Quality Investing with Aria
This post definitely didn’t upset anyone 💀
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This post definitely didn’t upset anyone 💀
2 hours of my piece of shit accounting class is through. So far I learned
- what is an asset 😳
- what is profit 🥴
- what’s interest 😤
- EPS 😯
- market value (she meant market cap)
And the holy grail of it all!!
- MARKET TO BOOK PRICE… she meant
P/B ratio 🤦♂️
Get me out tweet
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Bourbon Capital
Good morning everyone, I hope you are having a great day so far
The following companies just reported:
$DKS Dick's Sporting -1.34🔴
$DLTR Dollar Tree -10.84%🔴
$HRL Hormel Foods -6.85%🔴
$CNM Core & Main -11.75%🔴
$CIEN Ciena -0.61%🔴
$REVG Rev Group -12.41%🔴
$PGRU PropertyGuru +1.06%🟢
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Good morning everyone, I hope you are having a great day so far
The following companies just reported:
$DKS Dick's Sporting -1.34🔴
$DLTR Dollar Tree -10.84%🔴
$HRL Hormel Foods -6.85%🔴
$CNM Core & Main -11.75%🔴
$CIEN Ciena -0.61%🔴
$REVG Rev Group -12.41%🔴
$PGRU PropertyGuru +1.06%🟢
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Offshore
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Librarian Capital
Paul Graham "founder mode" essay
"Founder after founder ... hire professional fakers and let them drive the company into the ground"
Founder "micromanaging" sounds like an alternative answer out of resignation that the original problem (hiring & incentives) can't be solved https://t.co/wUNZhhLkog
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Paul Graham "founder mode" essay
"Founder after founder ... hire professional fakers and let them drive the company into the ground"
Founder "micromanaging" sounds like an alternative answer out of resignation that the original problem (hiring & incentives) can't be solved https://t.co/wUNZhhLkog
Founder Mode: https://t.co/3hOnlKOJBi tweet
Offshore
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Matt McGarry
15 spots left for early bird pricing this cohort!
Join Write, Grow, Sell below: https://t.co/lfmxNg0Yyh
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15 spots left for early bird pricing this cohort!
Join Write, Grow, Sell below: https://t.co/lfmxNg0Yyh
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Offshore
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Stock Analysis Compilation
Artisan Partners on LKQ $LKQ US
Thesis: LKQ’s dominant market position, consistent cash flow, and attractive valuation present a compelling opportunity for value investors
(Extract from their Q2 letter) https://t.co/pwEi1rBPwb
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Artisan Partners on LKQ $LKQ US
Thesis: LKQ’s dominant market position, consistent cash flow, and attractive valuation present a compelling opportunity for value investors
(Extract from their Q2 letter) https://t.co/pwEi1rBPwb
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Lumida Wealth Management
1/ Daily News Round-Up:
- Intel's revenue plummets 20%, one of its worst quarters in years.
- Nvidia, Dollar Tree, and Hormel Foods fall sharply in premarket after earnings.
- Bitcoin drops to $25K as U.S. stocks tumble across the board.
- BofA cuts China's growth forecast for 2023 from 6.2% to 5.1%.
- Lyft to lay off employees in its bikes and scooters division.
#News #Finance #Tech #MarketUpdate
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1/ Daily News Round-Up:
- Intel's revenue plummets 20%, one of its worst quarters in years.
- Nvidia, Dollar Tree, and Hormel Foods fall sharply in premarket after earnings.
- Bitcoin drops to $25K as U.S. stocks tumble across the board.
- BofA cuts China's growth forecast for 2023 from 6.2% to 5.1%.
- Lyft to lay off employees in its bikes and scooters division.
#News #Finance #Tech #MarketUpdate
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Offshore
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Quality Investing with Aria
$ASML is a chokepoint in the chip manufacturing industry and enjoys an oligopolistic/monopolistic nature
- 30x fwd PE
- 20-25% EPS Growth
- Total Monopoly on EUV Machines
I think the 750-800 range is undervalued. What do you think 🤔 👇 https://t.co/nCIJcqixV7
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$ASML is a chokepoint in the chip manufacturing industry and enjoys an oligopolistic/monopolistic nature
- 30x fwd PE
- 20-25% EPS Growth
- Total Monopoly on EUV Machines
I think the 750-800 range is undervalued. What do you think 🤔 👇 https://t.co/nCIJcqixV7
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