⁠Stock Analysis Compilation
Madison Funds on Deere & co $DE US

Thesis: Deere's leadership in precision agriculture technology and its expanding high-margin software services position it for long-term growth, making current market conditions an attractive entry point

(Extract from their Q2 letter) https://t.co/pJsrctBh3M
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⁠Librarian Capital
Altria $MO NJOY initial defeat in Juul patent suit at ITC

Judge "provided notice of her initial determination supporting JUUL’s allegations", "recommending an exclusion order that would prohibit the importation of NJOY ACE into the US"

"The parties have engaged with a mediator" https://t.co/xL0gH0DC6U
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⁠Bourbon Capital
$JD Announces $5 Billion Share Buyback

$JD its up 3.37% pre market https://t.co/CMgCP2xujh
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⁠Quality Stocks
🧵 A thread about Sin Stocks

👿 Sin Stocks refer to companies involved in unethical activities. Of course, there is a lot of subjectivity to define the list.

👇 However, I will present with examples 6️⃣ industries in this category.

Do you own Sin Stocks?
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⁠Bourbon Capital
Good Morning, i hope you are having a good day so far

The following companies just reported earnings:

$BMO Bank of Montreal -2.33%🔴
$BNS Bank of Novo Scotia -1.71%🔴
$WDS Woodside Energy Group +2.12%🟢
$CDLR Cadeler -2.16%🔴
$AMWD American Woodmark -12.83%🔴
$SCSC ScanSource -4.31%🔴
$HDL Super Hi International Holding +3.45%🟢
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⁠Quality Stocks
🇳🇴 Smartcraft $SMCRT Q2 24 results

Revenue 133M NOK
Q2 23 101M NOK +32% 🟢
Est. 129M NOK beat 🟢

EPS 0.16NOK
Q2 23 0.17NOK -6% 🔴
Est. 0.20NOK miss 🔴

2 new acquisitions with a strong impact on ARR
R&D expenses continue to grow but diminution in % of revenues
Estimated TAM above 50B NOK
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⁠App Economy Insights
All eyes are on $NVDA's earnings tomorrow.

Today, we look at one of its largest customers: $META.

Zuck breaks down why the AI infrastructure race is unavoidable. 👇
https://t.co/MbtgY398w1
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⁠Invest In Assets 📈
RT @InvestInAssets: A degree in Finance packed into 5 videos from 5 legendary investors & teachers.

🧵
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⁠Bourbon Capital
A lot red stuff today, are you going to buy?

$TSLA Tesla -2.12%🔴
$LCID Lucid Group -7.51%🔴
$PDD PDD Holdings -1.86%🔴
$TLRY Tilray Brand -4.56%🔴
$OPEN Opendoor -2.20%🔴
$LUMN Lumen Technologies -11.04%🔴
$INTC Intel -1.17%🔴
$MARA Marathon -5.55%🔴
$F Ford -0.70%🔴
$PLTR Palantir -0.18%🔴
$NU NU -0.96%🔴
$AMZN Amazon -1.67%🔴
$SMCI Super Micro Computer -3.35%🔴
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⁠Bourbon Capital
$LULU Lululemon Athletica is estimated to report $2.41B in revenue in Q2, up 9.09% YoY.

EPS estimated: $2.94 up 9.70% YoY
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⁠Bourbon Capital
Another red day for $HIMS -5.11%🔴

1) Don't go crazy buying dips
2) Don't watch the price every 30 minutes
3) wait for Q3

Hims & Hers Health, Inc. $HIMS down 3%🔴

its 30% down from its peak

EPS is still up 100% YoY
Revenue is still up 50% YoY

It might go lower a bit more, but I'm gonna be adding more soon - Bourbon Capital
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⁠Stock Analysis Compilation
THB AM on Progress Software $PRGS US

Thesis: Progress Software's strong recurring revenue and strategic acquisitions position it for sustained growth and profitability in the software industr

(Extract from their Q2 letter) https://t.co/DAHudHuncY
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Calculate ROIC on a Complex Balance Sheet (Tutorial):

$V https://t.co/CugRwXb3Kq
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