⁠Hidden Value Gems
A good reminder that just because the market as a whole usually goes up, individual stocks often don't, even if it is a well-known brand in a growing category

h/t @WhitneyTilson

$INTC $AAP $WBA https://t.co/TxiVmpz6Ha
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⁠Stock Analysis Compilation
RS Investments on Fortrea $FTRE US

Thesis: Fortrea’s turnaround potential, led by new leadership and strategic cost-cutting, offers a promising long-term investment despite short-term challenges

(Extract from their Q2 letter) https://t.co/beZC5sHXgp
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⁠Bourbon Capital
RT @BourbonCap: And just like that, day traders became long-term investors.

Rip $MBLY
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⁠Quality Investing with Aria
$VOO is down 4.3% in the first 5 days of September already

Its not looking good 😅 https://t.co/dW032nBHAn
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⁠Investing visuals
Magnificent 7 after earnings update thread🧵✨
All of the magnificent 7 have now reported earnings.

Here are their updated one-pagers, ranked on year-to-date performance📈👇

#1 NVDIA $NVDA: A graphics powerhouse still firing on all cylinders, up +112% YTD
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⁠Quality Investing with Aria
Everyone’s a long term investor until the market sells off 🤷‍♂️

Reminder to just hold, there’s always light at the end of the tunnel

The couple % selloff today means nothing in the grand scheme of things $VOO $QQQ https://t.co/xqkGYHChXD
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⁠Quality Investing with Aria
“STORE OF VALUE” 🤣🤣🤣🤣 https://t.co/qi7vTsgo7Z
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⁠Quality Investing with Aria
RT @QualityInvest5: 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 Investing with Aria
RT @QualityInvest5: New @finchat_io 4.0 user interface looks incredible 🤯 https://t.co/T0dDqpp1bw
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⁠Quality Investing with Aria
RT @QualityInvest5: LIFE AS AN INVESTOR COULDN’T BE HARDER:

Buy $AMZN:
- 16x P/OCF
- Growing cash flows 25% (or even faster)
- Dominant cloud business & E-commerce business, #3 in ads

OR

Buy $GOOGL
- 19 PE
- Growing EPS 18-24%
- Monpoly on search, YouTube, #3 in cloud

I really can’t decide 🥲 https://t.co/a5viYZPfeo
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