⁠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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⁠Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert

HighPeak Energy, $HPK, sees major string of buys by CEO:

🔹Aug 27: ~$774,875 purchase
🔹Aug 28: ~$997,731 purchase
🔹Aug 29: ~$274,972 purchase

HPK shares traded up 3.85% on Thursday. https://t.co/H0mOlmjVWv
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⁠Bourbon Capital
Are you gonna buy anything today?
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⁠Stock Analysis Compilation
Stock Analysis Compilation #55 is in your inbox 🔥
(link below)

43 free analyses from the best hedge funds & newsletters :

$AAP $COST $CRWD $DNP $HIMS $AILE $IMKTA $LULU $LUMN $META $NVDA $PTON $PDD $SR $SMCI $URBN $WMT $WSO $WOW $ZM and many more https://t.co/DekWY8ga5Q
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⁠Bourbon Capital
$MELI is one of the few thriving e-commerce companies. Despite its success, less than 30% of the Latin American population currently uses the platform

Imagine the potential growth if they could expand their reach to the remaining 80% of the region
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⁠Bourbon Capital
RT @BourbonCap: $UNH is one of the best defensive stocks out there

$UNH trades at 20 times forward PE
ROIC 10Y: 12%
Dividend Growth 10Y: 20%
Long-term EPS growth is +12%

UnitedHealth Group returns 1999-2024: https://t.co/HMfOXdxBbZ
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⁠Hidden Value Gems
Happy Birthday, @WarrenBuffett !

I know personally people who sold $BRK.B in 2022 at $325 and early this year at $405. They referred to limited valuation upside, strong performance, Buffett’s age, weak outlook for markets.

One piece of advice to generate wealth is hold on to a great company for decades, not months or years.

#Berkshire #BRK - Hidden Value Gems
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⁠Hidden Value Gems
Quote of the day #76 https://t.co/eB94GmF8wP
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⁠Quality Stocks
📅 Summary of this week's earnings

🇺🇸 NVidia $NVDA
Resultd 🟢 / Reaction 🔴
🇺🇸 Crowdstrike $CRWD
Results 🟢 / Reaction 🟢
🇺🇸 Veeva $VEEV
Results 🟢 / Reaction 🟢
🇨🇦 Lululemon $LULU
Results 🟠 / Reaction 🔴
🇺🇸 Autodesk $ADSK
Results 🟢 / Reaction 🟢
🇳🇴 Smartcraft $SMCRT
Results 🟢 / Reaction 🔴
🇦🇺 Clinuvel $CUV
Results 🟢 / Reaction 🟢
🇺🇸 Salesforce $CRM
Results 🟢 / Reaction 🟠
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⁠Quality Stocks
📈 Market trends matter. It's easier to grow 10% in a market that's up 15% than 5% in a market up 3%.

Which growing, stable, or declining markets should we consider?

📈📈 QUICKLY GROWING MARKETS
(>10% a year by 2030)
AI
Cybersecurity
Cloud
Robotics
Online gambling

📈 GROWING MARKETS
(>5% a year by 2030)
Luxury
Semiconductors
Diabetes drug
Cosmetics
Activewear / outdoors

🟰 SLOWLY GROWING MARKET OR MARKETS WITHOUT GROWTH
Iron ore mining
Chocolate and candies
Industrial fasteners

📉 DECLINING MARKETS
Sugar manufacturing
Newspaper publishing
Physical audio disc
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