⁠Invest In Assets 📈
Kanbrick reading list for investors: https://t.co/a9kmJAG174
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- Nvidia unveils cutting-edge AI chips with record-breaking speeds.
- Dell stocks soar 8% after beating revenue expectations.
- US stock futures rise ahead of key PCE inflation data.
- Musk and Tesla clear lawsuit over Dogecoin market manipulation.
- Wall Street rallies on Fed rate cut speculation.

#Nvidia #AI #Dell #StockMarket #Inflation #Tesla #Dogecoin #WallStreet
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⁠Dimitry Nakhla | Babylon Capital®
$PYPL is +24% in the past month — is it still attractive? Let’s have a look at some earnings estimates & multiple assumptions:

2024E: $4.40 (-13.7% YoY) *FY Dec
2025E: $4.83 (9.7% YoY)
2026E: $5.41 (12.0% YoY)

$PYPL has an ok track record of meeting analyst estimates ~2 years out, but let’s assume $PYPL ends 2026 with $5.41 in EPS & see its CAGR potential

21x P/E: $113.61💵 … ~20.8% CAGR

20x P/E: $108.20💵 … ~18.3% CAGR

19x P/E: $102.71💵 … ~15.7% CAGR

18x P/E: $97.38💵 … ~13.1% CAGR

17x P/E: $91.97💵 … ~10.4% CAGR

As you can see, $PYPL appears to have attractive return potential if we assume >17x earnings (a multiple justified by its growth rate & balance sheet $13.61B in Cash & $9.72B allowing for aggressive share repurchases)

So although $PYPL is +24% in the past month, today at $73.00💵 $PYPL still appears to be an attractive consideration for investment

#stocks #investing
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⁠Bourbon Capital
Good morning everyone, happy Friday
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⁠Bourbon Capital
$BABA is up 4.79%🟢 pre-market

Alibaba has completed a three-year regulatory “rectification” process following an antitrust fine it received for monopolistic practices in 2021, China’s market regulator said on Friday.
Source: https://t.co/h6ZaRMFcY6 https://t.co/dZaTnIWN67
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⁠Bourbon Capital
Today's Premarket Stock

$BABA Alibaba +4.91%🟢
$DELL Dell +5.10%🟢
$JD JD +3.98%🟢
$INTC Intel +4.92%🟢
$MRVL Marvell Technology +10.97%🟢
$ADSK Autodesk 4.95%🟢
$MDB MongoDb +16.80%🟢
$NIO NIO +6.09%🟢
$VRNS Varonis Systems +4.99%🟢
$BBIO BridgeBio Pharma +10.85%🟢
$MHO M/I Homes +5%🟢
$UP Wheels Up Experience +4.40%🟢
$LULU Lululemon +3.74%🟢
$SMCI Super Micro +1.95%🟢
$GME Gamestop +1.67%🟢
$AVGO Broadcom +2.80%🟢
$HIMS Hims +0.68%🟢
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⁠Bourbon Capital
Most Recent IPO's

I don't buy IPOs but some people buy it

$GIG GigCapital7 Corp.
$AZI Autozi Internet Technology
$BSII Black Spade Acquisition II Co
$SPA ISafe Pro Group Inc.
$JBDI JBDI Holdings Limited https://t.co/cTlOdMDIM7
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⁠Stock Analysis Compilation
Bell AM on Qualcomm $QCOM US

Thesis: Qualcomm’s expansion into high-margin personal computing, coupled with its SoC dominance, is set to drive double-digit growth and potential valuation expansion

(Extract from their Q2 letter) https://t.co/M9e3ryD8J2
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⁠Bourbon Capital
Ulta Beauty, Inc. $ULTA Analyst Ratings:

Oppenheimer maintains its $435 price target, Aug 30 2024

Evercore ISI Group maintains its $420 price target, Aug 30 2024

Raymond James lowered its price target from $500 to $450, Aug 30, 2024

B of A Securities lowered its price target from $425 to $380, Aug 30, 2024

Deutsche Bank maintains its $450 price target, Aug 30 2024
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⁠App Economy Insights
$NVDA NVIDIA's Q2 visualized.

Demand is "incredible," but for how long?

📊 Revenue trends.
⚙️ Data centers in full throttle.
🎙️ 5 top points from Jensen Huang.
https://t.co/IZHYKjJBuC
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⁠Bourbon Capital
Stop buying $ULTA i want to buy close to $320
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