⁠Quality Investing with Aria
On a scale of: Yeah that’s completely okay to do. To “what a f*cking moron”

How stupid is it to cash advance $3,500 for a sleeve tattoo at 19 years old

While have basically no saving/checking or any other assets 🤔

I may or may not know this person 😅
tweet

⁠Quality Investing with Aria
There won't be a recession... soft landing? https://t.co/aUDpO0PdPV
tweet

⁠Quality Investing with Aria
That little 2-quarter stagnation sent the stock down -73% $NFLX

My god what a mistake not to buy 😅🎬 https://t.co/5YUX9ccBwa
tweet

⁠App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals:

👷 Home Depot
✅ Intuit
🔒 Palo Alto Networks
❄️ Snowflake
👔 Workday
💻 Zoom
🚲 Peloton
https://t.co/2ScYqLBwaz
tweet

⁠Stock Analysis Compilation
Polen Capital on CCC Intelligent Solutions $CCCS US

Thesis: CCC ' dominant position in auto claims processing and robust, recurring revenue model make it a stable and attractive investment, even in fluctuating economic conditions

(Extract from their Q2 letter) https://t.co/eyi4EvLGf6
tweet

⁠iinvested
2Q'24 Long Cast Advisers on $MTRX, $RSSS

https://t.co/BTtxaLVvfl

More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/DSevom9EfR
tweet

⁠Bourbon Capital
Next Wednesday $NVDA and $CRWD are going to report after close, it's going to be fun.

$NVDA NVIDIA is estimated to report $26B in revenue in Q2, up 90% YoY.

EPS estimated: $0.57 up 111% YoY

$CRWD CrowdStrike Holdings is estimated to report $958M in revenue, up 31% YoY

EPS is estimated: $0.97 up 31% YoY

$CRWD is doing 30% from its peak and we haven't seen the damage yet
tweet

⁠iinvested
Nine Ten Capital Management LLC Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change

18.05 $CLBT 13%
14.85 $IRMD 9%
12.83 $SNEX -41%
10.56 $AGYS -47%
9.56 $SPNS 345%

https://t.co/7Z4zc0ByLD
tweet

⁠Librarian Capital
Is Estée Lauder $EL CEO Fabrizio Freda trolling critics?

When discussing his retirement on the FY24 earnings call, he included this phrase:

"I have been deeply enriched ..."

Freda, of course, regularly led "most overpaid CEO" reports in recent years, even as EL shares dived https://t.co/tGGhLejKav
tweet

⁠Bourbon Capital
Boycotts are generally ineffective at influencing stock prices. Even long-standing boycotts of major corporations like Coca-Cola $KO and McDonald's $MCD have had minimal impact, with both companies close to an all-time high.

Every single day, I see more and more people talking about boycotting companies like Nike $NKE, PepsiCo $PEP, and Starbucks $SBUX. Just remember, rich people and funds don't care about this and never will; they only care about money
tweet

⁠Quality Investing with Aria
There’s no one more stubborn than a $TSLA investor that bought before 2018

They’ll never admit to any faults for the company. Deny any mis-steps and the company is their religion

Beware of these FinFluencers they’re loose 😂😂
tweet