wefreespirits.com
The Difference Between Sunni, Shia, and Sufi Islam
Uncover the differences between Sunni, Shia, and Sufi Islam and go on an enlightening journey through Islam's core beliefs and principles.
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#$W is an active hashtag on Bluesky. In the last 30 days, 6 people shared 11 posts with it โ around 0 a day. The busiest day was Aug 2 with 4 posts.
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Posts with #$W
Depot, Lowes paint picture of stable sales & margin in end-market hugely linked to (very low) housing turnover in ๐ on US consumer. Store traffic still down offset by ticket. $LOW still (unusually) out-comping $HD although that gap shrank this Q. $XLY $XRT $XLF $WSM $W
Rahul Sharma @retailguru.bsky.social
Lots to like at Target: comp better & traffic up on 4-year stack. Inventory down 4 to 59 days, lowest in 2 years. But just as much, $TGT is read on strength of US consumer across board. Discretionary apparel, hardlines, beauty all outpaced total sales ๐ฅ $WMT $AMZN $XLY $XLF $XRT
0 1 9
Upscale consumer helps but ultimately only powerful brands & product deliver consistent strength. Vs peers from $W
to $RH to $ARHS, who keep cyring macros, $WSM
keeps delivering. And transformation in profitability delivers on cashflow. Over past year alone $1bn+ in buybacks. ๐ซก
Rahul Sharma @retailguru.bsky.social
This quote from Alber at Williams Sonoma really resonates. $WSM does not get credit it should - a compounding machine despite everything thrown at it. Q1 sales +45% vs 2019 & margin transformed from 7% to 16%. Yet whole way, sceptics have said collapse is around corner. $RH $ARHS
0 1 5
For a 'luxury' brand, Arhaus pulls promotional lever all too often when sales weaken, so pinch of salt needed. But like Wayfair, points to significant pick-up in furniture orders, also evidenced by a jump in customer deposits. $ARHS $W $WSM $RH $XLY $XLF
Rahul Sharma @retailguru.bsky.social
Rarely use Shah/Wayfair as pointers to health of consumers (and what does it say when best growth since 2020 for $AMZN of furniture is +9%), but note comments about strong sequential growth in Q2 as well as outsized growth in higher-end product. $W $WSM $RH $ETD $ARHS $XLY
0 0 0
#earnings this week
$SNDK $PLTR $AMD $SPCX $LLY $COP $ANET $QBTS $WDC $APP $OKLO $SHOP $PFE $ALAB $CAT $DDOG $UBER $ELF $CELH $STRL $RDW $ZETA $AXON $MELI $DIS $DKNG $OPEN $UUUU $VST $BKNG $TXG $ABNB $FSLY $RIOT $AAOI $RGTI $HIMX $CENX $ALB $MCD $HUT $W $INOD $CLX $BROS $KTOS
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Key Events This Week: - Markets React to Cancelling #US Strikes on #Iran -Today, 6 PM ET - #ISM Mfg #PMI data -Mon -June JOLTS Job Openings-Tue - #AMD $AMD, #SpaceX $SPCX, #Earnings -Tue -ADP Nonfarm Empl Change - Wed - #SanDisk $SNDK Earnings - Wed -July Jobs Report - Fri
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Now would be a good time for Americans to understand the differences between the Sunni, Shia and Sufi religions and why Liv golf and $w billion that Kushner got are important.
wefreespirits.com/sunni-sโฆ.
