Erick Mokaya's avatar
$103.5m follower assets
Alberto Wallis's avatar
$23.4m follower assets
Comments on Inflation from Company Executives
Inflation is not slowing down. Last week, the BLS reported a 0.6% rise in the CPI during January, well over analyst estimates and bringing the annual rate of inflation to 7.5%.

The latest Fincredible MacroTalk goes over company earnings calls to analyze what executives are saying about inflation. Here are a few quotes from the post regarding cost inflation drivers as well as planned price increases by companies.

Inflation Drivers:

Future Price Increases:

If you'd like to read the whole post, here's the URL: Fincredible MacroTalk February 9th: Inflation

Alberto Wallis's avatar
$23.4m follower assets
Logitech Sees Continued Momentum in Gaming
During Logitech's Q3 2022 earnings call $LOGI, management highlighted twice the strength they're seeing for gaming peripherals. Gaming was one of the biggest beneficiaries of COVID-19, and it appears the momentum has continued.

  • "We continued our strong momentum in gaming even after having exceptional revenue growth last year. We've been telling you that gaming is no longer a fringe hobby for a small group of customers for a long time. According to New Zoo, there are now 3 billion gamers worldwide. And whether you game for fun or competitively, our peripherals improve your experience."
  • "Gaming grew 8% off of our 73% growth last year. And with better supply and gaming wheels, the category would have grown double digits this quarter."

Stocks like $ATVI $MSFT $TTWO $EA $U $RBLX $SONY will likely be beneficiaries of continued gaming momentum this year.
Alberto Wallis's avatar
$23.4m follower assets
Upcoming Earnings Calendar (Jan 24-28th) - BIG week ahead!
Hey guys! Here's the upcoming earnings calendar! Definitely a very busy week ahead. Here's what I'll be looking at:

  • $MSFT - Can Azure keep its growth rate? Will a slowdown cause a sell-off similar to the one $NFLX had?
  • $TSLA - Post earnings reaction. This is one of the few high-growth stocks that has shown relative strength. Let's see if this changes post ER.
  • $LOGI - Is demand for gaming peripherals still strong? May be an early indicator of videogaming strength.
  • $AAPL - It's always interesting to hear what Apple is doing.
  • $V - Data on consumer spending.
  • $CVX - General comments on the energy market.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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Alberto Wallis's avatar
$23.4m follower assets
Four Highlights from the Corsair Earnings Call
$CRSR reported earnings this morning. Here's four quotes from the company's earnings call that I found interesting:

  • Demand for gaming peripherals is still high: "Demand has remained strong for gaming components and gaming peripherals. In fact, recent market data shows consumer demand for peripherals at close to the elevated 2020 work-from-home levels. We also recently conducted a survey of the PC gaming hardware market with DFC Intelligence. And we found that the refresh cycle for building and upgrading PCs is shorter than previously thought, closer to 1 to 2 years rather than 2 to 3 years." Bullish sign for the company, $LOGI, and gaming stocks in general.

  • Pent-up demand for graphics cards: "The semiconductor shortage has caused graphics cards to be in very short supply compared to demand and has driven market prices of certain graphics cards to 150% to 200% of normal MSRP. This has caused gaming enthusiasts to hold back on building new high-end gaming PCs that use our components. By our estimate, approximately 10% of our natural demand for our components and memory products in our Gaming Components segment was held back in 2021. We believe this should cause a bubble of pent-up demand, which will be released as GPA use return to normal MSRPs in 2022." $NVDA $TSM

  • DTC focus: "During the third quarter, direct-to-consumer was 13.1% of sales, up from 10% in Q3 2020, and we expect this trend to continue. We truly believe direct-to-consumer sales represents a significant avenue to drive growth by facilitating increased engagement with our consumers."

  • Supply chain disruptions: "Our third quarter results were challenged by a very difficult logistics and supply chain environment. Logistics is slower than usual, with many shipping lanes taking over double the normal shipping times and at a much higher cost. At times, we're not able to purchase all of certain semiconductors that we need."

Alberto Wallis's avatar
$23.4m follower assets
Big Week Ahead! (Oct 25-29 Earnings Calendar)
Next week will probably be the most interesting week for the stock market this quarter. The largest companies in the world are all reporting and we'll get a lot of very valuable insights.

Here's what I'm interested in:
  • More context on the slowdown in ad spending from $FB $GOOG and $TWTR. Let's see if these companies are experiencing similar issues to the ones $SNAP mentioned yesterday.
  • Comments on the global supply chain issues from $KMB $MMM $GLW $LOGI and others.
  • A general update from $AMD $TDOC $SHOP and$AMZN.
  • Perspectives on the energy market from $XOM $CVX

Comment below what earnings call you're looking forward to!

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

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