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⁠Hidden Value Gems
Li Lu’s advice on how to succeed in investing πŸ‘‡πŸΌ

Quote of the day #71 https://t.co/rFHSsVdUQl
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⁠Quality Stocks
πŸ‡ΊπŸ‡Έ Agilent $A Q3 24 results

Revenue $1.58B
Q3 23 $1.67B -5% πŸ”΄
Est. $1.56B beat 🟒

EPS $1.32
Q3 23 $0.38 +247% 🟒
Non GAAP -8% πŸ”΄
Est. $1.14 beat 🟒 https://t.co/Iw4sQrhvoZ
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⁠Quality Stocks
I see a lot of post about πŸ‡ΊπŸ‡Έ Microsoft $MSFT with weaker guidance especially on cloud

They just rearranged their division revenue reporting! No change in guidance

Funny to see all the people already ready to explain how bad Microsoft is πŸ˜…
You will have to wait a little bit further!
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⁠Invest In Assets πŸ“ˆ
RT @InvestInAssets: Sharing my Valuation Cheat Sheet for valuing stocksπŸ“ˆ

It includes an easy method to quickly determine if a business is trading at a good valuation. It also includes 3 real-life examples.

Reply "Value" below & I’ll send you the Valuation Cheat Sheet

Follow me and I will DM you https://t.co/CDogMiLYRO
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AkhenOsiris
AWS 3P data showing 21% for current qtr. Based on their tight correlations, SNOW and DDOG would have to really shit bed to not benefit.
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⁠Stock Analysis Compilation
Royal London AM on Raspberry Pi $RPI LN

Thesis: Raspberry Pi's strong brand and expanding industrial market presence position it for long-term growth in the computing sector

(Extract from their Q2 letter) https://t.co/z24pLPAmwu
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⁠Invest In Assets πŸ“ˆ
School doesn't prepare you for real life: https://t.co/rC7ZY61YGX
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⁠Invest In Assets πŸ“ˆ
The importance of reinvesting your dividends: https://t.co/kxEnRh2IKC
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⁠Bourbon Capital
Good morning everyone,

The following companies just reported earnings:

Target Corporation $TGT +14%🟒
The TJX Companies, Inc. $TJX +4.75%🟒
Analog Devices, Inc. $ADI +2.13%🟒
Full Truck Alliance Co. Ltd. $YMM +5.42%🟒
Dycom Industries, Inc. $DY -7%πŸ”΄
Macy's, Inc. $M -9.19%πŸ”΄
ZEEKR Intelligent Technology $ZK +6.04%🟒
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⁠Bourbon Capital
Stock & Market News

Target beats: Target $TGT reported Q2 earnings of $2.57 per share, surpassing expectations, with revenue of $25.45B. Although sales were up 3%, the company issued a cautious outlook.

Macy's mixed bag: Macy's $M dropped 8% premarket after the company beat Q2 earnings expectations with EPS of $0.53 but missed on revenue, reporting $4.94B. The retailer also lowered its full-year sales forecast.

Walmart dumps JD: Walmart $WMT sold its entire stake in Chinese e-commerce company JD $JD, raising $3.6B to focus on its core operations in China. JD dropped nearly 9%.

DJT hits record low: Trump Media & Technology Group $DJT fell to a record low, dropping 3.7% to $21.42, amid concerns over Donald Trump's declining poll numbers and his return to posting on X.

Ford's EV pivot: Ford $F is canceling plans for a fully electric 3-row SUV and delaying a next-generation EV pickup, at a cost of up to $1.9B.

New movie studio: Warner Bros. Discovery $WBD announced plans to invest at least $8.5B in a new studio in Las Vegas, contingent on Nevada's approval of tax credits.
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⁠Bourbon Capital
Despite the current crime rate, $TGT remains a strong company

$TGT +15.02%🟒 pre market https://t.co/XZBnG9KLFV
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⁠Bourbon Capital
Today, we’ll discuss $NKE

According to Buffett's criteria, despite the price drop following its last earnings report, $NKE remains quite expensive. The company reported a 2% decline in revenue in its latest quarter, raising concerns about its ability to sustain growth. Nike faces headwinds in key markets like the U.S. and Europe due to macroeconomic slowdowns, as well as a slower-than-expected recovery in China.

What do you think about this company?
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