⁠Quality Stocks
🎉 It's One Pager Thursday!
Time to recap our special one pager week about Sweden 🇸🇪

We presented 6 stocks
AstraZeneca $AZN
Sectra $SECT
Evolution $EVO
Bonesupport $BONEX
Investor $INVE
Saab $SAAB

Here are 2 one pagers, the 4 others, and more than 150 can be found for free, on the link in my bio
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⁠Quality Stocks
My article on Alphabet $GOOGL is set to be published next Saturday

💡 In it, I provide an in-depth overview of the company, including the Other Bets segment, with a strong focus on Alphabet's diversification strategy

📈 As always, I will also cover key metrics, risks, opportunities, and offer a fair price estimate!
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⁠Bourbon Capital
Not bad at all, i'm glad people are trying to talk each other again

Dating apps are losing monthly active users, per the Economist: https://t.co/qnZxgxqhZs - unusual_whales
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⁠Quality Stocks
🇸🇪 Surgical Science $SUS Q2 24 results

Revenue 212M SEK
Q2 23 216M SEK -2% 🔴
Est. 219M SEK miss 🔴

EPS 0.56SEK
Q2 23 0.73SEK -23% 🔴
Est. 0.72SEK miss 🔴

Despite bad results, their are improving vs Q1 24 and the management emphasizes on a rebound https://t.co/SHWoigDDp9
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⁠Quality Stocks
🇸🇪 Paxman $PAX Q2 24 results

Revenue 63.4M SEK
Q2 23 51.0M SEK +24.3% 🟢
Est. 64.0M SEK miss 🔴

EPS 0.52SEK
Q2 23 0.27SEK +92.6% 🟢
Est. 0.30SEK beat 🟢 https://t.co/8Qd00nULKr
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⁠Stock Analysis Compilation
FMI Funds on Quest Diagnostics $DGX US

Thesis: Quest Diagnostics' strong market position and cost advantages in clinical testing provide a stable and attractive investment, poised for steady growth and returns

(Extract from their Q2 letter) https://t.co/JNNHb6MIRq
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⁠Bourbon Capital
Portfolio idea day 2:

4% Growth: $NU $HOOD $HIMS $TQQQ $TECL
31% Strikers: $NVDA $COST $NVR
65% Defensive: $MOAT $VOO $TMO $BDX $ACN $PG $JNJ $MSCI $SPGI $KO $VICI $MA $CL $CVX

Its just an idea, feel free to add more
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⁠Quality Stocks
🚗✈️ Do you believe flying cars will be a thing in the future?

If so, when and which stocks will benefit from it?
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⁠Invest In Assets 📈
RT @InvestInAssets: Being a fund manager is a rough job: https://t.co/64NZdVvX2x
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⁠App Economy Insights
RT @EconomyApp: US TV Time July 2024:

Streaming 41.4% (+2.7pp Y/Y).

• YouTube 10.4% (+1.2pp Y/Y).
• Netflix 8.4% (+0.3pp Y/Y).
• Prime Video 3.4% (flat Y/Y).
• Hulu 2.7% (-0.9pp Y/Y).
• Disney+ 2.1% (+0.1pp Y/Y).

Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/TMJCQomZMx
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