⁠Stock Analysis Compilation
Hedge funds' best ideas #7 is in your inbox 🔥
(link below)

All the analysis published here in the last 7 days, in plain text, with links to all the letters.

Cooper Investors / Distillate Capital / FMI Funds / Heartland Advisors / Loomis Sayles / Madison Funds / Mar Vista / Mayar Capital / Newbridge AM / Pershing Square / Polar Capital / Polen Capital / Rewey AM / Riverwater Partners / Ross & Van Compernolle / Royal London AM / THB AM
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⁠Bourbon Capital
The old man from Omaha $BRK.B hits +$1 TRILLION for the first time https://t.co/fxX7JcbK7V
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⁠Bourbon Capital
Super Micro Computer, Inc. $SMCI has experienced a significant decline, reverting to January levels following delays in its 10-K filing https://t.co/Vqu80oAb4l
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⁠Bourbon Capital
What are your target prices for the following companies?

Tesla $TSLA
Nvidia $NVDA
Amazon $AMZN
AAPL $AAPL
Google $GOOG
Hims $HIMS
Palatir $PLTR
CrowStrike $CRWD
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⁠Stock Analysis Compilation
Brown Advisory on Zoetis $ZTS US

Thesis: Zoetis’s leadership in the animal health industry, with a strong focus on innovation and high-quality products, ensures sustained growth and profitability, especially as it streamlines its portfolio

(Extract from their Q2 letter) https://t.co/25CxWdRdU2
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⁠Bourbon Capital
RT @BourbonCap: Did you buy anything today?
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⁠Quality Investing with Aria
The once high flying $SMCI is down 26% on the day after a Hindenberg short report comes out claiming fraudulent activity.

$SMCI is accused of:
- accounting fraud
- incomplete expense reporting
- manipulating revenue recognition

What do you think 🤔 👇 https://t.co/occN97SUfx
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⁠PitchDeckGuy
Warren Buffett just dumped $1 billion worth of shares in Bank of America

Here's a secret $BAC deck: https://t.co/p95BWOqLWv
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⁠Bourbon Capital
We are a few days away from September, just a casual reminder the best seats are made for spectators

1) Don't go crazy buying dips
2) Get ready before FOMC
3) Don't watch the price every 30 minutes

September is the worst month of the stock market, enjoy the show
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⁠Quality Investing with Aria
Friendly reminder $AMZN trades at its cheapest valuation EVER! 📈

Buying today gets you:
- #1 in Ecommerce
- #1 In Cloud Computing
- #3 In Online Ads

How is this not a not brainer long? Mean reversion alone would give you 76% upside to $300

What do you think 🤔
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⁠Librarian Capital
"I packed my little snowball very early, and if I had packed it ten years later, it would have been way different than where it stands on the hill right now. So I recommend to students that ... you start out a little ahead of the game"
- Warren Buffett, as quoted in "Snowball" https://t.co/HgppJQWbcx
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