⁠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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⁠Quality Stocks
🇦🇺 Jumbo Interactive $JIN FY24 results

Revenue AU$159.3M
FY23 AU$118.7M +34% 🟢
Est. AU$159M beat 🟢

Expected acceleration of the share buyback program
Slower growth expected https://t.co/fjUoI38Gav
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⁠Bourbon Capital
Books are valuable resources, but many people prefer to learn the hard way.

Don't underestimate the market, and be cautious of using leverage
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⁠Bourbon Capital
Books I can recommend:

1) The simple path to wealth.
2) Millionaire next door.
3) The little book of common sense investing.
4) One up on Wall Street
5) The Intelligent Investor ( 8, 20, 12)

Stuff I recommend learning about:

1) Stocks
2) ETFs (S&P 500)
3) Bonds

Stuff I recommend:

1) Buy ETFs if you are new
2) Start with a small initial investment and gradually add to it over time
3) Avoid buying companies that everyone is talking about
4) Avoid people who talk about market crash
5) Avoid weed stocks, Airline and Biotech stocks

Stuff I don't recommend:

1) Options
2) CFDs
3) Commodities
4) paying for mentoring from random internet strangers
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⁠Bourbon Capital
RT @BourbonFps: Portfolio idea:

Strikers: $PLTR $ADBE $ASML $PYPL $NKE
Midfielder: $INTU $ODFL $AAPL $ULTA $BABA $AMZN $GOOG
Defender: $UNH $JNJ $CNI $BRK.B $V $PEP
Goalkeeper: $VOO

Strikers can be changed over time, there are plenty of stocks out there

You can swap $UNH for $TMO
You can swap $V for $MA
You can swap $PEP for $KO or $MNST
You can swap $NKE for $LULU
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⁠Bourbon Capital
Tonight, we’ll discuss $HSY.

According to Buffett's criteria, despite recent challenges, $HSY maintains a strong net margin and ROI, indicating efficient use of capital and solid profitability. However, the significant decline in last quarter's revenue raises concerns about the company's ability to sustain growth.

What do you think about this company?
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⁠Quality Stocks
📢🎯 Analyst Recommendation Changes

🇳🇱 ASML $ASML 833€
Bernstein. Buy. 980€ 🟢

🇺🇸 Ulta $ULTA $374
Jefferies. Hold. $412 ▶️ $357 🔴

🇺🇸 Crowdstrike $CRWD $267
Jefferies. Buy. $300 ▶️ $315 🟢

🇺🇸 Synopsys $SNPS $548
JPM. Buy. $655 ▶️ $685 🟢

🇺🇸 Intuitive Surgical $ISRG $490
Citi. Buy. $512 ▶️ $560 🟢

🇨🇦 Lululemon $LULU $263
Stifel. Buy. $416 ▶️ $370 🔴

🇳🇱 Adyen $ADYEN 1,329€
JPM. Buy. 1,500€ 🟢

🇺🇸 Abbott $ABT $112
Citi. Buy. $119 ▶️ $127 🟢

🇺🇸 Target $TGT $156
UBS. Buy. $185 ▶️ $200 🟢

🇫🇷 LVMH $MC 678€
Bernstein. Buy. 805€ 🟢

🇺🇸 Snowflake $SNOW $115
Wedbush. Hold. $210 ▶️ $140 🔴

🇺🇸 Agilent $A $140
Barclays. $125 ▶️ $135 🟢
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Common misapplication of ROIC (Tutorial):

Don't make this mistake! https://t.co/2n1gawzGy7
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⁠Capital Employed
John Kenneth Galbraith’s The Great Crash, 1929: A Retrospective...

https://t.co/nopbqGS9FZ
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Interview #98 with Roderick van Zuylen @roojoo3 from Night Watch Investment Management.

Roderick discusses the launch of the fund, types of businesses they like to invest in, two stocks they're bullish on, plus much more 👇

https://t.co/0yV9PilG8r https://t.co/XOs96U5tu8
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