⁠Quality Investing with Aria
EVERY RETAIL STOCK IS IN ABSOLUTE SHAMBLES RIGHT NOW!!

$DG now in a 68% drawdown since the all time highs after the disastrous report

- Missed Revenue and EPS 📉
- Lowered same-store sales guidance 😬
- Lowered FY EPS Guidance😲

CEO Commentary: "We believe the softer sales trends are partially attributable to a core customer who feels financially constrained"

These type of stock drops make me wanna never touch retailers/apparel stocks ever again. Scary!
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⁠Bourbon Capital
The following companies just reported earnings:

$LULU Lululemon Athletica +0.19%🟢
$DELL Dell Technologies +5.84%🟢
$MRVL Marvell Technology +6.13%🟢
$ADSK Autodesk +6.10%🟢
$ULTA Ulta Beauty -7.07%🔴
$MDB MongoDB +13.95%🟢
$ESTC Elastic -24.26%🔴
$HCP HashiCorp +0.53%🟢
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⁠Bourbon Capital
Ulta Beauty, Inc. $ULTA results:

EPS: $5.30 vs. $5.47 expected🔴
Revenue: $2.6B vs. $2.61B expected🔴

EPS is down 11% YoY
Revenue is up 2.81% YoY

Before you go crazy buying dips, this stock is going down to $320 soon, I'm going to be adding close to $320
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⁠Librarian Capital
Campari $CPR down 31% roughly 1 year after adverse change in corporate governance described below

Decline similar to that of Pernod Ricard $RI
Smaller than Rémy $RCO (with its China exposure) https://t.co/6mlW1BFxIu

John Hempton on Campari: "scumbags are in charge"

$CPR "have just introduced a shareholder loyalty plan ... (Activist-led mgmt. change) can’t happen at Campari anymore. And as the management are clearly not incompetent this makes me think they plan to be venal ... They are scum" https://t.co/QpuFXOcxtm - Librarian Capital
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⁠Bourbon Capital
Lululemon Athletica Inc. $LULU results:

EPS: $3.15 vs. $2.94 expected🟢
Revenue: $2.4B vs. $2.41B expected🔴

EPS is up 17% YoY🟢
Revenue is up 8.65% YoY🟢

I anticipated a different outcome. For now, I'll refrain from making additional investments. However, if the stock price falls below $230, I may consider buying more
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⁠Bourbon Capital
Lululemon Athletica Inc. $LULU is up 6.58%🟢 after hours

What sorcery is this!? https://t.co/cWz7eaZinM
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⁠Bourbon Capital
It's amusing how everyone claims to be a Warren Buffett 'expert' here. I wonder how many of them actually invested in $SIRI at its low point of $2.60

When the stock crashes everyone is quiet, but when the stock is up everyone claims to be holder

$ULTA price is great, but I want to see a lower price
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⁠Bourbon Capital
Another day and funds keep adding more and more $HIMS

SIFAX - SIMT MULTI-ASSET INFLATION MANAGED added 2k shares

OBSOX - Oberweis Small-Cap Opportunities Fund added 756k shares

Brighthouse Funds Trust I - Schroders Global added 6k shares

RVER - Trenchless Fund ETF added 50k shares

FARYX - Fulcrum Diversified Absolute Return Fund added 8.7k shares

MMGEX - MassMutual Select Small Cap Growth Equity added 90k shares
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⁠Bourbon Capital
Are you buying something from 52-week low?

$PDD PDD
$LI Li Auto
$DG Dollar General
$DLTR Dollar Tree
$SYM Symbiotic
$WBA Walgreens
$IEP Icahn Enterprises
$AAP Advance Auto Parts
$UPS United Parcel Service
$OXY Occidental Petroleum
$ABNB Airbnb Inc.
$INTC Intel Corp.
$CBRL Cracker Barrel Old Cntry Store
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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #75

#diversification #portfoliomanagement #stocks #investing #JoelGreenblatt https://t.co/sCwAarqonb
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⁠Capital Employed
RT @equitybaron: At some point Polish stocks will come into fashion, many stocks will get a re-rating.

The momentum investors will jump in. We've seen it happen recently with the UK.

There's many quality cheap small caps in Polska. I've highlighted one here 👇

https://t.co/O4UBxNsGrL https://t.co/yKoay5AKYf
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⁠Capital Employed
We have collected over 100 Q2 letters.

The worst performing fund YTD is -22.99%
The best is 24%

The mean is around 4-5%

If you're a private investor who YTD is above 5% give your self a pat on the back.

If you're above 24% buy yourself a cake 🎂

https://t.co/0KI2PTSjEh https://t.co/fLvdSkXjpH
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⁠Bourbon Capital
There are no earnings reports scheduled for tomorrow.

Which stock are you going to be watching tomorrow?
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