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%🟢
tweet
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%🟢
tweet
Offshore
Photo
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
tweet
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
Photo
Matt McGarry
15 spots left for early bird pricing this cohort!
Join Write, Grow, Sell below: https://t.co/lfmxNg0Yyh
tweet
15 spots left for early bird pricing this cohort!
Join Write, Grow, Sell below: https://t.co/lfmxNg0Yyh
tweet
Offshore
Photo
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
tweet
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
tweet
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
tweet
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
tweet
Offshore
Photo
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
tweet
$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
tweet
Offshore
Photo
Quiver Quantitative
Nancy Pelosi has lost almost $5M in unrealized gains in the last two days, per our estimates.
She is now worth just $245M.
She is now up just $14M YTD. https://t.co/KgruFdPevI
tweet
Nancy Pelosi has lost almost $5M in unrealized gains in the last two days, per our estimates.
She is now worth just $245M.
She is now up just $14M YTD. https://t.co/KgruFdPevI
tweet