⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Include Provisions in Invested Capital for ROIC? (Tutorial)

Request from @TheFinanceLad: Whitbread $WTBDY https://t.co/QHvfPhrjO8
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⁠Bourbon Capital
Do you have any red stock today?

It looks like $NVDA bought the market another 3 months
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⁠Quality Stocks
Affirm $AFRM up 33% today
(Stil down 70% since its ATH)

Anyone interested in the stock?

As it is unprofitable, I am not. And of course the huge dilution is also a no go for me
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⁠PitchDeckGuy
It's never been easier to learn from key industry leaders, let me show you

Search 'finance' on https://t.co/HWNrXBUKN7 and get access to thousands of top slides

Some examples👇

1. $MA 5% card expansion https://t.co/gm243Vk5hF
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⁠Investing visuals
NVIDIA $NVDA is firing on all cylinders. Here's an updated one-pager after a stellar Q2'24💎✨ https://t.co/N4Dr8CMBcG
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⁠Bourbon Capital
10 Quality Companies (Forward PE / ROIC):

Snap-on Incorporated $SNA (14.57 / 17.15%)
Paycom Software $PAYC (19.95/ 8.46%)
NetEase, Inc. $NTES (10.58 / 21.64%)
Ulta Beauty, Inc. $ULTA (14.55 / 25%)
The Hershey Company $HSY (19/21%)
Salesforce, Inc. $CRM (24/ 4%)
Alphabet Inc. $GOOG (19/25%)
UnitedHealth Group $UNH (20/12%)
Old Dominion Freight $ODFL (30/25%)
Intuit Inc. $INTU (32/20%)
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⁠Lumida Wealth Management
NVIDIA's Secret to Solving Rising AI Energy Demands
@Bloomberg @nvidia 

NVIDIA is leading the charge in making AI more efficient! Discover how their Blackwell architecture and liquid cooling technologies are solving rising AI energy demands. https://t.co/nLbim1WFiY
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⁠Librarian Capital
Vitaliy Katsenelson (IMA) defines "wonderful business"

"High-quality business with long runway of growth"

High quality = "significant competitive advantage", "which will be accompanied by, or result in a high return on capital & pricing power"; "so strong a monkey could run it" https://t.co/X5Rxf79Bu1
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⁠Investing visuals
Crowdstrike $CRWD delivered a better then expected quarter with a strong guide given the Juli outage.

Here's an updated overview of this unique cybersecurity company👇✨ https://t.co/CsurcrTvAG
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⁠App Economy Insights
RT @EconomyApp: $CRM Salesforce Q2 FY25 (ending in July):

• Current RPO +10% Y/Y to $26.5B.
• Revenue +9% Y/Y to $9.3B ($100M beat).
• Operating margin 19% (+2pp Y/Y).
• Non-GAAP EPS $2.56 ($0.20 beat).

FY25 guidance (unchanged):
• Revenue +9% Y/Y to $38B.
• Operating margin 20%. https://t.co/GkTTvqC20X
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⁠App Economy Insights
RT @EconomyApp: $NVDA NVIDIA Q2 FY25 (ending in July).

• Revenue +15% Q/Q to $30.0B ($1.3B beat).
• Gross margin 75% (-3pp Q/Q).
• Operating margin 62% (-3pp Q/Q).
• Non-GAAP EPS $0.68 ($0.04 beat).

Q3 FY25 guidance:
• Revenue ~$32.5B ($0.8B beat). https://t.co/3T9fGGxUzd
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⁠Bourbon Capital
We don't see a lot funds adding $PYPL but I'm glad they keep adding

ARTLX - Artisan Value Fund Investor Shares bought 122k shares today https://t.co/LOdktXTNzo
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