⁠Bourbon Capital
Always keep Defensive stocks in your team:

The Procter & Gamble Company $PG +1.70%🟢
Johnson & Johnson $JNJ +0.84%🟢
The Coca-Cola Company $KO +0.87%🟢
Visa Inc. $V +1.24%🟢
PepsiCo, Inc. $PEP +2.56%🟢
UnitedHealth Group $UNH +1.72%🟢
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⁠Bourbon Capital
Which one is overpriced and which one is oversold?

e.l.f. Beauty, Inc. $ELF -7.79%🔴
Ulta Beauty, Inc. $ULTA +2.66%🟢

I still want to buy $ULTA close to $230, but it looks like the old man from Omaha is doing his magic
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⁠Quiver Quantitative
🚨 I've been writing code to track campaign contributions.

Here are the companies who have given the most to Kamala Harris and Donald Trump's campaigns.

Google, $GOOGL, executives and employees have donated the most so far. https://t.co/F612ptgIVj
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⁠Librarian Capital
Cliff Asness: "I believe markets have gotten less efficient over the 34 years since the data in my dissertation ended ... the ups and downs will be bigger and last longer, making more money for those who can stick with it long term, but making it harder to do so.” https://t.co/pB3XG0ZKs7

For those nice enough to comment to me “you’re not old!” I will quote Indiana Jones who said “It’s not the years it’s the mileage.” https://t.co/d6f2nmUMEX - Clifford Asness
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⁠PitchDeckGuy
Anyone else need another holiday https://t.co/RFVUWBgU3D
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⁠Bourbon Capital
Earnings after close:

$ZS Zscaler
$ASND Ascendis Pharma
$GTLB Gitlab
$HQY HealthEquity
$OS OneStream
$ASAN Asana
$PD PagerDuty
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⁠Stock Analysis Compilation
THB AM on Globe Life $GL US

Thesis: Globe Life's stable cash flows, driven by increasing demand for life insurance and higher reinvestment yields, support its long-term investment appeal, despite recent market concerns

(Extract from their Q2 letter) https://t.co/y01ft8WSZC
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⁠Bourbon Capital
The following companies just reported earnings:

$ZS Zscaler -7.91%🔴
$ASND Ascendis Pharma -0.50%🔴
$GTLB Gitlab +11.91%🟢
$HQY HealthEquity -0.79%🔴
$OS OneStream +1.72%🟢
$ASAN Asana -15.58%🔴
$PD PagerDuty -12.68%🔴

Nvidia is down $NVDA -1.66%🔴 after hours
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⁠Quality Investing with Aria
First day back at college. I already wanna drop out 💀
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⁠Bourbon Capital
Companies reporting tomorrow,

Before Open:

$DKS Dick's Sporting
$DLTR Dollar Tree
$HRL Hormel Foods
$CNM Core & Main
$CIEN Ciena
$REVG Rev Group
$PGRU PropertyGuru

After Close:

$CPRT Copart
$HPE Hewlett Packard
$CASY Casey's
$DSGX Descartes
$CRDO Credo Technology
$AVAV AeroVironment
$Al https://t.co/BbFgGiFKNn
$CXM Sprinklr
$VRNT Verint Systems

which one will you be watching?
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⁠Matt McGarry
RT @thequotedog: I attended a 1-hour Newsletter Growth Webinar.

Here are my main takeaways. 👇

Thanks for putting this on @beehiiv @ej_beehiiv @danielcberk & @JMatthewMcGarry

I'm BUZZing with excitement. 🫨

I will BEE attending @ej_beehiiv's newsletter growth seminar in an hour. 🐝 📈

It's party time, BEEches. 🐝 🔥

Thanks, @beehiiv 🍯 - Michael Parrish
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⁠Quiver Quantitative
This post is blowing up, but does not appear to be accurate.

We have not seen Nancy Pelosi sell any Nvidia stock recently.

You can track her recent trades on Quiver. https://t.co/dh48heXDnW
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