Offshore
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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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🇺🇸 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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Offshore
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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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🇵🇱 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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Offshore
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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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🇦🇺 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 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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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
tweet
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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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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Offshore
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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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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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📢🎯 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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Offshore
Video
Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Common misapplication of ROIC (Tutorial):
Don't make this mistake! https://t.co/2n1gawzGy7
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RT @ValueSpotlight: Common misapplication of ROIC (Tutorial):
Don't make this mistake! https://t.co/2n1gawzGy7
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Offshore
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Capital Employed
John Kenneth Galbraith’s The Great Crash, 1929: A Retrospective...
https://t.co/nopbqGS9FZ
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John Kenneth Galbraith’s The Great Crash, 1929: A Retrospective...
https://t.co/nopbqGS9FZ
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Offshore
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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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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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Offshore
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Hidden Value Gems
The latest memo by @HowardMarksBook on market action earlier this month in the broader context of emotions vs fundamentals 🧵👇
✅"People often asked me to explain the sudden collapse [of stocks in early August]. I referred them to my 2016 memo On the Couch. Its key observation was that in the real world, things fluctuate between ‘pretty good’ and ‘not so hot,’ but in investing, perception often swings from ‘flawless’ to ‘hopeless.’ That says about 80% of what you need to know on the subject."
1/7
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The latest memo by @HowardMarksBook on market action earlier this month in the broader context of emotions vs fundamentals 🧵👇
✅"People often asked me to explain the sudden collapse [of stocks in early August]. I referred them to my 2016 memo On the Couch. Its key observation was that in the real world, things fluctuate between ‘pretty good’ and ‘not so hot,’ but in investing, perception often swings from ‘flawless’ to ‘hopeless.’ That says about 80% of what you need to know on the subject."
1/7
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