⁠Quality Investing with Aria
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 - Insights with Ethan
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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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⁠Bourbon Capital
Did you buy anything today?
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⁠Lumida Wealth Management
Is the Fed not reading the economy correctly?

@LHSummers @DavidWestin https://t.co/a856Cb5lXk
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⁠Quality Investing with Aria
RT @PriceNuclear: “In ~2 years, summon should work anywhere connected by land & not blocked by borders, eg you're in LA and the car is in NY” - Elon, Jan 2016

What’s sad is that I like Elon and I love $TSLA but the lack of focus and follow through is not helping sell more cars rn

@QualityInvest5 What pipe dream has he sold that he hasn’t delivered on? - Cole Grinde
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⁠Quiver Quantitative
Here are Congress' biggest winners and losers in the stock market today, per our estimates.

Congress lost $2.5M in the stock market today

Democrats lost $1.9M

Republicans lost $624K https://t.co/XxXNBxvdSQ
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⁠Quality Investing with Aria
$TSLA IS MORE THAN JUST A CAR COMPANY

That's why 80% of revenues still come from automotive right? 🤷‍♂️
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⁠Bourbon Capital
HEICO Corporation $HEI.A down 4.78%🔴after hours

EPS $0.97 vs EPS est $0.92🟢
Revenue $992.25M vs Revenue est $994.78🔴

EPS is up 25.97% YoY
Revenue is up 37.26% YoY

$BRK.B bought this company in Q2 but it looks fine so far https://t.co/g9XvblalRL
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⁠Bourbon Capital
Top large-cap stocks to watch in Europe, a treat:

Criteria:
Market cap > $20B
PE below 15x
Positive free cash flow
*Some company data will be in the market currency, not USD

🏢Financial Services
📡Communication Services
🚗Consumer Cyclical
📦Industrials
⚡️Energy
⛏️Basic Materials
💊Healthcare
⚙️Utilities
💻Technology
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⁠Quality Stocks
🏭 It has been a challenging day for the semiconductor sector. After a significant rally, there is noticeable nervousness in the market, and volatility is running high

Do you think this will settle down after NVIDIA's results, or could this be the beginning of a deeper correction?
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⁠Bourbon Capital
$HIMS Institutional Ownership remains all-time high at an https://t.co/tYrUuIsi9g
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⁠Bourbon Capital
Why is $BABA down 5% today?

This is the stuff you don't pay attention to. They always tell you not to buy Chinese stocks, and then you go to check the short positions yourself, and you find the biggest criminals in the stock market shorting $BABA.

Both positions are quite big, even bigger than Appaloosa's—David Tepper's—which is considered one of the biggest positions, close to $1 billion.

They are suppressing the price and probably dragging the company down with fake news. I really hope on September 9th, my fellow Chinese buy as many $BABA shares as they can and destroy these criminals

Dr Michael Burry is not wrong, but its hard to deal with these people
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