⁠Bourbon Capital
Are you gonna buy anything today?
tweet

⁠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
tweet

⁠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
tweet

⁠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
tweet

⁠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
tweet

⁠Hidden Value Gems
Quote of the day #76 https://t.co/eB94GmF8wP
tweet

⁠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 🟠
tweet

⁠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
tweet

⁠PitchDeckGuy
Dollar General crashed 30% on "cash strapped consumers"

Here's their deck: https://t.co/mhD8hSe07j
tweet

⁠Librarian Capital
"Pernod Ricard: “Revenge Conviviality” Hangover Ending After FY24"

Shares are near 2020 trough; FY24 results point to a downturn that is cyclical and should reverse in FY25

Cheap at 16.6x FY24 EPS, 3.6% Dividend Yield

$RI $DGE $DEO $BF.B $RCO
https://t.co/9NFnHhmknF https://t.co/ETpnpTbbYP
tweet

⁠Bourbon Capital
Adobe Inc. $ADBE is one of my favorite tech stocks to hold

This is a stock you should keep on your radar for future years, hopefully with lower rates, a lower cost of living, and more stability

- Net Debt < 0🟢
- ROIC 10Y > 15%🟢
- Revenue growth 10Y> 17%🟢
- Free cash flow growth > 15%🟢
- Long-term EPS growth >15%🟢
- No increase in outstanding shares🟢
- Gross Margin 10y >87%🟢

Adobe returns 1999-2024:
tweet

AkhenOsiris
Buying up here like I am? You are a chaser, congrats...all this shit was way cheaper 3 weeks ago
tweet