⁠App Economy Insights
$ORCL Oracle just hit a new all-time high.

What's driving the momentum?

📊 Q1 visualized.
☁️ OCI's rising market share.
⚙️ Ellison's bold prediction on AI.
https://t.co/iFIo4ewI0q
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⁠Stock Analysis Compilation
Baron Capital on Vulcan Materials Company $VMC US

Thesis: Vulcan's dominant position in aggregates, coupled with high barriers to entry and robust pricing power, makes it a prime beneficiary of accelerating infrastructure spending in the U.S

(Extract from their Q2 letter) https://t.co/VFGSnG90hh
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⁠Investing visuals
Microsoft $MSFT is down 13% from its peak in July, making its risk/reward quite attractive.

Here’s a quick overview of the company👇🔍 https://t.co/DLR60DA20p
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⁠Stock Analysis Compilation
Baron Capital on Ibotta $IBTA US

Thesis: Ibotta's strong partnerships, especially with Walmart, and its scalable, profitable cashback model position it as a leader in the digital rewards space, poised for significant growth

(Extract from their Q2 letter) https://t.co/tp19n82lSO
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AkhenOsiris
@munster_gene

ATT CEO now on CNBC: I don't think this phone will be crazy (like 4G to 5G) but ultimately the consumer will decide.
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AkhenOsiris
So the financials are giving market moving forward commentary at their conference, what's all this shit about conferences just regurgitating what was said on earnings calls...or is that a tech thing
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AkhenOsiris
Speaking to some buy-side, they are having trouble squaring accelerating cloud spend with slowdown/recession
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AkhenOsiris
Don't think a soft landing/slowdown will derail the shift that's got some life thanks to AI...something deeper could have an impact
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AkhenOsiris
Fintwit, Finx, whatever it's called gonna lose its collective mind with PINS under 29 now
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AkhenOsiris
Not seeing enough AMZN hype today, 180 upcoming? LFG
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AkhenOsiris
LFG @BigBullCap
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⁠Stock Analysis Compilation
Acatis on Veeva Systems $VEEV US

Thesis: Veeva Systems' robust position in cloud-based healthcare solutions, combined with a diversified product offering and strong cash flow, positions it for continued high-margin growth

(Extract from their Q2 letter) https://t.co/kZQ8Uf3r8p
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⁠Stock Analysis Compilation
RS Investments on Mueller Water Products $MWA US

Thesis: Mueller Water Products is positioned to capitalize on the aging U.S. water infrastructure, with improving margins and ROIC driving future growth

(Extract from their Q2 letter) https://t.co/NGQPpnxlDD
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AkhenOsiris
Awww Dan, the retest of the lows was so close 😥

I continue to look beyond the tech sector & the Magnificent 7 for ideas through year-end. I like consumer staples, telecom services & utilities as sectors that will benefit from rate cuts through year-end though roughly overbought near-term. Sentiment in oil is now getting negative enough that I believe it is a good time to look at the energy sector as well.

WTI oil last traded at these levels of $66 in December of 2021 and is near oversold levels. I believe for prices to go much lower, that global GDP growth will need to slow dramatically despite: 1) low oil prices now acting as a stimulant for global growth, and 2) expected rate cuts by central banks. - Dan Niles
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