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Erick Mokaya
$16.1M
Followers
@ekmokaya
08/08/2022
In our newsletter this week:
Inflation seems to be trending down
Supply chains are healing
Slight uptick in delinquencies
Tech sales cycles are lengthening
https://thetranscript.substack.com/p/08-08-2022-optimism-prevails-free
Companies covered include:
$NET
$TWLO
$PRT
$C
$NE
$STOR
$FLR
$W
$FRO
$RCI
$RDFN
$ST
$NOW
$F
$UAA
$MCH
$D
$BOSS
$T
$BLK
$BP
$A
$RCII
$CAR
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$GNRC
$SBUX
$AMD
$MOG.A
$DISH
$AM
$WE
$GNR
$AMH
$TW
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$ABNB
$OP
$WERN
$XP
$BL
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$DASH
$COLD
$MAR
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$OPEN
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$U
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$L
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$M
$MC
$SO
$BKNG
$AMK
$O
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$QRVO
thetranscript.substack.com
Optimism Prevails
The supply chain is healing and labor markets are getting slightly better
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Erick Mokaya
$16.1M
Followers
@ekmokaya
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