post_id
string | comment_id
string | comment
string | comment_score
float64 | comment_author
string | comment_created_utc
float64 | post_title
string | post_text
string | post_score
float64 | post_author
string | post_created_utc
float64 | company
string | subreddit
string | post_url
string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
orltqb
|
h6ixo29
|
I really hope it's a good week and I can exit some positions I've been bag holding since the start of the year.
| 38 |
fwast
| 1,627,254,695 |
This week will be insane!
|
This week will be crazy because some of reddit's favorite companies will have earnings and they include:
* Tesla
* Apple
* Microsoft
* AMD
* Alphabet
* PayPal
* Facebook
* Amazon
And other companies with earnings include P&G, 3M, McDonalds, Spotify, MGM resorts, etc.
Either way, this week is gonna be interesting cause lot of companies expected to post positive earnings.
| 1,551 |
gorays21
| 1,627,253,019 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/orltqb/this_week_will_be_insane/
|
orltqb
|
h6ivffp
|
I think the expectation already built into the current prices of these stocks , probably won’t see much large movement
| 57 |
HuuuughJass
| 1,627,253,540 |
This week will be insane!
|
This week will be crazy because some of reddit's favorite companies will have earnings and they include:
* Tesla
* Apple
* Microsoft
* AMD
* Alphabet
* PayPal
* Facebook
* Amazon
And other companies with earnings include P&G, 3M, McDonalds, Spotify, MGM resorts, etc.
Either way, this week is gonna be interesting cause lot of companies expected to post positive earnings.
| 1,551 |
gorays21
| 1,627,253,019 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/orltqb/this_week_will_be_insane/
|
orltqb
|
h6jtf7t
|
Big tech companies only getting stronger. I am all in.
| 5 |
flyrabbit05
| 1,627,272,229 |
This week will be insane!
|
This week will be crazy because some of reddit's favorite companies will have earnings and they include:
* Tesla
* Apple
* Microsoft
* AMD
* Alphabet
* PayPal
* Facebook
* Amazon
And other companies with earnings include P&G, 3M, McDonalds, Spotify, MGM resorts, etc.
Either way, this week is gonna be interesting cause lot of companies expected to post positive earnings.
| 1,551 |
gorays21
| 1,627,253,019 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/orltqb/this_week_will_be_insane/
|
orltqb
|
h6iwn9l
|
I am looking forward to a blood bath. SPY is looking for a reason or two to drop. We got alpha and delta covid. Next will be low earning tank... Bear will be full of honey
| 12 |
SlothInvesting1996
| 1,627,254,166 |
This week will be insane!
|
This week will be crazy because some of reddit's favorite companies will have earnings and they include:
* Tesla
* Apple
* Microsoft
* AMD
* Alphabet
* PayPal
* Facebook
* Amazon
And other companies with earnings include P&G, 3M, McDonalds, Spotify, MGM resorts, etc.
Either way, this week is gonna be interesting cause lot of companies expected to post positive earnings.
| 1,551 |
gorays21
| 1,627,253,019 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/orltqb/this_week_will_be_insane/
|
oc0miy
|
h3ry38t
|
It’s a healthy pullback before it goes above $300
| 5 |
fino_nyc
| 1,625,207,250 |
PYPL - Unusual Options Activity (Bearish Sentiment). Red flag?
|
Did anyone see all of that huge bearish PYPL options activity come through? I believe for the day it was over $3m+ of bearish sentiment. Is this a red flag for any pypl holders or a big bank just making a hedge on long shares?
| 13 |
hmb2000
| 1,625,191,904 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/oc0miy/pypl_unusual_options_activity_bearish_sentiment/
|
oc0miy
|
h3r9qgb
|
Probably betting on a cryptocurrency crash which will take the stock lower
| 5 |
motorboatingurmom
| 1,625,192,144 |
PYPL - Unusual Options Activity (Bearish Sentiment). Red flag?
|
Did anyone see all of that huge bearish PYPL options activity come through? I believe for the day it was over $3m+ of bearish sentiment. Is this a red flag for any pypl holders or a big bank just making a hedge on long shares?
| 13 |
hmb2000
| 1,625,191,904 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/oc0miy/pypl_unusual_options_activity_bearish_sentiment/
|
oal276
|
h3i6f9i
|
Yeah I threw a significant portion of my IRA into it last week for many of the same reasons because under 20 it seems like a complete no-brainer.
People also forget that many of us millennials are all saddled with indentured servitude—oops, I mean student debt—and have refinanced with SoFi. I plan to refinance through them this year and figured the same as you…might as well own a piece of the company that is collecting my cash.
| 37 |
notpr1m
| 1,625,012,971 |
Long term company research & analysis on SoFi (filter through the noise)
|
I’ve seen a ton of posts about trading SOFI and short squeezes etc. but I’m investing in SoFi for the LONG TERM and here’s why:
1. SoFi actually had positive EBITDA in Q1 and is forecasting $27M in EBITDA for 2021! How many high growth, recent IPO’s can say that! SoFi is forecasting $254M EBITDA in ’22, $484M ’23 ($1.17B in ’25 but that’s a bit of a wild card since it’s so far in the future…). That’s a 162% CAGR over 3 years and 113% CAGR over 5. They exceeded guidance in Q4’20 and in Q1’21 !!! Their forecast is also somewhat conservative since it excludes the impact of the pending bank charter acquisition which could increase these #’s. It also excludes some of the new offerings that were just announced like Auto Loans and IPO investing (underwriting).
2. Rapid revenue and customer growth! Forecast of $980M in 2021 to $2.1B in 2023 is a 29% CAGR over 3 years (28% CAGR over 5 years). 2.28M unique customers in Q1 and targeting 3M customers by the end of 2021. They have a great track record of upselling existing customers (very low cost to upsell vs. acquire) with about 1/4 of their customers using multiple products, this should only improve as they add more product lines (like auto loans…and hopefully options soon!)
3. Galileo technology platform actually turns a major cost center into a profit center and makes them a true Fintech vs. just an online bank like Ally etc. Galileo is expected to grow 55% CAGR from 2020-2025 with an estimated 62% margin. This gives them a great B2B model and de-risks a 100% banking model. Galileo is the Fintech engine behind 70M accounts (Q1 #’s) and customers include Robinhood, Chime, Monzo, Revolt etc. Galileo’s APIs power functionalities including account set-up, funding, direct deposit, ACH transfer, IVR, early paycheck direct deposit, bill pay, transaction notifications, check balance, and point of sale authorization as well as dozens of other capabilities.
4. Future bank charter with the pending acquisition of Golden Pacific Bancorp will help juice profitability and revenue growth and lowers their cost of capital. This is expected to grow profits from $484M in 2023 to $718M in 2023. If their estimates are correct AND the acquisition goes through that would increase the 3-year earnings CAGR from 162% up to 198%! This deal should close by the end of 2021
5. Solid leadership: Anthony Noto, CEO has a strong background in Finance with Goldman Sachs and the NFL (CFO) AND Technology from Twitter (COO). Chris Lapointe, CFO also has a great mix of Tech (Uber) and finance from Goldman Sachs. Similar story with the rest of the executive team. Strong marketing with SoFi stadium in LA (Superbowl venue) and SoFi’s investment team is frequently on CNBC (Liz Young etc.)
6. Rising interest rates is actually POSITIVE for SoFi! Banks pay customers a relatively low interest rate on short term deposits and charge customers a higher interest rate on longer term loans. As rates rise their margins increase. With rates at record lows, a rapidly recovering economy and inflation on the horizon rates should only go higher (maybe substantially and much faster than normal). The bank charter only enhances this….
7. I invested a little in SoFi (via IPOE) originally after it pulled back and wanted to invest more BUT before I did, I opened accounts at SoFi to verify that it’s all that they say it is. So I opened a checking account, 2% cash back credit card, active investing account, automated investing account. This is the real deal: Products are SUPER competitive (2% cash back on a CC with NO annual fee!), Checking account pays 0.25% with no fees, $0 stock trades for active investing and direct access to IPOs (I participated in their 1st 4 IPOs today - 6/29) and no cost automated advisor investing. They really treat you like a “member” and customer service has been great so far. The mobile App is very user friendly with a ton of added features (credit score, education etc.).
1. If you own SoFi stock for the long term and you’re not a customer yet – you’re doing yourself a disservice. You are an owner in the company and you should be profiting from your own banking! Try them – you’ll love them and start consolidating all your accounts to them like I am.
8. Post lockup period (ended Monday 6/28) we should see a lot more interest from ETFs, Mutual Funds, Institutional investors and analysts. Volume should dissipate and the stock held its ground even with 50M shares trading a day (10X normal volume). There is a ton of demand for not only high growth but also PROFITABLE companies and FinTech specifically. Based on their market cap and projections for profitability they should be added to the Russell indexes next year and possibly the S&P Indexes if they can meet the profitability criteria etc.
Analyst Price Targets:
Oppenheimer: Overweight $30 Price Target
Rosenblatt = BUY $25 Price Target
I personally don’t follow Analysts too closely but it does drive institutional investor buying and helps give you a sanity check.
My 2024 Price Target is $42-$50 based on their 2024 projected revenue (with current product offerings, this should increase as they offer new products and finalize the bank acquisition). This is based on a pretty simple comparison to other FinTech's (Square and Paypal) P/S multiples. Pretty rudimentary so I'd welcome other input.
There are obvious risks if multiples come down or if they miss their targets and there is a very high short interest right now but so far they have delivered on all their guidance and growth.
I’ve seen a ton of posts on SoFi trading with a lot of hopes and dreams of a quick hit or WSB pushing it higher and that’s not why I put my money into SoFi over the past few months. I’m an investor not a gambler...but I have been buying some of the dips when it does on sale.
Disclosure: I’m long SoFI and it’s my largest holding. I continue to buy more on dips and plan to add more in general as they meet their targets and goals, release new products. I clearly have a vested interest in SoFi going higher but I wanted to share some of the research on the company vs. all the hype that's flying out there right now.
| 78 |
Slow-Veterinarian-78
| 1,625,011,850 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/oal276/long_term_company_research_analysis_on_sofi/
|
oal276
|
h3i81dj
|
I threw a tiny amount in a couple days ago.
I’m still at a brick and mortar bank, but it is really hard to justify- I never use cash, I bank online anyway, and SoFi and Ally have offers no brick and mortar can match.
I dunno seems like it is just a matter of time.
Don’t know about the ins and outs financially - just talking concept.
| 16 |
LibraryUserOfBooks
| 1,625,013,778 |
Long term company research & analysis on SoFi (filter through the noise)
|
I’ve seen a ton of posts about trading SOFI and short squeezes etc. but I’m investing in SoFi for the LONG TERM and here’s why:
1. SoFi actually had positive EBITDA in Q1 and is forecasting $27M in EBITDA for 2021! How many high growth, recent IPO’s can say that! SoFi is forecasting $254M EBITDA in ’22, $484M ’23 ($1.17B in ’25 but that’s a bit of a wild card since it’s so far in the future…). That’s a 162% CAGR over 3 years and 113% CAGR over 5. They exceeded guidance in Q4’20 and in Q1’21 !!! Their forecast is also somewhat conservative since it excludes the impact of the pending bank charter acquisition which could increase these #’s. It also excludes some of the new offerings that were just announced like Auto Loans and IPO investing (underwriting).
2. Rapid revenue and customer growth! Forecast of $980M in 2021 to $2.1B in 2023 is a 29% CAGR over 3 years (28% CAGR over 5 years). 2.28M unique customers in Q1 and targeting 3M customers by the end of 2021. They have a great track record of upselling existing customers (very low cost to upsell vs. acquire) with about 1/4 of their customers using multiple products, this should only improve as they add more product lines (like auto loans…and hopefully options soon!)
3. Galileo technology platform actually turns a major cost center into a profit center and makes them a true Fintech vs. just an online bank like Ally etc. Galileo is expected to grow 55% CAGR from 2020-2025 with an estimated 62% margin. This gives them a great B2B model and de-risks a 100% banking model. Galileo is the Fintech engine behind 70M accounts (Q1 #’s) and customers include Robinhood, Chime, Monzo, Revolt etc. Galileo’s APIs power functionalities including account set-up, funding, direct deposit, ACH transfer, IVR, early paycheck direct deposit, bill pay, transaction notifications, check balance, and point of sale authorization as well as dozens of other capabilities.
4. Future bank charter with the pending acquisition of Golden Pacific Bancorp will help juice profitability and revenue growth and lowers their cost of capital. This is expected to grow profits from $484M in 2023 to $718M in 2023. If their estimates are correct AND the acquisition goes through that would increase the 3-year earnings CAGR from 162% up to 198%! This deal should close by the end of 2021
5. Solid leadership: Anthony Noto, CEO has a strong background in Finance with Goldman Sachs and the NFL (CFO) AND Technology from Twitter (COO). Chris Lapointe, CFO also has a great mix of Tech (Uber) and finance from Goldman Sachs. Similar story with the rest of the executive team. Strong marketing with SoFi stadium in LA (Superbowl venue) and SoFi’s investment team is frequently on CNBC (Liz Young etc.)
6. Rising interest rates is actually POSITIVE for SoFi! Banks pay customers a relatively low interest rate on short term deposits and charge customers a higher interest rate on longer term loans. As rates rise their margins increase. With rates at record lows, a rapidly recovering economy and inflation on the horizon rates should only go higher (maybe substantially and much faster than normal). The bank charter only enhances this….
7. I invested a little in SoFi (via IPOE) originally after it pulled back and wanted to invest more BUT before I did, I opened accounts at SoFi to verify that it’s all that they say it is. So I opened a checking account, 2% cash back credit card, active investing account, automated investing account. This is the real deal: Products are SUPER competitive (2% cash back on a CC with NO annual fee!), Checking account pays 0.25% with no fees, $0 stock trades for active investing and direct access to IPOs (I participated in their 1st 4 IPOs today - 6/29) and no cost automated advisor investing. They really treat you like a “member” and customer service has been great so far. The mobile App is very user friendly with a ton of added features (credit score, education etc.).
1. If you own SoFi stock for the long term and you’re not a customer yet – you’re doing yourself a disservice. You are an owner in the company and you should be profiting from your own banking! Try them – you’ll love them and start consolidating all your accounts to them like I am.
8. Post lockup period (ended Monday 6/28) we should see a lot more interest from ETFs, Mutual Funds, Institutional investors and analysts. Volume should dissipate and the stock held its ground even with 50M shares trading a day (10X normal volume). There is a ton of demand for not only high growth but also PROFITABLE companies and FinTech specifically. Based on their market cap and projections for profitability they should be added to the Russell indexes next year and possibly the S&P Indexes if they can meet the profitability criteria etc.
Analyst Price Targets:
Oppenheimer: Overweight $30 Price Target
Rosenblatt = BUY $25 Price Target
I personally don’t follow Analysts too closely but it does drive institutional investor buying and helps give you a sanity check.
My 2024 Price Target is $42-$50 based on their 2024 projected revenue (with current product offerings, this should increase as they offer new products and finalize the bank acquisition). This is based on a pretty simple comparison to other FinTech's (Square and Paypal) P/S multiples. Pretty rudimentary so I'd welcome other input.
There are obvious risks if multiples come down or if they miss their targets and there is a very high short interest right now but so far they have delivered on all their guidance and growth.
I’ve seen a ton of posts on SoFi trading with a lot of hopes and dreams of a quick hit or WSB pushing it higher and that’s not why I put my money into SoFi over the past few months. I’m an investor not a gambler...but I have been buying some of the dips when it does on sale.
Disclosure: I’m long SoFI and it’s my largest holding. I continue to buy more on dips and plan to add more in general as they meet their targets and goals, release new products. I clearly have a vested interest in SoFi going higher but I wanted to share some of the research on the company vs. all the hype that's flying out there right now.
| 78 |
Slow-Veterinarian-78
| 1,625,011,850 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/oal276/long_term_company_research_analysis_on_sofi/
|
oal276
|
h3i573p
|
Great summary. I started a small position a couple week ago and I'm looking to add to it regularly. I was really drawn into the all-in-one non-brick and mortar bank model. This company has so much potenial.
| 10 |
snarky_greasel
| 1,625,012,352 |
Long term company research & analysis on SoFi (filter through the noise)
|
I’ve seen a ton of posts about trading SOFI and short squeezes etc. but I’m investing in SoFi for the LONG TERM and here’s why:
1. SoFi actually had positive EBITDA in Q1 and is forecasting $27M in EBITDA for 2021! How many high growth, recent IPO’s can say that! SoFi is forecasting $254M EBITDA in ’22, $484M ’23 ($1.17B in ’25 but that’s a bit of a wild card since it’s so far in the future…). That’s a 162% CAGR over 3 years and 113% CAGR over 5. They exceeded guidance in Q4’20 and in Q1’21 !!! Their forecast is also somewhat conservative since it excludes the impact of the pending bank charter acquisition which could increase these #’s. It also excludes some of the new offerings that were just announced like Auto Loans and IPO investing (underwriting).
2. Rapid revenue and customer growth! Forecast of $980M in 2021 to $2.1B in 2023 is a 29% CAGR over 3 years (28% CAGR over 5 years). 2.28M unique customers in Q1 and targeting 3M customers by the end of 2021. They have a great track record of upselling existing customers (very low cost to upsell vs. acquire) with about 1/4 of their customers using multiple products, this should only improve as they add more product lines (like auto loans…and hopefully options soon!)
3. Galileo technology platform actually turns a major cost center into a profit center and makes them a true Fintech vs. just an online bank like Ally etc. Galileo is expected to grow 55% CAGR from 2020-2025 with an estimated 62% margin. This gives them a great B2B model and de-risks a 100% banking model. Galileo is the Fintech engine behind 70M accounts (Q1 #’s) and customers include Robinhood, Chime, Monzo, Revolt etc. Galileo’s APIs power functionalities including account set-up, funding, direct deposit, ACH transfer, IVR, early paycheck direct deposit, bill pay, transaction notifications, check balance, and point of sale authorization as well as dozens of other capabilities.
4. Future bank charter with the pending acquisition of Golden Pacific Bancorp will help juice profitability and revenue growth and lowers their cost of capital. This is expected to grow profits from $484M in 2023 to $718M in 2023. If their estimates are correct AND the acquisition goes through that would increase the 3-year earnings CAGR from 162% up to 198%! This deal should close by the end of 2021
5. Solid leadership: Anthony Noto, CEO has a strong background in Finance with Goldman Sachs and the NFL (CFO) AND Technology from Twitter (COO). Chris Lapointe, CFO also has a great mix of Tech (Uber) and finance from Goldman Sachs. Similar story with the rest of the executive team. Strong marketing with SoFi stadium in LA (Superbowl venue) and SoFi’s investment team is frequently on CNBC (Liz Young etc.)
6. Rising interest rates is actually POSITIVE for SoFi! Banks pay customers a relatively low interest rate on short term deposits and charge customers a higher interest rate on longer term loans. As rates rise their margins increase. With rates at record lows, a rapidly recovering economy and inflation on the horizon rates should only go higher (maybe substantially and much faster than normal). The bank charter only enhances this….
7. I invested a little in SoFi (via IPOE) originally after it pulled back and wanted to invest more BUT before I did, I opened accounts at SoFi to verify that it’s all that they say it is. So I opened a checking account, 2% cash back credit card, active investing account, automated investing account. This is the real deal: Products are SUPER competitive (2% cash back on a CC with NO annual fee!), Checking account pays 0.25% with no fees, $0 stock trades for active investing and direct access to IPOs (I participated in their 1st 4 IPOs today - 6/29) and no cost automated advisor investing. They really treat you like a “member” and customer service has been great so far. The mobile App is very user friendly with a ton of added features (credit score, education etc.).
1. If you own SoFi stock for the long term and you’re not a customer yet – you’re doing yourself a disservice. You are an owner in the company and you should be profiting from your own banking! Try them – you’ll love them and start consolidating all your accounts to them like I am.
8. Post lockup period (ended Monday 6/28) we should see a lot more interest from ETFs, Mutual Funds, Institutional investors and analysts. Volume should dissipate and the stock held its ground even with 50M shares trading a day (10X normal volume). There is a ton of demand for not only high growth but also PROFITABLE companies and FinTech specifically. Based on their market cap and projections for profitability they should be added to the Russell indexes next year and possibly the S&P Indexes if they can meet the profitability criteria etc.
