⁠Quality Investing with Aria
RT @QualityInvest5: LIFE AS AN INVESTOR COULDN’T BE HARDER:

Buy $AMZN:
- 16x P/OCF
- Growing cash flows 25% (or even faster)
- Dominant cloud business & E-commerce business, #3 in ads

OR

Buy $GOOGL
- 19 PE
- Growing EPS 18-24%
- Monpoly on search, YouTube, #3 in cloud

I really can’t decide 🥲 https://t.co/a5viYZPfeo
tweet

⁠Quality Stocks
6 worst performers of the Nasdaq 100 in a week

ZScaler $ZS -22.0%
Dollar Tree $DLTR -21.1%
ASML $ASML -16.1%
Broadcom $AVGO -14.9%
KLA Corporation $KLAC -14.3%
NVidia $NVDA -14.3%

Are some of them becoming interesting for you? Or is waiting the best thing to do for now?
tweet

⁠Quality Investing with Aria
11% off the top. The Triple Qs will officially be in correction territory after today’s close

Chart below is for the S&P which isn’t even down 5% since the ATH yet.

Conclusion? These selloffs are normal 🤷‍♂️ https://t.co/MjCDwMLx4j
tweet

⁠Bourbon Capital
Did you buy anything this week?

lovely week
tweet

⁠Quality Stocks
If history is repeating itself, then the semiconductor segment price drop of 7.5% in a single day has been seen previously in... 2020 and 2008

Let's wait to see how it unfolds!

The semiconductor segment fell 7.5% on the stock market yesterday, which is rare enough to note. The last time was in March 2020, and the time before that in 2008 🙃

On the following chart, you can see each time that the SOX Semiconductor Index fell by 7.5% or more thanks to the yellow dots. - Tommy Douziech
tweet

⁠Quality Investing with Aria
Does $HIMS even have a moat? 🤔
tweet

⁠Quality Investing with Aria
I have a portrait of my dream car Porsche GT3 RS on my right as I work. Reminds me of the end goal when I feel even an ounce of laziness creep in https://t.co/z0W7aL5WqF
tweet

⁠App Economy Insights
RT @EconomyApp: $AVGO Broadcom Revenue by Segment https://t.co/qUH7bwZdLZ
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “I've found that when the market's going down and you buy stocks wisely, at some point in the future you will be happy. You won't get there by reading 'Now is the time to buy'.”

— Peter Lynch 🗣️

#stocks #investing
tweet

⁠PitchDeckGuy
T-Mobile has silently been dominating the carrier market👀

Here's their deck: https://t.co/f1y3URhfOT
tweet

⁠Quality Investing with Aria
Go ahead and pick up some $GOOGL shares, this is financial advice

- 18x FWD PE
- Infinitely Growing Business Model and TAM
- Revenue Re-accelerating >13% YoY (Should translate to just shy of 20% EPS Growth)

I seriously cannot find a feasible, material risk to the business🤷‍♂️ https://t.co/2L3MwSIEuM
tweet

⁠Stock Analysis Compilation
Conestoga on MSA Safety $MSA US

Thesis: MSA Safety’s leadership in worker safety products, combined with strong demand in key segments, positions it for sustained earnings growth

(Extract from their Q2 letter) https://t.co/X9ALiwAAid
tweet