⁠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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⁠Bourbon Capital
Compounding is the silent miracle of the stock market

REINVEST THOSE DIVIDENDS. - Dividend Dynasty
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⁠Quality Stocks
🇺🇸 Intuit $INTU Q4 24 results

Revenue $3,183M
Q4 23 $2,712M +17% 🟢
Est. $3,087M beat 🟢

EPS $(0.07)
Q4 23 $0.32 -122% 🔴
Est. $0.28 miss 🔴

Non-GAAP EPS $1.99 (+21% YoY)

FY25 guidance
Revenue +12-13%
GAAP EPS $12.34 - $12.54 (+18-20% YoY) https://t.co/gv89BgiDWK
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⁠Quality Stocks
🇵🇱 Dino Polska $DNP Q2 24 results

Revenue 7,243M PLN
Q2 23 6,549M PLN +10.6% 🟢
Est. 7,321M PLN miss 🔴

2,504 stores vs 2,406 at the end of 2023
6.4% like-for-like growth with 2.3% inflation https://t.co/8anCR3eoeR
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