⁠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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⁠Librarian Capital
Real GDP growth, Italy vs. Germany (Indexed to 1995)

There's no noticeable divergence after the intro of the Euro (Jan 2019)
The real decoupling came after the Global Financial Crisis (2008-9)
https://t.co/x5rXNBNCdO https://t.co/eh8v1P0NgH
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