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How do you translate these formulas for AR-NT and HAR-NT into Excel?
Estee Lauder Reports Q1 Earnings Beat, but Shares Hammered on Lowered FY24 Outlook
Estee Lauder Reports Q1 Earnings Beat, but Shares Hammered on Lowered FY24 Outlook
What investor doesn’t want to find the next Apple? Experts offer clues on spotting the future stars of the stock market
Morningstar article: 10 Most Undervalued Wide-Moat Stocks to Buy
Portillos - currently around 70 stores and wants to expand near 1000 in next 20 years...buy?
Did Niger just suspend uranium export to Western utilities?
VHC and Samsung partnership Securing Digital Display Products
Beauty Giant Estée Lauder ($EL) Share Dropped 15%
$ICON.v at $0.03 on the TSX-Venture (Canada) news -> International Iconic amends El Carmen sale agreement
Estee Lauder stock accelerates as TD Cowen starts bullish coverage (NYSE:EL)
First NIO ET5 sedans arrive in Norway, deliveries set to start this month - NIO capturing world's most EV market. NIO entered EU last year.
The makeup industry is growing agian - I think $EL (Este Lauder) is a solid stock with good forecasted growth 💄💄
I want to add $EL to my portfolio, this is my analysis. Please comment and help me decide if I should invest!
EL POLLO LOCO!!●●●●Let's get Loco!!Shares of El Pollo Loco Holdings. [s: loco] jumped 15% after hours Tuesday after the Mexican-restaurant chain said its board had declared a special dividend of $1.50 per share and authorized a new stock buyback program of up to $20 million, saying it was in a “good
Luxury retailers rise after strong report from LVMH! Luxury stocks in vogue!?
Olaplex: There may be a recession, but don't let it happen to your hair too.
All top posts here now contain: "EL0n is N90T bayING TWatter aftor al guise!". This proves you`re all not that far from being considered brainless bots in case someone wants to buy Reddit.
Quick Recap on Ceylon Graphite $CYL
Hit Attempt on Revlon ($REV) Results in Deep Value Play
Ceylon Graphite Overview & Key Highlights $CYL
Are you okay with your stocks being borrowed to intiate short sales?
Crypto.com Visa Debit card: $25 instant bonus, free Spotify, and 2% cashback on all purchases
Crypto.com Visa Debit card: $25 instant bonus, free Spotify, and 2% cashback on all purchases
Get yourself $95 in an easy manner (CakeDefi, etc.)
Get yourself $95 in an easy manner (CakeDefi, Crypto.com, etc.)
Get yourself $95 in an easy manner (CakeDefi, Crypto.com, etc.)
Wall Street Titans Warn of the Next Big Risks for Investors
THIS is the market for 5G Wireless front/mid/back haul ... those w Best of Breed radio transmission gear will MAKE BANK ... don't get left behind as the rollout of 5G is picking up steam.
CRSR Why PC build model is actually a good business (IN COLOR RGB!)
The Great Unmasking: Could Estee Lauder $El be the reopening play?
Mentions
Me and Burry love EL. $120 by EOY.
EL still pumping I just keep rolling my calls whenever the stock hits my strike
RDW; EL; BULL; UUUU; SKYE let’s ride
> What's our excuse? We were bored and Hillary Clinton was a bad candidate so we decided to stick our fucking dicks in an electric socket to see what would happen. And it was a disaster the first time so we decided to do it again. Once my incoherent rage mellows a bit, I think its that Americans are so comfortable and confident that they really don't get that it can all go off a cliff. They can't really make themselves believe that ICE is yanking people- some of whom are almost certainly citizens, not that due process is a right restricted to citizens but whatever- off the street and disappearing them to a fucking GULAG IN EL SALVADOR. They don't really believe it.
