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Bourbon Capital
$HEI.A HEICO is estimated to report $994M in revenue in Q2’s earnings tomorrow, up 37% YoY.
EPS estimated: $0.92 up 24% YoY
$BRK.B initiated a position in Heico during Q2 https://t.co/NthbUGjZDF
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$HEI.A HEICO is estimated to report $994M in revenue in Q2’s earnings tomorrow, up 37% YoY.
EPS estimated: $0.92 up 24% YoY
$BRK.B initiated a position in Heico during Q2 https://t.co/NthbUGjZDF
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Librarian Capital
"China mutual funds reel from crackdown" (FT)
"Mutual fund houses have to reduce fees ... Fund managers are also barred from purchasing third-party services such as external expert consultancy ... Regulators (are) requiring daily trade reports if net sales occur"
https://t.co/Hjp2yxy3ps
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"China mutual funds reel from crackdown" (FT)
"Mutual fund houses have to reduce fees ... Fund managers are also barred from purchasing third-party services such as external expert consultancy ... Regulators (are) requiring daily trade reports if net sales occur"
https://t.co/Hjp2yxy3ps
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Librarian Capital
One of these is not like the other
WaPo: "Trump allies try to energize him"
WSJ: "Trump steps up campaigning"
Always have more than one source of information https://t.co/bSv8YUAxqw
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One of these is not like the other
WaPo: "Trump allies try to energize him"
WSJ: "Trump steps up campaigning"
Always have more than one source of information https://t.co/bSv8YUAxqw
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Quality Investing with Aria
Wednesday after close has lots of big name companies
$NVDA AI King
$CRWD Cant do their job
$CRM Bloated, old, boomer software
$AFRM Credit cards rebranded
$VEEV its salesforce but for hospitals
$HP How are they still in business??
Which ones are you interested in? 🤔 👇 https://t.co/bLhZKbwmZJ
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Wednesday after close has lots of big name companies
$NVDA AI King
$CRWD Cant do their job
$CRM Bloated, old, boomer software
$AFRM Credit cards rebranded
$VEEV its salesforce but for hospitals
$HP How are they still in business??
Which ones are you interested in? 🤔 👇 https://t.co/bLhZKbwmZJ
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Librarian Capital
"Elon Musk was just forced to reveal who really owns X"(Fortune)
"The list seen by Fortune reveals the Pershing Square Foundation owns a stake in X ... Although the foundation ... is led by an independent senior leadership team, Ackman and his wife ... are co-trustees"
https://t.co/NVfX3TmbmF
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"Elon Musk was just forced to reveal who really owns X"(Fortune)
"The list seen by Fortune reveals the Pershing Square Foundation owns a stake in X ... Although the foundation ... is led by an independent senior leadership team, Ackman and his wife ... are co-trustees"
https://t.co/NVfX3TmbmF
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Librarian Capital
Tobacco stocks' performance*, price-only
Listing best and 2nd best for each period
L5Y: Philip Morris $PM best, +48% vs. $IMBBY +13%
L1Y: PM +26% but IMBBY +25% (so ahead with div.)
YTD: Altria $MO best, +26% vs. PM +26%
* ADR/OTC versions of $BATS and $IMB used https://t.co/pURxeNEspw
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Tobacco stocks' performance*, price-only
Listing best and 2nd best for each period
L5Y: Philip Morris $PM best, +48% vs. $IMBBY +13%
L1Y: PM +26% but IMBBY +25% (so ahead with div.)
YTD: Altria $MO best, +26% vs. PM +26%
* ADR/OTC versions of $BATS and $IMB used https://t.co/pURxeNEspw
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Quality Investing with Aria
In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
It is what it is I guess https://t.co/YeE3BSZITw
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In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
It is what it is I guess https://t.co/YeE3BSZITw
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Stock Analysis Compilation
Madison Funds on Inspire Medical Systems $INSP US
Thesis: Inspire Medical Systems is well-positioned to capture significant market share in the sleep apnea treatment market, driven by strong growth, high margins, and technological advantages
(Extract from their Q2 letter) https://t.co/bMzCe9R9na
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Madison Funds on Inspire Medical Systems $INSP US
Thesis: Inspire Medical Systems is well-positioned to capture significant market share in the sleep apnea treatment market, driven by strong growth, high margins, and technological advantages
(Extract from their Q2 letter) https://t.co/bMzCe9R9na
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