Analyst Price Targets:
Oppenheimer: Overweight $30 Price Target
Rosenblatt = BUY $25 Price Target
I personally don’t follow Analysts too closely but it does drive institutional investor buying and helps give you a sanity check.
My 2024 Price Target is $42-$50 based on their 2024 projected revenue (with current product offerings, this should increase as they offer new products and finalize the bank acquisition). This is based on a pretty simple comparison to other FinTech's (Square and Paypal) P/S multiples. Pretty rudimentary so I'd welcome other input.
There are obvious risks if multiples come down or if they miss their targets and there is a very high short interest right now but so far they have delivered on all their guidance and growth.
I’ve seen a ton of posts on SoFi trading with a lot of hopes and dreams of a quick hit or WSB pushing it higher and that’s not why I put my money into SoFi over the past few months. I’m an investor not a gambler...but I have been buying some of the dips when it does on sale.
Disclosure: I’m long SoFI and it’s my largest holding. I continue to buy more on dips and plan to add more in general as they meet their targets and goals, release new products. I clearly have a vested interest in SoFi going higher but I wanted to share some of the research on the company vs. all the hype that's flying out there right now.
| 78 |
Slow-Veterinarian-78
| 1,625,011,850 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/oal276/long_term_company_research_analysis_on_sofi/
|
oal276
|
h3i9peg
|
Just started and was looking at them. Seriously appreciate this post and the time taken!
| 8 |
parkssuperglaze
| 1,625,014,614 |
Long term company research & analysis on SoFi (filter through the noise)
|
I’ve seen a ton of posts about trading SOFI and short squeezes etc. but I’m investing in SoFi for the LONG TERM and here’s why:
1. SoFi actually had positive EBITDA in Q1 and is forecasting $27M in EBITDA for 2021! How many high growth, recent IPO’s can say that! SoFi is forecasting $254M EBITDA in ’22, $484M ’23 ($1.17B in ’25 but that’s a bit of a wild card since it’s so far in the future…). That’s a 162% CAGR over 3 years and 113% CAGR over 5. They exceeded guidance in Q4’20 and in Q1’21 !!! Their forecast is also somewhat conservative since it excludes the impact of the pending bank charter acquisition which could increase these #’s. It also excludes some of the new offerings that were just announced like Auto Loans and IPO investing (underwriting).
2. Rapid revenue and customer growth! Forecast of $980M in 2021 to $2.1B in 2023 is a 29% CAGR over 3 years (28% CAGR over 5 years). 2.28M unique customers in Q1 and targeting 3M customers by the end of 2021. They have a great track record of upselling existing customers (very low cost to upsell vs. acquire) with about 1/4 of their customers using multiple products, this should only improve as they add more product lines (like auto loans…and hopefully options soon!)
3. Galileo technology platform actually turns a major cost center into a profit center and makes them a true Fintech vs. just an online bank like Ally etc. Galileo is expected to grow 55% CAGR from 2020-2025 with an estimated 62% margin. This gives them a great B2B model and de-risks a 100% banking model. Galileo is the Fintech engine behind 70M accounts (Q1 #’s) and customers include Robinhood, Chime, Monzo, Revolt etc. Galileo’s APIs power functionalities including account set-up, funding, direct deposit, ACH transfer, IVR, early paycheck direct deposit, bill pay, transaction notifications, check balance, and point of sale authorization as well as dozens of other capabilities.
4. Future bank charter with the pending acquisition of Golden Pacific Bancorp will help juice profitability and revenue growth and lowers their cost of capital. This is expected to grow profits from $484M in 2023 to $718M in 2023. If their estimates are correct AND the acquisition goes through that would increase the 3-year earnings CAGR from 162% up to 198%! This deal should close by the end of 2021
5. Solid leadership: Anthony Noto, CEO has a strong background in Finance with Goldman Sachs and the NFL (CFO) AND Technology from Twitter (COO). Chris Lapointe, CFO also has a great mix of Tech (Uber) and finance from Goldman Sachs. Similar story with the rest of the executive team. Strong marketing with SoFi stadium in LA (Superbowl venue) and SoFi’s investment team is frequently on CNBC (Liz Young etc.)
6. Rising interest rates is actually POSITIVE for SoFi! Banks pay customers a relatively low interest rate on short term deposits and charge customers a higher interest rate on longer term loans. As rates rise their margins increase. With rates at record lows, a rapidly recovering economy and inflation on the horizon rates should only go higher (maybe substantially and much faster than normal). The bank charter only enhances this….
7. I invested a little in SoFi (via IPOE) originally after it pulled back and wanted to invest more BUT before I did, I opened accounts at SoFi to verify that it’s all that they say it is. So I opened a checking account, 2% cash back credit card, active investing account, automated investing account. This is the real deal: Products are SUPER competitive (2% cash back on a CC with NO annual fee!), Checking account pays 0.25% with no fees, $0 stock trades for active investing and direct access to IPOs (I participated in their 1st 4 IPOs today - 6/29) and no cost automated advisor investing. They really treat you like a “member” and customer service has been great so far. The mobile App is very user friendly with a ton of added features (credit score, education etc.).
1. If you own SoFi stock for the long term and you’re not a customer yet – you’re doing yourself a disservice. You are an owner in the company and you should be profiting from your own banking! Try them – you’ll love them and start consolidating all your accounts to them like I am.
8. Post lockup period (ended Monday 6/28) we should see a lot more interest from ETFs, Mutual Funds, Institutional investors and analysts. Volume should dissipate and the stock held its ground even with 50M shares trading a day (10X normal volume). There is a ton of demand for not only high growth but also PROFITABLE companies and FinTech specifically. Based on their market cap and projections for profitability they should be added to the Russell indexes next year and possibly the S&P Indexes if they can meet the profitability criteria etc.
Analyst Price Targets:
Oppenheimer: Overweight $30 Price Target
Rosenblatt = BUY $25 Price Target
I personally don’t follow Analysts too closely but it does drive institutional investor buying and helps give you a sanity check.
My 2024 Price Target is $42-$50 based on their 2024 projected revenue (with current product offerings, this should increase as they offer new products and finalize the bank acquisition). This is based on a pretty simple comparison to other FinTech's (Square and Paypal) P/S multiples. Pretty rudimentary so I'd welcome other input.
There are obvious risks if multiples come down or if they miss their targets and there is a very high short interest right now but so far they have delivered on all their guidance and growth.
I’ve seen a ton of posts on SoFi trading with a lot of hopes and dreams of a quick hit or WSB pushing it higher and that’s not why I put my money into SoFi over the past few months. I’m an investor not a gambler...but I have been buying some of the dips when it does on sale.
Disclosure: I’m long SoFI and it’s my largest holding. I continue to buy more on dips and plan to add more in general as they meet their targets and goals, release new products. I clearly have a vested interest in SoFi going higher but I wanted to share some of the research on the company vs. all the hype that's flying out there right now.
| 78 |
Slow-Veterinarian-78
| 1,625,011,850 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/oal276/long_term_company_research_analysis_on_sofi/
|
oal276
|
h3igvct
|
Does SoFi have any sort of moat? I've really wanted to get into it but I worry about the vast amount of competition to soon be in the space and the current valuation.
| 7 |
sschmidt17
| 1,625,018,250 |
Long term company research & analysis on SoFi (filter through the noise)
|
I’ve seen a ton of posts about trading SOFI and short squeezes etc. but I’m investing in SoFi for the LONG TERM and here’s why:
1. SoFi actually had positive EBITDA in Q1 and is forecasting $27M in EBITDA for 2021! How many high growth, recent IPO’s can say that! SoFi is forecasting $254M EBITDA in ’22, $484M ’23 ($1.17B in ’25 but that’s a bit of a wild card since it’s so far in the future…). That’s a 162% CAGR over 3 years and 113% CAGR over 5. They exceeded guidance in Q4’20 and in Q1’21 !!! Their forecast is also somewhat conservative since it excludes the impact of the pending bank charter acquisition which could increase these #’s. It also excludes some of the new offerings that were just announced like Auto Loans and IPO investing (underwriting).
2. Rapid revenue and customer growth! Forecast of $980M in 2021 to $2.1B in 2023 is a 29% CAGR over 3 years (28% CAGR over 5 years). 2.28M unique customers in Q1 and targeting 3M customers by the end of 2021. They have a great track record of upselling existing customers (very low cost to upsell vs. acquire) with about 1/4 of their customers using multiple products, this should only improve as they add more product lines (like auto loans…and hopefully options soon!)
3. Galileo technology platform actually turns a major cost center into a profit center and makes them a true Fintech vs. just an online bank like Ally etc. Galileo is expected to grow 55% CAGR from 2020-2025 with an estimated 62% margin. This gives them a great B2B model and de-risks a 100% banking model. Galileo is the Fintech engine behind 70M accounts (Q1 #’s) and customers include Robinhood, Chime, Monzo, Revolt etc. Galileo’s APIs power functionalities including account set-up, funding, direct deposit, ACH transfer, IVR, early paycheck direct deposit, bill pay, transaction notifications, check balance, and point of sale authorization as well as dozens of other capabilities.
4. Future bank charter with the pending acquisition of Golden Pacific Bancorp will help juice profitability and revenue growth and lowers their cost of capital. This is expected to grow profits from $484M in 2023 to $718M in 2023. If their estimates are correct AND the acquisition goes through that would increase the 3-year earnings CAGR from 162% up to 198%! This deal should close by the end of 2021
5. Solid leadership: Anthony Noto, CEO has a strong background in Finance with Goldman Sachs and the NFL (CFO) AND Technology from Twitter (COO). Chris Lapointe, CFO also has a great mix of Tech (Uber) and finance from Goldman Sachs. Similar story with the rest of the executive team. Strong marketing with SoFi stadium in LA (Superbowl venue) and SoFi’s investment team is frequently on CNBC (Liz Young etc.)
6. Rising interest rates is actually POSITIVE for SoFi! Banks pay customers a relatively low interest rate on short term deposits and charge customers a higher interest rate on longer term loans. As rates rise their margins increase. With rates at record lows, a rapidly recovering economy and inflation on the horizon rates should only go higher (maybe substantially and much faster than normal). The bank charter only enhances this….
7. I invested a little in SoFi (via IPOE) originally after it pulled back and wanted to invest more BUT before I did, I opened accounts at SoFi to verify that it’s all that they say it is. So I opened a checking account, 2% cash back credit card, active investing account, automated investing account. This is the real deal: Products are SUPER competitive (2% cash back on a CC with NO annual fee!), Checking account pays 0.25% with no fees, $0 stock trades for active investing and direct access to IPOs (I participated in their 1st 4 IPOs today - 6/29) and no cost automated advisor investing. They really treat you like a “member” and customer service has been great so far. The mobile App is very user friendly with a ton of added features (credit score, education etc.).
1. If you own SoFi stock for the long term and you’re not a customer yet – you’re doing yourself a disservice. You are an owner in the company and you should be profiting from your own banking! Try them – you’ll love them and start consolidating all your accounts to them like I am.
8. Post lockup period (ended Monday 6/28) we should see a lot more interest from ETFs, Mutual Funds, Institutional investors and analysts. Volume should dissipate and the stock held its ground even with 50M shares trading a day (10X normal volume). There is a ton of demand for not only high growth but also PROFITABLE companies and FinTech specifically. Based on their market cap and projections for profitability they should be added to the Russell indexes next year and possibly the S&P Indexes if they can meet the profitability criteria etc.
Analyst Price Targets:
Oppenheimer: Overweight $30 Price Target
Rosenblatt = BUY $25 Price Target
I personally don’t follow Analysts too closely but it does drive institutional investor buying and helps give you a sanity check.
My 2024 Price Target is $42-$50 based on their 2024 projected revenue (with current product offerings, this should increase as they offer new products and finalize the bank acquisition). This is based on a pretty simple comparison to other FinTech's (Square and Paypal) P/S multiples. Pretty rudimentary so I'd welcome other input.
There are obvious risks if multiples come down or if they miss their targets and there is a very high short interest right now but so far they have delivered on all their guidance and growth.
I’ve seen a ton of posts on SoFi trading with a lot of hopes and dreams of a quick hit or WSB pushing it higher and that’s not why I put my money into SoFi over the past few months. I’m an investor not a gambler...but I have been buying some of the dips when it does on sale.
Disclosure: I’m long SoFI and it’s my largest holding. I continue to buy more on dips and plan to add more in general as they meet their targets and goals, release new products. I clearly have a vested interest in SoFi going higher but I wanted to share some of the research on the company vs. all the hype that's flying out there right now.
| 78 |
Slow-Veterinarian-78
| 1,625,011,850 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/oal276/long_term_company_research_analysis_on_sofi/
|
o6px58
|
h2ubjif
|
I’d strongly caution against your pattern strategy, especially now. So many meme stocks, pump and dumps, etc that are generating a ton of hype, only to be sold off days later. They may go up 100% within days then plummet back down, which could then appear to show the trend you’re looking for. They could be terrible companies and never reach that ATH again
| 120 |
pjcruiser14
| 1,624,501,915 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2tzj93
|
I think you’re referring to a cup and handle … good catch
| 44 |
LouisTheBull
| 1,624,495,553 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2ucel1
|
Your “approach” is as good as random guessing, the trends you observe has no indication toward future movements. As far as plug goes. It’s pretty close to a pump and dump stock.
| 19 |
gpbuilder
| 1,624,502,362 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2u4tsx
|
Look into Wyckoff - sounds like you are describing accumulation honestly
The simplest approaches are often the best, there is no right way - if it works for you then it works
| 9 |
tickerwizards
| 1,624,498,392 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2uarh5
|
when i first started investing i would only jump into stocks i thought i'd be holding 10 years later. so the scoop theory provides a good "entry point," but in the long term doesn't necessarily matter - granted it's nice to get a good entry.
one thing to consider is short term vs. long term capital gains. you can make money swing trading or holding under a year, but the taxes (in the US at least) are much less severe if you hold 1 year or more.
another comment, my first five years of investing i only bought mutual funds and ETFs. less risk but maybe less reward.
good luck!
| 7 |
veryeducatedinvestor
| 1,624,501,503 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2u65qp
|
You bought Plug after it ran up over 14% in two days. This company is a pretty crappy company with terrible financials. Plus they don’t really have any products. I look at this as a gamble not a investment. Even though I don’t believe in or like the company I never wish for people lose money on investments. Good luck to you and hope it pays off for you 👍
| 13 |
JRshoe1997
| 1,624,499,102 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2u38hc
|
Plug is a scam anyways don't get caught holding the bag lmao
| 25 |
Necessary_Appeal_949
| 1,624,497,540 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2tzytb
|
Sounds like swing trading.
Just know that fundamentally Plug Power is a shit show that should be bankrupt and was/is only profiting of last year's hydrogen hype.
| 31 |
sensiblyopinionated
| 1,624,495,780 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2ue23n
|
Blue chip stocks. Build a position in company's you believe will be around in 10 years. With this approach even if they go down you will have conviction that the company will still be around. PE RATIO is very important also but not everything. So many over valued company's rightnow. NVDA,AMD,TSLA,MSFT,AAPL,SNAP,GOOGL,CAT,COST,WMT,DKNG, just a few bigger company suggestions that I belive will be around in 10 years. Sounds like you like to do research, if so you will find a good one. Read the annual reports of company's, watch videos, go to there investor relations page, read the 10k. Try not to but at the top wait for a pull back but also a farmer never plants if he waits for perfection. ( Not financial advise ) Good luck!
| 5 |
ICLIMBTALLSHIT
| 1,624,503,226 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2u2j3q
|
I’m into PLUG with 2 shares only. Got it at $27. When I opened up an account I saw an article on fuel cells and PLUG was mentioned. I thought, ‘hey, why not!?’ and now here we are!? After my DD I’ve put some faith into this company. For how long idk
| 8 |
mrericvillalobos
| 1,624,497,157 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6px58
|
h2u88o5
|
Please do yourself a favour and stay away from this crappy company. This company won’t go places in the future.
| 6 |
toookoool
| 1,624,500,195 |
I bought my first stock (PLUG) today at age 31.
|
I have been looking at stock trends without buying for a few months, and I’ve noticed some trends.
The trend that stood out to me most was what I think of as a “scoop”. This is probably very elementary stuff, and I’m sure there are technical terms that I am unaware of.
When I say scoop, I mean a stock that ramped up at some point then quickly dropped back down. After that, stocks seem to stay low and keep dropping but at a slower and slower rate. Eventually it evens out and starts to climb back up, usually to about 75% of its previous peak.
So my goal has been to find stocks that just finished leveling out and are starting to “scoop” back up to that 75%.
I have been viewing this trend in 3m, 6m, 1yr, and 5yr ranges because I don’t have an interest in day trading, and I prefer a slower, safer climb.
So I have a few questions:
1. Is this a decent approach?
2. Does it have a name?
3. Are there other good companies out there showing a similar mid-to-long-term trends that I should look into?
Of course, I’m not asking for or giving financial advice. Thanks!
| 139 |
Jennifer_Veg
| 1,624,495,365 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6px58/i_bought_my_first_stock_plug_today_at_age_31/
|
o6jfcj
|
h2sv2tq
|
Best way to play sports betting, not close. TY for taking the time and sharing!
| 7 |
TJAiii
| 1,624,476,016 |
Genius Sports $GENI- Pick & Shovels for Sports Gambling
|
disclosure: 1000 shares and 2500 warrants
Here is the ONLY way to play the pick and shovel side of the rapidly growing sports gambling segment: Genius Sports **$GENI**
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Not only are they partners with the sports leagues, they are partners with the 300 of the world’s largest sportsbooks brands, and media outlets:
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**GROWTH**
Gross Gaming Revenue expected to nearly double from $31B in 2020 to $59B by 2025 (via H2 Gambling Capital). These numbers do not include Canada who just passed a federal bill to legalize sports gambling across the country – Consider Canada as a second California for population.
**$GENI** looks to take advantage of this with 120% EBITDA growth CAGR from 2020-2022.
**$GENI** has also proven their growth over the past several years: $88m in 2018, $115m in 2019, $149.7m in 2020. As previously stated they have increased their 2021F from $190m to $250-$260m, already surpassing their 2022F of $238M.
**MOAT**
**$GENI** is the leading exclusive content and data provider for data acquisition and data monetization:
*They are the mission critical supplier to sports betting operators
*Provide exclusive, official data to sports betting operators worldwide with risk management and trading solutions
*They acquire exclusive, official rights to sports data from major leagues and federations
**$GENI** is one of two players (and the only publicly traded one) of scale providing full-service provision: # of events covered, # of sports covered, Sport League Services, One stop shop betting services, media solutions, Streaming solutions.
Their Technology and scale provide high barriers to entry:
*1500 employees across 6 continents
*450 employees in technology and trading
*7,000 statisticians and agents
*650+ long term partnerships with sports and sportsbooks
*$110m+ invested in proprietary technology
*Their technology exchange for rights means $GENI becomes fully embedded and hard to replace (150+ integrations)
*Analyze risk and manage markets, probabilities and results for 240k+ events every year
*Highly customizable software to manage every aspect of a sportsbook’s data and trading offering: outsourced sports wagering at scale
OFFICIAL DATA: $GENI has the feed of live sports statistics that is sanctioned by the sports for collection and distribution (BIG DEAL).
Why that matters:
Matters to sports – it goes to the very heart of their funding
Matters to sportsbooks – only official data gives them the security of the supply they need
Matters to regulators – protects consumers
Matters to investors – the cost of sports data is built into their model, contributing to our high barriers to entry
Anecdotal: Genius Sports is so important to Draftkings that it is listed in their risk factors
**Coverage**
$GENI has been covered by a handful of analysts who have all given this a buy rating with PTs in the high 20’s and low 30s:
Goldman Sachs: $31
Craig Hallum: $30
Needham & Co: $28
Benchmark: $33
Oppenheimer: $32
As of writing this, the stock is trading at $18.84. A huge discount to the price targets above. Part of this discount is **$GENI** recently had an upsized stock offering of 22 million shares. While the market reacted negatively, Oppenheimer came out and reiterated their PT of $32 as they saw this as a positive for the company to raise cash to continue to acquire companies that complement their offerings. Most recently they acquired Second Spectrum (Augmented reality and tracking technology backed by Steve Ballmer), and Fanhub (free to play games).
