⁠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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⁠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? 🤔👇
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⁠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
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⁠Bourbon Capital
Did you buy anything today?
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⁠Bourbon Capital
Earnings After Close

$S SentinelOne
$PVH PVH Corp
$BOX BOX
$NCNO nCino
$JWN Nordstrom
$SMTC Semtech
$AMBA Ambarella
$YY JoYY Inc
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⁠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
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⁠Bourbon Capital
Another wonderful day for weed stocks

1) Never buy weeb stocks
2) Never buy Airlines stocks
3) Be careful with biotech stocks https://t.co/dCjzc8caFe
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⁠Stock Analysis Compilation
Polen Capital on Kinsale Capital $KNSL US

Thesis: Kinsale Capital's specialized insurance focus and strong performance make it a standout in its sector, promising continued growth and market leadership

(Extract from their Q2 letter) https://t.co/ZnBTXIxrQ8
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⁠Investing visuals
Crowdstrike $CRWD became world news after its outage in Juli. Tomorrow, it reports earnings after hours.

Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $958M (+31%)
🔹Est. EBITDA: $239M (+31.7%)
🔹Est. EPS: $0.97 (+30.4%) https://t.co/EDhDHsQ7D4
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⁠Bourbon Capital
RT @BourbonCap: 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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⁠Lumida Wealth Management
Humanoids for All - From $200K to $20K

@PeterDiamandis  and @adcock_brett  discuss reducing humanoid robot costs tenfold, highlighting the need for a detailed BOM analysis of about a thousand parts. https://t.co/OmU1jWp4gx
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