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Quality Investing with Aria
Fun times in my portfolio
$AMZN and $CRM are 35 and 30% respectively so I won’t be adding
$GOOGL is EXTREMELY UNDERVALUED, top of my buy list
$MA is around fair value / slight premium I’m happy to hold
$ASML is slightly undervalued but I haven’t done my homework on the geo politics risk
$UBER is a sub 2% position I’m unsure I even want in my portfolio long term. I could swap it out for more $GOOGL soon
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Fun times in my portfolio
$AMZN and $CRM are 35 and 30% respectively so I won’t be adding
$GOOGL is EXTREMELY UNDERVALUED, top of my buy list
$MA is around fair value / slight premium I’m happy to hold
$ASML is slightly undervalued but I haven’t done my homework on the geo politics risk
$UBER is a sub 2% position I’m unsure I even want in my portfolio long term. I could swap it out for more $GOOGL soon
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Offshore
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Matt McGarry
4 spots left now!
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4 spots left now!
8 spots left for early bird pricing!!
Join Write, Grow, Sell before the price goes up by $200:
https://t.co/162j3O6tdk tweet
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Bourbon Capital
What a lovely week:
$GOOG down 7% this week
$ASML down 15% this week
$AVGO down 14%
$NVDA down 14%
$SOXL down 30%
i'm not buying anything yet, but I hope you are having a good week so far https://t.co/3pQ0E2oOSo
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What a lovely week:
$GOOG down 7% this week
$ASML down 15% this week
$AVGO down 14%
$NVDA down 14%
$SOXL down 30%
i'm not buying anything yet, but I hope you are having a good week so far https://t.co/3pQ0E2oOSo
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AkhenOsiris
No one to blame but ourselves chasers...retest the lows only because @DanielTNiles cancelled this call when Iran failed to attack Israel after the Olympics (yes, it's absurd)
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No one to blame but ourselves chasers...retest the lows only because @DanielTNiles cancelled this call when Iran failed to attack Israel after the Olympics (yes, it's absurd)
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Librarian Capital
"Lunch with the FT: John Lewis chair Sharon White"
The comments!
"Comments are now closed on this story"
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"Lunch with the FT: John Lewis chair Sharon White"
The comments!
"Comments are now closed on this story"
John Lewis chair Sharon White: ‘I always ask: what’s the upside?’ https://t.co/5XTTiqE0Vj tweet
twitter.com
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Hidden Value Gems
A good reminder that just because the market as a whole usually goes up, individual stocks often don't, even if it is a well-known brand in a growing category
h/t @WhitneyTilson
$INTC $AAP $WBA https://t.co/TxiVmpz6Ha
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A good reminder that just because the market as a whole usually goes up, individual stocks often don't, even if it is a well-known brand in a growing category
h/t @WhitneyTilson
$INTC $AAP $WBA https://t.co/TxiVmpz6Ha
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Offshore
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Stock Analysis Compilation
RS Investments on Fortrea $FTRE US
Thesis: Fortrea’s turnaround potential, led by new leadership and strategic cost-cutting, offers a promising long-term investment despite short-term challenges
(Extract from their Q2 letter) https://t.co/beZC5sHXgp
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RS Investments on Fortrea $FTRE US
Thesis: Fortrea’s turnaround potential, led by new leadership and strategic cost-cutting, offers a promising long-term investment despite short-term challenges
(Extract from their Q2 letter) https://t.co/beZC5sHXgp
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Bourbon Capital
RT @BourbonCap: And just like that, day traders became long-term investors.
Rip $MBLY
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RT @BourbonCap: And just like that, day traders became long-term investors.
Rip $MBLY
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Quality Investing with Aria
$VOO is down 4.3% in the first 5 days of September already
Its not looking good 😅 https://t.co/dW032nBHAn
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$VOO is down 4.3% in the first 5 days of September already
Its not looking good 😅 https://t.co/dW032nBHAn
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