⁠Investing visuals
ServiceNow $NOW is a top-tier SaaS company trading at a reasonable price. Here's an overview of this elite software player 💎👇 https://t.co/5N0uH7rh6n
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⁠Stock Analysis Compilation
Donville Kent on VitalHub $VHI CN

Thesis: VitalHub is set for continued growth through strategic acquisitions and expanding profit margins, making it a compelling investment in the health technology sector

(Extract from their Q2 letter) https://t.co/5UG1P4JSfN
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⁠Stock Analysis Compilation
Conestoga on SPX Technologies $SPXC US

Thesis: SPX Technologies is strategically positioned for sustained growth, driven by its focus on high-margin, innovative niche solutions in HVAC and D&M sectors

(Extract from their Q2 letter) https://t.co/uVruuRFLWT
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AkhenOsiris
Purugod slaps on the hedges and proclaims primary trend is DOWN, Dan Niles looks for opportunities beyond Mag7... and of course Nas/Qs rip 5% 😂
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AkhenOsiris
Japan makes up somewhere between 5-7% of Amazon global sales. USDJPY is down almost 15% since July and has hawkish BoJ on its side. USD weakness in general will be helping the #s for megacaps/multinationals
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AkhenOsiris
The Nasdaq has V-shape recovered the 1st week of September beatdown. Is it back to regular scheduled final 2 weeks of September weakness or is Powell gonna keep this party going
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⁠Hidden Value Gems
Economy is too complex to draw conclusions from just one chart, but this one made me pause...

60-day delinquencies are back to the GFC level, although this has not translated into much higher credit spreads yet. https://t.co/uYQhebA6X8
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⁠Stock Analysis Compilation
Baron Capital on Tips Industries $TIPSINDLTD IN

Thesis: Tips Industries is poised for strong growth, riding the wave of India's digital transformation with a monetization strategy that promises substantial returns

(Extract from their Q2 letter) https://t.co/XbXijCKLm7
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⁠Stock Analysis Compilation
Munro on ASMI $ASMI NA

Thesis: ASM International is a key enabler in the semiconductor industry's transition to advanced logic chips, poised for strong growth driven by its leadership in Atomic Layer Deposition technology

(Extract from their Q2 letter) https://t.co/9JMzZ4RRbS
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