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Quality Stocks
🇺🇸 Autodesk $ADSK Q2 25 results
Revenue $1,505M
Q2 24 $1,345M +11.9% 🟢
Est. $1,482M beat 🟢
EPS $1.30
Q2 24 $1.03 +26.2% 🟢
Est. $1.16 beat 🟢 https://t.co/EYOHT3HxTx
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🇺🇸 Autodesk $ADSK Q2 25 results
Revenue $1,505M
Q2 24 $1,345M +11.9% 🟢
Est. $1,482M beat 🟢
EPS $1.30
Q2 24 $1.03 +26.2% 🟢
Est. $1.16 beat 🟢 https://t.co/EYOHT3HxTx
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Quality Stocks
🇺🇸 Veeva $VEEV Q2 25 results
Revenue $676M
Q2 24 $590M +14.6% 🟢
Est. $668M beat 🟢
EPS $1.04
Q2 24 $0.68 +52.9% 🟢
Est. $1.01 beat 🟢
SBC above $100M https://t.co/yVqRF2d5qs
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🇺🇸 Veeva $VEEV Q2 25 results
Revenue $676M
Q2 24 $590M +14.6% 🟢
Est. $668M beat 🟢
EPS $1.04
Q2 24 $0.68 +52.9% 🟢
Est. $1.01 beat 🟢
SBC above $100M https://t.co/yVqRF2d5qs
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Bourbon Capital
$SOFI is up 20% so far, but it's still insufficient. Lower interest rates are necessary to force short sellers to cover their positions
Short interest remains high close to 20% https://t.co/FrOQerBGmY
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$SOFI is up 20% so far, but it's still insufficient. Lower interest rates are necessary to force short sellers to cover their positions
Short interest remains high close to 20% https://t.co/FrOQerBGmY
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Bourbon Capital
Tonight, we’ll discuss $HON
$HON is highly diversified, with strong positions in aerospace, building technologies, performance materials, and safety solutions. However, its PE and P/FCF ratio suggests that it is currently overvalued relative to its earnings growth potential.
What do you think about this company?
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Tonight, we’ll discuss $HON
$HON is highly diversified, with strong positions in aerospace, building technologies, performance materials, and safety solutions. However, its PE and P/FCF ratio suggests that it is currently overvalued relative to its earnings growth potential.
What do you think about this company?
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Quality Investing with Aria
RT @QualityInvest5: 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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RT @QualityInvest5: 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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Capital Employed
36 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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36 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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Quality Investing with Aria
$TSLA and Elon Musk are exceptionally great with deadlines
Also bullish $GOOGL Waymo https://t.co/kJmfqgYOJk
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$TSLA and Elon Musk are exceptionally great with deadlines
Also bullish $GOOGL Waymo https://t.co/kJmfqgYOJk
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Librarian Capital
"Slow burn: will regulators snuff out growth of heated tobacco?" (FT)
We respectfully disagree with this column in a number of areas (thread)
$PM $BATS $BTI $MO $IMB https://t.co/q6FSHtHnGI
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"Slow burn: will regulators snuff out growth of heated tobacco?" (FT)
We respectfully disagree with this column in a number of areas (thread)
$PM $BATS $BTI $MO $IMB https://t.co/q6FSHtHnGI
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Hidden Value Gems
Interesting snapshot of China’s economy and markets by @yardeni
The first 9 look to be cyclical and more like a buying opportunity 🤔
(on a 3-5 year view of course).
🧵 👇🏼
1️⃣ Chinese consumers are depressed
1/10 https://t.co/GjYGumXmbu
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Interesting snapshot of China’s economy and markets by @yardeni
The first 9 look to be cyclical and more like a buying opportunity 🤔
(on a 3-5 year view of course).
🧵 👇🏼
1️⃣ Chinese consumers are depressed
1/10 https://t.co/GjYGumXmbu
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