⁠Bourbon Capital
You're selling $HIMS despite its potential for long-term growth. I know you can't hold for two week, but funds keep adding

VSEQX - Vanguard Strategic Equity Fund Investor Shares added 368k shares

HIASX - Hartford Small Company Hls Fund Ia added 168k shares

JAGPX - Small Cap Stock Trust NAV 112k shares

OASGX - Optimum Small-mid Cap Growth Fund Class A added 82k shares
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⁠Capital Employed
Just added the latest letter from @HaydenCapital

That's over 100 great letters added with lots of great insights and ideas...

https://t.co/0KI2PTSjEh https://t.co/mjUwncrMf0
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⁠Bourbon Capital
Tonight, we’ll discuss $DE.

$DE has maintained an impressive net margin, outperforming industry benchmarks. This efficiency in cost management, combined with a high return on equity, demonstrates the company's strong financial health and ability to sustain profitability despite challenging market conditions. However, Deere's debt-to-equity ratio is quite high, exceeding industry norms, which poses potential financial risks.

What do you think about this company?
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⁠Lumida Wealth Management
The Man Taking On Tesla Reveals the Hardest Thing in Building Humanoids

Watch @PeterDiamandis and @adcock_brett delve into the challenges of sourcing robot components, from electronics to sensors. Don't miss their eye-opening insights! https://t.co/Fv74t5eV07
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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #73

#Investing #investmentwisdom https://t.co/fIa62AFmkd
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⁠Quality Stocks
🇺🇸 Bentley Systems $BSY one pager

🏆 Score 6.3/10 - A lot of points in growth and quality but losing some with valuation and the dilution
🎯 My fair price estimation is around $40

🐂 Bull case
- Dominant software for infrastructure engineering with good tailwinds
- Potential M&A target
- Decent profitability and good capital efficiency
- Recurring revenue and visibility

🐻 Bear case
- Expensive - but nothing extravagant
- Strong competitors in its markets or close ones (Autodesk, Schneider, Nemetschek, ...)
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⁠Quality Stocks
📢🎯 Analyst Recommendation Changes

🇺🇸 NVidia $NVDA $128
Truist. Buy. $140 ▶️ $145 🟢

🇺🇸 Netflix $NFLX $695
Evercore. Buy. $710 ▶️ $750 🟢

🇨🇦 Lululemon $LULU $271
RJ. Buy. $400 ▶️ $350 🔴

🇨🇳 PDD $PDD $95
Jefferies. Buy. $193 ▶️ $151 🔴

🇺🇸 Veeva $VEEV $200
Citi. Buy. $256 ▶️ $273 🟢
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⁠Quality Investing with Aria
16 hours away until we find out the trajectory of the economy for the next 3 months

[ $NVDA ] https://t.co/sloSLouRhH
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⁠Quality Investing with Aria
My secret to being an exceptional capital allocator? 🧐 👇

Cheers. Happy $NVDA earnings day 🥳 https://t.co/ktBDi0xmxh
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⁠Librarian Capital
"UK property market set for busy autumn as listings hit seven-year high" (FT)

"The stock of homes for sale ... was 14% higher over the past month compared with the same time in 2023, according to ... Zoopla on Wednesday"

$RMV on ~22x 2023 EPS
https://t.co/9zXvMYdp0E

UK property market set for busy autumn as listings hit seven-year high https://t.co/YlH8Xxxl0v - Financial Times
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