⁠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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⁠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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⁠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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⁠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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⁠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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⁠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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⁠Quality Investing with Aria
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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⁠Bourbon Capital
When the stock is down: 'This stock is garbage.'

When the stock is up: 'I'm a long-term investor; I saw this potential before anyone else did.'

I feel like I'm reading a 10-year-old kid's diary.
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AkhenOsiris
RT @mark_dow: We’re entering that time of year when everyone has to roll out their recession forecast to 2025
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AkhenOsiris
RT @AlphaSeeker84: Gtlb up 15% on those results? You mofos are crazy. After sell sides finishes drooling over gtlb tomorrow this is a short
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⁠Bourbon Capital
If you haven't seen your stock go down 50%, you aren't ready yet.

People buy the dip because their stocks are down 10%. It's one of the most ridiculous things.
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⁠PitchDeckGuy
DoorDash IPO'd 3.5 years ago

They’ve raised $3.37 billion

Here's their YC pitch https://t.co/jiHpZKcyDQ
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⁠Bourbon Capital
I love how $CELH EPS is up 64% YoY and Revenue is up 23% YoY but the stock is down 65%

Error 404 not found, lovely logic
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