⁠Bourbon Capital
Here's a list of the stocks I'm monitoring for potential declines in September:

$ODFL Old Dominion Freight Line
$ASML ASML Holding N.V.
$GOOG Google
$HIMS Hims & Hers Health
$ADBE Adobe
$VLTO Veralto Corporation
$INTU Intuit Inc.
$HSY The Hershey
$LULU Lululemon Athletica
$ULTA Ulta Beauty, Inc.
$EL The Estée Lauder

I don't think $AAPL and $UNH will drop a lot, so I don't think it's worth keeping them on the list. Both companies are overbought right now.

Conversely, $GOOG appears undervalued, especially considering its rare P/E ratio near 20.

$LULU, $ULTA, $EL, and $HIMS are oversold, but there's a possibility of further price declines
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⁠Bourbon Capital
How about 9.1%?

Astrology and Crystal balls won't work

FED'S POWELL: NO 5% INFLATION IS NOT ACCEPTABLE - *Walter Bloomberg
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⁠Quality Investing with Aria
Getting read for @CashFlowKingsYT at 8PM EST.

Do you think it’s a crime to have coffee in a glass cup? 🤔 👇 https://t.co/XAtz4EkhZu
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⁠Quality Investing with Aria
$ASML is a company that I've only ever purchased once (arrow) and it's been slowly compounding since:

I'd be interested in this company again in the high 700s. At that price I'm buying:

- 28x Forward PE
- 18-25% EPS Growth
- The only TOTAL monopoly in all of tech

Thoughts? 👇 https://t.co/7ID6lYfjjj
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⁠Bourbon Capital
Keep an eye on $GOOG its not normal to see this company with a PE close to 20 https://t.co/5qLU5aR7WW
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⁠Quality Investing with Aria
TUNE IN WE'RE LIVE NOW!!!

Ryan said he's full porting $PLTR and $TSLA btw...

Why Amazon Stock is a MUST Buy Below 250 with Aria! CFK Ep 47 https://t.co/JWy0GDJHgZ - Cash Flow Kings
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⁠Quality Investing with Aria
ITS HAPPENED

WOOOOOOOOOOOOOOOOOOOOOOO https://t.co/91mdyr45fA
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⁠Bourbon Capital
Gordian Capital Singapore Pte recently purchased one share of $AFRM. It's notable that this fund has been the only one to increase its holdings in the past two weeks. Despite this, the stock price has risen by 50%

I'm sure most of the 'buyers' haven't reported yet https://t.co/igSyy3pnPL
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⁠Quality Investing with Aria
$AMZN has consistently been cutting capex on the ecommerce side of the business.

Declining by roughly 60% since the 2021 highs. Don't be fooled this was the thesis all along and is the reason to the recent explosive free cash flow generation

I couldn't be more bullish 😤 https://t.co/NT0Hyyvqro
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⁠iinvested
2Q'24 Greenhaven Road Capital on $PAR, $ALTG

https://t.co/8gNQgTlzju

More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/FInM68PvHN
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