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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Offshore
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Quality Investing with Aria
Option A:
$GOOGL is at a 19 PE this only happens once every few years. BUY THE DIP!!!
Option B:
“Build a goddamn savings for once in your life you moron” https://t.co/ASopDJB7XJ
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Option A:
$GOOGL is at a 19 PE this only happens once every few years. BUY THE DIP!!!
Option B:
“Build a goddamn savings for once in your life you moron” https://t.co/ASopDJB7XJ
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Bourbon Capital
Intel is now trading at the same price it was at in 1997
Imagine working for Intel $INTC since 1997 and never cashing out.. a big chunk of their 401k is in Intel https://t.co/fXDfzPeKDp
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Intel is now trading at the same price it was at in 1997
Imagine working for Intel $INTC since 1997 and never cashing out.. a big chunk of their 401k is in Intel https://t.co/fXDfzPeKDp
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Offshore
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Quality Investing with Aria
I FORGOT HOW MUCH I LOVE THIS BOOK!!
“It was this desire for a feeling of importance that led an uneducated, poverty-stricken grocery clerk to study some law books he found in the bottom of a barrel of household plunder that he had bought for fifty cents. You have probably heard of this grocery clerk. His name was Lincoln”
6th read btw 😉
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I FORGOT HOW MUCH I LOVE THIS BOOK!!
“It was this desire for a feeling of importance that led an uneducated, poverty-stricken grocery clerk to study some law books he found in the bottom of a barrel of household plunder that he had bought for fifty cents. You have probably heard of this grocery clerk. His name was Lincoln”
6th read btw 😉
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