⁠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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⁠Librarian Capital
Estée Lauder $EL: Post-FY24 Discussion - soon!
https://t.co/pLNwnIs7v4
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⁠Bourbon Capital
$ULTA Ulta Beauty is estimated to report $2.62B in revenue in Q2, up 3.56% YoY🟢 , and EPS estimated is $5.52 down -8.31% YoY🔴

Wall Street anticipates a lower EPS for this quarter compared to Q2 2023 ($5.87). Investors are becoming increasingly anxious since they can't hold for more than two weeks

Regardless of Thursday's results, maintaining a long-term perspective is crucial. Consumer sentiment remains weak, and spending is subdued. However, the situation is likely to improve. It's advisable to hold onto undervalued companies like $ULTA.

The last time ULTA missed an EPS target was in 2020 during the COVID-19 pandemic:
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⁠Lumida Wealth Management
In case you missed our WOYM episode live stream, here it is with timestamps⬇️

"WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer"

(00:01) Interest Rates and Economic Outlook
(02:21) Employment and Retail Outlook
(03:03) Historical Rate Cuts and Market Dynamics
(05:29) Value vs. Growth Investment Dynamics
(07:47) Real Estate and Financial Sector Observations
(10:31) Small Caps and Debt Dynamics
(11:57) Technological Growth and Market Trends
(13:19) AI and Productivity Growth
(17:29) Banking Sector Insights
(20:16) US Consumer Trends and Retail Shifts
(22:31) Housing Market Dynamics
(25:16) Auto and Retail Insights
(29:50) AI-Driven Analysis
(31:00) Google and AI Integration
(33:02) Market Seasonality and Rate Expectations
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⁠Bourbon Capital
It's remarkable how $SBUX has transitioned from undervalued to overvalued in such a short period. While I doubt we'll see the stock price return to $73, I'm considering purchasing shares near $79. https://t.co/cSCOO2SRQp
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⁠Bourbon Capital
RT @BourbonCap: Do you fear a market correction?
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⁠Matt McGarry
Big announcement tomorrow.

For those on my email list, you've already seen it and gotten first dibs on the best deal.
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⁠Stock Analysis Compilation
Newbridge AM on Trane Technologies $TT US

Thesis: Trane Technologies' focus on energy efficiency and sustainability positions it well to leverage global megatrends, making it a strong long-term growth opportunity

(Extract from their Q2 letter) https://t.co/o2wcXaf0MO
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⁠PitchDeckGuy
The NFL is expected to vote in favor of private equity ownership

Ever wonder what buying an NFL team looks like?

Here's the pitch deck for one: https://t.co/EMb069dhOk
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