**TLDR:** $GENI is the the pick and shovel data provider to all the favorite sports betting books including $DKNG, and the only publicly traded sports betting data provider in one of the fastest growing segments in the US market. With a huge moat, Exclusive partnership with the NFL, and partnerships with hundreds of other sports leagues and sports betting books why try picking a winner when you can invest in the data provider that supplies them all?
| 49 |
tgood87
| 1,624,474,637 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6jfcj/genius_sports_geni_pick_shovels_for_sports/
|
o6jfcj
|
h2sxjd8
|
Ok ok ok. Nice write up, and I like the chart. Bought 500 shares
| 5 |
ganbarimashou
| 1,624,477,112 |
Genius Sports $GENI- Pick & Shovels for Sports Gambling
|
disclosure: 1000 shares and 2500 warrants
Here is the ONLY way to play the pick and shovel side of the rapidly growing sports gambling segment: Genius Sports **$GENI**
Genius Sports is the official data, technology and commercial partner that powers the global ecosystem connecting sports, betting and media.
They are the trusted partner to over 400 sports organizations globally, capturing the highest quality data for many of the world’s largest leagues and federations such as the NFL, EPL, FIBA, NCAA, NASCAR, AFA and PGA.
Not only are they partners with the sports leagues, they are partners with the 300 of the world’s largest sportsbooks brands, and media outlets:
**Sports:**NFL, Premier League, NCAA, Football Data Co, FIBA, Euroleague Basketball, PGA
**Betting:** Bet365, Flutter, William Hill, Betway, Draftkings
**Media:** NFL, CBS All Access, Pizza Hut, Michigan Lottery, MLB, POINTSBET, FanDuel, BETMGM, Caesers Sportsbook
Not only are they partnered with the **NFL** but **$GENI** won the exclusive distribution rights for NFL official data in April. They beat out their only main competitor, Sportradar. In addition to data rights, the partnership includes adjacent agreements such as video streaming rights to international (non-US) sportsbooks. **$GENI** will also support the NFL’s data collection and advertising capabilities while also helping monitor suspicious activity to maintain integrity.
This exclusive deal validates Genius Sports competitive position as a core cog in the global sports betting industry, where global sportsbook operators rely on data feeds distributed by **$GENI**
**1st Quarter Earnings**
**$GENI** reported 1st quarter earnings on May 20th and raised full year 2021 revenue guidance by 35%
*Q1 revenue increased 52% year-over-year to $53.7m
*First quarter group Adj. EBITDA up 414% year-over year to $9.3m (net loss of $5.3m)
*Raised FY2021 group revenue guidance from $190m to $250m-$260m
*Announced a six-year strategic partnership with the National Football League
*Entered into a two-year marketing partnership with FanDuel to deliver data-driven, targeted advertising
*Announced the acquisitions of two leading technology companies, FanHub and Second Spectrum, diversifying our offering and enhancing capabilities
* Appointed sports industry leader and former Turner President, David Levy, as Genius Sports’ new Chairman.
**GROWTH**
Gross Gaming Revenue expected to nearly double from $31B in 2020 to $59B by 2025 (via H2 Gambling Capital). These numbers do not include Canada who just passed a federal bill to legalize sports gambling across the country – Consider Canada as a second California for population.
**$GENI** looks to take advantage of this with 120% EBITDA growth CAGR from 2020-2022.
**$GENI** has also proven their growth over the past several years: $88m in 2018, $115m in 2019, $149.7m in 2020. As previously stated they have increased their 2021F from $190m to $250-$260m, already surpassing their 2022F of $238M.
**MOAT**
**$GENI** is the leading exclusive content and data provider for data acquisition and data monetization:
*They are the mission critical supplier to sports betting operators
*Provide exclusive, official data to sports betting operators worldwide with risk management and trading solutions
*They acquire exclusive, official rights to sports data from major leagues and federations
**$GENI** is one of two players (and the only publicly traded one) of scale providing full-service provision: # of events covered, # of sports covered, Sport League Services, One stop shop betting services, media solutions, Streaming solutions.
Their Technology and scale provide high barriers to entry:
*1500 employees across 6 continents
*450 employees in technology and trading
*7,000 statisticians and agents
*650+ long term partnerships with sports and sportsbooks
*$110m+ invested in proprietary technology
*Their technology exchange for rights means $GENI becomes fully embedded and hard to replace (150+ integrations)
*Analyze risk and manage markets, probabilities and results for 240k+ events every year
*Highly customizable software to manage every aspect of a sportsbook’s data and trading offering: outsourced sports wagering at scale
OFFICIAL DATA: $GENI has the feed of live sports statistics that is sanctioned by the sports for collection and distribution (BIG DEAL).
Why that matters:
Matters to sports – it goes to the very heart of their funding
Matters to sportsbooks – only official data gives them the security of the supply they need
Matters to regulators – protects consumers
Matters to investors – the cost of sports data is built into their model, contributing to our high barriers to entry
Anecdotal: Genius Sports is so important to Draftkings that it is listed in their risk factors
**Coverage**
$GENI has been covered by a handful of analysts who have all given this a buy rating with PTs in the high 20’s and low 30s:
Goldman Sachs: $31
Craig Hallum: $30
Needham & Co: $28
Benchmark: $33
Oppenheimer: $32
As of writing this, the stock is trading at $18.84. A huge discount to the price targets above. Part of this discount is **$GENI** recently had an upsized stock offering of 22 million shares. While the market reacted negatively, Oppenheimer came out and reiterated their PT of $32 as they saw this as a positive for the company to raise cash to continue to acquire companies that complement their offerings. Most recently they acquired Second Spectrum (Augmented reality and tracking technology backed by Steve Ballmer), and Fanhub (free to play games).
**TLDR:** $GENI is the the pick and shovel data provider to all the favorite sports betting books including $DKNG, and the only publicly traded sports betting data provider in one of the fastest growing segments in the US market. With a huge moat, Exclusive partnership with the NFL, and partnerships with hundreds of other sports leagues and sports betting books why try picking a winner when you can invest in the data provider that supplies them all?
| 49 |
tgood87
| 1,624,474,637 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6jfcj/genius_sports_geni_pick_shovels_for_sports/
|
o6jfcj
|
h2tcty3
|
> Here is the ONLY way to play the pick and shovel side of the rapidly growing sports gambling segment
Only way for now.
Sportradar will be IPOing soon, and depending on the valuation I would much rather have Sportradar.
> Not only are they partnered with the NFL but $GENI won the exclusive distribution rights for NFL official data in April. They beat out their only main competitor, Sportradar.
They won by paying a princely sum for it, ~3x the $40m Sportradar was paying and they're paying for half of that in equity. I get that growth is coming but that literally represents 90% of their PY Sales revenue.
I generally like both but I have to roll my eyes everytime I unbalanced DD with literally no bear case.
| 6 |
BardotBardot
| 1,624,483,888 |
Genius Sports $GENI- Pick & Shovels for Sports Gambling
|
disclosure: 1000 shares and 2500 warrants
Here is the ONLY way to play the pick and shovel side of the rapidly growing sports gambling segment: Genius Sports **$GENI**
Genius Sports is the official data, technology and commercial partner that powers the global ecosystem connecting sports, betting and media.
They are the trusted partner to over 400 sports organizations globally, capturing the highest quality data for many of the world’s largest leagues and federations such as the NFL, EPL, FIBA, NCAA, NASCAR, AFA and PGA.
Not only are they partners with the sports leagues, they are partners with the 300 of the world’s largest sportsbooks brands, and media outlets:
**Sports:**NFL, Premier League, NCAA, Football Data Co, FIBA, Euroleague Basketball, PGA
**Betting:** Bet365, Flutter, William Hill, Betway, Draftkings
**Media:** NFL, CBS All Access, Pizza Hut, Michigan Lottery, MLB, POINTSBET, FanDuel, BETMGM, Caesers Sportsbook
Not only are they partnered with the **NFL** but **$GENI** won the exclusive distribution rights for NFL official data in April. They beat out their only main competitor, Sportradar. In addition to data rights, the partnership includes adjacent agreements such as video streaming rights to international (non-US) sportsbooks. **$GENI** will also support the NFL’s data collection and advertising capabilities while also helping monitor suspicious activity to maintain integrity.
This exclusive deal validates Genius Sports competitive position as a core cog in the global sports betting industry, where global sportsbook operators rely on data feeds distributed by **$GENI**
**1st Quarter Earnings**
**$GENI** reported 1st quarter earnings on May 20th and raised full year 2021 revenue guidance by 35%
*Q1 revenue increased 52% year-over-year to $53.7m
*First quarter group Adj. EBITDA up 414% year-over year to $9.3m (net loss of $5.3m)
*Raised FY2021 group revenue guidance from $190m to $250m-$260m
*Announced a six-year strategic partnership with the National Football League
*Entered into a two-year marketing partnership with FanDuel to deliver data-driven, targeted advertising
*Announced the acquisitions of two leading technology companies, FanHub and Second Spectrum, diversifying our offering and enhancing capabilities
* Appointed sports industry leader and former Turner President, David Levy, as Genius Sports’ new Chairman.
**GROWTH**
Gross Gaming Revenue expected to nearly double from $31B in 2020 to $59B by 2025 (via H2 Gambling Capital). These numbers do not include Canada who just passed a federal bill to legalize sports gambling across the country – Consider Canada as a second California for population.
**$GENI** looks to take advantage of this with 120% EBITDA growth CAGR from 2020-2022.
**$GENI** has also proven their growth over the past several years: $88m in 2018, $115m in 2019, $149.7m in 2020. As previously stated they have increased their 2021F from $190m to $250-$260m, already surpassing their 2022F of $238M.
**MOAT**
**$GENI** is the leading exclusive content and data provider for data acquisition and data monetization:
*They are the mission critical supplier to sports betting operators
*Provide exclusive, official data to sports betting operators worldwide with risk management and trading solutions
*They acquire exclusive, official rights to sports data from major leagues and federations
**$GENI** is one of two players (and the only publicly traded one) of scale providing full-service provision: # of events covered, # of sports covered, Sport League Services, One stop shop betting services, media solutions, Streaming solutions.
Their Technology and scale provide high barriers to entry:
*1500 employees across 6 continents
*450 employees in technology and trading
*7,000 statisticians and agents
*650+ long term partnerships with sports and sportsbooks
*$110m+ invested in proprietary technology
*Their technology exchange for rights means $GENI becomes fully embedded and hard to replace (150+ integrations)
*Analyze risk and manage markets, probabilities and results for 240k+ events every year
*Highly customizable software to manage every aspect of a sportsbook’s data and trading offering: outsourced sports wagering at scale
OFFICIAL DATA: $GENI has the feed of live sports statistics that is sanctioned by the sports for collection and distribution (BIG DEAL).
Why that matters:
Matters to sports – it goes to the very heart of their funding
Matters to sportsbooks – only official data gives them the security of the supply they need
Matters to regulators – protects consumers
Matters to investors – the cost of sports data is built into their model, contributing to our high barriers to entry
Anecdotal: Genius Sports is so important to Draftkings that it is listed in their risk factors
**Coverage**
$GENI has been covered by a handful of analysts who have all given this a buy rating with PTs in the high 20’s and low 30s:
Goldman Sachs: $31
Craig Hallum: $30
Needham & Co: $28
Benchmark: $33
Oppenheimer: $32
As of writing this, the stock is trading at $18.84. A huge discount to the price targets above. Part of this discount is **$GENI** recently had an upsized stock offering of 22 million shares. While the market reacted negatively, Oppenheimer came out and reiterated their PT of $32 as they saw this as a positive for the company to raise cash to continue to acquire companies that complement their offerings. Most recently they acquired Second Spectrum (Augmented reality and tracking technology backed by Steve Ballmer), and Fanhub (free to play games).
**TLDR:** $GENI is the the pick and shovel data provider to all the favorite sports betting books including $DKNG, and the only publicly traded sports betting data provider in one of the fastest growing segments in the US market. With a huge moat, Exclusive partnership with the NFL, and partnerships with hundreds of other sports leagues and sports betting books why try picking a winner when you can invest in the data provider that supplies them all?
| 49 |
tgood87
| 1,624,474,637 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/o6jfcj/genius_sports_geni_pick_shovels_for_sports/
|
nyftdh
|
h1kgcdh
|
Absolutely love it...probably 1 of my favorite stocks all year
A group of us abuse this ticker daily
| 5 |
UltimateTraders
| 1,623,541,624 |
$TIGR UP Fintech Holdings DD
|
**Tldr**; 256% YoY revenue growth, analysts raising rev forecast (still too light), PROFITABLE with $21M 1Q21 net income, 448M cash on hand, 54% - 174% potential upside. 🐯
**Who are they and how do they make money?**
With one of the sexiest tickers on the NASDAQ, TIGR (rawrrrr 🐯) or UP Fintech Holdings operates a rapidly growing online brokerage in China with [nearly 800 employees](https://www.bloomberg.com/profile/company/TIGR:US) and growing. TIGR’s trading platform went live in Aug 2015 and their target market includes both retail and corporate clients in China as well as other parts of Asia. They have a “mobile first” business strategy. So how’s their mobile app? It currently has [4.7 rating on both the app store](https://apps.apple.com/sg/app/tiger-trade-global-invest-save/id1023600494) and [google play](https://play.google.com/store/apps/details?id=com.tigerbrokers.stock&hl=en_CA&gl=US) as of June 11 and users are generally happy with their experience using the app.
**Growth strategies**
* Expand internationally – highly scalable trading platform, primed for roll out; TIGR has licensed operations in the US, Singapore, New Zealand, Australia, Hong Kong, and of course China
* Broaden and capitalize on customer base – Continue developing their online investor community and add services as customer needs evolve
* Extend breadth/depth of offerings – Think investing tools like robo advisors and such
* Continued development of their platform
**Financial highlights and KPI’s**
Revenue breakdown:
* Commissions: Based on transaction volume or quantity of shares
* Financing service fees: Earned from Interactive Brokers (they have a partnership with IBKR to support trading US and Hong Kong stocks through TIGR’s platform) for margin financing and securities borrowing and lending transactions
* Interest income: Margin financing, securities borrowing and lending etc (just not going through IBKR)
* Other revenue: Mainly from corporate services like facilitating IPO’s, advertising and promotion services, and ESOP’s to corporate clients
TIGR’s growth is very strong:
Revenues| 1Q21 | 1Q20 | YoY %| FY20 | FY19 | FY18 | FY20 YoY % | FY19 YoY %|
---|---|----|----|----|----|----|----|----|----|----|
Commissions | 52.9M| 14.0M | 277%| $77.6M| $26.7M| $26.0M| 191%| 3%|
Financing | 2.2M| 1.6M| 36%| 6.6M| 7.9M| 6.4M | -16%| 23%|
Interest | 15.6M| 4.8M| 229%| 31.8M| 16.5M| 0.1M| 93%| 16400%|
Other | 10.5M| 2.4M | 331%| 22.5M| 7.5M| 1.0M| 200%| 650%|
Total | 81.3M| 22.9M| 256%| 138.5M| 58.7M| 33.6M| 136%| 75%|
1Q21 revenues are almost as much as FY19 + FY18 combined of 92.3M! On May 27 [analysts raised their FY21 revenue forecast for TIGR to $299M \(from $270M\)](https://finance.yahoo.com/news/analysts-revenue-estimates-fintech-holding-072438256.html). This would translate to 116% YoY increase and 64% ttm increase. But in my opinion TIGR will blow past that. If Q1 revenue is flat for the rest of the year they will hit $325M, except TIGR is growing like crazy. 4Q20 revenues were $47.2M, just to add another reference point for how explosive their growth has been. They’re going to blow past $299M.
Main revenue growth drivers:
* Expanding geographic footprint – As mentioned, US, Singapore, New Zealand, Australia, Hong Kong, and of course China (Canada next plz?)
* Corporate business – ESOP clients increased to 165 in 1Q21 (+41 new / 33% QoQ) and TIGR participated in 14 IPO’s (underwrote 8 of them)
* Sexy platform attracting more investors – Customers love their platform as noted earlier in their app review scores and they continue to add more features and products (US OTC, The Fund Mall which helps investors locate mutual funds based on their investment goals, and more)
Further supporting the revenue growth, here’s a view of customer accounts:
| Mar21| Mar20 | YoY %| Dec20| Dec19 | Dec18 | Dec20 YoY %| Dec19 YoY %
---|---|----|----|----|----|----|----|----
Total accounts| 1400k| 743k | 88%| 1104k| 649k | 502k | 70%| 29%
Customers with deposits| 376k | 134k | 181%| 259k| 113k | 82k | 129%| 38%
Total account balance| $21.4b| $5.5b| 289%| $16.0b| $5.1b| $2.4b| 214%| 113%
Trading volume| $123.8b| $44.1b| 181%| $219.1b| $99.8b| $119.2b| 120%| -16%
Now coming to the best part. You know how growth stocks usually run at a loss because they need to scale up to start seeing income? TIGR is past that stage. They are already profitable AND putting up stellar revenue growth.
1Q21 income = $21.1M (1Q20 – $(0.5)M loss)
FY20 income = $22.0M or a 15.9% operating margin (FY19 - $(15.9)M loss, FY18 - $(46.2)M loss)
They've scaled their business incrediblly well and income growth will continue.
**Competition**
FUTU Holdings Limited (FUTU) is their main competitor. They are an online brokerage based in Hong Kong, also servicing Asian investors. The Futubull app has a [4.7 rating on app store](https://apps.apple.com/us/app/futubull/id592031984) (same as TIGR) and a [4.4 rating on google play](https://play.google.com/store/apps/details?id=cn.futu.trader&hl=en_CA&gl=US) (TIGR 4.7). General sentiment when reading written reviews is that FUTU's app and user experience is not as good as TIGR’s. They are bigger in terms of market cap (21.3b vs 4.0b TIGR), revenue (1Q21 $284M vs $81M TIGR), and income (1Q21 $150M vs $21M TIGR), but their [P/S is sitting at 31](https://finviz.com/quote.ashx?t=futu), while [TIGR is at 19](https://finviz.com/quote.ashx?t=tigr). Also, FUTU derives its revenues primarily from commissions/fees from trading securities (50% in 2018, 48% in 2019, 60% in 2020). TIGR also derives a large percentage of its revenues from commissions (65% in 1Q21, 56% in FY20). The risk here is fee compression; as competition heats up there is pressure on fees to stay competitive. TIGR is seeing rapid growth in other revenue streams (namely IPO’s and ESOP’s), so I believe the impact of fee compression on commission revenues would be less hurtful for TIGR than for FUTU. Both companies are growing rapidly, but I see more upside with TIGR.
**Partnerships**
TIGR has an agreement with IBKR to execute, settle and clear most of the trades of US and HK stocks and other instruments (2018 = 97% of trades, 2019 = 78% of trades, 2020 = 75% of trades). [IBKR is also a shareholder of TIGR](https://www.sec.gov/Archives/edgar/data/0001381197/000138119719000031/ibrk-13d_ufhl.htm) owning a [7.6% stake](https://www.fool.com/investing/2019/05/21/why-up-fintech-holding-stock-popped-today.aspx).
**Share dilution**
On Apr 5 TIGR institutional investors subscribed to purchase convertible notes for $90M maturing in 2026 on Apr 5 (https://finance.yahoo.com/news/fintech-holding-limited-announces-us-080000194.html). I can’t find any info on which institutions or that the notes have been issued, but I will assume they have been.
On Jun 11 TIGR closed an offering of [6.5M ADS’s at a price of $24.50](https://finance.yahoo.com/news/fintech-announces-closing-public-offering-080000241.html). Underwriters had a 30-day option to purchase another 975k and they exercised it; certainly because they see continued upside in the stock. 🐯 Lock-up is 90 days expiring in Sep. I don't expect a large sell-off given the growth potential.
