Offshore
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Bourbon Capital
Is Diageo $DEO attractive at the current price?
The stock is down 40% from its peak
Forward PE: 17.1 🟢
Net Debt < 0🔴
ROIC 5Y > 12%🟢
Operating margin> 30%
No increase in shares outstanding🟢
Gross Margin > 50%🟢
Revenue Growth 5Y> 5%🔴 https://t.co/hhfX8yfnNC
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Is Diageo $DEO attractive at the current price?
The stock is down 40% from its peak
Forward PE: 17.1 🟢
Net Debt < 0🔴
ROIC 5Y > 12%🟢
Operating margin> 30%
No increase in shares outstanding🟢
Gross Margin > 50%🟢
Revenue Growth 5Y> 5%🔴 https://t.co/hhfX8yfnNC
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Offshore
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Matt McGarry
Days like this make me happy I started a newsletter.
- Wake up in the morning, write and send an email.
- Do $7,000 in sales for a new product.
- Spend the rest of the day with family at the beach. https://t.co/YwsXp1X5rB
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Days like this make me happy I started a newsletter.
- Wake up in the morning, write and send an email.
- Do $7,000 in sales for a new product.
- Spend the rest of the day with family at the beach. https://t.co/YwsXp1X5rB
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Offshore
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Stock Analysis Compilation
Madison Funds on Option Care Health $OPCH US
Thesis: Option Care Health's leading market position and strong cash flow generation make it a compelling investment in the growing in-home healthcare sector
(Extract from their Q2 letter) https://t.co/m5ooaQyQrL
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Madison Funds on Option Care Health $OPCH US
Thesis: Option Care Health's leading market position and strong cash flow generation make it a compelling investment in the growing in-home healthcare sector
(Extract from their Q2 letter) https://t.co/m5ooaQyQrL
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Offshore
Video
Lumida Wealth Management
Larry Summers "The Fed Got it All Wrong."
@LHSummers argues that the supply shocks from Covid were not unexpected.
@DavidWestin @Bloomberg https://t.co/592YQDuDJH
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Larry Summers "The Fed Got it All Wrong."
@LHSummers argues that the supply shocks from Covid were not unexpected.
@DavidWestin @Bloomberg https://t.co/592YQDuDJH
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Quality Stocks
🇨🇳 PDD $PDD sell-off after results with a growth above 80% and a PE around 12x (now under 10x) gives several lessons
1️⃣ Shy outlooks confirm once again a slowdown in China that could last
2️⃣ China is not liked from investors (political regime, geopolitical tensions)
3️⃣ Value investing is hard! Even if a stock looks like a bargain it can still fall 30% in a day
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🇨🇳 PDD $PDD sell-off after results with a growth above 80% and a PE around 12x (now under 10x) gives several lessons
1️⃣ Shy outlooks confirm once again a slowdown in China that could last
2️⃣ China is not liked from investors (political regime, geopolitical tensions)
3️⃣ Value investing is hard! Even if a stock looks like a bargain it can still fall 30% in a day
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Offshore
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Bourbon Capital
Before speculating about a housing bubble, consider the current lack of buyers. A housing market downturn requires strong demand to create chaos. We're currently experiencing one of the weakest housing markets in recent years. https://t.co/oeqvcuJOUQ
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Before speculating about a housing bubble, consider the current lack of buyers. A housing market downturn requires strong demand to create chaos. We're currently experiencing one of the weakest housing markets in recent years. https://t.co/oeqvcuJOUQ
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Quality Investing with Aria
We’re gonna tell you how to make 8% per day trading options. Then put it all into yieldmax to live off the dividends
Tune in 👇
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We’re gonna tell you how to make 8% per day trading options. Then put it all into yieldmax to live off the dividends
Tune in 👇
Doin a stock discussion space with @QualityInvest5 and @DividendDude_X in 15 minutes! tweet
twitter.com
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Offshore
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Quality Investing with Aria
Reality labs is still lighting cash on fire -17bn in operating income per quarter 😳
That’s like burning 6 disney parks worth of cash per quarter
This is at the top of the list for why I never bought $META and prefer $GOOGL — not to say $GOOGL isn’t wasteful either, but still https://t.co/9KwBfLq2pT
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Reality labs is still lighting cash on fire -17bn in operating income per quarter 😳
That’s like burning 6 disney parks worth of cash per quarter
This is at the top of the list for why I never bought $META and prefer $GOOGL — not to say $GOOGL isn’t wasteful either, but still https://t.co/9KwBfLq2pT
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Quality Investing with Aria
Tune in we're covering the bear case on $TSLA
(its going to be global GDP by 2030)
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Tune in we're covering the bear case on $TSLA
(its going to be global GDP by 2030)
Monday Stock Talk https://t.co/v6vUZoTJXf tweet
twitter.com
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Offshore
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Librarian Capital
"Estée Lauder: Turnaround Progressing in Q4 FY24, with Baby Steps"
Shares are on 33x depressed FY25 guided EPS, and news of CEO change outweighs the downturn in China
$EL $OR $ELF
https://t.co/ZWed1bgYck https://t.co/v7cUitkIaO
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"Estée Lauder: Turnaround Progressing in Q4 FY24, with Baby Steps"
Shares are on 33x depressed FY25 guided EPS, and news of CEO change outweighs the downturn in China
$EL $OR $ELF
https://t.co/ZWed1bgYck https://t.co/v7cUitkIaO
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