⁠Librarian Capital
Young people drink less alcohol?

% of US Gen Z (Legal Drinking Age to 27) "having bought spirits at least once in past 12 months" is 74% in 2023, vs. 71% in 2018*

(GWI, via Pernod Ricard $RI)

* Doesn't reflect volume, but nor do surveys purportedly showing opposite

cc $DGE https://t.co/qEjkKXB6wL
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⁠Hidden Value Gems
Some further good news on $BABA

The 3-year regulatory “rectification” process is complete (following an antitrust fine it received on charges of monopolistic practices in 2021).

I really try not to look at “technical” factors, but the share price chart looks like a major base has been built and the stock is ready to climb higher …

One thing for sure - it is super cheap with a net cash of $85B / 50% of the mkt cap.

$BABA

"Alibaba will have a primary listing in Hong Kong from August 28, making it dual primary listed in the Chinese territory and on the New York Stock Exchange."

"The move will allow mainland Chinese investors to pour money into the ecommerce group via the southbound stock connect with Hong Kong. A primary listing is also a safety valve for the Alipay and Tmall-owner in case future tensions with the US force it to delist from New York."

via @FT - Hidden Value Gems
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⁠Invest In Assets 📈
Kanbrick reading list for investors: https://t.co/a9kmJAG174
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- Nvidia unveils cutting-edge AI chips with record-breaking speeds.
- Dell stocks soar 8% after beating revenue expectations.
- US stock futures rise ahead of key PCE inflation data.
- Musk and Tesla clear lawsuit over Dogecoin market manipulation.
- Wall Street rallies on Fed rate cut speculation.

#Nvidia #AI #Dell #StockMarket #Inflation #Tesla #Dogecoin #WallStreet
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⁠Dimitry Nakhla | Babylon Capital®
$PYPL is +24% in the past month — is it still attractive? Let’s have a look at some earnings estimates & multiple assumptions:

2024E: $4.40 (-13.7% YoY) *FY Dec
2025E: $4.83 (9.7% YoY)
2026E: $5.41 (12.0% YoY)

$PYPL has an ok track record of meeting analyst estimates ~2 years out, but let’s assume $PYPL ends 2026 with $5.41 in EPS & see its CAGR potential

21x P/E: $113.61💵 … ~20.8% CAGR

20x P/E: $108.20💵 … ~18.3% CAGR

19x P/E: $102.71💵 … ~15.7% CAGR

18x P/E: $97.38💵 … ~13.1% CAGR

17x P/E: $91.97💵 … ~10.4% CAGR

As you can see, $PYPL appears to have attractive return potential if we assume >17x earnings (a multiple justified by its growth rate & balance sheet $13.61B in Cash & $9.72B allowing for aggressive share repurchases)

So although $PYPL is +24% in the past month, today at $73.00💵 $PYPL still appears to be an attractive consideration for investment

#stocks #investing
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⁠Bourbon Capital
Good morning everyone, happy Friday
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⁠Bourbon Capital
$BABA is up 4.79%🟢 pre-market

Alibaba has completed a three-year regulatory “rectification” process following an antitrust fine it received for monopolistic practices in 2021, China’s market regulator said on Friday.
Source: https://t.co/h6ZaRMFcY6 https://t.co/dZaTnIWN67
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⁠Bourbon Capital
Today's Premarket Stock

$BABA Alibaba +4.91%🟢
$DELL Dell +5.10%🟢
$JD JD +3.98%🟢
$INTC Intel +4.92%🟢
$MRVL Marvell Technology +10.97%🟢
$ADSK Autodesk 4.95%🟢
$MDB MongoDb +16.80%🟢
$NIO NIO +6.09%🟢
$VRNS Varonis Systems +4.99%🟢
$BBIO BridgeBio Pharma +10.85%🟢
$MHO M/I Homes +5%🟢
$UP Wheels Up Experience +4.40%🟢
$LULU Lululemon +3.74%🟢
$SMCI Super Micro +1.95%🟢
$GME Gamestop +1.67%🟢
$AVGO Broadcom +2.80%🟢
$HIMS Hims +0.68%🟢
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⁠Bourbon Capital
Most Recent IPO's

I don't buy IPOs but some people buy it

$GIG GigCapital7 Corp.
$AZI Autozi Internet Technology
$BSII Black Spade Acquisition II Co
$SPA ISafe Pro Group Inc.
$JBDI JBDI Holdings Limited https://t.co/cTlOdMDIM7
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