⁠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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⁠Quality Investing with Aria
INSERT THE STOCK THEY COMMENTED ON AHAHAHAHAH

BRO THEYRE GETTING TOO CREATIVE 🤣🤣🤣🤣 https://t.co/PRmnxM0zWz
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⁠Stock Analysis Compilation
Artisan Partners on Insmed $INSM US

Thesis: Insmed's promising pipeline, led by Brensocatib, targets huge unmet needs in respiratory disease, offering significant multi-billion-dollar growth potential.

(Extract from their Q2 letter) https://t.co/CWlmfA83K7
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⁠Quiver Quantitative
Super Micro Computer, $SMCI, has now fallen 35% after being accused of accounting fraud earlier this week.

Here is our data on insider selling by $SMCI executives: https://t.co/YZP7qV5EQk
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⁠Bourbon Capital
Do you have any green stock?

It seems like $NVDA is dragging down the entire market
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