⁠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
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⁠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
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⁠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
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⁠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
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⁠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
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⁠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
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⁠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 😂😂
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⁠Quality Investing with Aria
Do you think the refresh cycle will come through for $AAPL?

I'm not so optimistic but they have a history of stagnating before a massive explosion in revenues 🤔

What do you think? 👇 https://t.co/fZ3OUXWqeh
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⁠Quality Stocks
🇸🇪 Lagercrantz $LAGR one pager

🏆 Score 6.1/10
🎯 My fair price estimation is around 148SEK

🐂 Bull case
- Decent historical and expected growth
- Diversified products and markets
- Great capital efficiency

🐻 Bear case
- Geographical revenue mostly in Northern Europe
- A little bit expensive
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⁠Quality Stocks
📢🎯 Analyst Recommendation Changes

🇺🇸 NVidia $NVDA $129
Wedbush. Buy. $120 ▶️ $138 🟢

🇺🇸 Nike $NKE $84
Bernstein. Buy. $112 🟢

🇺🇸 Intuit $INTU $619
BofA. Buy. $730 ▶️ $780 🟢

🇫🇷 LVMH $MC 681€
Bernstein. Buy. 805€ 🟢

🇳🇱 ASML $ASML 818€
Bernstein. Buy. 980€ 🟢

🇨🇭 Nestle $NESN 89CHF
Baader. Buy. 95CHF 🟢
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⁠Quality Investing with Aria
I couldn’t be more bullish on $GOOGL

- 23 trailing PE
- 15-20% EPS Growth
- Moat wider than the ocean, search is the best product ever

How much more obvious of an investment could this be? Even at today’s prices!! https://t.co/RbxVHiv7hS
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