Tiwat Chutipat

Head of Digital Asset at Liberator Securities. Host. Teacher. Moderator. Columnist. Podcaster. Photographer. Son.

[Tiwat Chutipat @tiwatfca]

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[Tiwat Chutipat @tiwatfca]

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[Tiwat Chutipat @tiwatfca]

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[Tiwat Chutipat @tiwatfca]

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[Stock Market Nerd @StockMarketNerd]

Fed statement & Powell Presser Highlights:

[Tiwat Chutipat @tiwatfca]

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[Invest In Assets 📈 @InvestInAssets]

US-listed companies with <1 PEG and +15 ROIC5Y:

[Pursuing Freedom @PursuingFreed0m]

I've seen several people screaming that a recession is imminent and pointing to the Sahm rule.

Here is everything you need to know about the Sahm rule:

[Just a Dude Who Invests @DudeWhoInvests]

Many high quality companies are trading at deeply discounted prices right now...

Here are 7 of them that are trading at 5 year low price/cash flow multiples at their current prices. (Thread 🧵)

[Barchart @Barchart]

3M $MMM soars by 23%, its largest gain in history

[From Growth To Value @FromValue]

There's a lot of talk about the Mag7 being overvalued. Let's examine the valuations from a few different angles.

$NVDA $AAPL $MSFT $AMZN $GOOGL $TSLA $META

[Fiscal.ai @fiscal_ai]

Here are 8 hyper-growth companies with significant insider ownership:

{Thread}

[Tiwat Chutipat @tiwatfca]

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[Trader News @TraderverseNews]

Pre-Market Movers 📰📊

$SHOP: Up 5.3% after Bank of America upgraded to buy from neutral, citing strong revenue growth and healthy margin expansion.

$MTCH: Up 5.7% as Starboard Value acquired a 6.5% stake, pushing for improved growth and profitability or a potential privatization.

$RDDT: Down 3.1% after Loop Capital downgraded to hold from buy, citing increased risks outweighing potential upside.

$SCHW: Down 4.6% on Q2 results; 73 cents EPS and $4.69 billion revenue narrowly beat estimates, but net interest margin missed analysts’ expectations.

$MS: Down 2.6% despite beating Q2 estimates; profit surged 41% and revenue rose 12% to $15.02 billion, driven by trading and investment banking performance.

$BAC: Up 1.7% after Q2 results topped expectations with 83 cents EPS and $25.54 billion revenue, surpassing the $25.22 billion consensus estimate.

$PNC: Down 1% after Q2 revenue of $5.41 billion matched the LSEG consensus estimate, showing stable performance.

$EPAM: Up 2.5% after Jefferies upgraded to buy from hold, citing valuation and earnings trough, along with an underappreciated AI opportunity.

$DLTR: Down 1.8% after Piper Sandler downgraded to neutral from overweight, citing potential negative impacts from proposals by Biden and Trump campaigns.

$UNH: Rose 2.4% on better-than-expected Q2 results; $6.80 EPS on $98.86 billion revenue, beating the $6.66 EPS and $98.84 billion revenue estimates.

[Compounding Quality @QCompounding]

20 Quality Stocks You Should Know

Monopolies and oligopolies outperform the market over time

Here are 20 stocks that should beat the S&P 500:

[Fiscal.ai @fiscal_ai]

6 industry leaders that just hit new 52-week lows:

{Thread}

[Blossom @meetblossomapp]

Here are the largest ETFs in the world based on Assets Under Management

[Evan @StockMKTNewz]

"There's always something to worry about." - Peter Lynch

[Earnings Hub @EarningsHubHQ]

Here’s how the world feels about AI

[Koyfin @KoyfinCharts]

Here are 8 companies trading close to their lowest valuation in a decade:

1) $AMZN Amazon

Market cap: $2.1 trillion
PE: 41.4x
PS: 3.2x
EV/EBIT: 33.7x