⁠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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⁠Investing visuals
All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.

Here's a quick pre-earnings overview 🔍👇

🔹Est. Revenue: $28.7B (+113%)
🔹Est. EPS: $0.64 (+138%) https://t.co/FlLfzjUscg
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⁠Bourbon Capital
Buying before earnings is gambling, but buying $NVDA the day before earnings is a whole new level.
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⁠PitchDeckGuy
Costco's stock just hit an all time high

Here's their pitch deck: https://t.co/yHB41parpg
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