Offshore
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Bourbon Capital
$CRWD Crowdstrike earnings:
EPS $1.04 vs est $0.97
Revenue $963M vs est $958M
EPS is up 40% YoY🟢
Revenue is up 31% YoY🟢
Subscription: up 33% YoY
2024 July: $918M
2023 July: $689M
I don't trust this company, and I won't touch anything until Q3. The subscription hasn't been affected, which I think we are going to see in Q3
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$CRWD Crowdstrike earnings:
EPS $1.04 vs est $0.97
Revenue $963M vs est $958M
EPS is up 40% YoY🟢
Revenue is up 31% YoY🟢
Subscription: up 33% YoY
2024 July: $918M
2023 July: $689M
I don't trust this company, and I won't touch anything until Q3. The subscription hasn't been affected, which I think we are going to see in Q3
tweet
Offshore
Photo
Bourbon Capital
Mason Hawkins - Longleaf Partners bought 686K shares of $PYPL
Finally someone is adding $PYPL https://t.co/O4kdnM5zz9
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Mason Hawkins - Longleaf Partners bought 686K shares of $PYPL
Finally someone is adding $PYPL https://t.co/O4kdnM5zz9
tweet
Bourbon Capital
Buying before earnings is gambling $NVDA is down -7.34%🔴
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Buying before earnings is gambling $NVDA is down -7.34%🔴
Buying before earnings is gambling, but buying $NVDA the day before earnings is a whole new level. tweet
twitter.com
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Offshore
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Bourbon Capital
Tomorrow Earnings:
Before Open
$CM Canandian Imperial Bank
$DG Dollar General
$BBY Best Buy Co
$BURL Burlington Stores
$CPB Campbell Soup Company
$BIRK Birkenstock Holding
$OLLI Ollie's Bargain Outlet
$AEO American Eagle Outfitters
$GMS GMS Inc
After Close
$LULU Lululemon Athletica
$DELL Dell Technologies
$MRVL Marvell Technology
$ADSK Autodesk
$ULTA Ulta Beauty
$MDB MongoDB
$ESTC Elastic
$HCP HashiCorp
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Tomorrow Earnings:
Before Open
$CM Canandian Imperial Bank
$DG Dollar General
$BBY Best Buy Co
$BURL Burlington Stores
$CPB Campbell Soup Company
$BIRK Birkenstock Holding
$OLLI Ollie's Bargain Outlet
$AEO American Eagle Outfitters
$GMS GMS Inc
After Close
$LULU Lululemon Athletica
$DELL Dell Technologies
$MRVL Marvell Technology
$ADSK Autodesk
$ULTA Ulta Beauty
$MDB MongoDB
$ESTC Elastic
$HCP HashiCorp
tweet
Offshore
Photo
Quality Investing with Aria
RPO over at $CRM grew just shy of 15%
Love to see it, this is a proxy for future revenue growth as this indicates the revenue in the pipeline
Massively outpacing current revenue growth, my spidey-senses tell me the lack-luster 7-8% current rev growth will re-accelerate 🤔 https://t.co/4CczCEyIUX
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RPO over at $CRM grew just shy of 15%
Love to see it, this is a proxy for future revenue growth as this indicates the revenue in the pipeline
Massively outpacing current revenue growth, my spidey-senses tell me the lack-luster 7-8% current rev growth will re-accelerate 🤔 https://t.co/4CczCEyIUX
tweet
AkhenOsiris
$NVDA
Similar to past qtrs, Jensen will do exclusive interview with Bloomberg at 630pm ET to try and sell us on the long AI runway youtube.com/watch?v=pcuwZ8zk…
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$NVDA
Similar to past qtrs, Jensen will do exclusive interview with Bloomberg at 630pm ET to try and sell us on the long AI runway youtube.com/watch?v=pcuwZ8zk…
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AkhenOsiris
Pythia can edit his tweet to say he 'sold' semis and that's the way we make sure we are always right. Well done Pyth 🔥
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Pythia can edit his tweet to say he 'sold' semis and that's the way we make sure we are always right. Well done Pyth 🔥
I bought semis ahead of $Nvda I am ready to be slaughtered - Pythia Capital, Baroness of Svamplandtweet
AkhenOsiris
Awesome, against those insane comps, negative growth averted until CY2026
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Awesome, against those insane comps, negative growth averted until CY2026
Nvidia CEO Jenen Huang says he expects the company's data center revenue to grow "quite significantly" next year. @YahooFinance - Daniel Howleytweet
Offshore
Photo
Matt McGarry
There are 40 spots left for early bird pricing this cohort!
