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Stock Analysis Compilation
Ariel Investments on Allstate Corporation $ALL US
Thesis: Allstate is positioned to recover from macroeconomic challenges, with improved pricing and operational efficiency driving future profitability
(Extract from their Q2 letter) https://t.co/OhLYtFUfu8
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Ariel Investments on Allstate Corporation $ALL US
Thesis: Allstate is positioned to recover from macroeconomic challenges, with improved pricing and operational efficiency driving future profitability
(Extract from their Q2 letter) https://t.co/OhLYtFUfu8
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Quality Investing with Aria
Ordered this at 2 am last night.
It got here at 1pm today.
It took 11 hours to get to my house. $AMZN is a wonderful charity to the world. I love this company https://t.co/0hk7yflB0f
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Ordered this at 2 am last night.
It got here at 1pm today.
It took 11 hours to get to my house. $AMZN is a wonderful charity to the world. I love this company https://t.co/0hk7yflB0f
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Bourbon Capital
Which company are you going to be watching?
Earnings After Close
$NVDA Nvidia
$CRM SalesForce
$CRWD CrowdStrike
$HPQ HP
$VEEV Veeva Systems
$NTAP NetApp
$PSTG Pure Storage
$COO The Cooper Companies
$OKTA Okta
$NTNX Nutanix
$AFRM Affirm Holdings
$FIVE Five Below
$FL Foot Locker
$VSCO Victoria's Secret & Co.
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Which company are you going to be watching?
Earnings After Close
$NVDA Nvidia
$CRM SalesForce
$CRWD CrowdStrike
$HPQ HP
$VEEV Veeva Systems
$NTAP NetApp
$PSTG Pure Storage
$COO The Cooper Companies
$OKTA Okta
$NTNX Nutanix
$AFRM Affirm Holdings
$FIVE Five Below
$FL Foot Locker
$VSCO Victoria's Secret & Co.
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Offshore
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Quality Investing with Aria
this made me laugh so hard 🤣🤣
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this made me laugh so hard 🤣🤣
$SMCI accounting department https://t.co/ytIbESKi9k tweet
Offshore
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PitchDeckGuy
One of the best Excel cheat sheets we've found (bookmark this) https://t.co/SM2qnIbo1z
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One of the best Excel cheat sheets we've found (bookmark this) https://t.co/SM2qnIbo1z
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Bourbon Capital
Did you buy anything today?
Today's Top Stock Losers:
$PDD PDD Holding -7.73%🔴
$SMCI Super Micro -19.15%🔴
$Li Li Auto -16.28%🔴
$NBIX Neurocrine Biosciences -18.73%🔴
$TEM Tempus -13.66%🔴
$AA Alcoa -6.37%🔴
$ANF Abercrombie & Fitch -17.29%🔴
$BZ Kanzhun Limited -19.98%🔴
$NCNO nCino -12.26%🔴
$FL Foot Locker -10.18%🔴
$OPEN Opendoor -10.13%🔴
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Did you buy anything today?
Today's Top Stock Losers:
$PDD PDD Holding -7.73%🔴
$SMCI Super Micro -19.15%🔴
$Li Li Auto -16.28%🔴
$NBIX Neurocrine Biosciences -18.73%🔴
$TEM Tempus -13.66%🔴
$AA Alcoa -6.37%🔴
$ANF Abercrombie & Fitch -17.29%🔴
$BZ Kanzhun Limited -19.98%🔴
$NCNO nCino -12.26%🔴
$FL Foot Locker -10.18%🔴
$OPEN Opendoor -10.13%🔴
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Offshore
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Bourbon Capital
RT @BourbonCap: You're selling $HIMS despite its potential for long-term growth. I know you can't hold for two week, but funds keep adding
VSEQX - Vanguard Strategic Equity Fund Investor Shares added 368k shares
HIASX - Hartford Small Company Hls Fund Ia added 168k shares
JAGPX - Small Cap Stock Trust NAV 112k shares
OASGX - Optimum Small-mid Cap Growth Fund Class A added 82k shares
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RT @BourbonCap: You're selling $HIMS despite its potential for long-term growth. I know you can't hold for two week, but funds keep adding
VSEQX - Vanguard Strategic Equity Fund Investor Shares added 368k shares
HIASX - Hartford Small Company Hls Fund Ia added 168k shares
JAGPX - Small Cap Stock Trust NAV 112k shares
OASGX - Optimum Small-mid Cap Growth Fund Class A added 82k shares
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Offshore
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Investing visuals
Crowdstrike $CRWD reporting solid Q2 earnings✨
🟢 Revenue $963.9M vs. Est. $958M (+0.6% beat)
🟢 EPS: $1.04 vs Est. $0.97 (+7% beat)
🔭 FY Guidance
• Sales $3.9B vs Est. $3.95B
• Net Income $780M vs Est. $977M
📈 Initial stock reaction: up +3%
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Crowdstrike $CRWD reporting solid Q2 earnings✨
🟢 Revenue $963.9M vs. Est. $958M (+0.6% beat)
🟢 EPS: $1.04 vs Est. $0.97 (+7% beat)
🔭 FY Guidance
• Sales $3.9B vs Est. $3.95B
• Net Income $780M vs Est. $977M
📈 Initial stock reaction: up +3%
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 tweet
Offshore
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App Economy Insights
$CRM Salesforce Q2 FY25 (ending in July):
• Current RPO +10% Y/Y to $26.5B.
• Revenue +9% Y/Y to $9.3B ($100M beat).
• Operating margin 19% (+2pp Y/Y).
• Non-GAAP EPS $2.56 ($0.20 beat).
FY25 guidance (unchanged):
• Revenue +9% Y/Y to $38B.
• Operating margin 20%. https://t.co/GkTTvqC20X
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$CRM Salesforce Q2 FY25 (ending in July):
• Current RPO +10% Y/Y to $26.5B.
• Revenue +9% Y/Y to $9.3B ($100M beat).
• Operating margin 19% (+2pp Y/Y).
• Non-GAAP EPS $2.56 ($0.20 beat).
FY25 guidance (unchanged):
• Revenue +9% Y/Y to $38B.
• Operating margin 20%. https://t.co/GkTTvqC20X
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Offshore
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Matt McGarry
RT @nikwen_de: If you're just starting your newsletter, Matt is the perfect person to help you get it to 10k subscribers and $10k in sales."
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter, get your first 10,000+ subscribers, and $10,000+ in sales.
[...]
RT @nikwen_de: If you're just starting your newsletter, Matt is the perfect person to help you get it to 10k subscribers and $10k in sales."
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter, get your first 10,000+ subscribers, and $10,000+ in sales.
[...]
Offshore
Matt McGarry RT @nikwen_de: If you're just starting your newsletter, Matt is the perfect person to help you get it to 10k subscribers and $10k in sales." ANNOUNCEMENT: How to build a personal monopoly. Would you rather have 100,000 email newsletter subscribers?…
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. Plus, advanced tactics like paid acquisition, sponsorship sales, info products, and much more.
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2"- Matt McGarry
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✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2"- Matt McGarry
tweet