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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Lumida Wealth Management
1/ Daily News Round-Up:
- Intel's revenue plummets 20%, one of its worst quarters in years.
- Nvidia, Dollar Tree, and Hormel Foods fall sharply in premarket after earnings.
- Bitcoin drops to $25K as U.S. stocks tumble across the board.
- BofA cuts China's growth forecast for 2023 from 6.2% to 5.1%.
- Lyft to lay off employees in its bikes and scooters division.
#News #Finance #Tech #MarketUpdate
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1/ Daily News Round-Up:
- Intel's revenue plummets 20%, one of its worst quarters in years.
- Nvidia, Dollar Tree, and Hormel Foods fall sharply in premarket after earnings.
- Bitcoin drops to $25K as U.S. stocks tumble across the board.
- BofA cuts China's growth forecast for 2023 from 6.2% to 5.1%.
- Lyft to lay off employees in its bikes and scooters division.
#News #Finance #Tech #MarketUpdate
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Offshore
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Quality Investing with Aria
$ASML is a chokepoint in the chip manufacturing industry and enjoys an oligopolistic/monopolistic nature
- 30x fwd PE
- 20-25% EPS Growth
- Total Monopoly on EUV Machines
I think the 750-800 range is undervalued. What do you think 🤔 👇 https://t.co/nCIJcqixV7
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$ASML is a chokepoint in the chip manufacturing industry and enjoys an oligopolistic/monopolistic nature
- 30x fwd PE
- 20-25% EPS Growth
- Total Monopoly on EUV Machines
I think the 750-800 range is undervalued. What do you think 🤔 👇 https://t.co/nCIJcqixV7
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Offshore
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Quiver Quantitative
Nancy Pelosi has lost almost $5M in unrealized gains in the last two days, per our estimates.
She is now worth just $245M.
She is now up just $14M YTD. https://t.co/KgruFdPevI
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Nancy Pelosi has lost almost $5M in unrealized gains in the last two days, per our estimates.
She is now worth just $245M.
She is now up just $14M YTD. https://t.co/KgruFdPevI
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Offshore
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Stock Analysis Compilation
Hedge funds' best ideas #8 is in your inbox 🔥
(link in bio)
Alger / Andvari / Arar / Ariel / Artemis / Artisan Partners / AVI / Bell AM / Brown Advisory / Brown Capital / Coho Partners / Davis funds / Loomis Sayles / Mar Vista / Polen Capital / THB AM / https://t.co/I9kn0uB6b8
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Hedge funds' best ideas #8 is in your inbox 🔥
(link in bio)
Alger / Andvari / Arar / Ariel / Artemis / Artisan Partners / AVI / Bell AM / Brown Advisory / Brown Capital / Coho Partners / Davis funds / Loomis Sayles / Mar Vista / Polen Capital / THB AM / https://t.co/I9kn0uB6b8
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Quality Stocks
🇺🇸🛡️ ZScaler $ZS shares plummet 16% 🔴 after the company slashed its annual forecast
The revised revenue outlook is now $2.6B - $2.62B, reflecting around 20% growth (est. $2.63B)
Adjusted EPS is expected to range between $2.81 and $2.87, significantly below the estimated $3.33.
Following this announcement, 10 analysts have downgraded their price targets
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🇺🇸🛡️ ZScaler $ZS shares plummet 16% 🔴 after the company slashed its annual forecast
The revised revenue outlook is now $2.6B - $2.62B, reflecting around 20% growth (est. $2.63B)
Adjusted EPS is expected to range between $2.81 and $2.87, significantly below the estimated $3.33.
Following this announcement, 10 analysts have downgraded their price targets
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