Listen to me You still have time to buy value stocks that are gonna fly the closer we get to rate cuts they have so much upside REITs utilities and consumer staples that aren’t hurt by inflation look at EL EL is flying because consumers will always buy makeup and it’s less exposed to just US market with a huge share in China which is about to have a lot of growth
Listen to me You still have time to buy value stocks that are gonna fly the closer we get to rate cuts they have so much upside REITs utilities and consumer staples that aren’t hurt by inflation look at EL EL is flying because consumers will always buy makeup and it’s less exposed to just US market with a huge share in China which is about to have a lot of growth
Value stocks saving my portfolio today keeping me in the green during tech sell off WYNN EL UPS UNH Time for the DOWs of war!
EL calls printing, thanks big 🌈🐻Burry
EL absolutely outpacing every other stock I have it’s so funny when I tell people how much money I made on this stock and their reaction is like really the makeup company!?
EL GEY TORO https://preview.redd.it/g73j1vldnc9f1.jpeg?width=720&format=pjpg&auto=webp&s=eed899fc71b020e195d9eb300f982fce65659a76
WBD 10.9 PCG 13.9 UBER 90.9 CMCSA 34.9 EL 76.9 GOOGL 170.9 Isn’t it funny how all these stocks are stuck exactly with .9 ending? Almost like they are being held under a strike to cause theta decay WBD is one of most active in NYSE and is perfectly FLAT #SCAM MARKET
They're absolutely not dominant and EL is running circles around NN's pipeline. Retatrutide is straight up better than every other weight loss drug of all pipelines currently (might eventually change when quad peptides progress more). Tirzepatide (out today) is better than Ozempic/Wegovy and also better than Cagrisema. Eloralintide is better than cagrillintide. Oforglipron is better than ryselbus.
EL OH EL! I can easily afford to live in that hell hole, but why would I when 90% of the country is nicer in every way.
🥭 later this evening: "I'M IMPLEMENTING 1000% TARIFFS ON JEROME POWELL'S EXISTENCE. HE HAS 24 HOURS TO REVERSE HIS DECISION AND CUT RATES OR IT'S OFF TO EL SALVADOR."
EL my highest gainer keeps going up
EL TP....that alone should have it ranked high on the shit post stock.
Google, Berk.B, Pep, Lowe’s, EL, HSY
Oh, and regarding 100% of account. The irony is that I feel so many blue chips are over bought right now that the upside is higher with EL TP and the downside is lower. Seems like better play to hold it here.
I just saw Pokimane without make up on..... T__T... Estee Lauder is black magic. Long $EL
Michael Burry fella said something about EL being recession proof. I looked at it and thought why not. Up 8% in less than a week. Maybe turn out to be something.
Most things have recovered entirely. There are things that have nearly doubled since the lows. Anything left towards lows (alcohol stocks, some luxury like LVMH, some staples like PEP/EL, etc) I think are/were already facing other issues.
High risk with it, I would put it into HOOD or RENT or EL.
Gotta take EL off my watchlist. Their best case scenario is still bad. They're trading over 30x 2028 earnings. They'd have to fall into the $40s to be a buy. They're expecting the same revenue in 2028 that they had in 2019.
Monday watchlist: ADBE, EL, LULU, MCD, PEP
Buying BMY, EL, LULU, or PSX Monday.
I have to go on a 3 day trip Monday through Wednesday, and I have to do the driving.. so I'm preparing for some buys so I still make something. I'm watching BMY, CL, DOCU, EL, LULU, PEP, PSX Give me some other stocks if you got em
What’s the news about close door EL that is on the cards today ? Can someone please share a link which says this
Michael Burry bought a bunch of EL stocks in Q1.
**JUST IN** ALL TSLA Shareholders to be deported to EL Salvador! 👀
> BREAKING: TRUMP ACCUSES ELON OF BEING AN MS-13 GANG MEMBER, SAYS HE WILL FUEL UP THE EL SALVADOR JET HIMSELF - NYT wow
Before Elmo goes to EL SALVADOR, can he give me 1% of his networth?
