⁠Quality Investing with Aria
I COULDN'T BE MORE BULLISH ON $GOOGL

It's a fun game to try and pick the next tech company that falls from grace and disappears into history like Xerox or IBM

The fact is. A company like $GOOGL is so dominant and has so many avenues of growth that frankly we might be in the early days of it's growth

Here are all the things $GOOGL owns that comes to mind:

1. Google Search
2. YouTube
3. Google Maps
4. Gmail
5. Google Chrome
6. Google Drive
7. Google Ads
8. Android
9. Google Photos
10. Google Play Store
11. Google Earth
12 Google Calendar
13. Google Translate
14. Google Analytics
15. Google Meet
16. Google Sheets
17. Google Docs
18. Google Slides
19. Google Classroom
20. Google Forms
21. Google Scholar
22. Google Street View
23. Google Flights
24. Gemini
25. Google Pixel
26. Google Cloud Platform
27. YouTube TV
28. Google Fitbit
29. Google Trends
30. Google AdSense

And the list goes on and on. I think it's safe to say that $GOOGL is highly ingrained into society and the everyday lives of the common people
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⁠Hidden Value Gems
RT @HiddenValueGems: How was your summer (winter if you in the southern hemisphere)? 😉
- Great
- Normal
- Best is yet to come
- Worse than expected
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⁠Bourbon Capital
Weight-loss drugs are killing Medifast, Inc. $MED

The stock is 94% down from its 2021 peak

Gross Margin: 73%
Net Income Growth 5y: -16.34%
Revenue Growth 5y: 3.84%
FCF Yield: 27.91%
Net Debt < 0
Short Interest: 20.45%
EPS YoY: -66.79%
Revenue YoY: -43.09%

I strongly discourage the use of drugs for weight loss. Healthy habits, nutritious food, adequate hydration, and regular exercise are the most effective approaches.
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⁠Quality Investing with Aria
Cloudflare $NET is a cybersecurity company that makes customer's online activity faster, more secure, and more reliable 🛡️

- 19x EV/Sales
- 31% TTM Revenue Growth
- Market-leader in network-security with a whopping 96.21% market share 🤯

What do you think? 👇
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⁠Bourbon Capital
Soros Fund Management Llc added 1 million shares of $BABA

Of course, one day before earnings https://t.co/gAqgvrN9HX
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⁠Bourbon Capital
Largest insider buys this week

$VOXX Voxx International $15M
$LOCO El Pollo Loco $4.5M
$PBF PBF Energy $8M
$BEN Franklin Resources $2.2M
$LAB Standard Biotool $1.5M
$WY Weyerhaeuser $1M
$LANC Lancaster Colony $500k
$LESL Leslie's $500k
$AON Aon $246k
$PTON Peloton $133k
$HLF Herbalife $87k
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⁠Quality Investing with Aria
$PLTR's commercial side of the business has continuously become more and more important.

Over the past 3 years:
- Government EBIT: 18% CAGR
- Commercial EBIT: 30% CAGR

Impressive growth profile I must admit 🤔
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⁠Bourbon Capital
One man's trash is another man's treasure

Choose wisely:

Medifast, Inc. $MED down 94%
V.F. Corporation $VFC down 78%
Cracker Barrel Old Country $CBRL down 76%
Alibaba Group Holding $BABA down 70%
The Estée Lauder $EL down 70%
Dollar General Corporation $DG down 66%
Papa John's International $PZZA down 64%
Intel Corporation $INTC down 63%
Five Below, Inc. $FIVE down 62%
Baxter International Inc. $BAX down 56%
Super Micro Computer $SMCI down 56%
NIKE, Inc. $NKE down 55%
Celsius Holdings, Inc. $CELH down 55%
Shopify Inc. $SHOP down 52%
Lululemon Athletica Inc. $LULU down 50%
DexCom $DXCM 50%
Edwards Lifesciences $EW down 46%
Dollar Tree, Inc. $DLTR down 45%
Humana Inc. $HUM down 35%
Airbnb, Inc. $ABNB down 31%
CrowdStrike Holdings $CRWD down 30%
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⁠Quality Investing with Aria
You either have your phone on dark mode, or you’re blood related to Jeffrey Dahmer

Sorry I don’t make the rules 🤷‍♂️ https://t.co/OJzxZ1Hjgi
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⁠Quality Investing with Aria
TOP QUALITY STOCKS THAT WILL OUTPERFORM IN THE NEXT 🔟 YEARS:

[NFS, my opinion]

1/ Amazon $AMZN

2/ Alphabet $GOOGL

3/ Mastercard $MA

4/ TSMC $TSM

5/ ASML $ASML

6/ Netflix $NFLX

7/ Meta $META

8/ Salesforce $CRM

9/ Microsoft $MSFT

10/ Visa $V

Agree or disagree? 👇
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⁠Quality Investing with Aria
How am I confident that $MA is going to outperform in the future?

Total number of cards growth have averaged around 10% per year. Nevermind that these cardholders are spending more on average per year

You're looking at >10% revenue growth simply by waking up in the morning 🤷‍♂️ https://t.co/4Itf5cAQwO
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⁠Capital Employed
RT @Whit_Huguley: Thanks for sharing my write-up! @capitalemployed

36 stock pitches we’ve enjoyed reading in the past two weeks… 👇

https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU - Capital Employed
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