⁠Quality Investing with Aria
RT @QualityInvest5: Friendly reminder $AMZN trades at its cheapest valuation EVER! 📈

Buying today gets you:
- #1 in Ecommerce
- #1 In Cloud Computing
- #3 In Online Ads

How is this not a not brainer long? Mean reversion alone would give you 76% upside to $300

What do you think 🤔
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⁠Quality Investing with Aria
Much needed bull

🖕 $CELH https://t.co/de4qBIuHSC
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⁠Capital Employed
36 stock pitches we’ve enjoyed reading in the past two weeks… 👇

https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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⁠Quality Investing with Aria
$TSLA and Elon Musk are exceptionally great with deadlines

Also bullish $GOOGL Waymo https://t.co/kJmfqgYOJk
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⁠Librarian Capital
"Slow burn: will regulators snuff out growth of heated tobacco?" (FT)

We respectfully disagree with this column in a number of areas (thread)

$PM $BATS $BTI $MO $IMB https://t.co/q6FSHtHnGI
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⁠Hidden Value Gems
Interesting snapshot of China’s economy and markets by @yardeni

The first 9 look to be cyclical and more like a buying opportunity 🤔
(on a 3-5 year view of course).

🧵 👇🏼

1️⃣ Chinese consumers are depressed

1/10 https://t.co/GjYGumXmbu
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⁠Stock Analysis Compilation
Ariel Investments on BAWAG Group $BAW AT

Thesis: BAWAG Group's growth through strategic acquisitions and capital efficiency makes it a strong contender for long-term shareholder returns

(Extract from their Q2 letter) https://t.co/TM5YIgIiEJ
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⁠Stock Analysis Compilation
Polen Capital on GlobalData $DATA LN

Thesis: GlobalData’s strong growth, driven by stable demand and strategic acquisitions, positions it for significant cash flow compounding over the next five years

(Extract from their Q2 letter) https://t.co/AwYsrQtWWZ
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⁠Invest In Assets 📈
RT @InvestInAssets: Peter Thiel once said:

"All failed companies are the same. They failed to escape the competition."

Analyzing the competitive landscape of a market is essential for investors

Let's look at why Costco has managed to escape its competition: https://t.co/7eaMPqCxxl
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⁠Librarian Capital
Young people drink less alcohol?

% of US Gen Z (Legal Drinking Age to 27) "having bought spirits at least once in past 12 months" is 74% in 2023, vs. 71% in 2018*

(GWI, via Pernod Ricard $RI)

* Doesn't reflect volume, but nor do surveys purportedly showing opposite

cc $DGE https://t.co/qEjkKXB6wL
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