⁠Librarian Capital
"Smokeless tobacco & cancer" (CDC)

Most of the risk factors listed (nitrosamines, polonium, hydrocarbons, heavy metals) are associated with tobacco (its growing, curing, etc.)

We know snus / moist snuff present little cancer
And nicotine pouches have little/no tobacco

cc $PM https://t.co/BECT24sI4h
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⁠Bourbon Capital
"I was long Cocoa, said no one" https://t.co/oulE2eFS47
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⁠Invest In Assets 📈
RT @InvestInAssets: 8 Elite Dividend Growth stocks💎

1. ICE
2. Visa
3. MSCI
4. ASML
5. Zoetis
6. Mastercard
7. Lam Research
8. Texas Instrument

What else?
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⁠Librarian Capital
Ubisoft $UBI shares "at 10x forward earnings"

This implies UBI FY25 earnings of €220m
FY24 Non-IFRS Net Income is €252m (FY23: loss)

But FCF negative in both FY24 and FY23
Large spend on internal dev., license dev., acquisition of intangibles; working capital also negative https://t.co/wFEnH0RezT

Ubisoft needs a stellar launch of ‘Star Wars Outlaws’ https://t.co/FGU8NrUkpI | opinion - Financial Times
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⁠Bourbon Capital
RT @BourbonCap: Oversold stocks:

Hims & Hers Health, Inc. $HIMS
Occidental Petroleum Corporation $OXY
Lululemon Athletica Inc. $LULU
Ulta Beauty, Inc. $ULTA
e.l.f. Beauty, Inc. $ELF
PepsiCo, Inc. $PEP
Celsius Holdings, Inc. $CELH
Monster Beverage Corporation $MNST
Comcast Corporation $CMCSA
PDD Holdings Inc. $PDD
BP plc $BP
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⁠Bourbon Capital
Top 20 S&P500 performers in Q2. $NVDA $VST $HWM and $TRGP https://t.co/rOshPdDqtn
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⁠Stock Analysis Compilation
THB AM on Daktronics $DAKT US

Thesis: Daktronics’ leadership in LED displays and recurring revenue model positions it for steady growth, supported by increasing demand in entertainment and transportation markets

(Extract from their Q2 letter) https://t.co/VeQMSb5F7O
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⁠Quality Stocks
Do you know 🇳🇴 Integrated Wind Solutions $IWS?

💡 It is a Norwegian small-cap with an interesting business model. I just published an article to deep dive it

⚒️ The company is specialized in maintenance of off-shore windmills. The maintenance creates more visibility and stability in the revenue

⚠️ Of course, the company is not perfect, but I find it is interesting to have it on a watchlist. It is a very early play
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⁠App Economy Insights
📊 This Week in Visuals:

☁️ Salesforce $CRM
📦 PDD Holdings $PDD
🛡️ CrowdStrike $CRWD
🏠 Lowe’s $LOW
🎯 Target $TGT
💻 Dell $DELL
🧑‍⚕️ Veeva $VEEV
https://t.co/uPaIQpJk3O
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⁠Bourbon Capital
Luminar Technologies, Inc. $LAZR

Despite a 97% decline from its peak, $LAZR reported $69 million in revenue and a negative 104% gross margin last year, resulting in a loss of $576 million. CEO Austin Russell owns an $83 million house.

It's worth questioning where the CEO's funding comes from. Stock-based compensation (SBC) is a likely source
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