⁠Hidden Value Gems
Somehow I missed that this market is no longer about the Mag 7….

From BMO:

“Participation levels have also improved dramatically since 3Q started as 339 S&P 500 stocks have outperformed the broader index – the highest level in about 22 years.”
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⁠Ahmad Jivraj
RT @StockMKTNewz: The semiconductor value chain https://t.co/WQmrdBQp86
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⁠Stock Analysis Compilation
Artisan Partners on Paypal $PYPL US

Thesis: PayPal, with dominant payment networks and strong assets, offers an attractive entry point amid competitive pressures, backed by strong management and cash flow potential

(Extract from their Q2 letter) https://t.co/Hzrzz0MDcv
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⁠App Economy Insights
📊 Earnings season visualized.

200+ companies covered.

Grab the latest report.👇
https://t.co/Ou6l6FapAH https://t.co/dgM4wDsrus
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⁠Librarian Capital
Premium+ gin volume - global, UK & Spain (IWSR)

UK gin volume falling since 2021, incl. by 16% in 2023 *
Spain and global volume also fell in 2023
Pockets of growth, e.g. Japan (+31%), India (+8%)

* FeverTree UK revenues fell 1.2% in 2023 (and by 1.8% in 2022)

$DGE $DEO $FEVR

h/t @RaphaelVignes
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⁠Stock Analysis Compilation
Patient Capital Management on Illumina $ILMN US

Thesis: Illumina, the leader in genomic sequencing with 80% market share, is positioned for a strong comeback after shedding an unprofitable division, offering an attractive entry point.

(Extract from their Q2 letter) https://t.co/Gbzu4FG7UQ
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⁠Investing visuals
Tesla $TSLA is reporting quarterly delivery numbers on Tuesday. A quick preview:

🔹Expected deliveries of 465k, up 7% y/y
🔹Deliveries increased by 9% in March and 5% in June https://t.co/ZeQFZ9PlIh
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⁠Ahmad Jivraj
was booking a flight today and saw something new: There was an option to "hold my fare price" for 3 days for a few $.

interesting option.
Wonder how many people pay for this option?
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⁠Librarian Capital
Philip Morris $PM's ZYN is important enough for this:

"Tump’s campaign started running a digital ad aimed at men under 35 in battleground states that criticizes Minnesota Gov. Tim Walz, Harris’ running mate, for applying the state’s tobacco tax to Zyn" (NBC News)

.@akarl_smith reports: "In the last week, Trump’s campaign started running a digital ad aimed at men under 35 in battleground states that criticizes Walz...for applying the state’s tobacco tax to Zyn"
https://t.co/2v9J2T4dEc - Alex Thompson
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⁠Dimitry Nakhla | Babylon Capital®
“The business schools reward difficult complex behavior more than simple behavior, but simple behavior is more effective.”

— Warren Buffett 🗣️

#stocks #investing
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⁠Stock Analysis Compilation
The London Company on Tempur $TPX

Thesis: Tempur's market leadership, pricing power, and growth initiatives, including the potential Mattress Firm acquisition, provide a solid foundation for long-term success despite short-term market skepticism

(Extract from their Q2 letter) https://t.co/a9lgIfiFPO
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