⁠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:
tweet

⁠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
tweet

⁠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
tweet

⁠Bourbon Capital
RT @BourbonCap: Do you fear a market correction?
tweet

⁠Matt McGarry
Big announcement tomorrow.

For those on my email list, you've already seen it and gotten first dibs on the best deal.
tweet

⁠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
tweet

⁠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
tweet

⁠Quality Investing with Aria
20 of my Favourite Forever Quality Stocks

1. $AMZN Amazon 📦
2. $AAPL Apple 🍏
3. $MA Mastercard 💳
4. $GOOG Alphabet 🔎
5. $V Visa 🤑
6. $ADYEN Adyen 💹
7. $UBER Uber 🚗
8. $TSM TSMC 🏭
9. $ASML ASML 🧑‍🏭
10. $ADBE Adobe🎨
11. $MSFT Macrosoft 🖥️
12. $INTU Intuit 💵
13. $CRM Salesforce ☁️
14. $META Meta Platforms📲
15. $PAYC Paycom 🧑‍💼
16. $MSCI MSCI 📊
17. $SPGI S&P Global 💰
18. $MNDY Monday 💻
19. $ULTA Ulta Beauty 💄
20. $COST Costco🪪

Which one of these is on your radar? 🤔👇
tweet

⁠Quiver Quantitative
NET WORTH UPDATE:

We estimate that JD Vance currently has a net worth of $8.7M

He now has up to $350K in Bitcoin, $BTC

https://t.co/y1vckKlCa3
tweet

⁠Bourbon Capital
Did you buy anything today?
tweet

⁠Bourbon Capital
Earnings After Close

$S SentinelOne
$PVH PVH Corp
$BOX BOX
$NCNO nCino
$JWN Nordstrom
$SMTC Semtech
$AMBA Ambarella
$YY JoYY Inc
tweet

⁠App Economy Insights
Today, we unpack RAG!
🔍 Retrieval-Augmented Generation.

Is it the real fix for AI hallucinations?
https://t.co/eSVmBxu79o

Join us as we separate Gen AI fact from fiction:
🧠 What RAG is & its impact on AI models.
🚫 Debunking RAG myths.
🛠️ Real-world applications. https://t.co/Bcgm10Wdur
tweet