You would naturally be wondering “will they dilute more?” I don’t see a reason why they would given their cash position. On Mar 31 they had $175M in cash + 90M convertible notes in Apr + 183M share offering in Jun = $448M, **AND THEY ARE PROFITABLE** ($21M in 1Q21) so I don’t see much reason for them to need more cash.
Why did they raise more cash?
1. expand customer base and drive engagement,
2. invest in expanding products, services and technologies to enhance the user experience, and
3. expand international presence.
Personally I am ok with this, and it seems the market was too because the price has fully recovered from a close of $26.79 on 6/7 and then bottoming out at $24.49 on 6/8, the first trading day after the share dilution announcement. 6/11 we closed at $28.56 (+11% on the day).
From their FY20 financial statements: “Our growth strategy includes expanding our international services and customer base. Expansion into new markets will require significant management attention and financial resources worldwide.” They further say “We will opportunistically evaluate and pursue licenses or acquisitions to enhance our offerings and accelerate growth objectives in existing or new product verticals.” I am hopeful this is where a good amount of this cash will be deployed, push globally!
**Bear arguments**
* The investing market has picked up steam across the globe lately with meme stocks and all the news that Robin Hood generated in 1Q21; TIGR is certainly a beneficiary. These levels of growth may not be sustainable and business could stagnate as a result.
* Given they are valued as a growth stock, their valuation is closely tied to the rate of inflation. If inflation rates go up, growth stock valuations will drop because they are often valued using a discounted cash flow method.
* P/S of 19 is actually too high. Valuing a growth stock can be difficult. As I mentioned, FUTU's P/S is at 31, another growth stock like SKLZ is also roughly 30. But SQ, another growing fintech company, has a P/S of 7.5. PYPL is more mature but also in the fintech space and has a P/S of 13.7. So, there is a case that 19 P/S for TIGR is actually too high.
**One other note**
They are a Chinese company, but they’re audited by a big 4 firm (Deloitte). Previously they were audited by KPMG until they changed in Dec 2020.
**Price targets**
The 52wk high for TIGR is $38.50 on 2/19 which is a 34.8% upside.
If we assume they hit the FY21 analyst revenue target of $299M, using their current P/S of 19 puts the market cap at $5.7b, which is a 42% upside or a share price of $40.69.
I think a P/S of 19 is light, especially with FUTU being at 31, plus that revenue forecast is wayyyy too small. TIGR is going to destroy it. Every single quarter they are adding more customer accounts, more deposits, they’ve got nearly half a billion dollars in cash on-hand, and they are profitable.
Quarterly rev growth has been 2Q20 -> 3Q20 = 26%, 3Q20 -> 4Q20 = 24%, 4Q20 -> 1Q21 = 72%.
* **Conservative PT** = $81.3M Q1 rev x 4 = $325M FY 21 x 19 P/S = 6.175b mkt cap = **$43.91 SP / 54% upside**.
* **Neutral PT** = 25% QoQ rev growth for remainder of FY21 = $470M x 19 = 8.93b mkt cap = **$63.51 SP / 122% upside**.
* **Bull PT** = 40% QoQ rev growth (avg of 26%, 24%, 72%) = $580M x 19 = 11.0b mkt cap = **$78.23 SP / 174% upside**.
**Positions**
700 shares, 20 6/18 30C, 35 Jan 2022 35C
[Proof](https://i.imgur.com/jppN0p2.png)
EDIT: add bear case points
| 30 |
papabri
| 1,623,530,056 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/nyftdh/tigr_up_fintech_holdings_dd/
|
n427qf
|
gwt68t9
|
Wait... so 52% of those companies never made up the loss?
| 5 |
Strongest-There-Is
| 1,620,065,044 |
APHA & TLRY Holders - Don’t panic! Here's what happens to stocks when mergers close...
|
Disclaimer: This is not financial advice, do you own research.
**TL;DR – Some brokers are taking their sweet time with these shares. MOST companies are down day after a merger and then rebound in the coming weeks. Sit tight!**
Ok, so we’ve all figured out what happens to our APHA and TLRY shares now that the merger is closed (Right? Right!). If you’re still confused, check out [THIS post](https://www.reddit.com/r/Aphria/comments/n3uylv/still_dont_know_what_is_happening_to_your_apha/?utm_source=share&utm_medium=web2x&context=3) from earlier.
Feedback on my prior post is that SOME brokers have changed your position to reflect your TLRY shares (TD Ameritrade for the win) and some have not (get your shit together, RH). Either way, you will get those shares (hopefully) soon and all will be well with the world.
BUT WAIT! TLRY is down $1.20 today… WTF?!?
A few things to note - There are a lot of market dynamics at play here:
1. There were hedge funds with prior positions that now need to rebalance.
2. There are people who were only holding on the APHA for the merger and now want to sell.
3. There are ETFs that will likely have some sort of rebalancing.
4. Shorts may be covering on the weakness today.
5. This is a liquidity event – expect volatility.
We can expect a decent amount of choppiness around TLRY the next few days. “But grey\_patagonia\_vest how do you know?!?” Well kids, I did some good old fashion data analysis.
I pulled a list of all mergers with the following criteria:
1. Both target and acquirer are publicly traded on a North American exchange
2. The deal terms (like APHA/TLRY) were either all stock or at least some cash and some stonks
3. Any mergers with an equity value >$500mm USD (some of the smaller ones can get funky)
I then looked at the performance of the acquirer (like TLRY in this case) – after the deal closed. I started with the stock price of the acquirer 30 trading days before the merger closed, then looked at 7 days before, one day before, one day after, one week after, one month after, three months after, six months after and finally a year after. Here is what I found….
Of the 214 deals that fit this criteria… \~56% of acquirer stocks were down the day after a merger closed (as measured from the day before), so TLRY is in good company. Of these 56%, the companies were down an AVERAGE of 3% (TLRY currently down \~6%). Then, of those companies that were down on day one, 19% of them were back up after a week, 38% after a month and 48% after 3M. Those 48% that were up after 3M were up an average of 14% from the day before the merger. If TLRY behaved that way, we’d see TLRY @ $20.90 before long.
What does this mean for TLRY? It takes some time. This is no guarantee and this definitely isn’t financial advice, but **today’s trading likely isn’t an indicator of future performance.**
| 43 |
Grey_Patagonia_Vest
| 1,620,063,562 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/n427qf/apha_tlry_holders_dont_panic_heres_what_happens/
|
mx1dxo
|
gvle0s3
|
I’ve used the product and it’s fine. But from people who use the latest and greatest, AYX is ancient. That’s not a good sign for them. Not to mention to run certain things within their instances can be super slow. I’d rather run code outside of AYX and bring in results than run the code within AYX.
| 5 |
lomoprince
| 1,619,201,606 |
My Alteryx (AYX) DD: I'm not buying this dip.
|
After a fly-by-night post a few days ago said Alteryx was a buy, I decided to do some DD. I've wanted to for awhile, at the time of this writing I owned AYX (buying ~$70 back in 2019) and it seemed like the stock could do no wrong as it exploded to ATHs (~$178) in Mid-2020. However, it's currently trading at $84 and the question is, is this a dip worth buying or is it finally time to cut off my AYX position? Personally, I've disliked the product when I've seen it and dislike their lack of R&D. When they become "old" feeling, I don't think they'll survive. I think they may already be at that point. Also, I heard a rumor but don't want to make it seem bigger than it is so I'll be adding some hypotheticals below.
**Disclaimer:** After doing this research I no longer hold any position in AYX. Also, I had to remove 2 links to some of my figures/research due to this subs policy, so you'll see I just refer to "an analyst." Most everything else is cited though.
**R/Investing TLDR:** I've already sold my AYX shares
**R/WSB Risky TLDR:** and will take a short position (buying puts for post earnings and after next quarter's earnings)
Most of my numbers come from [their most recent 10-K](https://investor.alteryx.com/financials/sec-filings/default.aspx).
**Bull case:**
AYX is growing. Their "dollar based net expansion" rate is above 100% at 122%, which fits comfortably around [the Docusign/Cloudflare zone](https://softwareequity.com/the-impact-of-net-retention-on-valuation-for-public-saas-companies/). Not bad. However, this metric has been shrinking for 2 years now and if anything, it shows they don't know how to improve this metric any longer. They've dropped 1-2% per quarter every quarter for 2 whole years. Because they do trailing 4 quarters, it's actually lower than 122% right this moment but we don't know exactly how much.
They have nice case studies. They have grown customers up to 7083 customers, and revenue to $495.3M (+18.5%). Guidance for ARR is $555-565M for this year. Their margins are awesome at 91%.
**Bear case:**
The co-founder stepped down to [bring on a new CEO](https://www.nasdaq.com/articles/alteryx-ayx-appoints-new-ceo-raises-q3-top-line-outlook-2020-10-06). This is typically something you'd do when your company was at a new stage of it's life. That stage is sometimes "fuck R&D, just increase sales/marketing and get this to as many companies as possible." I think that's where we are, and I'll show it below.
Additionally, the new CEO had to instantly fire the CRO for offensive tweets (link removed).
Now I'm going to get into the real meat. What started this whole thing? The rumor I heard is that some larger companies aren't interested in renewing anymore, and I think we've seen that already in the numbers. I'll do some analysis below but the main question is: do you think this is a huge signal that other companies are starting to drop AYX, or is this just a temporary blip and the new CEO is going to come up with new valuable solutions? Based on the middling CEO above, and the lack of R&D that I'll highlight below, my thought is AYX is going to have trouble retaining customers moving forward.
The strategy straight from their 10k is:
* "to increase our current customer base of approximately 7,100 customers through an active “land and expand” strategy." Cool, but that means they need to both land AND keep in order to expand.
Their revenue is growing, but if you look at their subscription revenue only, it's only growing by 3%, compared to their other services growing 37%. That means most of their revenue growth isn't new contracts or customers or even added users within contracts, it's added services. These services have an 85% margin so I expect their 91% margins to start to drop. I'm much more concerned with their actual growth looking to be closer to 3% in subscription revenue. That 3% number has been **dropping** every year!
* "We plan to expand our online and offline marketing efforts to increase demand for our platform and awareness of our brand. We also plan to continue to invest in growing both our direct sales teams and indirect sales channels." Boo. I don't think they're to that point as a company yet, yet their numbers show that they are definitely spending most of their money on marketing/sales. Currently, 51% of their expenses are spent on marketing. In fact, R&D has been the smallest part of their expenses every year since they went public. That doesn't make sense to me. This is a personal feeling but it feels like they're not continuing to develop what customers may need in the future.
* "with an increased focus on Global 2000 companies" Here's the big one. In their 10k they specify that they have ~750 of the top 2000 companies, and that this is their strategy going forward. What if those big customers start to drop off?
If my thesis is true that big companies don't quite jive with AYX and may start leaving or shrinking their contracts, this could be really bad for AYX especially since it's their top focus.
AYX charges $5195/user/year for designers and $2100/user/year for others. The average contract value is hard to pinpoint, but we can look through the years at a few analyses and one of my own. From the S1 in 2017, an analyst (link removed) stated that annual contract value was $40.7K. In 2019, [another analyst](https://www.forbes.com/sites/robertdefrancesco/2019/04/24/alteryx-empowers-customers-to-turn-data-into-actionable-insights/?sh=2951aedd4690) said a typical new customer comes in at an average deal size of $10,000-$11,000. If we just divide revenue by customers we get $70k/customer. However, larger customers are obviously larger since they pay per user. In 2020, [another analyst](https://www.fool.com/investing/2020/06/29/why-alteryx-focusing-large-companies-fuel-growth.aspx) said that 33% of their revenue is from the Global 2000, so using the 750 number from their 10k that gets us to $220k/customer.
However this quote gives us a better baseline for a top customer of AYX: "Last year, the number of customers with annual recurring revenue (ARR) of more than $1 million more than doubled, while the number of transactions worth more than $500,000 tripled." The biggest customers are probably worth at least $1M if not more.
Finally though, what if one of the really really big customers leave (going back to my rumor)? Someone with multiple teams adding up to 1000 analysts? Using the S1 link above, at the time they stated "no customer had **more than** 10% of their total revenue." That probably means that at least one customer **DID** have up to 10% of their total revenue. If that's the case, that huge contract could have been worth **$3.7M** based on revenue at that time (years ago), and it could be worth more now.
I want to check that figure: Let's say a major company has ~14k corporate workers, maybe 10% of them max would be analysts or desire access to those tools. Some of them would be normal users while some would be design users. Using some rough assumptions, 9% * 14k * $2100 + 1% * 14k * $5195 would be around $3.3M. I think the $3.7M ARR figure is at least reasonable for a large customer.
Finally, the average contract length is 2 years for an AYX customer. A lot of the big companies are coming up on contract renewal decisions. One point against this is: I've searched major companies job postings with "Alteryx" in the description, and a lot of them still exist.
**Bottom line:** what would happen if a large, $3.7M ARR contract left AYX tomorrow? Not that much by itself.
But, if you believe it's a signal for other large companies to do the same, and you don't think they have enough new customer revenue (maybe ~3% and dropping each year?) to make up for it, and their expansion/service revenue is higher cost/lower margin, and their R&D won't save them because they haven't focused on it enough, then this is bad for AYX.
If you think it's just one company and doesn't matter because its a rumor, then this is your time to buy.
I think it's a signal that things are about to get worse for AYX and I've already sold my shares.
| 17 |
Ouiju
| 1,619,201,396 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/mx1dxo/my_alteryx_ayx_dd_im_not_buying_this_dip/
|
mx1dxo
|
gvljzlq
|
Our company used to use Alteryx but have since switched to Snowflake and couldn't be happier. Snowflake even costs less. Snowflake is disrupting pretty much all of the established data/analytics sw vendors.
| 6 |
RajivChaudrii
| 1,619,204,252 |
My Alteryx (AYX) DD: I'm not buying this dip.
|
After a fly-by-night post a few days ago said Alteryx was a buy, I decided to do some DD. I've wanted to for awhile, at the time of this writing I owned AYX (buying ~$70 back in 2019) and it seemed like the stock could do no wrong as it exploded to ATHs (~$178) in Mid-2020. However, it's currently trading at $84 and the question is, is this a dip worth buying or is it finally time to cut off my AYX position? Personally, I've disliked the product when I've seen it and dislike their lack of R&D. When they become "old" feeling, I don't think they'll survive. I think they may already be at that point. Also, I heard a rumor but don't want to make it seem bigger than it is so I'll be adding some hypotheticals below.
**Disclaimer:** After doing this research I no longer hold any position in AYX. Also, I had to remove 2 links to some of my figures/research due to this subs policy, so you'll see I just refer to "an analyst." Most everything else is cited though.
**R/Investing TLDR:** I've already sold my AYX shares
**R/WSB Risky TLDR:** and will take a short position (buying puts for post earnings and after next quarter's earnings)
Most of my numbers come from [their most recent 10-K](https://investor.alteryx.com/financials/sec-filings/default.aspx).
**Bull case:**
AYX is growing. Their "dollar based net expansion" rate is above 100% at 122%, which fits comfortably around [the Docusign/Cloudflare zone](https://softwareequity.com/the-impact-of-net-retention-on-valuation-for-public-saas-companies/). Not bad. However, this metric has been shrinking for 2 years now and if anything, it shows they don't know how to improve this metric any longer. They've dropped 1-2% per quarter every quarter for 2 whole years. Because they do trailing 4 quarters, it's actually lower than 122% right this moment but we don't know exactly how much.
They have nice case studies. They have grown customers up to 7083 customers, and revenue to $495.3M (+18.5%). Guidance for ARR is $555-565M for this year. Their margins are awesome at 91%.
**Bear case:**
The co-founder stepped down to [bring on a new CEO](https://www.nasdaq.com/articles/alteryx-ayx-appoints-new-ceo-raises-q3-top-line-outlook-2020-10-06). This is typically something you'd do when your company was at a new stage of it's life. That stage is sometimes "fuck R&D, just increase sales/marketing and get this to as many companies as possible." I think that's where we are, and I'll show it below.
Additionally, the new CEO had to instantly fire the CRO for offensive tweets (link removed).
Now I'm going to get into the real meat. What started this whole thing? The rumor I heard is that some larger companies aren't interested in renewing anymore, and I think we've seen that already in the numbers. I'll do some analysis below but the main question is: do you think this is a huge signal that other companies are starting to drop AYX, or is this just a temporary blip and the new CEO is going to come up with new valuable solutions? Based on the middling CEO above, and the lack of R&D that I'll highlight below, my thought is AYX is going to have trouble retaining customers moving forward.
The strategy straight from their 10k is:
* "to increase our current customer base of approximately 7,100 customers through an active “land and expand” strategy." Cool, but that means they need to both land AND keep in order to expand.
Their revenue is growing, but if you look at their subscription revenue only, it's only growing by 3%, compared to their other services growing 37%. That means most of their revenue growth isn't new contracts or customers or even added users within contracts, it's added services. These services have an 85% margin so I expect their 91% margins to start to drop. I'm much more concerned with their actual growth looking to be closer to 3% in subscription revenue. That 3% number has been **dropping** every year!
* "We plan to expand our online and offline marketing efforts to increase demand for our platform and awareness of our brand. We also plan to continue to invest in growing both our direct sales teams and indirect sales channels." Boo. I don't think they're to that point as a company yet, yet their numbers show that they are definitely spending most of their money on marketing/sales. Currently, 51% of their expenses are spent on marketing. In fact, R&D has been the smallest part of their expenses every year since they went public. That doesn't make sense to me. This is a personal feeling but it feels like they're not continuing to develop what customers may need in the future.
* "with an increased focus on Global 2000 companies" Here's the big one. In their 10k they specify that they have ~750 of the top 2000 companies, and that this is their strategy going forward. What if those big customers start to drop off?
If my thesis is true that big companies don't quite jive with AYX and may start leaving or shrinking their contracts, this could be really bad for AYX especially since it's their top focus.
AYX charges $5195/user/year for designers and $2100/user/year for others. The average contract value is hard to pinpoint, but we can look through the years at a few analyses and one of my own. From the S1 in 2017, an analyst (link removed) stated that annual contract value was $40.7K. In 2019, [another analyst](https://www.forbes.com/sites/robertdefrancesco/2019/04/24/alteryx-empowers-customers-to-turn-data-into-actionable-insights/?sh=2951aedd4690) said a typical new customer comes in at an average deal size of $10,000-$11,000. If we just divide revenue by customers we get $70k/customer. However, larger customers are obviously larger since they pay per user. In 2020, [another analyst](https://www.fool.com/investing/2020/06/29/why-alteryx-focusing-large-companies-fuel-growth.aspx) said that 33% of their revenue is from the Global 2000, so using the 750 number from their 10k that gets us to $220k/customer.
However this quote gives us a better baseline for a top customer of AYX: "Last year, the number of customers with annual recurring revenue (ARR) of more than $1 million more than doubled, while the number of transactions worth more than $500,000 tripled." The biggest customers are probably worth at least $1M if not more.
Finally though, what if one of the really really big customers leave (going back to my rumor)? Someone with multiple teams adding up to 1000 analysts? Using the S1 link above, at the time they stated "no customer had **more than** 10% of their total revenue." That probably means that at least one customer **DID** have up to 10% of their total revenue. If that's the case, that huge contract could have been worth **$3.7M** based on revenue at that time (years ago), and it could be worth more now.
I want to check that figure: Let's say a major company has ~14k corporate workers, maybe 10% of them max would be analysts or desire access to those tools. Some of them would be normal users while some would be design users. Using some rough assumptions, 9% * 14k * $2100 + 1% * 14k * $5195 would be around $3.3M. I think the $3.7M ARR figure is at least reasonable for a large customer.
Finally, the average contract length is 2 years for an AYX customer. A lot of the big companies are coming up on contract renewal decisions. One point against this is: I've searched major companies job postings with "Alteryx" in the description, and a lot of them still exist.
**Bottom line:** what would happen if a large, $3.7M ARR contract left AYX tomorrow? Not that much by itself.
But, if you believe it's a signal for other large companies to do the same, and you don't think they have enough new customer revenue (maybe ~3% and dropping each year?) to make up for it, and their expansion/service revenue is higher cost/lower margin, and their R&D won't save them because they haven't focused on it enough, then this is bad for AYX.