1. EL - cosmetic stock that has been beaten up. Burry just bought a ton 2. Goog - still undervalued compared to other big tech stocks 3. Rddt - ath was 200+. 4. Shop 5. Uber
Considering EL is the only cosmetics company that is down….
Bear porn: Trump: "YOU WANNA SEE TACO ILL GIVE YOU TACO. 200% SANCTIONS ON EVERYONE. FIESTA OF SANCTION. EL GRANDE OF SANCTIONS. BUENO!"
Mike Burry bought EL (Estee Lauder)
Trump Always Chickens Out Because EL Loser
He bought EL, not ELF.
Burry is pumping EL for some reason lol.
good day for burry and his lone EL position 
I have EL and the stock has dropped almost 200 points in the 3 years I've had it, debating if I should sell or hold on? I doubt it could go down anymore from where it already is.
AGI, EL, and the forbidden stock (mostly the last one)
Imagine selling everything and only holding EL
Im talking about this $EL garbage
Stacey port play is back on. lfg ELF and EL
Yeah man and Google had a great day today. AM I TALKIN ABOUT THE FUCKIN 10Y HUH, OR DID I SAY TEE EL TEE.
a strange sociopath with anger management problems w girls reported me today, yet I'm still here. DEPORT THAT RETARD TO EL SALVADOR
filings are just a 3/31 lookback. i think he already dumped his put positions. tariffs talk was on the news starting in january, he probably saw it coming. the $EL purchase is interesting, maybe a play on taking the company private.
Sad thing is that Trump promised to reduce inflation (that was already going down) and his voters believed him. He's not keeping his promise but outright doing the opposite. Anyways: >~~Trumpflation~~ [DEPORTED TO EL SALVADOR] """BIDINFLATION""" ✅
Michael Burry doubled his holding in EL last week, thus the bump.
MANGO MAN (peace be upon him) LITERALLY DEPORTED MOODY TO EL SALVADOR LMAO 🤌🏻🤌🏻🤌🏻
Yea maybe a Lil luck .... EL is next keep an eye out
JUST IN 🚨: Michael Burry, the man who has predicted 20 of the last 2 market sell offs, dumped his entire stock portfolio except for one - Estee Lauder $EL
Burry has always been a bear, but he liquidated his portfolio except for EL.
Mango: TIM INDIA APPLE NO  Mango: JEFF BEESASS NO  Mango: WALMART NO  Mango: BRUCE SWIFT NO  Mango: KAL-EL NO 
EL calle the play this week?
Moody's has always been late, so this is not that big of a deal. The issue is: * Moody's did a downgrade on credit of the US * Burry liquidated his portfolio (except EL?!) * In 2-3 weeks the big beautiful poster board comes out * In 8 weeks we will legitimately may have empty shelves and demand outpacing supply, raising prices, causing inflation * In 8 weeks ALSO the 90 day pause is up
You're talking about the companies and I agree with your take on that but I'm talking about value. I don't have thoughts on EL turning it around but someone who feels confident they will would see value at this price since its near a historically low valuation as opposed to when it is near an ATH or fair price. With that in mind, I said ULTA and LVMH are not near lows or value prices to take advantage of the upside that could come with the lipstick effect. I agree that ULTA and Sephora are better companies and I own shares in both but not EL. However, Ulta was in value territory under 340, its at 410 right now so the lipstick effect would have less room to benefit ULTA when its already valued fairly. Sephora is also connected to LVMH which is not just makeup but a lot of high end fashion so you're not getting the direct relationship of makeup purchases in your gains. For Sephora in LVMH, if handbag sales go down and makeup sales go up you're back where you started and have less to gain from the lipstick effect when the stock is already fairly valued. EL, of the three, is in a spot where the stock is extremely depressed in price and has more room to go up than down compared to LVMH and Ulta. When I saw EL dip and Burry buy in last quarter I spoke to all my little cousins and their friends. To all of them elf, ulta, and sephora are the go to brands and EL is considered for older ladies.
Well Long on EL definitely aged well.
