Offshore
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Stock Analysis Compilation
Hedge funds' best ideas #8 is in your inbox 🔥
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Alger / Andvari / Arar / Ariel / Artemis / Artisan Partners / AVI / Bell AM / Brown Advisory / Brown Capital / Coho Partners / Davis funds / Loomis Sayles / Mar Vista / Polen Capital / THB AM / https://t.co/I9kn0uB6b8
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Hedge funds' best ideas #8 is in your inbox 🔥
(link in bio)
Alger / Andvari / Arar / Ariel / Artemis / Artisan Partners / AVI / Bell AM / Brown Advisory / Brown Capital / Coho Partners / Davis funds / Loomis Sayles / Mar Vista / Polen Capital / THB AM / https://t.co/I9kn0uB6b8
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Quality Stocks
🇺🇸🛡️ ZScaler $ZS shares plummet 16% 🔴 after the company slashed its annual forecast
The revised revenue outlook is now $2.6B - $2.62B, reflecting around 20% growth (est. $2.63B)
Adjusted EPS is expected to range between $2.81 and $2.87, significantly below the estimated $3.33.
Following this announcement, 10 analysts have downgraded their price targets
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🇺🇸🛡️ ZScaler $ZS shares plummet 16% 🔴 after the company slashed its annual forecast
The revised revenue outlook is now $2.6B - $2.62B, reflecting around 20% growth (est. $2.63B)
Adjusted EPS is expected to range between $2.81 and $2.87, significantly below the estimated $3.33.
Following this announcement, 10 analysts have downgraded their price targets
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Offshore
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Quality Investing with Aria
Option A:
$GOOGL is at a 19 PE this only happens once every few years. BUY THE DIP!!!
Option B:
“Build a goddamn savings for once in your life you moron” https://t.co/ASopDJB7XJ
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Option A:
$GOOGL is at a 19 PE this only happens once every few years. BUY THE DIP!!!
Option B:
“Build a goddamn savings for once in your life you moron” https://t.co/ASopDJB7XJ
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Offshore
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Bourbon Capital
Intel is now trading at the same price it was at in 1997
Imagine working for Intel $INTC since 1997 and never cashing out.. a big chunk of their 401k is in Intel https://t.co/fXDfzPeKDp
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Intel is now trading at the same price it was at in 1997
Imagine working for Intel $INTC since 1997 and never cashing out.. a big chunk of their 401k is in Intel https://t.co/fXDfzPeKDp
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Offshore
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Quality Investing with Aria
I FORGOT HOW MUCH I LOVE THIS BOOK!!
“It was this desire for a feeling of importance that led an uneducated, poverty-stricken grocery clerk to study some law books he found in the bottom of a barrel of household plunder that he had bought for fifty cents. You have probably heard of this grocery clerk. His name was Lincoln”
6th read btw 😉
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I FORGOT HOW MUCH I LOVE THIS BOOK!!
“It was this desire for a feeling of importance that led an uneducated, poverty-stricken grocery clerk to study some law books he found in the bottom of a barrel of household plunder that he had bought for fifty cents. You have probably heard of this grocery clerk. His name was Lincoln”
6th read btw 😉
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Offshore
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Stock Analysis Compilation
Baron Capital on Procore Technologies $PCOR US
Thesis: Procore’s dominant position in construction management software, combined with a vast market opportunity and innovative pricing model, sets the stage for sustained growth and margin expansion
(Extract from their Q2 letter) https://t.co/0XseQEUYB1
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Baron Capital on Procore Technologies $PCOR US
Thesis: Procore’s dominant position in construction management software, combined with a vast market opportunity and innovative pricing model, sets the stage for sustained growth and margin expansion
(Extract from their Q2 letter) https://t.co/0XseQEUYB1
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Offshore
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Bourbon Capital
$DLTR is now trading at the same price it was at in 2015
Another company joining the '-20% crash in a single day' gang, just like $NKE, $SBUX, $CVS, and $CRWD.
It looks like a nice opportunity but I won't buy anything yet https://t.co/sQUfclLDHD
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$DLTR is now trading at the same price it was at in 2015
Another company joining the '-20% crash in a single day' gang, just like $NKE, $SBUX, $CVS, and $CRWD.
It looks like a nice opportunity but I won't buy anything yet https://t.co/sQUfclLDHD
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Offshore
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Quality Investing with Aria
Price dictates sentiment I guess. If I didn’t have a hard rule against narrow moat companies id probably pick up shares here
- 36x TTM PE
- 30% Revenue growth
- Wildly popular among young people on the go
What do you think of $CELH after the -70% selloff 🤯 👇 https://t.co/I01BGYZ2eY
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Price dictates sentiment I guess. If I didn’t have a hard rule against narrow moat companies id probably pick up shares here
- 36x TTM PE
- 30% Revenue growth
- Wildly popular among young people on the go
What do you think of $CELH after the -70% selloff 🤯 👇 https://t.co/I01BGYZ2eY
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Quality Investing with Aria
So when canada cuts rates USD/CAD drops aggressively 👍
Got it https://t.co/pBGfHMMmmH
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So when canada cuts rates USD/CAD drops aggressively 👍
Got it https://t.co/pBGfHMMmmH
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Librarian Capital
Admiral $ADM, despite its ~24% price gain in the past year, remains ~20% below its 2021 peak
Its price performance remains a fraction of that at Progressive $PGR in the US (based on local currencies)
Hypothesis: structural differences between UK and US https://t.co/mzIctpz0xI
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Admiral $ADM, despite its ~24% price gain in the past year, remains ~20% below its 2021 peak
Its price performance remains a fraction of that at Progressive $PGR in the US (based on local currencies)
Hypothesis: structural differences between UK and US https://t.co/mzIctpz0xI
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