⁠Bourbon Capital
Brazil's market is dropping today, largely due to sharp losses in the energy and financial sectors. Is there any company from this country on your watchlist that you're considering buying? https://t.co/mQi5wiQgDR
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⁠Stock Analysis Compilation
Pershing Square on Hilton $HLT US

Thesis: Hilton's accelerating unit growth and strategic partnerships, coupled with robust revenue streams, position the company for strong long-term earnings growth

(Extract from their Q2 letter) https://t.co/VH36AcINvs
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⁠Bourbon Capital
Do you have any green stock today?
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⁠Stock Analysis Compilation
Heartland Advisors on Stericycle $SRCL US

Thesis: Stericycle's successful strategic transformation and acquisition by Waste Management highlight its enhanced value and strong potential for shareholder returns

(Extract from their Q2 letter) https://t.co/ZNwBKdjLdS
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⁠Bourbon Capital
The following companies report earnings after close:

$INTU Intuit
$WDAY Workday
$ROST Ross Stores
$CAVA Cava
$BILL Bill Holdings

I'm going to be watching $INTU
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⁠Quality Stocks
🇨🇭 Current Nestle $NESN CEO (Schneider) will be replaced by Laurent Freixe

This may be due to recent average performance of the Swiss giant
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⁠Bourbon Capital
I did not cause a global stock market crash today

I didn't buy anything https://t.co/Xp2sV7TBVe
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⁠App Economy Insights
$UBER is adding Cruise AVs to its app next year!

First $GOOG's Waymo, now $GM's Cruise.
All Autonomous Vehicles are coming to Uber. https://t.co/aYuh1iP15A
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⁠Bourbon Capital
The following companies just reported earnings:

$INTU Intuit +2.56%🟢
$WDAY Workday +12.92%🟢
$ROST Ross Stores +5.76%🟢
$CAVA Cava +5.88%🟢
$BILL Bill Holdings +3.17%🟢

Q2 has been solid so far, $NVDA next week
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⁠Quiver Quantitative
Tough day in the market today, even for politicians.

Here are Congress' biggest winners and losers in the stock market today, per our estimates.

Congress lost $6.2M in the stock market today

Democrats lost $5.2M

Republicans lost $977K https://t.co/eVGPNvUuWc
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⁠Bourbon Capital
The following companies are trading close to the book value per share:

Undervalued or trap?

$C Citigroup
Price: $60.42
Book Value per share: $99.70

$AIG AIG
Price: $74
Book Value per share: $68

$GMAB Genmab
Price: $27
Book Value per share: $487

$TM Toyota
Price: $181
Book Value per share: $2000

$PBR Petrobras
Price: $14.63
Book Value per share: $28

$VALE Vale SA
Price: $10.43
Book Value per share: $48

$INTC Intel
Price: $20
Book Value per share: $19

$BABA Alibaba
Price: $82.96
Book Value per share: $270

$JD JD
Price: $26.64
Book Value per share: $150

$GSM Ferroglobe PLC
Price: $92.57
Book Value per share: $100

$CHK Chesapeake Energy
Price: $71
Book Value per share: $79

$NOV Nov Inc
Price: $17.46
Book Value per share: $16

$WHC.AX Whitehaven Coal Limited
Price: $7.65
Book Value per share: $6.58

$BCH Banco de Chile
Price: $25.25
Book Value per share: $50

$ITUB Itau Bank
Price:
Book Value per share:

$BTU Peabody Energy Corporation
Price: $6.58
Book Value per share: $20

$EC Ecopetrol
Price: $10
Book Value per share: $2000

$ZIM ZIM
Price: $21
Book Value per share: $20

$SBLK Star Bulk Carriers
Price: $21.22
Book Value per share: $21.78
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