Bourbon Capital
RT @BourbonCap: We are a few days away from September, just a casual reminder the best seats are made for spectators
1) Don't go crazy buying dips
2) Get ready before FOMC
3) Don't watch the price every 30 minutes
September is the worst month of the stock market, enjoy the show
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RT @BourbonCap: We are a few days away from September, just a casual reminder the best seats are made for spectators
1) Don't go crazy buying dips
2) Get ready before FOMC
3) Don't watch the price every 30 minutes
September is the worst month of the stock market, enjoy the show
tweet
Offshore
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Bourbon Capital
$DG Dollar General Results
EPS: $1.70 vs. $1.79 expected🔴
Revenue: $10.2B vs. $10.37B expected🔴
EPS down 20% YoY 🔴
Revenue up 4% YoY 🟢
The stock is down 70% from its peak https://t.co/rmG1ogYZ2P
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$DG Dollar General Results
EPS: $1.70 vs. $1.79 expected🔴
Revenue: $10.2B vs. $10.37B expected🔴
EPS down 20% YoY 🔴
Revenue up 4% YoY 🟢
The stock is down 70% from its peak https://t.co/rmG1ogYZ2P
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Offshore
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Quality Stocks
🎉 It's One Pager Thursday!
This week we have 5 stocks
2 are just here 👇 the others on the link in my bio
🇺🇸 Uber $UBER
🇸🇪 Lagercrantz $LAGR
🇺🇸 Rivian $RIVN
🇫🇷 Stellantis $STLA
🇺🇸 Bentley Systems $BSY https://t.co/Dqu0nQp1RV
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🎉 It's One Pager Thursday!
This week we have 5 stocks
2 are just here 👇 the others on the link in my bio
🇺🇸 Uber $UBER
🇸🇪 Lagercrantz $LAGR
🇺🇸 Rivian $RIVN
🇫🇷 Stellantis $STLA
🇺🇸 Bentley Systems $BSY https://t.co/Dqu0nQp1RV
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Offshore
Video
Lumida Wealth Management
Why is NVIDIA's demand still rising?
@Bloomberg @nvidia
Jensen Huang discusses the rapid growth and diversification of foundation models. https://t.co/sJJecT6CTU
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Why is NVIDIA's demand still rising?
@Bloomberg @nvidia
Jensen Huang discusses the rapid growth and diversification of foundation models. https://t.co/sJJecT6CTU
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Quality Stocks
🇺🇸📉 Super Micro Computer $SMCI has taken a hit with -19% yesterday and -37% in a month
3 bad news at the same time
1️⃣ A short seller accusing the company of accounting irregularities
2️⃣ A delay to fill the annual report
3️⃣ A slight forecast reduction
Is there any shareholder? Does this worry you?
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🇺🇸📉 Super Micro Computer $SMCI has taken a hit with -19% yesterday and -37% in a month
3 bad news at the same time
1️⃣ A short seller accusing the company of accounting irregularities
2️⃣ A delay to fill the annual report
3️⃣ A slight forecast reduction
Is there any shareholder? Does this worry you?
tweet
Quality Stocks
Since yesterday, Bershire Hathaway has officially reached the $1T club
Which stock will be next?
Here are the biggest ones by market cap under $1T
🇺🇸 Eli Lilly $LLY $854B
🇹🇼 TSMC $TSM $782B
🇺🇸 Broadcom $AVGO $736B
🇺🇸 Tesla $T $657B
🇺🇸 JP Morgan $JPM $630B
🇺🇸 Walmart $WMT $612B
🇩🇰 Novo Nordisk $NVO $597B
🇺🇸 Unitedhealth $UNH $543B
🇺🇸 Exxon $XOM $518B
🇺🇸 Visa $V $512B
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Since yesterday, Bershire Hathaway has officially reached the $1T club
Which stock will be next?
Here are the biggest ones by market cap under $1T
🇺🇸 Eli Lilly $LLY $854B
🇹🇼 TSMC $TSM $782B
🇺🇸 Broadcom $AVGO $736B
🇺🇸 Tesla $T $657B
🇺🇸 JP Morgan $JPM $630B
🇺🇸 Walmart $WMT $612B
🇩🇰 Novo Nordisk $NVO $597B
🇺🇸 Unitedhealth $UNH $543B
🇺🇸 Exxon $XOM $518B
🇺🇸 Visa $V $512B
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Offshore
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Librarian Capital
"Bill Ackman seeks to revive IPO with sweeteners" (FT) $PSH
"One ... would gift early investors in $PSUS the right to buy extra shares ... in the future at a fixed price through warrants". "The real prize ... is likely to be rights to buy into the eventual IPO of his hedge fund" https://t.co/qDOgPIxKuC
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"Bill Ackman seeks to revive IPO with sweeteners" (FT) $PSH
"One ... would gift early investors in $PSUS the right to buy extra shares ... in the future at a fixed price through warrants". "The real prize ... is likely to be rights to buy into the eventual IPO of his hedge fund" https://t.co/qDOgPIxKuC
Bill Ackman seeks to revive IPO with sweeteners for investors https://t.co/40tnxLBXXF tweet
Offshore
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Stock Analysis Compilation
AVI on News Corp $NWSA US
Thesis: News Corp’s undervalued assets, particularly Dow Jones and REA Group, present a compelling opportunity for significant upside as management explores unlocking hidden value
(Extract from their Q2 letter) https://t.co/RQLH7KAEsW
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AVI on News Corp $NWSA US
Thesis: News Corp’s undervalued assets, particularly Dow Jones and REA Group, present a compelling opportunity for significant upside as management explores unlocking hidden value
(Extract from their Q2 letter) https://t.co/RQLH7KAEsW
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Bourbon Capital
You know who is the boss, $COST and $WMT don't care about the recession, Enron drama, and AI bs
Dollar General $DG down 70% from its peak
Walmart Inc. $WMT all time high🟢
Five Below, Inc. $FIVE down 60% from its peak
Costco $COST all time high🟢
Target Corporation $TGT down 41% from its peak
Dollar Tree, Inc. $DLTR down 45% from its peak
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You know who is the boss, $COST and $WMT don't care about the recession, Enron drama, and AI bs
Dollar General $DG down 70% from its peak
Walmart Inc. $WMT all time high🟢
Five Below, Inc. $FIVE down 60% from its peak
Costco $COST all time high🟢
Target Corporation $TGT down 41% from its peak
Dollar Tree, Inc. $DLTR down 45% from its peak
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Offshore
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Bourbon Capital
Let's go $PYPL it looks like we are going to $75 this week https://t.co/Qd8kiKjSWJ
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Let's go $PYPL it looks like we are going to $75 this week https://t.co/Qd8kiKjSWJ
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