⁠Quality Stocks
🇺🇸 Palo Alto $PANW one pager
And stay tuned for a $FTNT vs $PANW stock duel next Tuesday

🏆 Score 7.3/10 - too bad for the SBC and dilution
🎯 My fair price estimation is around $300

🐂 Bull case
- Leader in a great market
- Gaining market share
- Strong growth and capital efficicency
- A lot of cash for further acquisitions

🐻 Bear case
- SBC are insane
- Dilution, the share buybacks are not enough to offset that
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⁠Quality Stocks
🇺🇸 Fortinet $FTNT one pager
And stay tuned for a $FTNT vs $PANW stock duel next Tuesday

🏆 Score 7.5/10
🎯 My fair price estimation is around $70

🐂 Bull case
- Great position in the cybersecurity market
- Decent growth
- Good profitability and capital efficicency
- A lot of cash for further acquisitions
- Reasonable management and strong shareholder focus

🐻 Bear case
- Not the leader
- The product segment growth is currently negative
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⁠Invest In Assets 📈
Warren Buffett's inspiration and framework for successful investing: https://t.co/DmNQwci241
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⁠Librarian Capital
RT @LibrarianCap: "Pernod Ricard: “Revenge Conviviality” Hangover Ending After FY24"

Shares are near 2020 trough; FY24 results point to a downturn that is cyclical and should reverse in FY25

Cheap at 16.6x FY24 EPS, 3.6% Dividend Yield

$RI $DGE $DEO $BF.B $RCO
https://t.co/9NFnHhmknF https://t.co/ETpnpTbbYP
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⁠Stock Analysis Compilation
Ariel Investments on Infineon Technologies $IFX GY

Thesis: Infineon is set to capitalize on the shift to electric vehicles and renewable energy, with underappreciated growth potential in key semiconductor markets

(Extract from their Q2 letter) https://t.co/G8sFuKtsQW
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⁠Quality Stocks
2⃣3⃣ stocks with a very high ROIC - above 25%

🇺🇸 Rightmove $RMV 254%
🇺🇸 NVidia $NVDA 97.7%
🇺🇸 Fortinet $FTNT 93.4%
🇺🇸 Manhattan $MANH 86.3%
🇫🇷 GTT $GTT 78.8%
🇩🇰 Novo Nordisk $NVO 63.0%
🇺🇸 Mastercard $MA 57.8%
🇺🇸 ADP $ADP 50.6%
🇦🇺 Pro Medicus $PME 48.0%
🇺🇸 Medpace $MEDP 47.6%
🇳🇱 ASML $ASML 39.2%
🇺🇸 Qualys $QLYS 38.1%
🇺🇸 Idexx $IDXX 35.2%
🇦🇺 Technology One $TNE 34.5%
🇺🇸 Visa $V 33.2%
🇫🇮 Qt Group $QTCOM 32.1%
🇨🇦 Lululemon $LULU 32.0%
🇺🇸 Arista Networks $ANET 31.6%
🇸🇪 Evolution $EVO 30.2%
🇺🇸 Microsoft $MSFT 29.2%
🇺🇸 Meta $META 27.4%
🇺🇸 Alphabet $GOOGL 27.0%
🇫🇷 Hermes $RMS 25.9%
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⁠Invest In Assets 📈
5 Quality Stocks trading at multi-year lows: https://t.co/BzgLCsfdd7
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⁠Investing visuals
MercadoLibre $MELI is often dubbed "the Amazon $AMZN of Latin-America".

Let’s put them head-to-head and see how they stack up👇🔍 https://t.co/Kh4foFMmvL
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⁠Quality Stocks
🎉 My monthly portfolio reporting has just been published

https://t.co/8o6Wo894G0
👆 You can find it here

Positive performance after a rollercoaster month! https://t.co/WrcMxLiPVf
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⁠Invest In Assets 📈
Quality-growth Matrix by @safalniveshak https://t.co/wXbEqWFyvC
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⁠Bourbon Capital
Oversold stocks:

Hims & Hers Health, Inc. $HIMS
Price Target: $17

Occidental Petroleum Corporation $OXY
Price Target: $67

Lululemon Athletica Inc. $LULU
Price Target: $400

Ulta Beauty, Inc. $ULTA
Price Target: $430

e.l.f. Beauty, Inc. $ELF
Price Target: $200

PepsiCo, Inc. $PEP
Price Target: $190

Celsius Holdings, Inc. $CELH
Price Target: $67

Monster Beverage Corporation $MNST
Price target $60

Comcast Corporation $CMCSA
Price Target $50

PDD Holdings Inc. $PDD
Price Target: $150

BP plc $BP
Price Target $37
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