⁠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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⁠Librarian Capital
Reminder: Prediction markets can be wrong
Rich people make bigger bets but aren't smarter

In 2016, gambling odds heavily tilted towards UK voting Remain in EU referendum

"As the polls closed, Betfair was predicting a 94% chance the UK would vote to stay"
https://t.co/h9RiDPQuCx https://t.co/niAXa6Beyx

Trump's lead in the odds just hit 5%. https://t.co/qKMQ8sTV9h - Polymarket
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⁠Bourbon Capital
$ASML down 4.75%🔴 and its down 25% so far

It's getting closer to $800 faster than I thought; I'm not going to buy it yet. I'd be more than happy to see it at $750 or lower.

Remember, in a semiconductor crash, buy quality stocks like $ASML and $TSM. If you experience a bigger crash, $SOXL could be your choice, but only if the ETF goes down to $20.
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⁠PitchDeckGuy
😂 https://t.co/CNhJW4Mkdk
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⁠Stock Analysis Compilation
Conestoga on Energy Recovery $ERII US

Thesis: Energy Recovery’s innovative pressure exchanger technology, vital for addressing global water scarcity, offers strong growth potential amid rising demand for energy efficiency

(Extract from their Q2 letter) https://t.co/rrU7f6nIfV
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⁠PitchDeckGuy
OpenAI is about to hit a $100B valuation

Here's their pitch deck: https://t.co/5HM3lQTpWe
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