1 0 1
For a 'luxury' brand, Arhaus pulls promotional lever all too often when sales weaken, so pinch of salt needed. But like Wayfair, points to significant pick-up in furniture orders, also evidenced by a jump in customer deposits. $ARHS $W $WSM $RH $XLY $XLF
Rahul Sharma @retailguru.bsky.social
Rarely use Shah/Wayfair as pointers to health of consumers (and what does it say when best growth since 2020 for $AMZN of furniture is +9%), but note comments about strong sequential growth in Q2 as well as outsized growth in higher-end product. $W $WSM $RH $ETD $ARHS $XLY
0 0 0
#earnings this week
$SNDK $PLTR $AMD $SPCX $LLY $COP $ANET $QBTS $WDC $APP $OKLO $SHOP $PFE $ALAB $CAT $DDOG $UBER $ELF $CELH $STRL $RDW $ZETA $AXON $MELI $DIS $DKNG $OPEN $UUUU $VST $BKNG $TXG $ABNB $FSLY $RIOT $AAOI $RGTI $HIMX $CENX $ALB $MCD $HUT $W $INOD $CLX $BROS $KTOS
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Key Events This Week: - Markets React to Cancelling #US Strikes on #Iran -Today, 6 PM ET - #ISM Mfg #PMI data -Mon -June JOLTS Job Openings-Tue - #AMD $AMD, #SpaceX $SPCX, #Earnings -Tue -ADP Nonfarm Empl Change - Wed - #SanDisk $SNDK Earnings - Wed -July Jobs Report - Fri
0 0 0
ไนๆชฮไธๅ30eๅคงๆโโไนๆช
ๆใฎone-linerใhostingใฎ shell historyใซใใใฎๅพPythonใฎSetใงelegantใซๆธใ็ดใใใ
p='{e,t,a,o,i,n,s,h,r,d,l,u}' eval 'echo ${p} $p$p$p$p$p' |awk -v RS='[ \n]' 'length($1)==1{c[l++]=$1}length($1)==5{for(m=i=0;i++<l;)m+=($1~c[i]);if(m==5)print}' |while read w ;do grep -ow $w /usr/share/dict/words ;done
0 0 0
Spartan Metals ( #TSXV: $W | #OTCQB: #SPRMF | #FSE: #J03 ) CEO Brett R. Marsh, M.Sc., MBA, CPG, discusses tungsten's strategic importance and the companyโs two U.S.-based projects, Eagle and Victorio.
Tune in: www.youtube.com/watch?v=zโฆ.
www.youtube.com
Spartan Metals ($W | $SPRMF) is Advancing the Eagle and Victorio Tungsten Projects
YouTube video by Stocks To Watch
0 0 0
Upscale consumer helps but ultimately only powerful brands & product deliver consistent strength. Vs peers from $W
to $RH to $ARHS, who keep cyring macros, $WSM
keeps delivering. And transformation in profitability delivers on cashflow. Over past year alone $1bn+ in buybacks. ๐ซก
Rahul Sharma @retailguru.bsky.social
This quote from Alber at Williams Sonoma really resonates. $WSM does not get credit it should - a compounding machine despite everything thrown at it. Q1 sales +45% vs 2019 & margin transformed from 7% to 16%. Yet whole way, sceptics have said collapse is around corner. $RH $ARHS
0 1 5
Depot, Lowes paint picture of stable sales & margin in end-market hugely linked to (very low) housing turnover in ๐ on US consumer. Store traffic still down offset by ticket. $LOW still (unusually) out-comping $HD although that gap shrank this Q. $XLY $XRT $XLF $WSM $W
Rahul Sharma @retailguru.bsky.social
Lots to like at Target: comp better & traffic up on 4-year stack. Inventory down 4 to 59 days, lowest in 2 years. But just as much, $TGT is read on strength of US consumer across board. Discretionary apparel, hardlines, beauty all outpaced total sales ๐ฅ $WMT $AMZN $XLY $XLF $XRT
0 1 9
๐ ๐๐ง๐ฅ๐๐๐๐๐ฆ 13๐ ๐๐ฆ ๐ข๐จ๐ง ๐
Most Notable Portfolio Updates:
๐ก๐ฒ๐ ๐๐๐ฅ๐๐ ๐๐๐๐: $PANW, $ZM Zoom
๐๐ฑ๐ฑ๐ฒ๐ฑ 60% ๐บ๐ผ๐ฟ๐ฒ: $W Wayfair
Heavily ๐๐ข๐ข๐ฆ๐ง๐๐: $RBLX & Unity software
๐ฅ๐ฒ๐ฑ๐๐ฐ๐ฒ๐ฑ by 70%: $SNOW
Gavin Baker's portfolio is up 174% in past 3 yrs
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