Samuel Meciar's avatar
$16.9m follower assets
Brief news 4/5/22
$AMD reported earnings, here visualized:

$ABNB reported earnings, here visualized:

Airbnb's CEO Brian Chesky also announced a large event coming in a week on May 11 where the company should unveil the largest changes to the platform in a decade.

$AFRM to become a first BNPL partner fully integrated to Carat operating system from enterprise payment provider $FISV.

$COIN opened up their NFT Marketplace to everyone.

$CRM ranked as #1 CRM provider by IDC for 9th year in a row.

$DOCU hires Steve Shute, a former SAP leader with over 25 years of experience to help DocuSign scale beyond e-signatures; grow Agreement Cloud.

$PATH announced integration with $CRM's MuleSoft.

$PLTR won a $90m 5-year contract with HHS.

$ROKU announced new shoppable ad experiences in OneView, new collaboration with $MSFT + new Roku Originals and Roku Brand Studio programs.

$S completed an acquisition of Attivo Networks, a leading identity security provider.

$SQ and $RAD partnered to provide Afterpay's BNPL for everyday items.
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A Weekly Update on Happenings in Special Situations
Three highlights:

Full release:
Yegor's avatar
$174.9m follower assets
Next to my house there are both (in walking distance) CVS and Rite Aid but I told wifey since I am shareholder of $CVS she is it NOT allowed to go to $RAD

This household only goes to CVS 🤣

(She doesn’t always listen though 🥲)
So I'm going to $CVS for a COVID test this afternoon—but I'm not sure they make much money off those(?) so don't know if it helps you out! 😜 When did you first buy CVS? It's amazing how they've grown to be so much more than just a drug store between their Minute Clinic, home health services, Aetna... Trading at a forward P/E of 12, expected to put up 22% EPS growth at their next report (in February), CVS has beaten the Street's estimates for revenue and EPS in 9 of the past 9 quarters. Hmm.... :)
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This week's featured earnings (Sep 20 - 24)
Another slow week as we wrap up the quarter of earnings, but some interesting companies like $ADBE, $SFIX and 2 retail giants ($COST and $NKE), 2 homebuilders ($LEN and $KBH) and $FDX

I'll be closely watching

  • Homebuilders given the tailwind in demand for housing and I believe we are only mid-way through the cycle in these cyclical stocks. I only own $PHM but interested esp in buying $LEN if there is a correction. While prices are moderated, very interested in their backlog numbers
  • Always interested to see how $NKE is doing in their DTC.
  • I'm also interested in $RAD to compare them $WBA and $CVS in my portfolio, and see if any impact of delta variant on store visits.

Any companies you are closely watching this week?
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Eric Pelnik's avatar
$273.5m follower assets
Earnings this week
📞Which calls are you most excited about?

Monday, June 21st
None of interest

Tuesday, June 22nd
$PLUG Plug Power

Wednesday, June 23rd
$WGO Winnebago Industries
$SCS Steelcase

Thursday, June 24th
$ACN Accenture
$RAD Rite Aid
$FDX FedEx
$DRI Darden Restaurants
$NKE Nike

Friday, June 25th
$KMX Carmax
$PAYX Paychex

Sources: Business Insider, Google Finance, and Yahoo Finance!
Eric Pelnik's avatar
$273.5m follower assets
Earnings this week
📞 Which calls are you most excited about?

Monday, April 12th
None of interest

Tuesday, April 13th
$SCHW Charles Schwab (also reported to be on April 15th)

Wednesday, April 14th
$FRC First Republic Bank
$BBBY Bed Bath & Beyond
$JPM JPMorgan
$WFC Wells Fargo
$GS Goldman Sachs

Thursday, April 15th
$UNH UnitedHealth
$DAL Delta Air Lines
$RAD Rite Aid
$BAC Bank of America
$BLK BlackRock
$C Citigroup
$PEP PepsiCo

Friday, April 16th
$ALLY Ally Financial
$MS Morgan Stanley

Sources: Business Insider, Google Finance, and Yahoo Finance
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