⁠Quality Investing with Aria
Salesforce $CRM is the most undervalued software company hiding in plain sight. Down -20% since the all time highs.

Here's 7 reasons why today could be a GENERATIONAL opportunity to buy the stock!! 📈

( THREAD 🧵)
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⁠Bourbon Capital
Don’t let people guilt you for not contacting them. Remember, they’re not contacting you either

Just remember, relationships are a two-way street. If someone isn’t reaching out to you, don’t feel guilty for not doing it either. They have the option to contact you too if they feel like it
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⁠Capital Employed
RT @capitalemployed: 36 stock pitches we’ve enjoyed reading in the past two weeks… 👇

https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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⁠Bourbon Capital
Never underestimate the willingness of the bankers to create enough money out of thin air to bail themselves out...

Happy to own $V but I won't touch any bank in the next 5 years
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⁠Quality Investing with Aria
Despite trading at LITERAL all time highs. $MA seems around fair value to me 🤔

10Y Avg PE: 31.5x
Current PE: 31.6x

This also intuitively makes sense. This business is growing around 16%

Given the moat, I think 2x the growth rate is appropriate. What do you think? 👇 https://t.co/j95OQzopL8
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⁠Capital Employed
Essential weekend reading if you're seeking new ideas >

https://t.co/iQs41ohdWj https://t.co/qcGbrMA2RR
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⁠App Economy Insights
RT @EconomyApp: $NVDA NVIDIA's Q2 visualized.

Demand is "incredible," but for how long?

📊 Revenue trends.
⚙️ Data centers in full throttle.
🎙️ 5 top points from Jensen Huang.
https://t.co/IZHYKjJBuC
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⁠Quality Investing with Aria
Humorous yet true, $CRM has SOOOO much untapped pricing power @DividendDude_X @Ethan_Invests @HonestVFinance

CFOs trying to negotiate down their Salesforce contract.

“Sorry sir, if you reduce licenses then you lose your discount and your price actually increases”

https://t.co/O7DFlaK5Ki - OnlyCFO
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⁠Quality Investing with Aria
I want a company to deep dive into this weekend.

Only qualifying factors:
>15% bottom line growth, high margins, wide moat. That's about it tbh. Ideally a fair valuation?! I dont really care tbh

Drop your best suggestions down below 🫡
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⁠Quality Investing with Aria
Very short list of companies when you have these 3 criteria:
- Software
- Minimum 20% EPS Growth
- Market cap above 50bn

Not surprised to see:
1. Servicenow $NOW
2. Crowdstrike $CRWD
3. Palantir $PLTR

They all trade a absurd valuations though sadly 🤔 https://t.co/BAYce9NIcT
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⁠Quality Investing with Aria
$PATH is a software company I have zero understanding of

BUT!!

Their FCF and SBC figures are moving in the right direction and I'd like to acknowledge that. Free cash flow is exploding quarter after quarter while SBC stays flat to slightly down

Well done management team 🙌 https://t.co/bCq3wugs4F
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