If you think it's just one company and doesn't matter because its a rumor, then this is your time to buy.
I think it's a signal that things are about to get worse for AYX and I've already sold my shares.
| 17 |
Ouiju
| 1,619,201,396 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/mx1dxo/my_alteryx_ayx_dd_im_not_buying_this_dip/
|
mbo981
|
grzbijj
|
Getting pretty damn sick of red all day anytime J Powell opens his goddamn mouth.
| 63 |
VeniVidiShatMyPants
| 1,616,536,973 |
Here is a Market Recap for today Tuesday, March 23, 2021
|
Stocks pulled back Tuesday, extending the recent bout of volatility, as market participants considered commentary from Federal Reserve Chair Jerome Powell and Treasury Secretary Janet Yellen. Moreover, a rise in COVID-19 cases in Europe prompted a new lockdown in Germany.
Market participants closely monitored remarks from both Jerome Powell and Janet Yellen. Powell said that “economic recovery is far from complete” and reiterated the Fed’s commitment to maintaining accommodative monetary policy in place while acknowledging that the economy “progressed more quickly than expected”. Yellen echoed similar sentiments, saying “ we should be clear-eyed about the whole we’re digging out of, as the economy remains about 10 million jobs short of its pre-pandemic levels.”
While the Fed has been resolute and reiterated this stance multiple times, the market remains volatile, with Treasury yields rising once again in anticipation of strong economic recovery and inflationary fears that could cause the Fed to reign back sooner-than-expected. We think the fear is overblown, given the Fed’s consistency in this stance.
Rising Treasury yields hurt high-growth stocks the most because these companies require a lot of capital to fund their growth and expansion and generate most of their cash and earnings years down the road. Future cash decreases in today's dollars as rates increase partly because investors have more opportunity to earn bigger returns from assets paying higher interest and dividends right now. Higher yields make it more expensive to borrow capital. It’s important to remember that despite rising yields, the benchmark 10-year yield remains at historic lows, roughly half what it was five years ago.
Early today, German Chancellor Angela Merken announced a new five-day lockdown over Easter. She then extended the measure for a month, citing a rise in coronavirus cases and and a reduction in the availability of ICUs. UK prime minister Boris Johnson on Tuesday said the third wave currently sweeping Europe was likely to "wash up on our shores." Tough new fines to deter international travel were announced on Tuesday.
The rise in cases comes in tandem with flaring concerns regarding the safety of the AstraZeneca vaccine. Several countries have suspended the distribution of AstraZeneca’s coronavirus vaccine following reports of blood clots. Today, the US Data and Safety Monitoring Board said AstraZeneca may have used outdated information in their report and provided an “incomplete” assessment of the efficacy of their vaccine ([Report by the Associated Press](https://apnews.com/article/astrazeneca-vaccine-reputation-missteps-01332124d4c18aba556a53b1a57bcc84)). AstraZeneca’s vaccine is not approved in the US and has been administered to around 5 million Europeans.
**Highlights**
* Gamestop (GME) earnings today, we have popcorn ready to go! This is gonna be interesting.
* Robinhood has reportedly filed confidentially for an IPO.
* Walt Disney Co. delayed the release of five new films and said “Black Widow” and “Cruella,” two of its most anticipated new movies, will be available on its streaming service the same day they hit theaters.
* Microsoft is in talks to buy Discord Inc, a messaging platform for gamers, for more than $10 billion, people familiar with the matter said on Tuesday.
* Car companies as a whole were down, with the industry facing continued pressures from the global shortage in semiconductors.
* U.S. delivery start-up goPuff said on Tuesday it has raised $1.15 billion in a new round of funding from investors including SoftBank, bringing its valuation to $8.9 billion. The latest funding round is likely a precursor for the company potentially going public later this year.
* The number of U.S. air passengers screened topped 1.5 million Sunday for the first time since March 2020, as air travel continues to rebound from a pandemic-related drop, the U.S. Transportation Security Administration (TSA) said Monday.
* **\*\*Please note that current stock price was written in the morning and does not reflect intraday changes\*\***
* Accenture (ACN) target raised by Morgan Stanley (MS) from $297 to $305 at overweight. Stock currently around $265
* Digital Turbine (APPS) target raised by Roth Capital from $100 to $115 at Buy. Stock currently around $89
* BioLife Solutions (BLFS) with three target raises. Stock currently around $39
* KeyCorp from $40 to $50
* Stephens from $50 to $55
* Maxim Group from $40 to $60
* CrowdStrike (CRWD) with too many price target upgrades to list. Consensus price target $240 at Outperform. Stock currently around $196
* eHealth (EHTH) with two target raises. Stock currently around $68
* Credit Suisse from $63 to $78 at Outperform
* Evercorse ISI from $60 to $80 at Outperform
* LYFT target raised by Wedbush from $72 to $85 at Outperform. Stock currently around $64
* 3M (MMM) target raised by Credit Suisse from $197 to $202 at Outperform. Stock currently around $189
* Micron Technology (MU) target raised by Citigroup (C) from $116 to $130 at Buy. Stock currently around $91
* Nike (NKE) target raised by Cowen from $170 to $173 at Outperform. Stock currently around $138
* Olin (OLN) with two target raises. Stock currently around $38
* KeyCorp from $34 to $48 at Overweight
* Wells Fargo $39 to $50
* Restaurant Brands International (QSR) target raised by Wells Fargo from $75 to $80 at Overweight. Stock currently around $64
* Starbucks (SBUX) target raised by Telsey Advisory Group from $108 to $120 at Market Perform. Stock currently around $108
* Workday (WDAY) target raised by Canaccord Genuity from $265 to $300 at Buy. Stock currently around $257
“The future is always beginning now.” - Mark Strand
| 165 |
psychotrader00
| 1,616,532,009 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/mbo981/here_is_a_market_recap_for_today_tuesday_march_23/
|
mbo981
|
gs03e2e
|
A picture of a dumpster on fire would have saved you a lot of typing ;)
(Awesome work, Thank you!)
| 9 |
ianyboo
| 1,616,550,969 |
Here is a Market Recap for today Tuesday, March 23, 2021
|
Stocks pulled back Tuesday, extending the recent bout of volatility, as market participants considered commentary from Federal Reserve Chair Jerome Powell and Treasury Secretary Janet Yellen. Moreover, a rise in COVID-19 cases in Europe prompted a new lockdown in Germany.
Market participants closely monitored remarks from both Jerome Powell and Janet Yellen. Powell said that “economic recovery is far from complete” and reiterated the Fed’s commitment to maintaining accommodative monetary policy in place while acknowledging that the economy “progressed more quickly than expected”. Yellen echoed similar sentiments, saying “ we should be clear-eyed about the whole we’re digging out of, as the economy remains about 10 million jobs short of its pre-pandemic levels.”
While the Fed has been resolute and reiterated this stance multiple times, the market remains volatile, with Treasury yields rising once again in anticipation of strong economic recovery and inflationary fears that could cause the Fed to reign back sooner-than-expected. We think the fear is overblown, given the Fed’s consistency in this stance.
Rising Treasury yields hurt high-growth stocks the most because these companies require a lot of capital to fund their growth and expansion and generate most of their cash and earnings years down the road. Future cash decreases in today's dollars as rates increase partly because investors have more opportunity to earn bigger returns from assets paying higher interest and dividends right now. Higher yields make it more expensive to borrow capital. It’s important to remember that despite rising yields, the benchmark 10-year yield remains at historic lows, roughly half what it was five years ago.
Early today, German Chancellor Angela Merken announced a new five-day lockdown over Easter. She then extended the measure for a month, citing a rise in coronavirus cases and and a reduction in the availability of ICUs. UK prime minister Boris Johnson on Tuesday said the third wave currently sweeping Europe was likely to "wash up on our shores." Tough new fines to deter international travel were announced on Tuesday.
The rise in cases comes in tandem with flaring concerns regarding the safety of the AstraZeneca vaccine. Several countries have suspended the distribution of AstraZeneca’s coronavirus vaccine following reports of blood clots. Today, the US Data and Safety Monitoring Board said AstraZeneca may have used outdated information in their report and provided an “incomplete” assessment of the efficacy of their vaccine ([Report by the Associated Press](https://apnews.com/article/astrazeneca-vaccine-reputation-missteps-01332124d4c18aba556a53b1a57bcc84)). AstraZeneca’s vaccine is not approved in the US and has been administered to around 5 million Europeans.
**Highlights**
* Gamestop (GME) earnings today, we have popcorn ready to go! This is gonna be interesting.
* Robinhood has reportedly filed confidentially for an IPO.
* Walt Disney Co. delayed the release of five new films and said “Black Widow” and “Cruella,” two of its most anticipated new movies, will be available on its streaming service the same day they hit theaters.
* Microsoft is in talks to buy Discord Inc, a messaging platform for gamers, for more than $10 billion, people familiar with the matter said on Tuesday.
* Car companies as a whole were down, with the industry facing continued pressures from the global shortage in semiconductors.
* U.S. delivery start-up goPuff said on Tuesday it has raised $1.15 billion in a new round of funding from investors including SoftBank, bringing its valuation to $8.9 billion. The latest funding round is likely a precursor for the company potentially going public later this year.
* The number of U.S. air passengers screened topped 1.5 million Sunday for the first time since March 2020, as air travel continues to rebound from a pandemic-related drop, the U.S. Transportation Security Administration (TSA) said Monday.
* **\*\*Please note that current stock price was written in the morning and does not reflect intraday changes\*\***
* Accenture (ACN) target raised by Morgan Stanley (MS) from $297 to $305 at overweight. Stock currently around $265
* Digital Turbine (APPS) target raised by Roth Capital from $100 to $115 at Buy. Stock currently around $89
* BioLife Solutions (BLFS) with three target raises. Stock currently around $39
* KeyCorp from $40 to $50
* Stephens from $50 to $55
* Maxim Group from $40 to $60
* CrowdStrike (CRWD) with too many price target upgrades to list. Consensus price target $240 at Outperform. Stock currently around $196
* eHealth (EHTH) with two target raises. Stock currently around $68
* Credit Suisse from $63 to $78 at Outperform
* Evercorse ISI from $60 to $80 at Outperform
* LYFT target raised by Wedbush from $72 to $85 at Outperform. Stock currently around $64
* 3M (MMM) target raised by Credit Suisse from $197 to $202 at Outperform. Stock currently around $189
* Micron Technology (MU) target raised by Citigroup (C) from $116 to $130 at Buy. Stock currently around $91
* Nike (NKE) target raised by Cowen from $170 to $173 at Outperform. Stock currently around $138
* Olin (OLN) with two target raises. Stock currently around $38
* KeyCorp from $34 to $48 at Overweight
* Wells Fargo $39 to $50
* Restaurant Brands International (QSR) target raised by Wells Fargo from $75 to $80 at Overweight. Stock currently around $64
* Starbucks (SBUX) target raised by Telsey Advisory Group from $108 to $120 at Market Perform. Stock currently around $108
* Workday (WDAY) target raised by Canaccord Genuity from $265 to $300 at Buy. Stock currently around $257
“The future is always beginning now.” - Mark Strand
| 165 |
psychotrader00
| 1,616,532,009 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/mbo981/here_is_a_market_recap_for_today_tuesday_march_23/
|
m6rgcr
|
gr7c8bg
|
So you're telling me to drop another 5k into pltr? Okay got it.
| 246 |
Tall_Character3685
| 1,615,954,102 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m6rgcr
|
gr7i7fw
|
He makes a good point. Google refused to work with the government on Project Maven, yet they benefit so much from US economic freedoms while dodging tax and stealing everyone's data. China's AI is an existential threat to the US and this problem is urgent because AI is right around the corner. This guy is sounding the alarm about an incoming shitstorm and we are too myopic to even see it.
| 147 |
Gimbloy
| 1,615,958,305 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m6rgcr
|
gr81z72
|
And I was starting to panic on my June 18 30calls lol. Agreed. Love PLTR. Liquidating a position to add more today. 950 @ 26.80 currently
| 7 |
Mycatspiss
| 1,615,977,371 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m6rgcr
|
gr7wl3a
|
The fact that you're comparing PLTR's software to actual ERPs (or think AWS/IBM make ERPs???) tells me you don't have even a basic understanding of what any software actually does or how it works.
| 35 |
fustercluck1
| 1,615,971,795 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m6rgcr
|
gr7n8l8
|
This company will get a lot of bad press in the years ahead.
| 24 |
BacklogBeast
| 1,615,962,557 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m6rgcr
|
gr7bfuw
|
In other words, homeless man wants to steal your data and sell it
| 38 |
FancyGonzo
| 1,615,953,595 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m6rgcr
|
gr8eduq
|
The 5 years ahead thing is huge. I work in data science and we've had to look at PLTR for a long time and just kinda be like "yeah, it's gonna take awhile to build that out"
French President Macron wanted a PLTR equivalent in France (part of his big STEM push), and Thales (french defense company) told him that it would take three years to get to where PLTR is today.
Three years is a lifetime in this field.
(disclosure: Holding 10k shares @ 9.97)
| 8 |
QuikThinx_AllThots
| 1,615,986,521 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m6rgcr
|
gr87a25
|
Are we supposed to know which interview you're talking about?
| 6 |
morinthos
| 1,615,981,872 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m6rgcr
|
gr7xac5
|
For anyone who is asking “BuT wHaT iS tHeIr ProDuCt?” Either A: watch some damn youtube on it or B: Trust companies like 3M, IBM, AWS, etc who are customers or partners to know that Palantir can create great software. Hence the relationship.
| 6 |
droshake
| 1,615,972,557 |
$PLTR Alex Karp Interview: FULL BREAKDOWN 3/16
|
Karp's interview is being overblown. The headlines are clickbait. He talks America needing software(pure software/AI) that is the best to AVOID conflict in order to stay ahead of America's adversaries. Basically he's claiming Palantir Technologies to be S class disruptive Tech that can lead future innovations for America.
Karp would rather put his focus on having the company put its "best foot forward" for the sake of protecting America and its private and public interests.
He was asked in the middle of the interview "How would he entice new commercial customers?"
He then starts talking about the how Foundry and Gotham are unique technically speaking ( claims his tech is 5 years ahead of everyone else low key), and the way they do business is unique. For example he explains that Palantir in the commercial space, Foundry is a Finished product as opposed to other ERP systems that require you to do an entire IT installation that can take months. Foundry can be installed as a whole stack in a few days! That difference is how Karp and Palantir thinks Software companies will sell their products. He mentions that typically ERP systems entice customers with Jargon that promises to deliver instead of providing a product that stands out from the rest. He truly believes Palantir is in a class of its own. He actually believes despite having Elite tech that he provides for the biggest companies in the word, he thinks that Palantir can provide a ton of value to smaller to medium companies by offering superior ERP Software transforming their business to save them millions of dollars.
They talk little bit about PLTRs partnerships including 3M, BP, IBM, and AWS. They talk about how IBM and AWS were thought to be rival companies to Palantir but instead decided to join forces because those companies understand how difficult it is to build what Palantir built with Foundry and Gotham.
HE LIKES THE RETAIL INVESTORS, he HATES the "INVESTORS" who buy and sell the stock who don't have any clue about the company or its Tech.
He can't on camera "PUMP" the stock, so he just talks about how he's more focused on building the Company for the long-term.
TLDR
So about an hour talking about how superior the tech( Foundry/Gotham) is compared to any other software company's tech and how Karps ideological view of supporting America and its western values by providing Superiority and Complexity in order to stay ahead of its adversaries.
Foundry is 5 years ahead of any other ERP software in the market. IBM and AWS bow down to PLTR.
Intrigued yet?
I plan to hold this 10 years plus.
235 shares@ 24.68, 6x PLTR 4/1 30c
Edit: title is misleading, more a summary than a full breakdown sorry.
| 416 |
Chrononubz
| 1,615,952,902 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m6rgcr/pltr_alex_karp_interview_full_breakdown_316/
|
m4uv8i
|
gqw9e6a
|
My apologies to all here at r/stocks for not having this thread up yesterday! Admittedly, I have been having a ton of issues of late posting these threads in here due to r/stocks A/utoM/od which keeps flagging my posts as s/pam due to some certain key words that are b/anned on this sub. I tried to post this in here a couple times yesterday but did not work. Then tried again this morning, but the same results initially at least, until just now when I think I managed to remove whatever k/eyword that kept tripping up the A/utoM/od in here. Hope you all are having a great weekend up to this point and have remembered to set your antique clocks an hour forward this AM. Happy Daylight Saving Time Day. :P
Have a great trading week ahead r/stocks!! :)
| 192 |
bigbear0083
| 1,615,727,127 |
Wall Street Week Ahead for the trading week beginning March 15th, 2021
|
Good Sunday morning to all of you here on r/stocks. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead.
Here is everything you need to know to get you ready for the trading week beginning March 15th, 2021.
# **The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead - [(Source)](https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html)**
*****
> Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.
*****
> Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.
*****
> The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.
*****
> The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.
*****
> The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.
*****
> # Fed ahead
> “The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”
*****
> He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.
*****
> Bond yields, which move opposite price, have been rising on an improving outlook for the economy.
*****
> That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.
*****
> Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.
*****
> It is the key rate to watch since it affects mortgages and other consumer and business loans.
*****
> “The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.
*****
> “It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”
*****
> Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.
*****
> # Growth vs. cyclicals
> Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.
*****
> Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.
*****
> “When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.
*****
> “If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”
*****
> Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.
*****
> “The names that I’m in — Visa, GM, Ford, Macy’s, 3M. Those have been my biggest winners this week,” he said. “It’s been really hard to make money in Apple, Facebook and Tesla.”
*****
> The Nasdaq has been hardest hit by the rise in interest rates. Apple was down 0.3% in the past week but down 10.6% in the past month. The S&P 500 finished at a record 3,943 and was up 2.6% in the past week, but is flattish over the last month, up just 0.2%.
*****
> “Rate volatility could cause another inflection point in tech,” Redler said. “Last week, tech hit its reactionary low, and this [past] week it had an oversold bounce. The question is, ‘Was that it?’”
*****
> “Next Wednesday, Powell could be the determining factor,” he said. “Rates made higher highs and tech is way off last Friday’s lows so maybe the market is getting more comfortable.”
*****
> Apple’s stall out is unusual for the tech bellwether. It helped power the market’s gains last year.
*****
> “Watch Apple because it’s a little bit of everything. Apple is growth, tech, retail. If anything is doing well, it should be Apple,” Redler said.
*****
> # Bond volatility
> There is some important data in the coming week, including February’s retail sales and industrial production, both on Tuesday. There is also a $24 billion 20-year Treasury note auction on Tuesday.
*****
> The biggest catalyst for the bond market remains the Fed.
*****
> The bond market has been speculating about something the Fed may not discuss after its meeting Wednesday afternoon. In one of its moves to shore up the economy during the pandemic, the Fed allowed banks to hold Treasury bonds without counting them against the bank’s leverage ratio. This strategy allowed institutions to have more flexibility to use their balance sheet for activities like lending.
*****
> The program expires March 31.
*****
> “This is a huge issue basically because you have so much Treasury supply coming and reinstating [the rule] basically makes it highly punitive for banks to own Treasurys,” Peters of PGIM said.
*****
> “The markets are kind of divided on what’s going to happen,” he said. “I think most experts believe an extension is the appropriate path. You have not heard anything from the Fed on the matter.”
*****
> Peters expects the Treasury market to remain volatile.
*****
> “I think you’re going to see more volatility in a high pressure growth economy with extremely large deficits and an accommodative Fed,” he said. “I think you’re going to see these whippy moves.”
