⁠App Economy Insights
RT @EconomyApp: 📊 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
RT @QualityInvest5: $PATH is a software company I have zero understanding of

BUT!!

Their FCF and SBC figures are moving in the right direction and I'd like to acknowledge that. Free cash flow is exploding quarter after quarter while SBC stays flat to slightly down

Well done management team 🙌 https://t.co/bCq3wugs4F
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⁠Ahmad Jivraj
China Internet is Too Big To Ignore

China wants to become the world's largest economy. This will require innovation and productivity.

Although Chinese tech companies have been called "copy cats" in the past, today they are rapid innovators, and one can even argue that many developed market companies are not able to keep pace.

China recognizes this, and therefore I would be very surprised if China doesn’t champion their own companies, who now compete on a global scale.

As a result, it definitely feels like China Internet is Too Big To Ignore

$KWEB
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⁠Bourbon Capital
Peloton’s $PTON former billionaire CEO says he’s lost all his money and had to sell his possessions

In 2023, Foley sold his Hamptons house for $51 million, at a $4 million loss and earlier this year he sold a Manhattan Townhouse for $35.5 Million, according to the Wall Street Journal

$86M its more than enough.....

Source: https://t.co/TLGOBuUmXK
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⁠Bourbon Capital
Bill Nygren - Oakmark Select Fund:

Added 102% of $DE
Added 52% of $CRM
Added 11% of $PAYC

solid companies but He sold 100% of $AXP, a big mistake

$AXP is a buy-and-hold forever https://t.co/e0FI2il78e
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⁠Bourbon Capital
RT @BourbonCap: 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
Have you ever had a positive experience investing in a yield trap?

These three stocks currently offer the highest dividend yields:

Icahn Enterprises L.P. $IEP: 30% dividend yield
Ecopetrol S.A. $EC: 30% dividend yield
Medifast, Inc. $MED: 36% dividend yield

1) Lost half of its value shorting the market since 2020. It has casino vibes.
2) The balance is fake; half of the money is stolen, 30% of the oil is stolen, and 40% of the workers aren't real.
3) It will probably go bankrupt because of weight loss drugs.
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⁠Librarian Capital
Rightmove $RMV: Marathon 2.6% stake disclosure today

This was under Rule 8.3 of UK Takeover Code
It requires disclosures of stakes >1%, independent of voting rights (Marathon had none)

This is separate from disclosures under FCA rules, based on voting rights and starts at 3% https://t.co/B5SEAILA19
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⁠Quality Stocks
📰 Sometimes, I find the top picks from so-called experts hard to understand

Here are the best LT stocks to buy in September according to Forbes Advisor

AT$T $T
CVS Health $CVS
Ford Motor $F
Allstate $ALL
Kraft Heinz $KHC
Kroger $KR
Discover Financial $DFS
Hartford Financial Services $HIG
FirstEnergy $FE
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⁠PitchDeckGuy
BREAKING: Apple is reportedly in talks to invest in OpenAI at a valuation exceeding $100 billion https://t.co/SLB4bNhksM
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⁠Bourbon Capital
RT @BourbonCap: 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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⁠Librarian Capital
Rightmove $RMV: Marathon 2.6% stake disclosure today (corrected version)

This was under Rule 8.3 of UK Takeover Cod, which requires disclosures of stakes >1%

This is distinct from disclosures under FCA rules, based on voting rights and starts at 3% https://t.co/47p09qrXpV
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⁠Quality Investing with Aria
average fintwit bear take on $GOOGL

90% of revenues comes from search, YT and GCP. So that must mean that its a bad business.

Search is getting disrupted (its certain it's GOING TO HAPPEN 100%)

What do you think 🤔

@QualityInvest5 I don't remember exactly obviously, I dont holding google stock and got no plans to, but from what I can recall, Search ads, YouTube and Cloud make up the majority of their revenue.
Forgot to add Play store and AdMob too. And Search is getting distrupted. - Lior Shemesh
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