Erick Mokaya's avatar
$103.3m follower assets
Our newsletter this week
Check out our weekly newsletter that covers:

  • Data that CEOs are seeing does not suggest that a downturn is imminent
  • PE and VCs with record amounts of dry powder
  • AT&T saw some delays in collections of payments

Companies covered:

Yegor's avatar
$183.3m follower assets
Researching and looking...
So last week I stumbled onto three interesting companies:

  • $EL - Estee Lauder Companies Inc
  • $SAM - Boston Beer Company Inc
  • $HRTG - Heritage Insurance Holdings Inc

All three are very different.

$EL is darling of Terry Smith of Fundsmith

$SAM had a hiccup with being over confident with their brand of Truly

$HRTG is trying to manage risk with spreading the risk out of Florida

So my question to all of you:

"Does anyone have any good write ups or can guide me towards a place that I can learn more about any of the three companies?"

All three are interesting in their own right (at least to me)

And the follow up is what are your top three companies that you want to research into about but haven't had time to do so, drop them below and maybe someone can help out with additional resources!
Alberto Wallis's avatar
$23.3m follower assets
Upcoming Earnings Calendar (Feb 14th - 18th)
Hey guys! Here's the upcoming earnings calendar! Three of my holdings report next week.

  • $ABNB - The stock has held up pretty well during the market sell-off. The valuation is still high, but with re-openings the company could see a big boost this year.
  • $TTD - They've said Apple IDFA is a non-issue, so their growth should be great. A key indicator of ad spend.
  • $ROKU - The stock is down almost 64% from ATH, but the fundamentals keep improving. I expect great results from the company, with ARPU growing and margins expanding.

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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Featured earnings for the week of Oct 18
Earnings season (finally) getting into full gear!

So many interesting companies announcing earnings next week. Here are is the Fincredible Featured list. View all here.

Here are some I own / or particularly interested in

$JNJ - very interested to see results in the medical devices segment. Specifically are their signs of closing the gap with $ISRG with their new platform and are elective surgeries coming back

$ISRG - flip side of the $JNJ narrative. I love it when competitors announce close to each other :)

$NFLX - international subscriber numbers

$T - update on discovery spin-off, dividend and 5G capex

$XM - $MNTV is my top 3 holding based on thesis they are making inroads in enterprise market, which $XM dominates. Big enough market for both but want some context.

A few companies like $PG on inflation numbers, but I suspect @awallis will be kinda enough to provide a MacroTalk update on this topic again

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Yegor's avatar
$183.3m follower assets
$SAM Boston Beer is under pressure after withholding FY21 guidance… I’m not too surprised. Everyone goes crazy about drinks (be it alcoholic or not) and I just think there are easier and less crowded spaces to invest in… too much competition chasing consumer… consumer that right now at least doesn’t have alcohol as their priority as summer is ending
Agreed - there's also been a fair amount of consolidation in the wine, spirits, general alc industry. Drinks like seltzers are becoming commoditized as well.
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Eric Pelnik's avatar
$283.9m follower assets
Earnings this week
Which earnings are you most excited about?
Tuesday, February 16th
$PLTR Palantir
$OXY Occidental Petroleum
$CVS CVS Health

Wednesday, February 17th
$SHOP Shopify
$TWLO Twilio
$GRMN Garmin
$FSLY Fastly
$SAM Boston Beer
$MRO Marathon Oil
$TLRY Tilray
$VCYT Veracyte
$BIDU Baidu
$H Hyatt Hotels

Thursday, February 18th
$WMT Walmart
$ROKU Roku
$AMAT Applied Materials
$WM Waste Management
$MAR Marriott
$TTD Trade Desk
$VXX Barclays
$HRL Hormel Foods
$DBX Dropbox
$BIGC Bigcommerce

Friday, February 19th
$DE Deere & Co

Sources: Business Insider, Google Finance, and Yahoo Finance
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