*****
# **This past week saw the following moves in the S&P:**
###### **([CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!](https://i.imgur.com/fkwT5RT.png))**
# **S&P Sectors for this past week:**
###### **([CLICK HERE FOR THE S&P SECTORS FOR THE PAST WEEK!](https://i.imgur.com/MuJ7SlC.png))**
# **Major Indices for this past week:**
###### **([CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!](https://i.imgur.com/lQiMjAN.png))**
# **Major Futures Markets as of Friday's close:**
###### **([CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!](https://i.imgur.com/hvH8uj8.png))**
# **Economic Calendar for the Week Ahead:**
###### **([CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!](https://i.imgur.com/AUV1ojJ.png))**
# **Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/ojOPNgp.png))**
# **S&P Sectors for the Past Week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/OtOIN5B.png))**
# **Major Indices Pullback/Correction Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/AUXbpnZ.png))**
# **Major Indices Rally Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/sptpE1X.png))**
# **Most Anticipated Earnings Releases for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/1a03fHd.png))**
# **Here are the upcoming IPO's for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/hb2eNGo.png))**
# **Friday's Stock Analyst Upgrades & Downgrades:**
###### **([CLICK HERE FOR THE CHART LINK #1!](https://i.imgur.com/YPDtJd7.png))**
###### **([CLICK HERE FOR THE CHART LINK #2!](https://i.imgur.com/XOhfVX4.png))**
*****
> # March Quarterly Options Expiration Week Historically Bullish: DJIA, S&P 500 & NASDAQ Up 10 of Last 13
> Stock options, index options, index futures, and single-stock/ETF futures all expire at the same time four times each year, March, June, September and December. This event is often referred to as Quadruple Witching or as we prefer to call it in the Stock Trader’s Almanac (2021 page 106), Triple Witching.
> March’s option expiration week performance is second only to December’s and has a bullish bias. DJIA and S&P 500 have recorded weekly gains in about twice the number of weeks as declines. NASDAQ’s track record since 1983 is slightly softer with 23 advances and 15 declines, but all three indices have logged gains in options expiration week in ten of the last thirteen years. However, the week after is bearish for DJIA, S&P 500 and NASDAQ. S&P 500 is weakest, down eight of the last nine. Last year as covid-19 began spreading globally and economies began to shut down, DJIA and S&P 500 suffered their worst weekly declines during March’s quarterly options expiration.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/6ef1d4cbdd86a8efa09b8c2942d48517/32ed3896b2fe9623-1a/s500x750/f4254e1e0edf858dbfd4e67344757c69c48d30b6.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/81d51a4dd39b5941b831de20b28314c7/32ed3896b2fe9623-0e/s500x750/3ef3515466260a5660a9ec6eadb8a91cd697cf96.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/92b861530dfd9673b236fb0cd7af89c0/32ed3896b2fe9623-3c/s500x750/23c07978c0f660d7070cc8e2dd6c81aa392a92b7.jpg))**
*****
> # Signs of Life in Europe?
> Few equity sectors on earth have been as poor as European financials since the Global Financial Crisis. The sector still sits more than 50% below its 2007 all-time highs, hampered by regulations, low to negative interest rates, and all around slow growth in the Eurozone. However, despite those headwinds, the sector has benefitted from a recent rotation to value, and has certainly been assisted by rising interest rates, a phenomenon we discussed earlier this week.
> Not only is performance for European financials improving in absolute terms, as global equities continue to recover from the worst of the ongoing COVID-19 pandemic, but since early October the sector has outperformed the S&P 500 by more than 20 percentage points. As shown in the LPL Chart of the Day, the pattern relative to the S&P 500 appears to be on the verge of breaking out of a nearly year-long technical base, similar to where US financials stood just two months ago.
> ###### **([CLICK HERE FOR THE CHART!](https://i2.wp.com/lplresearch.com/wp-content/uploads/2021/03/Picture-3.12.21.png?ssl=1))**
> While we don’t think European financials are going back to all-time highs anytime soon, remember, the sector still needs to gain 12% from current levels just to eclipse its 2020 pre-pandemic highs, a bar that certainly now seems attainable in 2021. “We remain broadly skeptical of foreign developed equities compared to their U.S. counterparts,” explained LPL Chief Market Strategist Ryan Detrick. “However, financials are the largest sector within Europe and improving performance and the continued rotation to cyclical value stocks make this a development to keep an eye on.”
> For now, we recommend sticking with US financials, which we recently upgraded in our latest Global Portfolio Strategy report, and is now the second best performing sector year to date, trailing only energy.
*****
> # NASDAQ Bounces Off Support As Dow, S&P 500 & Russell 2K Log Record Highs, But Beware the Ides of March
> We’ve been tracking the NASDAQ 100 Index ($^NDX) (represented by the ETF Invesco QQQ Trust ($QQQ) as a proxy for the market’s technical picture. It contains many of the tech stocks that have been driving the economy and market for the past year through these Covid times as well as for quite a while prior – and likely to do so for some time to come.
> There has definitely been some rotation out of this sector of late as DJIA, S&P 500 and Russell 2000 logged new highs today. But we would like to see confirmation with new highs in NASDAQ and NDX.
> The NAS and NDX are still lagging, but today’s stronger rally in the techs is encouraging. In this updated technical picture you can see that as the NDX logged a 10% correction from its February 12 closing high of 13807.70 to its closing low on Monday March 8 of 12299.08 it bounced off key support just above 12200 (intraday low on Friday March 5 was 12208.39). Check last week’s technical analysis post for reference to previous support levels that were broken.
> This 12200-level lines up with the October high which is also the high of that W-123 swing bottom pattern we mentioned last week. Back then it was key resistance that we cleared in late-November and early December. It now forms key support and lines up with the uptrend line from the September and October lows we discussed in our Almanac Investor December eNewsletter Outlook just before Thanksgiving.
> However, as the Ides of March are upon us, we must remind you that the end of March has a propensity to decline, sometimes rather precipitously as noted in the 2021 Stock Trader’s Almanac in the March Almanac and several places on pages 30-39. The Week After Triple Witching is often prone to weakness with DJIA down 22 of last 33 and the last few days often succumb to end-of-Q1 selling pressure. If any late-March weakness materializes it should be a solid buying opportunity for top-ranked April, the last month of the Best Six Months.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/264401d95b5a55c592a6f8f10df22c5e/24ec511e4e033f88-38/s500x750/fe7be5042338b6e7e7b428a0f8fd5208691e48d7.jpg))**
*****
> # Versatile Outperformers
> There's still a lot of time left in the day, but the tone of the equity market has been much different today compared to Monday. Whereas Monday saw tech stocks get creamed while cyclical areas of the market rallied, today we're seeing tech stocks rebound while cyclicals lag. To illustrate, within the entire S&P 500 there are just 14 stocks that have so far managed to outperform the index by at least one percentage point both yesterday and today. The table below lists each of those stocks, and looking through them, they aren't the flashy, high-profile names that you always see discussed in the media. Who said boring is a bad thing? In terms of sector representation, there's also no clear trend as eight of the eleven sectors are represented by the list of just fourteen names!
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308-Table.png))**
> Below we show six-month price charts of each of the 14 names listed above from our Chart Scanner tool. Here again, no clear technical theme links the stocks together. While stocks like AES, Global Payments (GPN), McKesson (MCK), and Ross Stores (ROST) remain close to six-month highs, others like Ball (BLL), Domino's (DPZ), and Market Axess (MKTX) aren't far from six-month lows.
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308a-768x515.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308b-768x509.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308c-768x253.png))**
*****
###### **([CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!](https://i.imgur.com/1a03fHd.png))**
###### **([CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!](https://i.imgur.com/QfVfqx2.png))**
###### **([CLICK HERE FOR THE MOST ANTICIPATED EARNINGS RELEASES BEFORE MONDAY'S MARKET OPEN!](https://i.imgur.com/Is3mMmC.jpg))**
*****
Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:
*****
> # ***Monday 3.15.21 Before Market Open:***
> ###### ([CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/k2c0t0O.png))
> # ***Monday 3.15.21 After Market Close:***
> ###### ([CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK!](https://i.imgur.com/VKvrx46.png))
*****
> # ***Tuesday 3.16.21 Before Market Open:***
> ###### ([CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/eoFBwOW.png))
> # ***Tuesday 3.16.21 After Market Close:***
> ###### ([CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/ujRMr7q.png))
*****
> # ***Wednesday 3.17.21 Before Market Open:***
> ###### ([CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/myM4TrG.png))
> # ***Wednesday 3.17.21 After Market Close:***
> ###### ([CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/jVQLr1k.png))
*****
> # ***Thursday 3.18.21 Before Market Open:***
> ###### ([CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/AWKlUdJ.png))
> # ***Thursday 3.18.21 After Market Close:***
> ###### ([CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/SWuSo8l.png))
*****
> # ***Friday 3.19.21 Before Market Open:***
> ###### ([CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/VyDOWFI.png))
*****
> # ***Friday 3.19.21 After Market Close:***
> ###### ([CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!]())
(NONE.)
*****
> # FedEx Corp. $270.20
**FedEx Corp. (FDX)** is confirmed to report earnings at approximately 4:00 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $3.17 per share on revenue of $19.86 billion and the Earnings Whisper ® number is $4.12 per share. Investor sentiment going into the company's earnings release has 79% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 124.82% with revenue increasing by 13.57%. Short interest has decreased by 10.4% since the company's last earnings release while the stock has drifted lower by 4.7% from its open following the earnings release to be 17.9% above its 200 day moving average of $229.16. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, March 4, 2021 there was some notable buying of 1,400 contracts of the $115.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 7.1% move on earnings and the stock has averaged a 8.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=FDX&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # CrowdStrike, Inc. $199.00
**CrowdStrike, Inc. (CRWD)** is confirmed to report earnings at approximately 4:05 PM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.08 per share on revenue of $250.44 million and the Earnings Whisper ® number is $0.11 per share. Investor sentiment going into the company's earnings release has 82% expecting an earnings beat The company's guidance was for earnings of $0.08 to $0.09 per share on revenue of $245.50 million to $250.50 million. Consensus estimates are for year-over-year earnings growth of 300.00% with revenue increasing by 64.65%. Short interest has decreased by 27.0% since the company's last earnings release while the stock has drifted higher by 24.7% from its open following the earnings release to be 32.3% above its 200 day moving average of $150.39. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 4,634 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 10.0% move on earnings and the stock has averaged a 10.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=CRWD&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # S/undial Growers Inc. $1.42
**S/undial Growers Inc. (S/NDL)** is confirmed to report earnings at approximately 4:30 PM ET on Wednesday, March 17, 2021. Investor sentiment going into the company's earnings release has 50% expecting an earnings beat. Short interest has increased by 2,440.8% since the company's last earnings release while the stock has drifted higher by 311.6% from its open following the earnings release to be 120.0% above its 200 day moving average of $0.65. On Friday, March 5, 2021 there was some notable buying of 24,454 contracts of the $1.50 call expiring on Friday, January 20, 2023. The stock has averaged a 25.6% move on earnings in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=S_NDL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # F/uelCell Energy, Inc. $18.16
**F/uelCell Energy, Inc. (F/CEL)** is confirmed to report earnings at approximately 7:30 AM ET on Tuesday, March 16, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $20.25 million and the Earnings Whisper ® number is ($0.02) per share. Investor sentiment going into the company's earnings release has 56% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 33.33% with revenue increasing by 24.51%. Short interest has decreased by 39.0% since the company's last earnings release while the stock has drifted higher by 14.7% from its open following the earnings release to be 146.4% above its 200 day moving average of $7.37. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, March 10, 2021 there was some notable buying of 24,783 contracts of the $15.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 19.1% move on earnings and the stock has averaged a 18.6% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=F_CEL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Nike Inc $140.45
**Nike Inc (NKE)** is confirmed to report earnings at approximately 4:15 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $0.75 per share on revenue of $11.05 billion and the Earnings Whisper ® number is $0.82 per share. Investor sentiment going into the company's earnings release has 76% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 3.85% with revenue increasing by 9.36%. Short interest has decreased by 26.1% since the company's last earnings release while the stock has drifted lower by 3.0% from its open following the earnings release to be 15.4% above its 200 day moving average of $121.72. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 10,985 contracts of the $140.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 6.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=NKE&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # G/evo Inc $10.10
**G/evo Inc (G/EVO)** is confirmed to report earnings at approximately 4:00 PM ET on Wednesday, March 17, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $750.00 thousand. Investor sentiment going into the company's earnings release has 66% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 92.00% with revenue decreasing by 89.11%. Short interest has increased by 57.3% since the company's last earnings release while the stock has drifted higher by 900.0% from its open following the earnings release to be 196.3% above its 200 day moving average of $3.41. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 2,278 contracts of the $7.50 call expiring on Friday, March 19, 2021. Option traders are pricing in a 26.2% move on earnings and the stock has averaged a 8.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=G_EVO&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Dollar General Corporation $191.96
**Dollar General Corporation (DG)** is confirmed to report earnings at approximately 6:55 AM ET on Thursday, March 18, 2021. The consensus earnings estimate is $2.69 per share on revenue of $8.29 billion and the Earnings Whisper ® number is $2.72 per share. Investor sentiment going into the company's earnings release has 70% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 28.10% with revenue increasing by 15.82%. Short interest has increased by 2.8% since the company's last earnings release while the stock has drifted lower by 10.1% from its open following the earnings release to be 4.6% below its 200 day moving average of $201.20. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 3,169 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 5.4% move on earnings and the stock has averaged a 4.3% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=DG&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Village Farms International $16.68
**Village Farms International (VFF)** is confirmed to report earnings at approximately 7:00 AM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.05 per share on revenue of $41.63 million and the Earnings Whisper ® number is $0.09 per share. Investor sentiment going into the company's earnings release has 64% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 135.71% with revenue increasing by 25.94%. Short interest has decreased by 36.1% since the company's last earnings release while the stock has drifted higher by 163.1% from its open following the earnings release to be 93.1% above its 200 day moving average of $8.64. Overall earnings estimates have been revised lower since the company's last earnings release. On Monday, February 8, 2021 there was some notable buying of 3,755 contracts of the $18.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 16.9% move on earnings and the stock has averaged a 5.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=VFF&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # HealthEquity, Inc. $79.17
**HealthEquity, Inc. (HQY)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus earnings estimate is $0.42 per share on revenue of $183.92 million and the Earnings Whisper ® number is $0.47 per share. Investor sentiment going into the company's earnings release has 43% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 2.33% with revenue decreasing by 8.59%. Short interest has decreased by 44.8% since the company's last earnings release while the stock has drifted higher by 15.6% from its open following the earnings release to be 23.8% above its 200 day moving average of $63.94. Overall earnings estimates have been revised higher since the company's last earnings release. Option traders are pricing in a 10.4% move on earnings and the stock has averaged a 4.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=HQY&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # V/uzix Corporation $22.12
**V/uzix Corporation (VUZI)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus estimate is for a loss of $0.11 per share on revenue of $4.01 million and the Earnings Whisper ® number is ($0.11) per share. Investor sentiment going into the company's earnings release has 81% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 64.52% with revenue increasing by 105.33%. Short interest has increased by 7.0% since the company's last earnings release while the stock has drifted higher by 506.0% from its open following the earnings release to be 188.8% above its 200 day moving average of $7.66. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, March 1, 2021 there was some notable buying of 2,681 contracts of the $25.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 22.0% move on earnings and the stock has averaged a 11.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=V_UZI&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
# DISCUSS!
What are you all watching for in this upcoming trading week?
*****
I hope you all have a wonderful weekend and a great week and month ahead r/stocks.
| 562 |
bigbear0083
| 1,615,726,584 |
3m
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stocks
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https://www.reddit.com/r/stocks/comments/m4uv8i/wall_street_week_ahead_for_the_trading_week/
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m4uv8i
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gqwvm9g
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Just buy tech at dips and hold. I refuse to buy banks and cruise lines. Tech is not going away.
| 125 |
apooroldinvestor
| 1,615,741,489 |
Wall Street Week Ahead for the trading week beginning March 15th, 2021
|
Good Sunday morning to all of you here on r/stocks. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead.
Here is everything you need to know to get you ready for the trading week beginning March 15th, 2021.
# **The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead - [(Source)](https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html)**
*****
> Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.
*****
> Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.
*****
> The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.
*****
> The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.
*****
> The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.
*****
> # Fed ahead
> “The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”
*****
> He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.
*****
> Bond yields, which move opposite price, have been rising on an improving outlook for the economy.
*****
> That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.
*****
> Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.
*****
> It is the key rate to watch since it affects mortgages and other consumer and business loans.
*****
> “The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.
*****
> “It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”
*****
> Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.
*****
> # Growth vs. cyclicals
> Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.
*****
> Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.
*****
> “When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.
*****
> “If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”
*****
> Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.
*****
> “The names that I’m in — Visa, GM, Ford, Macy’s, 3M. Those have been my biggest winners this week,” he said. “It’s been really hard to make money in Apple, Facebook and Tesla.”
*****
> The Nasdaq has been hardest hit by the rise in interest rates. Apple was down 0.3% in the past week but down 10.6% in the past month. The S&P 500 finished at a record 3,943 and was up 2.6% in the past week, but is flattish over the last month, up just 0.2%.
*****
> “Rate volatility could cause another inflection point in tech,” Redler said. “Last week, tech hit its reactionary low, and this [past] week it had an oversold bounce. The question is, ‘Was that it?’”
*****
> “Next Wednesday, Powell could be the determining factor,” he said. “Rates made higher highs and tech is way off last Friday’s lows so maybe the market is getting more comfortable.”
*****
> Apple’s stall out is unusual for the tech bellwether. It helped power the market’s gains last year.
*****
> “Watch Apple because it’s a little bit of everything. Apple is growth, tech, retail. If anything is doing well, it should be Apple,” Redler said.
*****
> # Bond volatility
> There is some important data in the coming week, including February’s retail sales and industrial production, both on Tuesday. There is also a $24 billion 20-year Treasury note auction on Tuesday.
*****
> The biggest catalyst for the bond market remains the Fed.
*****
> The bond market has been speculating about something the Fed may not discuss after its meeting Wednesday afternoon. In one of its moves to shore up the economy during the pandemic, the Fed allowed banks to hold Treasury bonds without counting them against the bank’s leverage ratio. This strategy allowed institutions to have more flexibility to use their balance sheet for activities like lending.
*****
> The program expires March 31.
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> “This is a huge issue basically because you have so much Treasury supply coming and reinstating [the rule] basically makes it highly punitive for banks to own Treasurys,” Peters of PGIM said.
*****
> “The markets are kind of divided on what’s going to happen,” he said. “I think most experts believe an extension is the appropriate path. You have not heard anything from the Fed on the matter.”
*****
> Peters expects the Treasury market to remain volatile.
*****
> “I think you’re going to see more volatility in a high pressure growth economy with extremely large deficits and an accommodative Fed,” he said. “I think you’re going to see these whippy moves.”
*****
# **This past week saw the following moves in the S&P:**
###### **([CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!](https://i.imgur.com/fkwT5RT.png))**
# **S&P Sectors for this past week:**
###### **([CLICK HERE FOR THE S&P SECTORS FOR THE PAST WEEK!](https://i.imgur.com/MuJ7SlC.png))**
# **Major Indices for this past week:**
###### **([CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!](https://i.imgur.com/lQiMjAN.png))**
# **Major Futures Markets as of Friday's close:**
###### **([CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!](https://i.imgur.com/hvH8uj8.png))**
# **Economic Calendar for the Week Ahead:**
###### **([CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!](https://i.imgur.com/AUV1ojJ.png))**
# **Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/ojOPNgp.png))**
# **S&P Sectors for the Past Week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/OtOIN5B.png))**
# **Major Indices Pullback/Correction Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/AUXbpnZ.png))**
# **Major Indices Rally Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/sptpE1X.png))**
# **Most Anticipated Earnings Releases for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/1a03fHd.png))**
# **Here are the upcoming IPO's for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/hb2eNGo.png))**
# **Friday's Stock Analyst Upgrades & Downgrades:**
###### **([CLICK HERE FOR THE CHART LINK #1!](https://i.imgur.com/YPDtJd7.png))**
###### **([CLICK HERE FOR THE CHART LINK #2!](https://i.imgur.com/XOhfVX4.png))**
*****
> # March Quarterly Options Expiration Week Historically Bullish: DJIA, S&P 500 & NASDAQ Up 10 of Last 13
> Stock options, index options, index futures, and single-stock/ETF futures all expire at the same time four times each year, March, June, September and December. This event is often referred to as Quadruple Witching or as we prefer to call it in the Stock Trader’s Almanac (2021 page 106), Triple Witching.