100k of EL shares st worth 6.5 million. No where near all in. The value of what he sold there far exceeds that and I think he was sitting on a good amount of cash already.
I'm neither bul nor ber, but Moody's timing of release was almost perfect. Natural bull run this week with our 🥭 out of the country. This could possibly be the start of the long, dreaded ber run. 1. Warren Buffet liquidated and announced retirement 2. The tariffs are expected to cost the average consumer about $2k more a year even if they are removed because companies have already begun to increase the cost of goods 3. Michael Burry liquidated everything except for $EL 4. S&P lowered in 2011, Finch lowered in August 2023, and Moody's, after hinting of a downgrade in November 2023, finally lowered in May 2025. 5. The tax bill is still being worked on, but it's supposedly going to add trillions in national debt in the next two years while the U.S. is at risk of defaulting in 2027. Last time, the 30-year was at this level was 2007. The bear market started on/around May 30, 2008 thru March 9, 2009. This means more big money is going to go back into bonds and out of the market, even with more money printed. Signs point to being in a long bear market. Follow history, not your emotions.
Oh my gosh: * Burry sells all his stocks (except EL) * Mango says we are gonna issue tariffs as we can't negotiate with all the countries * US downgraded by Moodys * Bonds actually getting yippy * ~60 days till 90 day pause expires * Shelves may be more bare in July Yeah we are 8 weeks till disaster. SPY 615 before then, but then disaster.
ok I took time to look at $EL. lol absolute 🗑️ at all timepoints 2021-now, extra especially now
Michael Burry sold everything and doubled his position in The Estée Lauder Companies Inc. (EL) stock. Something about chicks liked to look pretty during the Great Depression. this is financial advice
Quick, someone check EL
What the Q1-2025 filing actually shows Scion’s 13-F now reports just seven line-items: one common-stock long and six long put positions. In portfolio-weight terms the puts dominate — roughly half the reported gross exposure is a bearish bet on NVIDIA, with smaller puts on Alibaba, PDD, JD .com and Trip.com. The lone equity long is about 200 k shares of Estée Lauder, equal to a mid-single-digit slice of the disclosed portfolio.   How that mix lines up with Burry’s past style Burry has never hesitated to run a barbell: concentrated contrarian longs on one side, sizeable macro or single-name shorts on the other. Because 13-F rules force him to list the underlying share count of each put, the notional short side looks huge even though the cash at risk is only the option premium. In practical terms Scion is positioned so that a sharp sell-off in AI-heavy U.S. tech or Chinese consumer internet could deliver outsized gains while the downside on the long Estée Lauder stake is limited to a conventional equity drawdown.  Why short AI leaders and Chinese e-commerce? – A narrative of over-ownership and extreme valuation around NVIDIA and the broader AI supply chain has been building; buying puts is a cheap way to express the view that expectations have outrun fundamentals. – The China-focused names could be a play on structural economic weakness, renewed tariff risk, or simply thin margins in hyper-competitive online retail. Using puts rather than outright shorts protects Scion if Beijing surprises with stimulus. Why keep Estée Lauder? The beauty group has been hammered by inventory missteps and China’s slowdown, but it still owns category-leading prestige brands. Burry appears to be betting that a new CEO + cost resets + eventual Asia travel recovery will reverse the earnings slide, letting the stock rerate from depressed multiples. In other words, EL is a self-help turnaround with cyclical upside that does not depend on the AI boom he is fading elsewhere.  Net message of the portfolio Scion is waving a small red flag at crowded, momentum-driven growth stories while quietly backing a bruised consumer staple that few momentum traders care about right now. That combination would pay off if ① inflation and higher rates finally bite expensive tech ② China remains lacklustre and ③ discretionary but brand-loyal beauty demand stabilises. It is, in classic Burry fashion, an asymmetric wager: limited premium outlay for potentially explosive downside participation, balanced by a single high-conviction long that can work even in a rocky macro tape.
