Offshore
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Stock Analysis Compilation
Pershing Square on Chipotle $CMG US
Thesis: Chipotle's focus on operational efficiency and international expansion sets the stage for significant growth and margin improvement
(Extract from their Q2 letter) https://t.co/iKujPuXVYt
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Pershing Square on Chipotle $CMG US
Thesis: Chipotle's focus on operational efficiency and international expansion sets the stage for significant growth and margin improvement
(Extract from their Q2 letter) https://t.co/iKujPuXVYt
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Offshore
Video
Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Calculating ROIC with Negative Equity (Tutorial):
$LOW in <90 seconds https://t.co/fsverztrdk
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RT @ValueSpotlight: Calculating ROIC with Negative Equity (Tutorial):
$LOW in <90 seconds https://t.co/fsverztrdk
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Bourbon Capital
RT @BourbonCap: It's always the same with people; they have been calling it the Great Depression every single day since 1940
If the stocks are too high, they don't buy
If the stocks are too low, they don't buy
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RT @BourbonCap: It's always the same with people; they have been calling it the Great Depression every single day since 1940
If the stocks are too high, they don't buy
If the stocks are too low, they don't buy
tweet
Quality Stocks
🗒️ Let's take a look at the performance of Barron's top 10 stocks for 2024
🇨🇳📦 Alibaba $BABA +10.19% 🟢
🇺🇸📱 Alphabet $GOOGL +18.56% 🟢
🇺🇸🛢️ Chevron $CVX -1.03% 🔴
🇨🇦🪙 Barrick Gold $ABX +15.75% 🟢
🇺🇸💰 Berkshire Hathaway $BRK +25.38% 🟢
🇺🇸🔬 BioNTech $BNTX -16.44% 🔴
🇺🇸🚗 Hertz $HTZ -68.33%
🇺🇸🏀 Madison SG $MSGS +14.87% 🟢
🇺🇸🥤 Pepsico $PEP +3.55% 🟢
🇺🇸🚚 U-Haul $UHAL -1.57% 🔴
🏆 Average +0.09% 🟠
Benchmarks
🇺🇸 S&P 500 +18.13%
🇺🇸 Nasdaq +17.21%
🌐 MSCI World +15.16%
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🗒️ Let's take a look at the performance of Barron's top 10 stocks for 2024
🇨🇳📦 Alibaba $BABA +10.19% 🟢
🇺🇸📱 Alphabet $GOOGL +18.56% 🟢
🇺🇸🛢️ Chevron $CVX -1.03% 🔴
🇨🇦🪙 Barrick Gold $ABX +15.75% 🟢
🇺🇸💰 Berkshire Hathaway $BRK +25.38% 🟢
🇺🇸🔬 BioNTech $BNTX -16.44% 🔴
🇺🇸🚗 Hertz $HTZ -68.33%
🇺🇸🏀 Madison SG $MSGS +14.87% 🟢
🇺🇸🥤 Pepsico $PEP +3.55% 🟢
🇺🇸🚚 U-Haul $UHAL -1.57% 🔴
🏆 Average +0.09% 🟠
Benchmarks
🇺🇸 S&P 500 +18.13%
🇺🇸 Nasdaq +17.21%
🌐 MSCI World +15.16%
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Offshore
Photo
Invest In Assets 📈
RT @InvestInAssets: One of the most legendary investors of all time: Joe Rosenfield
Rosenfield is respected among a small circle of elite money managers — including Warren Buffett
"Joe is a triumph of rationality over convention".
8 lessons from Rosenfield that will make you a better investor: https://t.co/3Qf4DF1BmH
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RT @InvestInAssets: One of the most legendary investors of all time: Joe Rosenfield
Rosenfield is respected among a small circle of elite money managers — including Warren Buffett
"Joe is a triumph of rationality over convention".
8 lessons from Rosenfield that will make you a better investor: https://t.co/3Qf4DF1BmH
tweet
Bourbon Capital
Good morning, everyone. I hope you are having a good weekend so far.
The following companies report earnings tomorrow
Before open:
$PDD PDD Holdings
$DQ Daqo New Energy
$ALAR Alarum Technologies
$VIOT Viomi Technology
After close:
$BHP BHP Group
$HEI Heico
$TCOM Trip Group
$TUYA Tuya Inc
$SNT Senstar Technologies
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Good morning, everyone. I hope you are having a good weekend so far.
The following companies report earnings tomorrow
Before open:
$PDD PDD Holdings
$DQ Daqo New Energy
$ALAR Alarum Technologies
$VIOT Viomi Technology
After close:
$BHP BHP Group
$HEI Heico
$TCOM Trip Group
$TUYA Tuya Inc
$SNT Senstar Technologies
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Offshore
Photo
Investing visuals
Visa $V: the backbone of global digital payments. Here's an overview of this high quality compounder💎👇 https://t.co/aPnx1yN75v
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Visa $V: the backbone of global digital payments. Here's an overview of this high quality compounder💎👇 https://t.co/aPnx1yN75v
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Offshore
Photo
Quality Investing with Aria
$CRM Salesforce is very complicated 😅
Most of Salesforce grows at about 10% ━ "Professional Services" is a miniscule revenue line in decline. Meanwhile analytics is similar in size, growing >20%
I expect a continuation of all this on Wednesday's report
What do you think? 👇
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$CRM Salesforce is very complicated 😅
Most of Salesforce grows at about 10% ━ "Professional Services" is a miniscule revenue line in decline. Meanwhile analytics is similar in size, growing >20%
I expect a continuation of all this on Wednesday's report
What do you think? 👇
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Bourbon Capital
RT @BourbonCap: Remember,
You don't need immense wealth to retire. Many people continue to work until they die, even if they're financially secure.
Consider prioritizing a simpler lifestyle and enjoying your hobbies. In the end, time is a precious resource that cannot be purchased
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RT @BourbonCap: Remember,
You don't need immense wealth to retire. Many people continue to work until they die, even if they're financially secure.
Consider prioritizing a simpler lifestyle and enjoying your hobbies. In the end, time is a precious resource that cannot be purchased
tweet
Offshore
Photo
Quality Investing with Aria
Oh boy this should be fun to edit. Hour long deep dive on $CRM will be out soon
Lots of people have heard of this one but loosely understand the true power and choke-hold this business has over enterprises around the world
I hope to shed light on that in this video 😁 https://t.co/LvcSdHueli
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Oh boy this should be fun to edit. Hour long deep dive on $CRM will be out soon
Lots of people have heard of this one but loosely understand the true power and choke-hold this business has over enterprises around the world
I hope to shed light on that in this video 😁 https://t.co/LvcSdHueli
tweet