⁠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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⁠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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⁠Quality Stocks
📚 My next 5 one pagers will be about

🇺🇸 Uber $UBER
🇸🇪 Lagercrantz $LAGR
🇺🇸 Rivian $RIVN
🇫🇷 Stellantis $STLA
🇺🇸 Bentley Systems $BSY
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⁠Hidden Value Gems
$BABA

"Alibaba will have a primary listing in Hong Kong from August 28, making it dual primary listed in the Chinese territory and on the New York Stock Exchange."

"The move will allow mainland Chinese investors to pour money into the ecommerce group via the southbound stock connect with Hong Kong. A primary listing is also a safety valve for the Alipay and Tmall-owner in case future tensions with the US force it to delist from New York."

via @FT
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⁠Hidden Value Gems
In tech, you do not quite know where your next competitor will come from 👇🏽

"Starting with a system built for internal use in 2021, Lidl owner Schwarz Group now offers cloud computing and cyber security services to corporate customers." https://t.co/OAfAQtmWyx
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AkhenOsiris
RT @SaaSletter: 📨 latest edition: More on AI ROI

- a great report (n = 1,700+ IT buyers) from @ETRnews (h/t @mdsmaldon) with GenAI ROI + willingness to pay (👀 ETR survey > Twitter consensus)

- a bit more from McKinsey

Link = Next Tweet
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⁠Quality Stocks
Airbnb $ABNB is getting a lot of negative comments recently (excessive fees, fraudulent repairs, untrustworthy tenants, regulation)

Do you think it will impact its growth? Or will its dominant position allow to maintain a strong momentum?
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