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Librarian Capital
YTD, Philip Morris $PM and Altria $MO have returned 2x the gain in the NASDAQ Composite in price alone
h/t Gaurav Jain, Barclays' Head of Global Tobacco https://t.co/Z6l3pyAd97
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YTD, Philip Morris $PM and Altria $MO have returned 2x the gain in the NASDAQ Composite in price alone
h/t Gaurav Jain, Barclays' Head of Global Tobacco https://t.co/Z6l3pyAd97
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Offshore
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Quality Investing with Aria
Average $CELH take 3 months ago:
“THEYRE GONNA GROW AT 100% FOREVER AND DISRUPT WATER”
Turns out those assumptions were a tad bit too rosy 😅 https://t.co/ONAaGOxBne
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Average $CELH take 3 months ago:
“THEYRE GONNA GROW AT 100% FOREVER AND DISRUPT WATER”
Turns out those assumptions were a tad bit too rosy 😅 https://t.co/ONAaGOxBne
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Offshore
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Investing visuals
Apple $AAPL is back on top as the worlds most valuable company🥇
Will this high-quality compounder keep it's top spot?✨ https://t.co/MmQkEMdReI
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Apple $AAPL is back on top as the worlds most valuable company🥇
Will this high-quality compounder keep it's top spot?✨ https://t.co/MmQkEMdReI
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Offshore
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Quality Investing with Aria
RT @QualityInvest5: $GOOGL might be the easiest money you'll ever make in your life:
- 19x Forward PE
- 17% Projected EPS Growth 5Y
- And I borrow from @FinFluentialx: "A moat wider than your ex-wife's waistline"
This company withholds access to information, across the WORLD. I'm a buyer at $157 https://t.co/3449X43Lpz
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RT @QualityInvest5: $GOOGL might be the easiest money you'll ever make in your life:
- 19x Forward PE
- 17% Projected EPS Growth 5Y
- And I borrow from @FinFluentialx: "A moat wider than your ex-wife's waistline"
This company withholds access to information, across the WORLD. I'm a buyer at $157 https://t.co/3449X43Lpz
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Quality Investing with Aria
RT @QualityInvest5: TOM LEE SAYS 10% SELLOFF?? I SAY BRING IT ON. I'M VERY EXCITED TO BUY MORE $GOOGL AND $AMZN AS THEY SLIDE DOWN.
THEYRE BOTH UNDERVALUED AS IT IS. NEVERMIND A 10% SELLOFF ON THE INDEX
DONT BE SAD YOUR STOCKS ARE DOWN, BE EXCITED YOU CAN BUY MORE SHARES AT A CHEAPER PRICE!!
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RT @QualityInvest5: TOM LEE SAYS 10% SELLOFF?? I SAY BRING IT ON. I'M VERY EXCITED TO BUY MORE $GOOGL AND $AMZN AS THEY SLIDE DOWN.
THEYRE BOTH UNDERVALUED AS IT IS. NEVERMIND A 10% SELLOFF ON THE INDEX
DONT BE SAD YOUR STOCKS ARE DOWN, BE EXCITED YOU CAN BUY MORE SHARES AT A CHEAPER PRICE!!
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Bourbon Capital
RT @BourbonCap: 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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RT @BourbonCap: 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
RT @BourbonCap: 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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RT @BourbonCap: 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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Offshore
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Librarian Capital
Philip Morris $PM CEO at Barclays conf. (3-Sep)
1/ Reiterates 2024 guidance (11-13% ex-FX growth)
2/ "We're looking at very strong Q3 results"
3/ Currency profile has made share price difficult, but "the currency is starting to adjust in different directions, positive to us" https://t.co/4OwHY3a9fP
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Philip Morris $PM CEO at Barclays conf. (3-Sep)
1/ Reiterates 2024 guidance (11-13% ex-FX growth)
2/ "We're looking at very strong Q3 results"
3/ Currency profile has made share price difficult, but "the currency is starting to adjust in different directions, positive to us" https://t.co/4OwHY3a9fP
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Offshore
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Stock Analysis Compilation
Baron Capital on Inspire Medical Systems $INSP US
Thesis: Inspire Medical’s innovative sleep apnea device and large, underpenetrated market present a compelling growth opportunity, especially amid potential limitations of GLP-1 therapies
(Extract from their Q2 letter) https://t.co/5RKA1Ar3yU
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Baron Capital on Inspire Medical Systems $INSP US
Thesis: Inspire Medical’s innovative sleep apnea device and large, underpenetrated market present a compelling growth opportunity, especially amid potential limitations of GLP-1 therapies
(Extract from their Q2 letter) https://t.co/5RKA1Ar3yU
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Offshore
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Quality Investing with Aria
Yield curve inverted!! Biggest yield curve inversion ever!!! Recession is coming!!
ITS SO OVER MARKET’S GONNA TANK AND $SPY IS GOING TO ZERO
Whatever. Just don’t panic sell, and even if the market does crash. Just keep buying all the way down 🤝 https://t.co/eJrdpY0NjL
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Yield curve inverted!! Biggest yield curve inversion ever!!! Recession is coming!!
ITS SO OVER MARKET’S GONNA TANK AND $SPY IS GOING TO ZERO
Whatever. Just don’t panic sell, and even if the market does crash. Just keep buying all the way down 🤝 https://t.co/eJrdpY0NjL
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Offshore
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Bourbon Capital
If you don't like $LULU and $NKE, you might want to check $LVMH
Louis Vuitton is down 25% from its peak, we might see a lot lower price but the stock just hit Oct 2023 lows and Oct 2023 was a terrible month for the stocks https://t.co/T9cPtgn9tJ
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If you don't like $LULU and $NKE, you might want to check $LVMH
Louis Vuitton is down 25% from its peak, we might see a lot lower price but the stock just hit Oct 2023 lows and Oct 2023 was a terrible month for the stocks https://t.co/T9cPtgn9tJ
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