NVDA puts at the Q1 top would've printed heavily, he might've done well with that. EL however...
Tf? Unless they are about to announce some NVDA partnership, EL is a dead company for real
I’m not seeing anywhere that it says he made the sell off in March just during Q1? Genuinely asking what I’m missing here. If it was in March then yeah it’s worse off. If it was early in Q1 it’s not. And yeah EL specifically is definitely looking like a loser. But that also depends on how long he plans on holding that. It could still go back up.
Read again. It’s in the second sentence. If he sold anytime in March. He’s worse off. For EL, it doesn’t matter when he bought. He is significantly worse than the market.
Long $10k of EL (Burry trade) and $10k of NKE (Ackman exited after entering too early NFLX style)
Pretty sure EL makes 🥭’s orange face paint so maybe burry is onto something
It's based off of 13F filings. Scion Asset Management, the hedge fund that Burry runs, files 13Fs to report holdings at the end of each quarter. Here is Scion Asset Management's 13F table filed in Feb 2025. It reports their positions held at the end of Q4, Dec 31st [https://www.sec.gov/Archives/edgar/data/1649339/000187920225000012/xslForm13F\_X02/infotable.xml](https://www.sec.gov/Archives/edgar/data/1649339/000187920225000012/xslForm13F_X02/infotable.xml) Here is their 13F table filed yesterday, which reports positions held at the end of Q1, Mar 31st [https://www.sec.gov/Archives/edgar/data/1649339/000187920225000025/xslForm13F\_X02/infotable.xml](https://www.sec.gov/Archives/edgar/data/1649339/000187920225000025/xslForm13F_X02/infotable.xml) By comparing the two 13F filings, you can see that he sold every stock he held on Dec 31. Except for Estee Lauder (NYSE: EL). End of Q4 Scion owned 100k shares. At the end of Q1 they owned 200k shares. They added 100k shares during Q1. They also bought puts in several companies during Q1, like Alibaba, Baidu, & NVIDIA. 13Fs are lagging indicators. Firms can wait up to 45 days after the end of a quarter to file the 13F. Yesterday was the 13F filing deadline for Q1. All we can tell is what they held at the end of the previous quarter. If we want to find out what moves they are making for the current quarter, we have to wait until they file the 13F for Q2. Which will likely be filed in August.
Is it because of the EL and Amazon launch news?
All in on $EL in Burry I trust
$EL bros, has Burry put a target on our back?
Highlighting some upcoming events in the short term people should be aware of: * In 2-3 weeks (early to mid July), Trump will announce tariffs on countries he has not been able to strike a deal with. This could be a "Liberation Day Part 2" type situation. * Burry just liquidated his entire portfolio except EL. He is very risk averse but always early. He has missed some upside in the past, like on AI, but he is great at getting out before big events * In 4-6 weeks (mid July to August), we can expect to see the results of tariffs on our supply. That could mean higher prices, some empty shelves, or worse! * Earnings will be in June, and by they may be spicy as tariffs are JUST starting to hit. I think the bull case is people bought more in preparation for tariffs. The bear case is guidance is so far off many companies miss big Overall, I'm unwinding my long positions, and in mid-late June, entering into calls on volatility (VIX), especially as the VIX starts to get lower and lower. VIX under 12 for me is liquidate all stock I own, and just buy SPY puts, 2-3 months out, semi-far OTM.
Burry is heavy EL, a makeup company......
So the all knowing wizard of oz Mr burry /s just sold everything and went all in on EL. Anyone have any idea what he’s thinking?
EL, UNH, NOV Best portfolio
Well, there's probably no need to liquidate EL. It has been doing a fine job of liquidating itself over the past 3 years.
He liquidated all his positions went long on EL and shorting NVDA and China (baba)
I’m a buy and holder and I just feel EL is the cheaper stock with the best upside potential. I agree with you about the competition, but once the good news and recovery picks up in Asian sales, I think it’ll be back to $100+ per share. I’m happy with a dividend while I wait.