Enroll below:"
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter, get your first 10,000+ subscribers, and $10,000+ in sales.
✅ It’s for both beginners and advanced founders. We cover the [...]
There are 40 spots left for early bird pricing this cohort!
Enroll below:"
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter, get your first 10,000+ subscribers, and $10,000+ in sales.
✅ It’s for both beginners and advanced founders. We cover the [...]
Offshore
Matt McGarry There are 40 spots left for early bird pricing this cohort! Enroll below:" ANNOUNCEMENT: How to build a personal monopoly. Would you rather have 100,000 email newsletter subscribers? OR 1,000,000 Twitter followers? I would take the email…
fundamentals of picking a niche, writing your newsletter, and growing your list. Plus, advanced tactics like paid acquisition, sponsorship sales, info products, and much more.
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2"- Matt McGarry
tweet
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2"- Matt McGarry
tweet
Offshore
Photo
Bourbon Capital
I've never understood the appeal of purchasing franchises like $MCD, $DPZ, or $SBUX. While these businesses can generate significant income, the initial investment of at least $2 million is quite substantial.
Running a franchise also involves managing staff, rent, operating costs, inventory, and insurance. A poorly performing manager can lead to significant financial losses.
I prefer the simplicity of owning shares in established companies like $SBUX, $MCD, and $DPZ. This approach allows me to earn passive income without the day-to-day responsibilities of running a business.
I'm sure there are many good businesses you can buy out there, but franchises seem overpriced to me. I know people who buy small ice cream shops or local pizza restaurants, and they manage to make a good amount of money with less effort. Personally, I prefer to invest in shares
If you could own any existing business right now which one would you get?
tweet
I've never understood the appeal of purchasing franchises like $MCD, $DPZ, or $SBUX. While these businesses can generate significant income, the initial investment of at least $2 million is quite substantial.
Running a franchise also involves managing staff, rent, operating costs, inventory, and insurance. A poorly performing manager can lead to significant financial losses.
I prefer the simplicity of owning shares in established companies like $SBUX, $MCD, and $DPZ. This approach allows me to earn passive income without the day-to-day responsibilities of running a business.
I'm sure there are many good businesses you can buy out there, but franchises seem overpriced to me. I know people who buy small ice cream shops or local pizza restaurants, and they manage to make a good amount of money with less effort. Personally, I prefer to invest in shares
If you could own any existing business right now which one would you get?
tweet
Offshore
Photo
Bourbon Capital
Tonight, we’ll discuss one of Buffett's companies, where he recently sold a portion of his shares.
$COF has maintained impressive numbers and holds a solid position in the financial services sector, particularly in the credit card market. However, as a financial institution, Capital One is highly exposed to macroeconomic conditions. Despite this, $COF has demonstrated relatively low volatility compared to its industry peers, making it an attractive option for investors seeking stability.
What do you think about this company?
tweet
Tonight, we’ll discuss one of Buffett's companies, where he recently sold a portion of his shares.
$COF has maintained impressive numbers and holds a solid position in the financial services sector, particularly in the credit card market. However, as a financial institution, Capital One is highly exposed to macroeconomic conditions. Despite this, $COF has demonstrated relatively low volatility compared to its industry peers, making it an attractive option for investors seeking stability.
What do you think about this company?
tweet