April 2022 Bloodbath - Names Down >30% Since April 1
April 2022 was one of the worst market months of all time. In fact, it was the worst since October 2008. Here are 100 stocks down >30% since April 1:

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$FTCH newest position in PI Portfolio
Farfetch $FTCH is an exciting company taken down by the overall market. The company is stronger than ever in 2022. Set up to grow significantly in the next 5-10 years, current prices provide an opportunity for the long-term investor.

This is a space I am really interested in generally, I think the space is still quite young in terms of adoption.

"By having an e-concession model, Farfetch turns over the control over this channel to the brand for both their benefits." - Loved this quote :)
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Upcoming Earnings Calendar! (Nov 15th-19th)
Earnings season is slowly coming to a close, but there are still several highly interesting events coming up. Here's next week's earnings calendar and what I'll for looking forward to.

  • $SE: insights on their global e-commerce expansion.
  • $NVDA: comments on their product availability and supply.
  • $WMT: Update on their Walmart+ membership and comments on inflation/labor shortage/supply chain issues.
  • $DLO although this stock is too richly valued for me, I like their business and I'm following it in case there's a good buying opportunity post-earnings.

Comment below which earnings report you are looking forward to the most!

Friendly reminder: you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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Eric Pelnik's avatar
$266.8m follower assets
Earnings this week
📞Which calls are you most excited about?

A lot of consumer discretionary companies are reporting. I'm interested to see how consumer spending habits last quarter affected different companies' performance.

Monday, August 16th
$CMCM Cheetah Mobile
$TME Tencent Music Entertainment

Tuesday, August 17th
$LZB La-Z-Boy
$HD Home Depot
$WMT Walmart

Wednesday, August 18th
$RRGB Red Robin Gourmet Burgers
$BBWI Bath & Body Works
$TGT Target
$PGR Progressive
$HOOD Robinhood Markets

Thursday, August 19th
$AMAT Applied Materials
$BJ BJ's Wholesale Club
$KSS Kohls Corp
$FTCH Farfetch
$M Macy's
$PDD Pinduoduo

Friday, August 20th
$DE Deere
$FL Foot Locker

Sources: Business Insider, Google Finance, Yahoo Finance
Eric Pelnik's avatar
$266.8m follower assets
Earnings this week
📞Which calls are you most excited for?

Monday, May 10th**
$AFRM Affirm Holdings
$APPF AppFolio
$DUK Duke Energy
$TTD Trade Desk
$VOYA Voya Financial
$SPCE Virgin Galactic
$REAL The RealReal
$VCYT Veracyte
$MAR Marriot
$SDC Smile Direct Club
$WYNN Wynn Resorts

Tuesday, May 11th
$EA Electronic Arts
$ARMK Aramark
$COKE Coca-Cola
$FUBO Fubotv
$U Unity Software

Wednesday, May 12th
$AMAT Applied Materials
$JACK Jack in the Box
$DT Dynatrace
$VRM Vroom
$LMND Lemonade
$SONO Sonos
$WIX Wix.com

Thursday, May 13th
$ACB Aurora Cannabis
$BABA Alibaba Group
$ABNB Airbnb
$DIS Walt Disney
$DASH DoorDash
$FTCH Farfetch
$GDRX Goodrx
$PUBM PubMatic
$NEWR New Relic
$COIN Coinbase

Friday, May 14th
None of interest

Sources: Business Insider, Google Finance, and Yahoo Finance
Farfetch Q4 Earnings Prep $FTCH
With Farfetch set to announce Q4 earnings tomorrow, figured I’d share my write up from November following the Q3 results.

Some items I’m interested to hear more about:
  • Additional details related to the Chinese joint venture
  • At $46M, Q3 customer acquisition costs were the lowest they’ve been in two years (just 6.9% of GMV). How will this figure trend going forward?
  • Store of the Future—initially developed exclusively for Chanel, the concept will soon be rolled out to other brands, starting with Farfetch-owned Browns Fashion boutique
  • Q4 2020 and FY21 profitability

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"The Market" Game Recap
Thanks everyone for coming to "The Market" game last night! We had 26 people show up and had 11 separate stock pitches. Thanks to everyone who gave a pitch!

If you'd like to receive a calendar invite for next month's game, shoot me a DM with your email and join the group channel here: https://share.commonstock.com/share?invite=FIkFbJ

Here is a recap of the picks, and the Commonstock users who pitched them, in case you want to reach out to them and learn more:

Round 1

Round 2
Round 3
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