⁠Invest In Assets 📈
RT @InvestInAssets: The Artificial Intelligence (AI) Market is expected to grow 35.7% CAGR in the next 6 years:

Source: Marketsandmarkets https://t.co/kPX1WJL3G5
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⁠Stock Analysis Compilation
Loomis Sayles on Tesla $TSLA US

Thesis: Tesla’s leadership in the accelerating EV market, along with its high-margin software potential, provides a compelling long-term growth opportunity at a discounted valuation

(Extract from their Q2 letter) https://t.co/aqD7SzGU51
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⁠Quality Investing with Aria
Life is so boring without the casino being open 🥴 https://t.co/vizWnstSBt
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⁠Bourbon Capital
Nextracker Inc. $NXT Undervalue or Trap?

The stock is down 30% from its peak

$NXT July 2023
Net Debt < 0🟢
Rev: $479.74m
EPS: $0.48
FCFPS: 1.53
Gross Margin: 23%
Share Price: $42.73

$NXT July 2024

Net Debt < 0🟢
Rev: $719.92B (+50%)🟢
EPS: $0.93 (+93%)🟢
FCFPS: 0.79
Gross Margin: 32%🟢
Share Price: $40.68

Nextracker Inc. is a global leader in solar tracker technology. Their primary focus is on providing innovative solutions for utility-scale solar power plants.  

1) Solar tracker systems: They design and manufacture advanced solar trackers that enable solar panels to follow the sun's movement throughout the day, maximizing energy production.  
2) Software solutions: Nextracker offers software that helps solar power plant owners and operators monitor, control, and optimize their projects.  
3) Technology innovation: They continuously invest in research and development to improve their solar tracking technology and offer innovative solutions to the solar industry.

While I'm not convinced about the solar power industry, this company might be worth checking

Many funds have been accumulating shares of this stock recently:

Green rows indicate new positions
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⁠Quality Investing with Aria
I think i spend too much time on X 🤔 https://t.co/ajZ0zzuErG
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⁠App Economy Insights
📊 Earnings season visualized.

What surprised you this month?

Grab the latest report with 130+ visuals👇
https://t.co/7sGkUYA5Ce https://t.co/gDYf7XDMGw
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⁠Quality Investing with Aria
"Even the worst fish in a great pond tastes delicious."

The best strategy in investing, is to cast your line in clear waters to catch the average winner, in a great industry.

Here are 10 stocks thriving in exceptional industries:

1. Credit Ratings
S&P Global $SPGI 📊

2. Payments
Mastercard $MA 💳

3. Software & Cloud
Microsoft $MSFT 🖥️

4. Rail & Logistics
Canadian Pacific $CP 🚂

5. Semiconductor Equipment
ASML $ASML 🏭

6. Small Business Software
Intuit $INTU 💸

7. Internet Search
Alphabet $GOOGL 🔎

8. Consumer Electronics
Apple $AAPL 📲

9. Cloud & E-Commerce
Amazon $AMZN 📦

10. Endpoint Security
Crowdstrike $CRWD 🦠

What else would you add to the list? Let me know down below 🤔 👇
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⁠Bourbon Capital
Berkshire Hathaway Inc. $BRK.B has sold $6 Billion of $BAC

Which company do you think they are going to buy? https://t.co/j0h1WSbtr2
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⁠Invest In Assets 📈
RT @InvestInAssets: Wide moat businesses according to Counterpoint Global: https://t.co/p8M7uPgJKv
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Winners & Losers: The BEST & WORST 20 Performing Stocks in the S&P 500 in 2024 📈📉

Note the change in their respective multiples from the beginning of the year to current levels & please keep in mind that this comparison is not intended to imply attractive or unattractive valuations, as these depend on various factors such as growth rate, competitive moat, expected returns on capital, balance sheet strength, among other things 🧐
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5 Best: $NVDA $VST $HWM $TRGP $CEG

5 Worst: $WBA $INTC $LULU $DXCM $LW

#stocks #investing
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