate and Financial Sector Observations
(10:31) Small Caps and Debt Dynamics
(11:57) Technological Growth and Market Trends
(13:19) AI and Productivity Growth
(17:29) Banking Sector Insights
(20:16) US Consumer Trends and Retail Shifts
(22:31) Housing Market Dynamics
(25:16) Auto and Retail Insights
(29:50) AI-Driven Analysis
(31:00) Google and AI Integration
(33:02) Market Seasonality and Rate Expectations
tweet
twitter.com
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Offshore
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Bourbon Capital
It's remarkable how $SBUX has transitioned from undervalued to overvalued in such a short period. While I doubt we'll see the stock price return to $73, I'm considering purchasing shares near $79. https://t.co/cSCOO2SRQp
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It's remarkable how $SBUX has transitioned from undervalued to overvalued in such a short period. While I doubt we'll see the stock price return to $73, I'm considering purchasing shares near $79. https://t.co/cSCOO2SRQp
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