⁠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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⁠Librarian Capital
UK to raise taxes on banks? $NWG $LLOY

"One former senior Whitehall official said banks would be one possible target... A “sensibly crafted” levy could raise several billion pounds and be framed as the “flip side of the losses the Treasury is making on quantitative tightening”" https://t.co/tezxR8l4Ik
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⁠Librarian Capital
"Warren Buffett Sells More BofA Shares" (Bloomberg)

$BRK.B "has trimmed the stake by a total of almost 13% in a series of sales since mid-July, generating $5.4bn"

"Remains the bank’s biggest stockholder" ($35.9bn)

$BAC

Warren Buffett sold an additional $982 million of Bank of America stock as his conglomerate continues to shrink its investment in the second-largest US bank https://t.co/0Gs5YYuI0k - Bloomberg
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⁠Stock Analysis Compilation
Alger on Pan Pacific Holdings $7532 JP

Thesis: Pan Pacific Holdings is poised for long-term growth, leveraging Japan's value shopping trends and Don Quijote’s unique store format to outperform in a challenging economic environment

(Extract from their Q2 letter) https://t.co/TQ3ZkzheeV
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