⁠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
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⁠Bourbon Capital
Congratulations, everyone! We have survived the first week:

ASML Holding $ASML -16%🔴
GOOG $GOOG -7%🔴

Visa Inc. $V +1.49%🟢
PepsiCo, Inc. $PEP +3.05%🟢
UnitedHealth Group $UNH +129%🟢
Ulta Beauty $ULTA 2.27% 🟢 https://t.co/VZYoVkJQLl
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⁠Bourbon Capital
RT @BourbonCap: I love how everything looks perfect on LinkedIn; everyone seems professional, nobody appears corrupt, everyone is smart, and they all seem to know what they're doing. But when you go outside, you see corruption everywhere, nothing gets done, and 90% of the people are just a few hours away from bankruptcy.

People don't know anything. No one really knows what they're doing; they're all just throwing stuff at the wall and hoping it sticks
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⁠PitchDeckGuy
$GME jumped after Roaring Kitty made his first tweet in months

Here's their deck https://t.co/MUCkVgntUZ
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⁠Quality Stocks
Big cap healthcare are defensive plays during rough times

Here are 3️⃣1️⃣ healthcare stocks sorted by net profit margin. Any stock you like?

🇺🇸 Vertex $VRTX 36.7%
🇩🇰 Novo Nordisk $NVO 35.1%
🇺🇸 Eli Lilly $LLY 30.1%
🇺🇸 Regeneron $RGEN 29.9%
🇺🇸 Merck&Co $MRK 29.6%
🇺🇸 Zoetis $ZTS 26.9%
🇺🇸 Intuitive Surgical $ISRG 25.4%
🇨🇭 Novartis $NOVN 22.3%
🇺🇸 Johnson&Johnson $JNJ 21.9%
🇨🇭 Roche $ROG $21.5%
🇦🇺 CSL $CSL 19.7%
🇺🇸 Danaher $DHR 17.8%
🇺🇸 Stryker $SYK 16.9%
🇬🇧 AstraZeneca $AZN 16.6%
🇬🇧 GSK $GSK 16.3%
🇺🇸 Abbvie $ABBV 15.9%
🇺🇸 Medtronic $MDT 15.3%
🇺🇸 Thermo Fisher $TMO 14.3%
🇫🇷 Sanofi $SAN 14.1%
🇺🇸 Abbott $ABT 13.9%
🇺🇸 Boston Sc. $BSX 12.8%
🇺🇸 Pfizer $PFE 10.8%
🇺🇸 Amgen $AMGN 10.5%
🇫🇷 EssilorLuxoticca $EL 10.5%
🇺🇸 Becton Dickison $BDX 9.9%
🇺🇸 HCA Healthcare $HCA 8.4%
🇺🇸 Unitedhealth $UNH 6.0%
🇺🇸 Elevance Health $ELV 4.7%
🇺🇸 Cigna $CI 2.1%
🇺🇸 CVS $CVS 1.8%
🇺🇸 Bristol Myers $BMY -7.0%
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⁠Librarian Capital
PureCycle $PCT down another 11% today
Now down ~60% since the exchange below in Oct-22

Information is everywhere, but not everyone is right
Picking the right account(s) to follow creates alpha https://t.co/kbOra2qHBN

It was this tweet which made me decide to reveal my thesis.

He told the world that I was just a troll.

I am a troll. I objected to "just".

$PCT - John_Hempton
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⁠Bourbon Capital
Congratulations, everyone! We have survived the first week:

ASML Holding $ASML -16%🔴
GOOG $GOOG -7%🔴

Visa Inc. $V +1.49%🟢
PepsiCo, Inc. $PEP +3.05%🟢
UnitedHealth Group $UNH +1.29%🟢
Ulta Beauty $ULTA 2.27% 🟢 https://t.co/3VKBdbXrhq
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⁠Bourbon Capital
Some random guy posted yesterday that $TSLA was going to $10k.

The stock crashed today -8.45%🔴 not even 24 hours later...

Is this a prank? https://t.co/xDPzFnJMdi
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⁠Quality Stocks
🇫🇷 ST Microelectronics $STM is a French/Italian semiconductor manufacturer

It is know to be a value play

It is still down 10% in the last 5 days. Being cheap is not necessarily a protection against going down
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