⁠PitchDeckGuy
Anyone else need another holiday https://t.co/RFVUWBgU3D
tweet

⁠Bourbon Capital
Earnings after close:

$ZS Zscaler
$ASND Ascendis Pharma
$GTLB Gitlab
$HQY HealthEquity
$OS OneStream
$ASAN Asana
$PD PagerDuty
tweet

⁠Stock Analysis Compilation
THB AM on Globe Life $GL US

Thesis: Globe Life's stable cash flows, driven by increasing demand for life insurance and higher reinvestment yields, support its long-term investment appeal, despite recent market concerns

(Extract from their Q2 letter) https://t.co/y01ft8WSZC
tweet

⁠Bourbon Capital
The following companies just reported earnings:

$ZS Zscaler -7.91%🔴
$ASND Ascendis Pharma -0.50%🔴
$GTLB Gitlab +11.91%🟢
$HQY HealthEquity -0.79%🔴
$OS OneStream +1.72%🟢
$ASAN Asana -15.58%🔴
$PD PagerDuty -12.68%🔴

Nvidia is down $NVDA -1.66%🔴 after hours
tweet

⁠Quality Investing with Aria
First day back at college. I already wanna drop out 💀
tweet

⁠Bourbon Capital
Companies reporting tomorrow,

Before Open:

$DKS Dick's Sporting
$DLTR Dollar Tree
$HRL Hormel Foods
$CNM Core & Main
$CIEN Ciena
$REVG Rev Group
$PGRU PropertyGuru

After Close:

$CPRT Copart
$HPE Hewlett Packard
$CASY Casey's
$DSGX Descartes
$CRDO Credo Technology
$AVAV AeroVironment
$Al https://t.co/BbFgGiFKNn
$CXM Sprinklr
$VRNT Verint Systems

which one will you be watching?
tweet

⁠Matt McGarry
RT @thequotedog: I attended a 1-hour Newsletter Growth Webinar.

Here are my main takeaways. 👇

Thanks for putting this on @beehiiv @ej_beehiiv @danielcberk & @JMatthewMcGarry

I'm BUZZing with excitement. 🫨

I will BEE attending @ej_beehiiv's newsletter growth seminar in an hour. 🐝 📈

It's party time, BEEches. 🐝 🔥

Thanks, @beehiiv 🍯 - Michael Parrish
tweet

⁠Quiver Quantitative
This post is blowing up, but does not appear to be accurate.

We have not seen Nancy Pelosi sell any Nvidia stock recently.

You can track her recent trades on Quiver. https://t.co/dh48heXDnW
tweet

⁠Bourbon Capital
Humacyte Inc $HUMA insiders bought the dip

CEO and Director bought 1.2k shares for $8K

Price reported $6.545 https://t.co/ilXqgauTCO
tweet

⁠Bourbon Capital
Reading the balance sheets is not enough

Always check:

1) Stock-Based Compensation
2) No increase in shares outstanding
3) Short Interest
4) insider ownership
5) No profit, don't buy it

Luminar Technologies $LAZR CEO bought an $83 million house; the stock is down 94%.

The WeWork CEO spent all the money buying houses, a plane, and getting drunk; the stock is down to 0%.

Snap $SNAP CEO bought a $120 million home; the stock is down 90%.
tweet

⁠Bourbon Capital
Elastic N.V. $ESTC Director bought 20k shares for $1.4 Million

Price reported: $74.24

The stock is down 30% in the last 30 days https://t.co/FGTrGeAYo0
tweet