> March’s option expiration week performance is second only to December’s and has a bullish bias. DJIA and S&P 500 have recorded weekly gains in about twice the number of weeks as declines. NASDAQ’s track record since 1983 is slightly softer with 23 advances and 15 declines, but all three indices have logged gains in options expiration week in ten of the last thirteen years. However, the week after is bearish for DJIA, S&P 500 and NASDAQ. S&P 500 is weakest, down eight of the last nine. Last year as covid-19 began spreading globally and economies began to shut down, DJIA and S&P 500 suffered their worst weekly declines during March’s quarterly options expiration.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/6ef1d4cbdd86a8efa09b8c2942d48517/32ed3896b2fe9623-1a/s500x750/f4254e1e0edf858dbfd4e67344757c69c48d30b6.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/81d51a4dd39b5941b831de20b28314c7/32ed3896b2fe9623-0e/s500x750/3ef3515466260a5660a9ec6eadb8a91cd697cf96.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/92b861530dfd9673b236fb0cd7af89c0/32ed3896b2fe9623-3c/s500x750/23c07978c0f660d7070cc8e2dd6c81aa392a92b7.jpg))**
*****
> # Signs of Life in Europe?
> Few equity sectors on earth have been as poor as European financials since the Global Financial Crisis. The sector still sits more than 50% below its 2007 all-time highs, hampered by regulations, low to negative interest rates, and all around slow growth in the Eurozone. However, despite those headwinds, the sector has benefitted from a recent rotation to value, and has certainly been assisted by rising interest rates, a phenomenon we discussed earlier this week.
> Not only is performance for European financials improving in absolute terms, as global equities continue to recover from the worst of the ongoing COVID-19 pandemic, but since early October the sector has outperformed the S&P 500 by more than 20 percentage points. As shown in the LPL Chart of the Day, the pattern relative to the S&P 500 appears to be on the verge of breaking out of a nearly year-long technical base, similar to where US financials stood just two months ago.
> ###### **([CLICK HERE FOR THE CHART!](https://i2.wp.com/lplresearch.com/wp-content/uploads/2021/03/Picture-3.12.21.png?ssl=1))**
> While we don’t think European financials are going back to all-time highs anytime soon, remember, the sector still needs to gain 12% from current levels just to eclipse its 2020 pre-pandemic highs, a bar that certainly now seems attainable in 2021. “We remain broadly skeptical of foreign developed equities compared to their U.S. counterparts,” explained LPL Chief Market Strategist Ryan Detrick. “However, financials are the largest sector within Europe and improving performance and the continued rotation to cyclical value stocks make this a development to keep an eye on.”
> For now, we recommend sticking with US financials, which we recently upgraded in our latest Global Portfolio Strategy report, and is now the second best performing sector year to date, trailing only energy.
*****
> # NASDAQ Bounces Off Support As Dow, S&P 500 & Russell 2K Log Record Highs, But Beware the Ides of March
> We’ve been tracking the NASDAQ 100 Index ($^NDX) (represented by the ETF Invesco QQQ Trust ($QQQ) as a proxy for the market’s technical picture. It contains many of the tech stocks that have been driving the economy and market for the past year through these Covid times as well as for quite a while prior – and likely to do so for some time to come.
> There has definitely been some rotation out of this sector of late as DJIA, S&P 500 and Russell 2000 logged new highs today. But we would like to see confirmation with new highs in NASDAQ and NDX.
> The NAS and NDX are still lagging, but today’s stronger rally in the techs is encouraging. In this updated technical picture you can see that as the NDX logged a 10% correction from its February 12 closing high of 13807.70 to its closing low on Monday March 8 of 12299.08 it bounced off key support just above 12200 (intraday low on Friday March 5 was 12208.39). Check last week’s technical analysis post for reference to previous support levels that were broken.
> This 12200-level lines up with the October high which is also the high of that W-123 swing bottom pattern we mentioned last week. Back then it was key resistance that we cleared in late-November and early December. It now forms key support and lines up with the uptrend line from the September and October lows we discussed in our Almanac Investor December eNewsletter Outlook just before Thanksgiving.
> However, as the Ides of March are upon us, we must remind you that the end of March has a propensity to decline, sometimes rather precipitously as noted in the 2021 Stock Trader’s Almanac in the March Almanac and several places on pages 30-39. The Week After Triple Witching is often prone to weakness with DJIA down 22 of last 33 and the last few days often succumb to end-of-Q1 selling pressure. If any late-March weakness materializes it should be a solid buying opportunity for top-ranked April, the last month of the Best Six Months.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/264401d95b5a55c592a6f8f10df22c5e/24ec511e4e033f88-38/s500x750/fe7be5042338b6e7e7b428a0f8fd5208691e48d7.jpg))**
*****
> # Versatile Outperformers
> There's still a lot of time left in the day, but the tone of the equity market has been much different today compared to Monday. Whereas Monday saw tech stocks get creamed while cyclical areas of the market rallied, today we're seeing tech stocks rebound while cyclicals lag. To illustrate, within the entire S&P 500 there are just 14 stocks that have so far managed to outperform the index by at least one percentage point both yesterday and today. The table below lists each of those stocks, and looking through them, they aren't the flashy, high-profile names that you always see discussed in the media. Who said boring is a bad thing? In terms of sector representation, there's also no clear trend as eight of the eleven sectors are represented by the list of just fourteen names!
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308-Table.png))**
> Below we show six-month price charts of each of the 14 names listed above from our Chart Scanner tool. Here again, no clear technical theme links the stocks together. While stocks like AES, Global Payments (GPN), McKesson (MCK), and Ross Stores (ROST) remain close to six-month highs, others like Ball (BLL), Domino's (DPZ), and Market Axess (MKTX) aren't far from six-month lows.
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308a-768x515.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308b-768x509.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308c-768x253.png))**
*****
###### **([CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!](https://i.imgur.com/1a03fHd.png))**
###### **([CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!](https://i.imgur.com/QfVfqx2.png))**
###### **([CLICK HERE FOR THE MOST ANTICIPATED EARNINGS RELEASES BEFORE MONDAY'S MARKET OPEN!](https://i.imgur.com/Is3mMmC.jpg))**
*****
Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:
*****
> # ***Monday 3.15.21 Before Market Open:***
> ###### ([CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/k2c0t0O.png))
> # ***Monday 3.15.21 After Market Close:***
> ###### ([CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK!](https://i.imgur.com/VKvrx46.png))
*****
> # ***Tuesday 3.16.21 Before Market Open:***
> ###### ([CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/eoFBwOW.png))
> # ***Tuesday 3.16.21 After Market Close:***
> ###### ([CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/ujRMr7q.png))
*****
> # ***Wednesday 3.17.21 Before Market Open:***
> ###### ([CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/myM4TrG.png))
> # ***Wednesday 3.17.21 After Market Close:***
> ###### ([CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/jVQLr1k.png))
*****
> # ***Thursday 3.18.21 Before Market Open:***
> ###### ([CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/AWKlUdJ.png))
> # ***Thursday 3.18.21 After Market Close:***
> ###### ([CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/SWuSo8l.png))
*****
> # ***Friday 3.19.21 Before Market Open:***
> ###### ([CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/VyDOWFI.png))
*****
> # ***Friday 3.19.21 After Market Close:***
> ###### ([CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!]())
(NONE.)
*****
> # FedEx Corp. $270.20
**FedEx Corp. (FDX)** is confirmed to report earnings at approximately 4:00 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $3.17 per share on revenue of $19.86 billion and the Earnings Whisper ® number is $4.12 per share. Investor sentiment going into the company's earnings release has 79% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 124.82% with revenue increasing by 13.57%. Short interest has decreased by 10.4% since the company's last earnings release while the stock has drifted lower by 4.7% from its open following the earnings release to be 17.9% above its 200 day moving average of $229.16. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, March 4, 2021 there was some notable buying of 1,400 contracts of the $115.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 7.1% move on earnings and the stock has averaged a 8.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=FDX&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # CrowdStrike, Inc. $199.00
**CrowdStrike, Inc. (CRWD)** is confirmed to report earnings at approximately 4:05 PM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.08 per share on revenue of $250.44 million and the Earnings Whisper ® number is $0.11 per share. Investor sentiment going into the company's earnings release has 82% expecting an earnings beat The company's guidance was for earnings of $0.08 to $0.09 per share on revenue of $245.50 million to $250.50 million. Consensus estimates are for year-over-year earnings growth of 300.00% with revenue increasing by 64.65%. Short interest has decreased by 27.0% since the company's last earnings release while the stock has drifted higher by 24.7% from its open following the earnings release to be 32.3% above its 200 day moving average of $150.39. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 4,634 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 10.0% move on earnings and the stock has averaged a 10.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=CRWD&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # S/undial Growers Inc. $1.42
**S/undial Growers Inc. (S/NDL)** is confirmed to report earnings at approximately 4:30 PM ET on Wednesday, March 17, 2021. Investor sentiment going into the company's earnings release has 50% expecting an earnings beat. Short interest has increased by 2,440.8% since the company's last earnings release while the stock has drifted higher by 311.6% from its open following the earnings release to be 120.0% above its 200 day moving average of $0.65. On Friday, March 5, 2021 there was some notable buying of 24,454 contracts of the $1.50 call expiring on Friday, January 20, 2023. The stock has averaged a 25.6% move on earnings in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=S_NDL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # F/uelCell Energy, Inc. $18.16
**F/uelCell Energy, Inc. (F/CEL)** is confirmed to report earnings at approximately 7:30 AM ET on Tuesday, March 16, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $20.25 million and the Earnings Whisper ® number is ($0.02) per share. Investor sentiment going into the company's earnings release has 56% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 33.33% with revenue increasing by 24.51%. Short interest has decreased by 39.0% since the company's last earnings release while the stock has drifted higher by 14.7% from its open following the earnings release to be 146.4% above its 200 day moving average of $7.37. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, March 10, 2021 there was some notable buying of 24,783 contracts of the $15.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 19.1% move on earnings and the stock has averaged a 18.6% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=F_CEL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Nike Inc $140.45
**Nike Inc (NKE)** is confirmed to report earnings at approximately 4:15 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $0.75 per share on revenue of $11.05 billion and the Earnings Whisper ® number is $0.82 per share. Investor sentiment going into the company's earnings release has 76% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 3.85% with revenue increasing by 9.36%. Short interest has decreased by 26.1% since the company's last earnings release while the stock has drifted lower by 3.0% from its open following the earnings release to be 15.4% above its 200 day moving average of $121.72. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 10,985 contracts of the $140.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 6.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=NKE&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # G/evo Inc $10.10
**G/evo Inc (G/EVO)** is confirmed to report earnings at approximately 4:00 PM ET on Wednesday, March 17, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $750.00 thousand. Investor sentiment going into the company's earnings release has 66% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 92.00% with revenue decreasing by 89.11%. Short interest has increased by 57.3% since the company's last earnings release while the stock has drifted higher by 900.0% from its open following the earnings release to be 196.3% above its 200 day moving average of $3.41. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 2,278 contracts of the $7.50 call expiring on Friday, March 19, 2021. Option traders are pricing in a 26.2% move on earnings and the stock has averaged a 8.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=G_EVO&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Dollar General Corporation $191.96
**Dollar General Corporation (DG)** is confirmed to report earnings at approximately 6:55 AM ET on Thursday, March 18, 2021. The consensus earnings estimate is $2.69 per share on revenue of $8.29 billion and the Earnings Whisper ® number is $2.72 per share. Investor sentiment going into the company's earnings release has 70% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 28.10% with revenue increasing by 15.82%. Short interest has increased by 2.8% since the company's last earnings release while the stock has drifted lower by 10.1% from its open following the earnings release to be 4.6% below its 200 day moving average of $201.20. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 3,169 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 5.4% move on earnings and the stock has averaged a 4.3% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=DG&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Village Farms International $16.68
**Village Farms International (VFF)** is confirmed to report earnings at approximately 7:00 AM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.05 per share on revenue of $41.63 million and the Earnings Whisper ® number is $0.09 per share. Investor sentiment going into the company's earnings release has 64% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 135.71% with revenue increasing by 25.94%. Short interest has decreased by 36.1% since the company's last earnings release while the stock has drifted higher by 163.1% from its open following the earnings release to be 93.1% above its 200 day moving average of $8.64. Overall earnings estimates have been revised lower since the company's last earnings release. On Monday, February 8, 2021 there was some notable buying of 3,755 contracts of the $18.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 16.9% move on earnings and the stock has averaged a 5.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=VFF&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # HealthEquity, Inc. $79.17
**HealthEquity, Inc. (HQY)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus earnings estimate is $0.42 per share on revenue of $183.92 million and the Earnings Whisper ® number is $0.47 per share. Investor sentiment going into the company's earnings release has 43% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 2.33% with revenue decreasing by 8.59%. Short interest has decreased by 44.8% since the company's last earnings release while the stock has drifted higher by 15.6% from its open following the earnings release to be 23.8% above its 200 day moving average of $63.94. Overall earnings estimates have been revised higher since the company's last earnings release. Option traders are pricing in a 10.4% move on earnings and the stock has averaged a 4.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=HQY&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # V/uzix Corporation $22.12
**V/uzix Corporation (VUZI)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus estimate is for a loss of $0.11 per share on revenue of $4.01 million and the Earnings Whisper ® number is ($0.11) per share. Investor sentiment going into the company's earnings release has 81% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 64.52% with revenue increasing by 105.33%. Short interest has increased by 7.0% since the company's last earnings release while the stock has drifted higher by 506.0% from its open following the earnings release to be 188.8% above its 200 day moving average of $7.66. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, March 1, 2021 there was some notable buying of 2,681 contracts of the $25.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 22.0% move on earnings and the stock has averaged a 11.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=V_UZI&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
# DISCUSS!
What are you all watching for in this upcoming trading week?
*****
I hope you all have a wonderful weekend and a great week and month ahead r/stocks.
| 562 |
bigbear0083
| 1,615,726,584 |
3m
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stocks
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https://www.reddit.com/r/stocks/comments/m4uv8i/wall_street_week_ahead_for_the_trading_week/
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m4uv8i
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gqwjsqk
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So when does something switch sectors? You look at a company like SQ who started of as a payment platform but now is starting banking services, has investment services, and I wouldn’t be surprised if they start providing loans. Maybe they already do. At some point they are going to be a more tech focused JP Morgan. Does a committee of some kind decide “ok we are switching them from tech to financials”?
| 16 |
Thegarzilla
| 1,615,735,447 |
Wall Street Week Ahead for the trading week beginning March 15th, 2021
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Good Sunday morning to all of you here on r/stocks. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead.
Here is everything you need to know to get you ready for the trading week beginning March 15th, 2021.
# **The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead - [(Source)](https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html)**
*****
> Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.
*****
> Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.
*****
> The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.
*****
> The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.
*****
> The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.
*****
> # Fed ahead
> “The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”
*****
> He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.
*****
> Bond yields, which move opposite price, have been rising on an improving outlook for the economy.
*****
> That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.
*****
> Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.
*****
> It is the key rate to watch since it affects mortgages and other consumer and business loans.
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> “The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.
*****
> “It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”
*****
> Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.
*****
> # Growth vs. cyclicals
> Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.
*****
> Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.
*****
> “When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.
*****
> “If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”
*****
> Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.
*****
> “The names that I’m in — Visa, GM, Ford, Macy’s, 3M. Those have been my biggest winners this week,” he said. “It’s been really hard to make money in Apple, Facebook and Tesla.”
*****
> The Nasdaq has been hardest hit by the rise in interest rates. Apple was down 0.3% in the past week but down 10.6% in the past month. The S&P 500 finished at a record 3,943 and was up 2.6% in the past week, but is flattish over the last month, up just 0.2%.
*****
> “Rate volatility could cause another inflection point in tech,” Redler said. “Last week, tech hit its reactionary low, and this [past] week it had an oversold bounce. The question is, ‘Was that it?’”
*****
> “Next Wednesday, Powell could be the determining factor,” he said. “Rates made higher highs and tech is way off last Friday’s lows so maybe the market is getting more comfortable.”
*****
> Apple’s stall out is unusual for the tech bellwether. It helped power the market’s gains last year.
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> “Watch Apple because it’s a little bit of everything. Apple is growth, tech, retail. If anything is doing well, it should be Apple,” Redler said.
*****
> # Bond volatility
> There is some important data in the coming week, including February’s retail sales and industrial production, both on Tuesday. There is also a $24 billion 20-year Treasury note auction on Tuesday.
*****
> The biggest catalyst for the bond market remains the Fed.
*****
> The bond market has been speculating about something the Fed may not discuss after its meeting Wednesday afternoon. In one of its moves to shore up the economy during the pandemic, the Fed allowed banks to hold Treasury bonds without counting them against the bank’s leverage ratio. This strategy allowed institutions to have more flexibility to use their balance sheet for activities like lending.
*****
> The program expires March 31.
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> “This is a huge issue basically because you have so much Treasury supply coming and reinstating [the rule] basically makes it highly punitive for banks to own Treasurys,” Peters of PGIM said.
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> “The markets are kind of divided on what’s going to happen,” he said. “I think most experts believe an extension is the appropriate path. You have not heard anything from the Fed on the matter.”
*****
> Peters expects the Treasury market to remain volatile.
*****
> “I think you’re going to see more volatility in a high pressure growth economy with extremely large deficits and an accommodative Fed,” he said. “I think you’re going to see these whippy moves.”
*****
# **This past week saw the following moves in the S&P:**
###### **([CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!](https://i.imgur.com/fkwT5RT.png))**
# **S&P Sectors for this past week:**
###### **([CLICK HERE FOR THE S&P SECTORS FOR THE PAST WEEK!](https://i.imgur.com/MuJ7SlC.png))**
# **Major Indices for this past week:**
###### **([CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!](https://i.imgur.com/lQiMjAN.png))**
# **Major Futures Markets as of Friday's close:**
###### **([CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!](https://i.imgur.com/hvH8uj8.png))**
# **Economic Calendar for the Week Ahead:**
###### **([CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!](https://i.imgur.com/AUV1ojJ.png))**
# **Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/ojOPNgp.png))**
# **S&P Sectors for the Past Week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/OtOIN5B.png))**
# **Major Indices Pullback/Correction Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/AUXbpnZ.png))**
# **Major Indices Rally Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/sptpE1X.png))**
# **Most Anticipated Earnings Releases for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/1a03fHd.png))**
# **Here are the upcoming IPO's for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/hb2eNGo.png))**
# **Friday's Stock Analyst Upgrades & Downgrades:**
###### **([CLICK HERE FOR THE CHART LINK #1!](https://i.imgur.com/YPDtJd7.png))**
###### **([CLICK HERE FOR THE CHART LINK #2!](https://i.imgur.com/XOhfVX4.png))**
*****
> # March Quarterly Options Expiration Week Historically Bullish: DJIA, S&P 500 & NASDAQ Up 10 of Last 13
> Stock options, index options, index futures, and single-stock/ETF futures all expire at the same time four times each year, March, June, September and December. This event is often referred to as Quadruple Witching or as we prefer to call it in the Stock Trader’s Almanac (2021 page 106), Triple Witching.
> March’s option expiration week performance is second only to December’s and has a bullish bias. DJIA and S&P 500 have recorded weekly gains in about twice the number of weeks as declines. NASDAQ’s track record since 1983 is slightly softer with 23 advances and 15 declines, but all three indices have logged gains in options expiration week in ten of the last thirteen years. However, the week after is bearish for DJIA, S&P 500 and NASDAQ. S&P 500 is weakest, down eight of the last nine. Last year as covid-19 began spreading globally and economies began to shut down, DJIA and S&P 500 suffered their worst weekly declines during March’s quarterly options expiration.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/6ef1d4cbdd86a8efa09b8c2942d48517/32ed3896b2fe9623-1a/s500x750/f4254e1e0edf858dbfd4e67344757c69c48d30b6.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/81d51a4dd39b5941b831de20b28314c7/32ed3896b2fe9623-0e/s500x750/3ef3515466260a5660a9ec6eadb8a91cd697cf96.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/92b861530dfd9673b236fb0cd7af89c0/32ed3896b2fe9623-3c/s500x750/23c07978c0f660d7070cc8e2dd6c81aa392a92b7.jpg))**
*****
> # Signs of Life in Europe?
