⁠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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⁠Stock Analysis Compilation
Loomis Sayles on Monster Beverage $MNST US

Thesis: Monster’s global expansion and strategic partnership with Coca-Cola set it up for sustained growth and market share gains, with shares currently trading at an attractive discount

(Extract from their Q2 letter) https://t.co/k8Q561ewv0
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⁠Bourbon Capital
$BABA's projected stock price is $109 by August 26, 2025, and $98 by another source. However, even if the price hits $100, I don't think it's worth selling.

People from China are finally going to be allowed to buy $BABA in less than 6 days. A 55% gain isn't enough; the company is worth $300 per share

China is having a 2008 crisis or worse, but it will get better
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