⁠Librarian Capital
Campari $CPR down 31% roughly 1 year after adverse change in corporate governance described below

Decline similar to that of Pernod Ricard $RI
Smaller than Rémy $RCO (with its China exposure) https://t.co/6mlW1BFxIu

John Hempton on Campari: "scumbags are in charge"

$CPR "have just introduced a shareholder loyalty plan ... (Activist-led mgmt. change) can’t happen at Campari anymore. And as the management are clearly not incompetent this makes me think they plan to be venal ... They are scum" https://t.co/QpuFXOcxtm - Librarian Capital
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⁠Bourbon Capital
Lululemon Athletica Inc. $LULU results:

EPS: $3.15 vs. $2.94 expected🟢
Revenue: $2.4B vs. $2.41B expected🔴

EPS is up 17% YoY🟢
Revenue is up 8.65% YoY🟢

I anticipated a different outcome. For now, I'll refrain from making additional investments. However, if the stock price falls below $230, I may consider buying more
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⁠Bourbon Capital
Lululemon Athletica Inc. $LULU is up 6.58%🟢 after hours

What sorcery is this!? https://t.co/cWz7eaZinM
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⁠Bourbon Capital
It's amusing how everyone claims to be a Warren Buffett 'expert' here. I wonder how many of them actually invested in $SIRI at its low point of $2.60

When the stock crashes everyone is quiet, but when the stock is up everyone claims to be holder

$ULTA price is great, but I want to see a lower price
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⁠Bourbon Capital
Another day and funds keep adding more and more $HIMS

SIFAX - SIMT MULTI-ASSET INFLATION MANAGED added 2k shares

OBSOX - Oberweis Small-Cap Opportunities Fund added 756k shares

Brighthouse Funds Trust I - Schroders Global added 6k shares

RVER - Trenchless Fund ETF added 50k shares

FARYX - Fulcrum Diversified Absolute Return Fund added 8.7k shares

MMGEX - MassMutual Select Small Cap Growth Equity added 90k shares
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⁠Bourbon Capital
Are you buying something from 52-week low?

$PDD PDD
$LI Li Auto
$DG Dollar General
$DLTR Dollar Tree
$SYM Symbiotic
$WBA Walgreens
$IEP Icahn Enterprises
$AAP Advance Auto Parts
$UPS United Parcel Service
$OXY Occidental Petroleum
$ABNB Airbnb Inc.
$INTC Intel Corp.
$CBRL Cracker Barrel Old Cntry Store
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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #75

#diversification #portfoliomanagement #stocks #investing #JoelGreenblatt https://t.co/sCwAarqonb
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⁠Capital Employed
RT @equitybaron: At some point Polish stocks will come into fashion, many stocks will get a re-rating.

The momentum investors will jump in. We've seen it happen recently with the UK.

There's many quality cheap small caps in Polska. I've highlighted one here 👇

https://t.co/O4UBxNsGrL https://t.co/yKoay5AKYf
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⁠Capital Employed
We have collected over 100 Q2 letters.

The worst performing fund YTD is -22.99%
The best is 24%

The mean is around 4-5%

If you're a private investor who YTD is above 5% give your self a pat on the back.

If you're above 24% buy yourself a cake 🎂

https://t.co/0KI2PTSjEh https://t.co/fLvdSkXjpH
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⁠Bourbon Capital
There are no earnings reports scheduled for tomorrow.

Which stock are you going to be watching tomorrow?
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⁠Quality Stocks
🇨🇦 Lululemon $LULU Q2 24 results

Revenue $2,371M
Q2 23 $2,209M +7.3% 🟢
Est. $2,408M miss 🔴

EPS $3.15
Q2 23 $2.68 +17.5% 🟢
Est. $2.92 beat 🟢

Comparable sales +3% (-3% Americas, +19% International)
Gross margin increased 80 BP to 59.6%
1.9M shares repurchased
+10 stores to 721

Q3 24 guidance
Revenue $2.35B (est. $2.41B)
EPS $2.70 (est. $2.71)
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⁠Quality Stocks
🇺🇸 Autodesk $ADSK Q2 25 results

Revenue $1,505M
Q2 24 $1,345M +11.9% 🟢
Est. $1,482M beat 🟢

EPS $1.30
Q2 24 $1.03 +26.2% 🟢
Est. $1.16 beat 🟢 https://t.co/EYOHT3HxTx
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