Bourbon Capital
Good morning everyone, I hope you are having a good weekend

Welcome to September, the best month of the year for investors
tweet
Offshore
Photo
Bourbon Capital
Vaxcyte, Inc. $PCVX its up 31% premarket

Vaxcyte’s stock soars 31% after trial shows positive data for pneumococcal vaccine https://t.co/XZHcOC59jW
tweet
Offshore
Photo
Quality Stocks
🇺🇸 Fortinet $FTNT vs 🇺🇸 Palo Alto $PANW
🥊 A stock duel!

As promised, here are the results of the clash between these two cybersecurity giants! 👇

Fortinet takes the win, but it was a close fight. Both companies have their strengths and weaknesses.

Fortinet is more profitable and focused on shareholder returns, while Palo Alto is the market leader with faster growth. However, its stock-based compensations are notably high.

Which one do you prefer?
tweet
Ahmad Jivraj
I find that some of the most powerful investments occur when a company offers both resilience AND optionality.

$AMZN is the perfect example, where their eCommerce business provided resilience, while AWS optionality.

This turned out to be a superb combination.

This represents a classic barbell strategy, but within a single company.
tweet
Bourbon Capital
You supposed to be happy when $GOOG is down
tweet
Offshore
Photo
Stock Analysis Compilation
Brown Advisory on Autozone $AZO US

Thesis: AutoZone’s strong market position in the growing used car parts market, combined with exceptional cash flow management and sustainability efforts, positions it for continued success

(Extract from their Q2 letter) https://t.co/2m5A8YqojR
tweet
Bourbon Capital
Remember,

When a quality stock gets in trouble, people panic and sell. I've never understood why; it's your best chance to make money.This can present a buying opportunity as strong companies are likely to recover over the long term

$UNH crashed from $530 to $439, bad news, today is back to all-time high and close to $600

$GOOG is having a hard time right now, What do you think?
tweet
Offshore
Photo
Quiver Quantitative
🚨 BREAKING: We just caught 143 STOCK Act violations by Representative John James.

We have now caught 12 members of Congress breaking the insider trading law in the last month.

This coincidentally comes after bill was advanced that would increase penalties for violations.

The fine is just $200 right now.

Full trade list up on Quiver.
tweet
Offshore
Photo
Librarian Capital
Constellation Brands $STZ cuts FY25 outlook

Wine & Spirits sales to fall 4-6% (was -0.5% to +0.5%)
$1.5-2.5bn GW impairment

"Incremental macroeconomic headwinds affecting consumer, particularly unemployment, and prolonged inventory destocking"

cc: $DGE https://t.co/BlWFAoyIht
tweet
Quality Stocks
Do you think September will mirror August with a rough start followed by a rebound towards the end?

🔴 First hour of trading

Nvidia $NVDA -6.9%
Alphabet $GOOG -2.1%
AMD $AMD -4.5%
Apple $AAPL -1.8%

🔴 Same for major indices

S&P500 -1.3%
Nasdaq -1.8%
tweet
Offshore
Photo
Quality Investing with Aria
Congrats to the yield bros.

Finally some gains after years of declining everything with this company. 💀

$PM > $MO btw 😉 https://t.co/i6CpYLChzQ
tweet
Bourbon Capital
Red day!

Do you have any green stock?

$BA The Boeing -8.34%🔴
$FIX Comfort System -7.38%🔴
$ONTO Onto innovation -7.32%🔴
$NVDA Nvidia -6.58%🔴
$INTC Intel Corporation -6.01%🔴
$KLAC Kla Corporation -5.52%🔴
$TSM Taiwan Semiconductor -5.73%🔴
$ARM Arm Holdings -5.66%🔴
$MU Micro Technology -5.57%🔴
$AMAT Applied Materials -5.53%🔴
$DELL DELL -4.84%🔴
$AVGO Broadcom -4.32%🔴
$OXY Occidental Petroleum -2.60%🔴
$NFLX Netflix -2.57%🔴
$GOOG Google -2.15%🔴
tweet
Bourbon Capital
If semiconductors crash this month, buy quality stocks like $ASML or $TSM. At the very least, we will need these companies for the next 20 years.
tweet
Bourbon Capital
$ULTA was close to $350 this morning and jumped to $361.

A big whale is buying right now +2.1%🟢
tweet