⁠Quality Stocks
🎉 It's one pager thursday!

🇵🇱 Dino Polska $DNP
🇫🇷 Dassault Aviation $AM
🇺🇸 Manhattan Associates $MANH

And a stock duel including the one pagers of Fortinet $FTNT and Palo Alto $PANW

Here is a sample, the other ones are available on the link in my bio 🔗 https://t.co/afZQQEjJiJ
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⁠Investing visuals
ASML $ASML stock is down 27% since its peak in Juli, making its valuation more reasonable.

Here’s the company at a glance👇🔍 https://t.co/9SnEAfUiDG
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⁠Bourbon Capital
I love September

$GOOG down 18% so far
$ASML down 23%
$ODFL down 17%

I hope we can get a cheaper price soon, $OXY is cheap but some people don't like Oil
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⁠Librarian Capital
Hershey $HSY replaces Head of US Confection

Michael Del Pozzo to join from PepsiCo $PEP, where he spent 23 years, most recently as GM of Gatorade

He replaces Charles Raup, in role since 2019, now "retiring to pursue other executive opportunities" https://t.co/Crw1ocmtQz
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⁠Capital Employed
We have a great interview dropping tomorrow with a talented fund manager.

Subscribe to this direct to your inbox 👇

https://t.co/jEccgMxHme
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⁠Bourbon Capital
I know it's hard, but when the market is down, buy quality stocks; then you can focus on other companies.

Don't waste your money buying 'Meme Stocks' or NFTs. Companies like $AMC and $CLOV are printing a lot of shares to stay in business, just like $C in 2008, and they never bought those shares back.

$INTC and $BA might recover, but this is going to take a while.

Everyone loses money in the market, but keep adding quality stocks
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⁠Librarian Capital
YTD, Philip Morris $PM and Altria $MO have returned 2x the gain in the NASDAQ Composite in price alone

h/t Gaurav Jain, Barclays' Head of Global Tobacco https://t.co/Z6l3pyAd97
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⁠Bourbon Capital
Berkshire Hathaway $BRK.B average price:

Occidental Petroleum Corporation $OXY $50.37
Chubb Limited $CB $240
Citigroup Inc. $C $61
Nu Holdings Ltd. $NU $9.38
Ally Financial Inc. $ALLY $42.86
Ulta Beauty, Inc. $ULTA $385
Sirius XM Holdings Inc. $SIRI $3.32
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⁠Quality Investing with Aria
Average $CELH take 3 months ago:

“THEYRE GONNA GROW AT 100% FOREVER AND DISRUPT WATER”

Turns out those assumptions were a tad bit too rosy 😅 https://t.co/ONAaGOxBne
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⁠Investing visuals
Apple $AAPL is back on top as the worlds most valuable company🥇

Will this high-quality compounder keep it's top spot?✨ https://t.co/MmQkEMdReI
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⁠Quality Investing with Aria
RT @QualityInvest5: $GOOGL might be the easiest money you'll ever make in your life:

- 19x Forward PE
- 17% Projected EPS Growth 5Y
- And I borrow from @FinFluentialx: "A moat wider than your ex-wife's waistline"

This company withholds access to information, across the WORLD. I'm a buyer at $157 https://t.co/3449X43Lpz
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