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Hidden Value Gems
A good article in WSJ by James Mackintosh: 'How to Lose Money on a Popular Theme'
Three AI ETFs are down this year despite $NVDA soaring 120% this year.
"The AI fund disaster should be a cautionary tale for buyers of thematic ETFs, which now cover virtually anything you can think of, including Californian carbon permits (down 15% this year), Chinese cloud computing (down 21%) and pet care (up 10%). Put simply: You probably won’t get what you want, you’ll likely buy at the wrong time and it will be hard to hold for the long term."
via @WSJ
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A good article in WSJ by James Mackintosh: 'How to Lose Money on a Popular Theme'
Three AI ETFs are down this year despite $NVDA soaring 120% this year.
"The AI fund disaster should be a cautionary tale for buyers of thematic ETFs, which now cover virtually anything you can think of, including Californian carbon permits (down 15% this year), Chinese cloud computing (down 21%) and pet care (up 10%). Put simply: You probably won’t get what you want, you’ll likely buy at the wrong time and it will be hard to hold for the long term."
via @WSJ
Quote of the day #78
#investing #AI #Stocks https://t.co/zOLm3eUG3u tweet
Offshore
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Quality Stocks
An ad for Intel $INTC
I am sure $INTC shareholders would appreciate it more if it reflected in the earnings report https://t.co/7YpWWNSv1k
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An ad for Intel $INTC
I am sure $INTC shareholders would appreciate it more if it reflected in the earnings report https://t.co/7YpWWNSv1k
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Bourbon Capital
RT @BourbonCap: 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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RT @BourbonCap: 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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Offshore
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Quality Stocks
🇺🇸 Dick's Sporting Goods $DKS Q2 25 results
Revenue $3,474M
Q2 24 $3,224M +7.8% 🟢
Est. $3,434M beat 🟢
EPS $4.37
Q2 24 $2.82 +54.9% 🟢
Est. $3.84 beat 🟢
FY Outlook
EPS $13.55 to $13.9 (est. $13.7)
Net sales $13.1 to $13.2B (est. $13.2B) https://t.co/IHNnIrQ28V
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🇺🇸 Dick's Sporting Goods $DKS Q2 25 results
Revenue $3,474M
Q2 24 $3,224M +7.8% 🟢
Est. $3,434M beat 🟢
EPS $4.37
Q2 24 $2.82 +54.9% 🟢
Est. $3.84 beat 🟢
FY Outlook
EPS $13.55 to $13.9 (est. $13.7)
Net sales $13.1 to $13.2B (est. $13.2B) https://t.co/IHNnIrQ28V
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Quality Investing with Aria
This post definitely didn’t upset anyone 💀
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This post definitely didn’t upset anyone 💀
2 hours of my piece of shit accounting class is through. So far I learned
- what is an asset 😳
- what is profit 🥴
- what’s interest 😤
- EPS 😯
- market value (she meant market cap)
And the holy grail of it all!!
- MARKET TO BOOK PRICE… she meant
P/B ratio 🤦♂️
Get me out tweet
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Bourbon Capital
Good morning everyone, I hope you are having a great day so far
The following companies just reported:
$DKS Dick's Sporting -1.34🔴
$DLTR Dollar Tree -10.84%🔴
$HRL Hormel Foods -6.85%🔴
$CNM Core & Main -11.75%🔴
$CIEN Ciena -0.61%🔴
$REVG Rev Group -12.41%🔴
$PGRU PropertyGuru +1.06%🟢
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Good morning everyone, I hope you are having a great day so far
The following companies just reported:
$DKS Dick's Sporting -1.34🔴
$DLTR Dollar Tree -10.84%🔴
$HRL Hormel Foods -6.85%🔴
$CNM Core & Main -11.75%🔴
$CIEN Ciena -0.61%🔴
$REVG Rev Group -12.41%🔴
$PGRU PropertyGuru +1.06%🟢
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Offshore
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Librarian Capital
Paul Graham "founder mode" essay
"Founder after founder ... hire professional fakers and let them drive the company into the ground"
Founder "micromanaging" sounds like an alternative answer out of resignation that the original problem (hiring & incentives) can't be solved https://t.co/wUNZhhLkog
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Paul Graham "founder mode" essay
"Founder after founder ... hire professional fakers and let them drive the company into the ground"
Founder "micromanaging" sounds like an alternative answer out of resignation that the original problem (hiring & incentives) can't be solved https://t.co/wUNZhhLkog
Founder Mode: https://t.co/3hOnlKOJBi tweet
Offshore
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Matt McGarry
15 spots left for early bird pricing this cohort!
Join Write, Grow, Sell below: https://t.co/lfmxNg0Yyh
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15 spots left for early bird pricing this cohort!
Join Write, Grow, Sell below: https://t.co/lfmxNg0Yyh
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Offshore
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Stock Analysis Compilation
Artisan Partners on LKQ $LKQ US
Thesis: LKQ’s dominant market position, consistent cash flow, and attractive valuation present a compelling opportunity for value investors
(Extract from their Q2 letter) https://t.co/pwEi1rBPwb
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Artisan Partners on LKQ $LKQ US
Thesis: LKQ’s dominant market position, consistent cash flow, and attractive valuation present a compelling opportunity for value investors
(Extract from their Q2 letter) https://t.co/pwEi1rBPwb
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