⁠Stock Analysis Compilation
Brown Advisory on Autozone $AZO US

Thesis: AutoZone’s strong market position in the growing used car parts market, combined with exceptional cash flow management and sustainability efforts, positions it for continued success

(Extract from their Q2 letter) https://t.co/2m5A8YqojR
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⁠Bourbon Capital
Remember,

When a quality stock gets in trouble, people panic and sell. I've never understood why; it's your best chance to make money.This can present a buying opportunity as strong companies are likely to recover over the long term

$UNH crashed from $530 to $439, bad news, today is back to all-time high and close to $600

$GOOG is having a hard time right now, What do you think?
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⁠Quiver Quantitative
🚨 BREAKING: We just caught 143 STOCK Act violations by Representative John James.

We have now caught 12 members of Congress breaking the insider trading law in the last month.

This coincidentally comes after bill was advanced that would increase penalties for violations.

The fine is just $200 right now.

Full trade list up on Quiver.
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⁠Librarian Capital
Constellation Brands $STZ cuts FY25 outlook

Wine & Spirits sales to fall 4-6% (was -0.5% to +0.5%)
$1.5-2.5bn GW impairment

"Incremental macroeconomic headwinds affecting consumer, particularly unemployment, and prolonged inventory destocking"

cc: $DGE https://t.co/BlWFAoyIht
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⁠Quality Stocks
Do you think September will mirror August with a rough start followed by a rebound towards the end?

🔴 First hour of trading

Nvidia $NVDA -6.9%
Alphabet $GOOG -2.1%
AMD $AMD -4.5%
Apple $AAPL -1.8%

🔴 Same for major indices

S&P500 -1.3%
Nasdaq -1.8%
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⁠Quality Investing with Aria
Congrats to the yield bros.

Finally some gains after years of declining everything with this company. 💀

$PM > $MO btw 😉 https://t.co/i6CpYLChzQ
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⁠Bourbon Capital
Red day!

Do you have any green stock?

$BA The Boeing -8.34%🔴
$FIX Comfort System -7.38%🔴
$ONTO Onto innovation -7.32%🔴
$NVDA Nvidia -6.58%🔴
$INTC Intel Corporation -6.01%🔴
$KLAC Kla Corporation -5.52%🔴
$TSM Taiwan Semiconductor -5.73%🔴
$ARM Arm Holdings -5.66%🔴
$MU Micro Technology -5.57%🔴
$AMAT Applied Materials -5.53%🔴
$DELL DELL -4.84%🔴
$AVGO Broadcom -4.32%🔴
$OXY Occidental Petroleum -2.60%🔴
$NFLX Netflix -2.57%🔴
$GOOG Google -2.15%🔴
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⁠Bourbon Capital
If semiconductors crash this month, buy quality stocks like $ASML or $TSM. At the very least, we will need these companies for the next 20 years.
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⁠Bourbon Capital
$ULTA was close to $350 this morning and jumped to $361.

A big whale is buying right now +2.1%🟢
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⁠Bourbon Capital
Stocks Reaching a New 52-Week Low Price

$DG Dollar General Corporation $82.68
$DLTR Dollar Tree, Inc. $84.58
$AAP Advance Auto Parts, Inc. $44.78
$WBA Walgreens Boots Alliance, Inc. $9.095
$NTES NetEase, Inc. $77.61
$LI Li Auto Inc. $18.89
$SYM Symbotic Inc. $17.85
$CHRD Chord Energy Corporation $142.45
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⁠Quality Investing with Aria
How in the world $GOOGL and $AMZN aren't 3T market cap companies BAFFLES ME

Both of them are / will be producing comarable amount of cash flow to $MSFT this year. And yet they're 35% cheaper each

Either $MSFT has a MASSIVE premium. Or the other two are undervalued 🤔 https://t.co/LQ68oA8Cnt
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⁠Stock Analysis Compilation
Andvari Associates on Zoetis $ZTS US

Thesis: Zoetis’s leadership in the resilient and growing pet healthcare market, combined with strong financials, makes it a standout investment with consistent cash generation

(Extract from their Q2 letter) https://t.co/kmI4umb8L7
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⁠Investing visuals
Semis are taking a hit today, but they’ve performed phenomenally over the last 5 years📈

Here’s a side-by-side comparison of the largest players: NVIDIA $NVDA, TSMC $TSM and Broadcom $AVGO 👇🔍 https://t.co/HkcHBbAkeX
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