⁠Stock Analysis Compilation
Conestoga on Energy Recovery $ERII US

Thesis: Energy Recovery’s innovative pressure exchanger technology, vital for addressing global water scarcity, offers strong growth potential amid rising demand for energy efficiency

(Extract from their Q2 letter) https://t.co/rrU7f6nIfV
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⁠PitchDeckGuy
OpenAI is about to hit a $100B valuation

Here's their pitch deck: https://t.co/5HM3lQTpWe
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⁠Quiver Quantitative
We posted this report on a suspicious purchase of Fair Isaac stock by Representative Josh Gottheimer in May.

$FICO has now risen 53% since the trade.

It's a credit scoring service.

Gottheimer sits on the House Financial Services Committee. https://t.co/AhGXNpGCyi
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⁠Bourbon Capital
The following companies just reported:

$CPRT Copart -1.06%🔴
$HPE Hewlett Packard -2.88%🔴
$CASY Casey's +0.18%🟢
$DSGX Descartes 0%
$CRDO Credo Technology -5.75%🔴
$AVAV AeroVironment -3.23%🔴
$Al https://t.co/BbFgGiFKNn -18.99%🔴
$CXM Sprinklr -5.02%🔴
$VRNT Verint Systems -14.63%🔴
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⁠Value Spotlight (Andrew Sather)
Calculating ROIC Contest (Tutorial):

$UBER in <90 seconds https://t.co/cdeydxupch
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⁠Quality Investing with Aria
Toronto is just New York in a different font. Squirrels instead of rats cuz its too cold 🤷‍♂️ https://t.co/lW42IQN20F
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⁠Bourbon Capital
I know there are a lot of companies having a hard time right now, but preserve your capital; it's not over yet
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⁠Bourbon Capital
Just remember,

If semiconductors crash, buy quality stocks like $ASML and $TSM. For a bigger correction, buy $SOXL.

If banks crash, don't waste your time buying useless banks; go straight to $AXP, $V, or $BRK.B. For a bigger correction, buy $FAS.

If healthcare crashes (unusual), $UNH or $TMO

If Tech crashes (completly normal phenomenon), $GOOG and $AAPL, bigger correction, buy $TQQQ or $TECL

If oil crashes, buy the stock with the biggest wallet, $OXY for me.

If the whole system crashes (unusual), $VOO will likely drop below $350. This might seem normal, but people often panic. In that case, you can buy $SPXL.

If the whole world crashes, buy Airlie Beach, QLD

Stock goes up and down all the year, but people don't even notice
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⁠Bourbon Capital
Tomorrow Earnings:

Before Open

$TTC The Toro Company
$NIO NIO
$SAIC Science Applications International
$KFY Korn Ferry
$WLY John Wiley & Sons
$GIII G-III Apparel Group
$SCVL Shoe Carnival

After Close

$AVGO Broadcom
$IOT Samsara
$GWRE Guidewire Software
$DOCU DocuSign
$SMAR Smartsheet
$BRZE Braze
$BOWL Bowlero
$TLYS Tilly's
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⁠Quality Investing with Aria
Shout out my brother @Ethan_Invests for calling $CELH overvalued when he did

If you haven’t dropped him a follow yet, I have no idea what you’re doing. He’s the all-knowing valuation wizard 🧙‍♂️ https://t.co/fWLZY8UFJ0
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