It looks like many investors enjoyed our short analysis of Google’s earnings as likes spiked compared to previous posts 📈 Seems like the balance of timing + insight is resonating with you. Thanks for the support! We're resharing it here in case you missed it. If you found it useful, a like or repost helps spread the word 🙏 Tagging a few creators who might find this interesting too 👇 @IFB_podcast @ftr_investors @QCompounding @StockMarketNerd @SergeyCYW @TheEUInvestor @QualityInvest5 @TopCornerInvest @DutchInvestors @ValueEngineer_ @dissectmarkets @FromValue @kostofff @Valuehunte @ValueInvestorAc @DividendDude_X @dividendology @DividendGrowth stockopine.com/p/alphabets-q…

Fortinet’s Business Model $FTNT 1/ Fortinet is a dominant player in network security, consistently ranking as the top vendor in firewall unit shipments. Fortinet’s Go-to-Market Model Fortinet operates a two-tiered distribution model, selling security solutions to distributors (e.g., Arrow, Ingram Micro, TD Synnex). These distributors supply resellers, MSSPs, and service providers, who then sell to end customers or offer hosted security solutions.

We're excited to announce that, as part of our product revamp, we're granting everyone access to our in-depth analysis of Adyen. This comprehensive report shows the depth of our research. $ADYEN A thread on the report 🧵 1️⃣ Introduction to Adyen Adyen is a global financial technology platform that streamlines payment processes for businesses worldwide. Founded in 2006, it has rapidly grown to become a leader in the payments industry.

The US Consumer is doing fine ☑️ $LULU $WMT $COST

“Our brand remains strong in the U.S. market. Traffic was up across both channels, and Google search queries remain positive. Guests are looking for our product, coming into our stores and visiting our e-commerce sites. While we continue to see growth in our men's business, we have experienced a slowdown in women's. We have improved our in-stocks in smaller sizes through Q2 and are entering Q3 better positioned. As we've analyzed our women's business in more detail, we have determined the most significant factor was a product plan that introduced less newness across core and seasonal styles.” “The teams are working well together and already in action. Our near-term action plan leverages our capabilities in chase and fast-track design to bring more seasonal newness into our women's assortment as quickly as possible.” “We are optimistic that we will begin to see the benefits of these strategies over the upcoming quarters and return to our historical levels of newness no later than spring 2025.” $LULU CEO Calvin McDonald

After $ADYEN, $FI Fiserv expanded its partnership with $PYPL to enable Fastlane that accelerates checkout flows. PayPal’s stock price keeps going higher 🔥

Here are the worst performers YTD in the S&P 500 according to @KoyfinCharts : 1) Walgreens Boots $WBA - (62)% 2) Intel $INTC - (60)% 3) Lululemon $LULU - (49)% 4) DexCom $DXCM - (43)% 5) Lamb Weston $LW - (43)% Do you hold any of these stocks? We’re holding LULU. Let’s see if today’s earnings change anything.