⁠Librarian Capital
PSA: We search for stock tickers on Twitter often

This used to be a good way to find stimulating thoughts, but with Elon Musk it just shows bad content by people who buy subscriptions to bribe the algorithms

So we use the "block" function, a lot
A new wave of blocks is coming
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⁠Stock Analysis Compilation
Baron Capital on GMR Power and Urban Infra Limited $GMRPUI IN

Thesis: GPUIL’s strategic position in India’s power sector and ongoing infrastructure projects make it a key beneficiary of the nation’s energy expansion, promising steady growth

(Extract from their Q2 letter) https://t.co/RgsMua1wts
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⁠Invest In Assets 📈
RT @InvestInAssets: 6 Boring Quality Businesses 📊

1. DSV
2. Danaher Corp
3. Mettler Toledo
4. Terravest Capital
5. Waste Management
6. Alimentation Couche Tard

Boring is subjective, but these stocks are unlikely to be featured on CNN as "hot".

Let's take a look: https://t.co/us8HJ1ById
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⁠Quality Stocks
🔍 As I have emphasized multiple times, it is crucial to identify buying zones in advance to be prepared for potential consolidation phases

Here are a few examples for me

🇳🇱 ASML $ASML
700€ / 547€ / 425€

🇳🇱 Adyen $ADYEN
940€ / 740€ / 640€

🇸🇪 Evolution $EVO
976SEK / 792SEK

🇺🇸 Amazon $AMZN
$157 / $145 / $124

🇺🇸 Visa $V
$255 / $235 / $178

I wrote an article (available on the link in my bio) with the buying zones for 50 stocks
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⁠Stock Analysis Compilation
Acatis on Wavestone $WAVE FP

Thesis: Wavestone’s consistent growth in book value and strong position in IT consulting make it an undervalued opportunity, trading at crisis-level valuations

(Extract from their Q2 letter) https://t.co/s1hLdfXGh3
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⁠Librarian Capital
"Monthly Ranked Top Buys - Aug/Sep 2024"

Model portfolio now gained +40.0% since start of 2023
We replace one holding and resize others
Includes recap of Q2 results & key news for all holdings

https://t.co/EFzcw1UjK6 https://t.co/9LCKEorcBm
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⁠Quality Investing with Aria
RT @QualityInvest5: Very short list of companies when you have these 3 criteria:
- Software
- Minimum 20% EPS Growth
- Market cap above 50bn

Not surprised to see:
1. Servicenow $NOW
2. Crowdstrike $CRWD
3. Palantir $PLTR

They all trade a absurd valuations though sadly 🤔 https://t.co/BAYce9NIcT
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⁠Invest In Assets 📈
Avoid mindless imitation of peers: https://t.co/c2K5RWEXIu
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⁠Quality Stocks
📅 Next one pagers to be published

🇫🇷 Edenred $EDEN
🇮🇹 Ferrari $RACE
🇺🇸 Dollar Tree $DLTR
🇺🇸 Agilent $A
🇧🇪 Lotus Bakeries $LOTB
🇺🇸 Deckers Outdoor $DECK

Which one are you looking forward the most?
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⁠Quality Investing with Aria
You've had a handful of opportunities to buy $ASML at a -30% drawdown. Here's what happened right after the trough bottom, every single time

[ THREAD 🧵 ]
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⁠Quality Stocks
3⃣ stock duels with extremely close results
A thread 🧵👇

We begin with 🇺🇸 Cadence $CDNS vs 🇺🇸 Synopsys $SNPS
While Synopsys is 3 times bigger, Cadence has better metrics. How to choose? https://t.co/0GbnkbaeoA
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AkhenOsiris
Lots of negativity out there:

Taiwan’s overreliance on tech sector makes it vulnerable: BofA

Buying the Japanese yen is “the easiest way to play the AI bubble bursting,” BCA Research strategists said in a Wednesday report.

ASML shares down as Morgan Stanley removes from Top Pick list

AI stocks not in a bubble but concentration risks are high: Goldman

Risk-reward for chip stocks 'unattractive', selloff may continue: BCA
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