> Few equity sectors on earth have been as poor as European financials since the Global Financial Crisis. The sector still sits more than 50% below its 2007 all-time highs, hampered by regulations, low to negative interest rates, and all around slow growth in the Eurozone. However, despite those headwinds, the sector has benefitted from a recent rotation to value, and has certainly been assisted by rising interest rates, a phenomenon we discussed earlier this week.
> Not only is performance for European financials improving in absolute terms, as global equities continue to recover from the worst of the ongoing COVID-19 pandemic, but since early October the sector has outperformed the S&P 500 by more than 20 percentage points. As shown in the LPL Chart of the Day, the pattern relative to the S&P 500 appears to be on the verge of breaking out of a nearly year-long technical base, similar to where US financials stood just two months ago.
> ###### **([CLICK HERE FOR THE CHART!](https://i2.wp.com/lplresearch.com/wp-content/uploads/2021/03/Picture-3.12.21.png?ssl=1))**
> While we don’t think European financials are going back to all-time highs anytime soon, remember, the sector still needs to gain 12% from current levels just to eclipse its 2020 pre-pandemic highs, a bar that certainly now seems attainable in 2021. “We remain broadly skeptical of foreign developed equities compared to their U.S. counterparts,” explained LPL Chief Market Strategist Ryan Detrick. “However, financials are the largest sector within Europe and improving performance and the continued rotation to cyclical value stocks make this a development to keep an eye on.”
> For now, we recommend sticking with US financials, which we recently upgraded in our latest Global Portfolio Strategy report, and is now the second best performing sector year to date, trailing only energy.
*****
> # NASDAQ Bounces Off Support As Dow, S&P 500 & Russell 2K Log Record Highs, But Beware the Ides of March
> We’ve been tracking the NASDAQ 100 Index ($^NDX) (represented by the ETF Invesco QQQ Trust ($QQQ) as a proxy for the market’s technical picture. It contains many of the tech stocks that have been driving the economy and market for the past year through these Covid times as well as for quite a while prior – and likely to do so for some time to come.
> There has definitely been some rotation out of this sector of late as DJIA, S&P 500 and Russell 2000 logged new highs today. But we would like to see confirmation with new highs in NASDAQ and NDX.
> The NAS and NDX are still lagging, but today’s stronger rally in the techs is encouraging. In this updated technical picture you can see that as the NDX logged a 10% correction from its February 12 closing high of 13807.70 to its closing low on Monday March 8 of 12299.08 it bounced off key support just above 12200 (intraday low on Friday March 5 was 12208.39). Check last week’s technical analysis post for reference to previous support levels that were broken.
> This 12200-level lines up with the October high which is also the high of that W-123 swing bottom pattern we mentioned last week. Back then it was key resistance that we cleared in late-November and early December. It now forms key support and lines up with the uptrend line from the September and October lows we discussed in our Almanac Investor December eNewsletter Outlook just before Thanksgiving.
> However, as the Ides of March are upon us, we must remind you that the end of March has a propensity to decline, sometimes rather precipitously as noted in the 2021 Stock Trader’s Almanac in the March Almanac and several places on pages 30-39. The Week After Triple Witching is often prone to weakness with DJIA down 22 of last 33 and the last few days often succumb to end-of-Q1 selling pressure. If any late-March weakness materializes it should be a solid buying opportunity for top-ranked April, the last month of the Best Six Months.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/264401d95b5a55c592a6f8f10df22c5e/24ec511e4e033f88-38/s500x750/fe7be5042338b6e7e7b428a0f8fd5208691e48d7.jpg))**
*****
> # Versatile Outperformers
> There's still a lot of time left in the day, but the tone of the equity market has been much different today compared to Monday. Whereas Monday saw tech stocks get creamed while cyclical areas of the market rallied, today we're seeing tech stocks rebound while cyclicals lag. To illustrate, within the entire S&P 500 there are just 14 stocks that have so far managed to outperform the index by at least one percentage point both yesterday and today. The table below lists each of those stocks, and looking through them, they aren't the flashy, high-profile names that you always see discussed in the media. Who said boring is a bad thing? In terms of sector representation, there's also no clear trend as eight of the eleven sectors are represented by the list of just fourteen names!
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308-Table.png))**
> Below we show six-month price charts of each of the 14 names listed above from our Chart Scanner tool. Here again, no clear technical theme links the stocks together. While stocks like AES, Global Payments (GPN), McKesson (MCK), and Ross Stores (ROST) remain close to six-month highs, others like Ball (BLL), Domino's (DPZ), and Market Axess (MKTX) aren't far from six-month lows.
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308a-768x515.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308b-768x509.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308c-768x253.png))**
*****
###### **([CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!](https://i.imgur.com/1a03fHd.png))**
###### **([CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!](https://i.imgur.com/QfVfqx2.png))**
###### **([CLICK HERE FOR THE MOST ANTICIPATED EARNINGS RELEASES BEFORE MONDAY'S MARKET OPEN!](https://i.imgur.com/Is3mMmC.jpg))**
*****
Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:
*****
> # ***Monday 3.15.21 Before Market Open:***
> ###### ([CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/k2c0t0O.png))
> # ***Monday 3.15.21 After Market Close:***
> ###### ([CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK!](https://i.imgur.com/VKvrx46.png))
*****
> # ***Tuesday 3.16.21 Before Market Open:***
> ###### ([CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/eoFBwOW.png))
> # ***Tuesday 3.16.21 After Market Close:***
> ###### ([CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/ujRMr7q.png))
*****
> # ***Wednesday 3.17.21 Before Market Open:***
> ###### ([CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/myM4TrG.png))
> # ***Wednesday 3.17.21 After Market Close:***
> ###### ([CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/jVQLr1k.png))
*****
> # ***Thursday 3.18.21 Before Market Open:***
> ###### ([CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/AWKlUdJ.png))
> # ***Thursday 3.18.21 After Market Close:***
> ###### ([CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/SWuSo8l.png))
*****
> # ***Friday 3.19.21 Before Market Open:***
> ###### ([CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/VyDOWFI.png))
*****
> # ***Friday 3.19.21 After Market Close:***
> ###### ([CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!]())
(NONE.)
*****
> # FedEx Corp. $270.20
**FedEx Corp. (FDX)** is confirmed to report earnings at approximately 4:00 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $3.17 per share on revenue of $19.86 billion and the Earnings Whisper ® number is $4.12 per share. Investor sentiment going into the company's earnings release has 79% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 124.82% with revenue increasing by 13.57%. Short interest has decreased by 10.4% since the company's last earnings release while the stock has drifted lower by 4.7% from its open following the earnings release to be 17.9% above its 200 day moving average of $229.16. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, March 4, 2021 there was some notable buying of 1,400 contracts of the $115.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 7.1% move on earnings and the stock has averaged a 8.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=FDX&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # CrowdStrike, Inc. $199.00
**CrowdStrike, Inc. (CRWD)** is confirmed to report earnings at approximately 4:05 PM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.08 per share on revenue of $250.44 million and the Earnings Whisper ® number is $0.11 per share. Investor sentiment going into the company's earnings release has 82% expecting an earnings beat The company's guidance was for earnings of $0.08 to $0.09 per share on revenue of $245.50 million to $250.50 million. Consensus estimates are for year-over-year earnings growth of 300.00% with revenue increasing by 64.65%. Short interest has decreased by 27.0% since the company's last earnings release while the stock has drifted higher by 24.7% from its open following the earnings release to be 32.3% above its 200 day moving average of $150.39. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 4,634 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 10.0% move on earnings and the stock has averaged a 10.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=CRWD&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # S/undial Growers Inc. $1.42
**S/undial Growers Inc. (S/NDL)** is confirmed to report earnings at approximately 4:30 PM ET on Wednesday, March 17, 2021. Investor sentiment going into the company's earnings release has 50% expecting an earnings beat. Short interest has increased by 2,440.8% since the company's last earnings release while the stock has drifted higher by 311.6% from its open following the earnings release to be 120.0% above its 200 day moving average of $0.65. On Friday, March 5, 2021 there was some notable buying of 24,454 contracts of the $1.50 call expiring on Friday, January 20, 2023. The stock has averaged a 25.6% move on earnings in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=S_NDL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # F/uelCell Energy, Inc. $18.16
**F/uelCell Energy, Inc. (F/CEL)** is confirmed to report earnings at approximately 7:30 AM ET on Tuesday, March 16, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $20.25 million and the Earnings Whisper ® number is ($0.02) per share. Investor sentiment going into the company's earnings release has 56% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 33.33% with revenue increasing by 24.51%. Short interest has decreased by 39.0% since the company's last earnings release while the stock has drifted higher by 14.7% from its open following the earnings release to be 146.4% above its 200 day moving average of $7.37. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, March 10, 2021 there was some notable buying of 24,783 contracts of the $15.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 19.1% move on earnings and the stock has averaged a 18.6% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=F_CEL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Nike Inc $140.45
**Nike Inc (NKE)** is confirmed to report earnings at approximately 4:15 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $0.75 per share on revenue of $11.05 billion and the Earnings Whisper ® number is $0.82 per share. Investor sentiment going into the company's earnings release has 76% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 3.85% with revenue increasing by 9.36%. Short interest has decreased by 26.1% since the company's last earnings release while the stock has drifted lower by 3.0% from its open following the earnings release to be 15.4% above its 200 day moving average of $121.72. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 10,985 contracts of the $140.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 6.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=NKE&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # G/evo Inc $10.10
**G/evo Inc (G/EVO)** is confirmed to report earnings at approximately 4:00 PM ET on Wednesday, March 17, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $750.00 thousand. Investor sentiment going into the company's earnings release has 66% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 92.00% with revenue decreasing by 89.11%. Short interest has increased by 57.3% since the company's last earnings release while the stock has drifted higher by 900.0% from its open following the earnings release to be 196.3% above its 200 day moving average of $3.41. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 2,278 contracts of the $7.50 call expiring on Friday, March 19, 2021. Option traders are pricing in a 26.2% move on earnings and the stock has averaged a 8.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=G_EVO&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Dollar General Corporation $191.96
**Dollar General Corporation (DG)** is confirmed to report earnings at approximately 6:55 AM ET on Thursday, March 18, 2021. The consensus earnings estimate is $2.69 per share on revenue of $8.29 billion and the Earnings Whisper ® number is $2.72 per share. Investor sentiment going into the company's earnings release has 70% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 28.10% with revenue increasing by 15.82%. Short interest has increased by 2.8% since the company's last earnings release while the stock has drifted lower by 10.1% from its open following the earnings release to be 4.6% below its 200 day moving average of $201.20. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 3,169 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 5.4% move on earnings and the stock has averaged a 4.3% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=DG&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Village Farms International $16.68
**Village Farms International (VFF)** is confirmed to report earnings at approximately 7:00 AM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.05 per share on revenue of $41.63 million and the Earnings Whisper ® number is $0.09 per share. Investor sentiment going into the company's earnings release has 64% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 135.71% with revenue increasing by 25.94%. Short interest has decreased by 36.1% since the company's last earnings release while the stock has drifted higher by 163.1% from its open following the earnings release to be 93.1% above its 200 day moving average of $8.64. Overall earnings estimates have been revised lower since the company's last earnings release. On Monday, February 8, 2021 there was some notable buying of 3,755 contracts of the $18.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 16.9% move on earnings and the stock has averaged a 5.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=VFF&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # HealthEquity, Inc. $79.17
**HealthEquity, Inc. (HQY)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus earnings estimate is $0.42 per share on revenue of $183.92 million and the Earnings Whisper ® number is $0.47 per share. Investor sentiment going into the company's earnings release has 43% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 2.33% with revenue decreasing by 8.59%. Short interest has decreased by 44.8% since the company's last earnings release while the stock has drifted higher by 15.6% from its open following the earnings release to be 23.8% above its 200 day moving average of $63.94. Overall earnings estimates have been revised higher since the company's last earnings release. Option traders are pricing in a 10.4% move on earnings and the stock has averaged a 4.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=HQY&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # V/uzix Corporation $22.12
**V/uzix Corporation (VUZI)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus estimate is for a loss of $0.11 per share on revenue of $4.01 million and the Earnings Whisper ® number is ($0.11) per share. Investor sentiment going into the company's earnings release has 81% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 64.52% with revenue increasing by 105.33%. Short interest has increased by 7.0% since the company's last earnings release while the stock has drifted higher by 506.0% from its open following the earnings release to be 188.8% above its 200 day moving average of $7.66. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, March 1, 2021 there was some notable buying of 2,681 contracts of the $25.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 22.0% move on earnings and the stock has averaged a 11.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=V_UZI&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
# DISCUSS!
What are you all watching for in this upcoming trading week?
*****
I hope you all have a wonderful weekend and a great week and month ahead r/stocks.
| 562 |
bigbear0083
| 1,615,726,584 |
3m
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stocks
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https://www.reddit.com/r/stocks/comments/m4uv8i/wall_street_week_ahead_for_the_trading_week/
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m4uv8i
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gqwicym
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I would just love a normal week. I can’t remember the last time my portfolio was up two days in a row.
| 38 |
pinkmist74
| 1,615,734,622 |
Wall Street Week Ahead for the trading week beginning March 15th, 2021
|
Good Sunday morning to all of you here on r/stocks. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead.
Here is everything you need to know to get you ready for the trading week beginning March 15th, 2021.
# **The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead - [(Source)](https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html)**
*****
> Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.
*****
> Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.
*****
> The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.
*****
> The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.
*****
> The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.
*****
> # Fed ahead
> “The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”
*****
> He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.
*****
> Bond yields, which move opposite price, have been rising on an improving outlook for the economy.
*****
> That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.
*****
> Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.
*****
> It is the key rate to watch since it affects mortgages and other consumer and business loans.
*****
> “The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.
*****
> “It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”
*****
> Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.
*****
> # Growth vs. cyclicals
> Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.
*****
> Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.
*****
> “When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.
*****
> “If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”
*****
> Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.
*****
> “The names that I’m in — Visa, GM, Ford, Macy’s, 3M. Those have been my biggest winners this week,” he said. “It’s been really hard to make money in Apple, Facebook and Tesla.”
*****
> The Nasdaq has been hardest hit by the rise in interest rates. Apple was down 0.3% in the past week but down 10.6% in the past month. The S&P 500 finished at a record 3,943 and was up 2.6% in the past week, but is flattish over the last month, up just 0.2%.
*****
> “Rate volatility could cause another inflection point in tech,” Redler said. “Last week, tech hit its reactionary low, and this [past] week it had an oversold bounce. The question is, ‘Was that it?’”
*****
> “Next Wednesday, Powell could be the determining factor,” he said. “Rates made higher highs and tech is way off last Friday’s lows so maybe the market is getting more comfortable.”
*****
> Apple’s stall out is unusual for the tech bellwether. It helped power the market’s gains last year.
*****
> “Watch Apple because it’s a little bit of everything. Apple is growth, tech, retail. If anything is doing well, it should be Apple,” Redler said.
*****
> # Bond volatility
> There is some important data in the coming week, including February’s retail sales and industrial production, both on Tuesday. There is also a $24 billion 20-year Treasury note auction on Tuesday.
*****
> The biggest catalyst for the bond market remains the Fed.
*****
> The bond market has been speculating about something the Fed may not discuss after its meeting Wednesday afternoon. In one of its moves to shore up the economy during the pandemic, the Fed allowed banks to hold Treasury bonds without counting them against the bank’s leverage ratio. This strategy allowed institutions to have more flexibility to use their balance sheet for activities like lending.
*****
> The program expires March 31.
*****
> “This is a huge issue basically because you have so much Treasury supply coming and reinstating [the rule] basically makes it highly punitive for banks to own Treasurys,” Peters of PGIM said.
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> “The markets are kind of divided on what’s going to happen,” he said. “I think most experts believe an extension is the appropriate path. You have not heard anything from the Fed on the matter.”
*****
> Peters expects the Treasury market to remain volatile.
*****
> “I think you’re going to see more volatility in a high pressure growth economy with extremely large deficits and an accommodative Fed,” he said. “I think you’re going to see these whippy moves.”
*****
# **This past week saw the following moves in the S&P:**
###### **([CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!](https://i.imgur.com/fkwT5RT.png))**
# **S&P Sectors for this past week:**
###### **([CLICK HERE FOR THE S&P SECTORS FOR THE PAST WEEK!](https://i.imgur.com/MuJ7SlC.png))**
# **Major Indices for this past week:**
###### **([CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!](https://i.imgur.com/lQiMjAN.png))**
# **Major Futures Markets as of Friday's close:**
###### **([CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!](https://i.imgur.com/hvH8uj8.png))**
# **Economic Calendar for the Week Ahead:**
###### **([CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!](https://i.imgur.com/AUV1ojJ.png))**
# **Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/ojOPNgp.png))**
# **S&P Sectors for the Past Week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/OtOIN5B.png))**
# **Major Indices Pullback/Correction Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/AUXbpnZ.png))**
# **Major Indices Rally Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/sptpE1X.png))**
# **Most Anticipated Earnings Releases for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/1a03fHd.png))**
# **Here are the upcoming IPO's for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/hb2eNGo.png))**
# **Friday's Stock Analyst Upgrades & Downgrades:**
###### **([CLICK HERE FOR THE CHART LINK #1!](https://i.imgur.com/YPDtJd7.png))**
###### **([CLICK HERE FOR THE CHART LINK #2!](https://i.imgur.com/XOhfVX4.png))**
*****
> # March Quarterly Options Expiration Week Historically Bullish: DJIA, S&P 500 & NASDAQ Up 10 of Last 13
> Stock options, index options, index futures, and single-stock/ETF futures all expire at the same time four times each year, March, June, September and December. This event is often referred to as Quadruple Witching or as we prefer to call it in the Stock Trader’s Almanac (2021 page 106), Triple Witching.
> March’s option expiration week performance is second only to December’s and has a bullish bias. DJIA and S&P 500 have recorded weekly gains in about twice the number of weeks as declines. NASDAQ’s track record since 1983 is slightly softer with 23 advances and 15 declines, but all three indices have logged gains in options expiration week in ten of the last thirteen years. However, the week after is bearish for DJIA, S&P 500 and NASDAQ. S&P 500 is weakest, down eight of the last nine. Last year as covid-19 began spreading globally and economies began to shut down, DJIA and S&P 500 suffered their worst weekly declines during March’s quarterly options expiration.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/6ef1d4cbdd86a8efa09b8c2942d48517/32ed3896b2fe9623-1a/s500x750/f4254e1e0edf858dbfd4e67344757c69c48d30b6.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/81d51a4dd39b5941b831de20b28314c7/32ed3896b2fe9623-0e/s500x750/3ef3515466260a5660a9ec6eadb8a91cd697cf96.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/92b861530dfd9673b236fb0cd7af89c0/32ed3896b2fe9623-3c/s500x750/23c07978c0f660d7070cc8e2dd6c81aa392a92b7.jpg))**
*****
> # Signs of Life in Europe?
> Few equity sectors on earth have been as poor as European financials since the Global Financial Crisis. The sector still sits more than 50% below its 2007 all-time highs, hampered by regulations, low to negative interest rates, and all around slow growth in the Eurozone. However, despite those headwinds, the sector has benefitted from a recent rotation to value, and has certainly been assisted by rising interest rates, a phenomenon we discussed earlier this week.
> Not only is performance for European financials improving in absolute terms, as global equities continue to recover from the worst of the ongoing COVID-19 pandemic, but since early October the sector has outperformed the S&P 500 by more than 20 percentage points. As shown in the LPL Chart of the Day, the pattern relative to the S&P 500 appears to be on the verge of breaking out of a nearly year-long technical base, similar to where US financials stood just two months ago.
> ###### **([CLICK HERE FOR THE CHART!](https://i2.wp.com/lplresearch.com/wp-content/uploads/2021/03/Picture-3.12.21.png?ssl=1))**
> While we don’t think European financials are going back to all-time highs anytime soon, remember, the sector still needs to gain 12% from current levels just to eclipse its 2020 pre-pandemic highs, a bar that certainly now seems attainable in 2021. “We remain broadly skeptical of foreign developed equities compared to their U.S. counterparts,” explained LPL Chief Market Strategist Ryan Detrick. “However, financials are the largest sector within Europe and improving performance and the continued rotation to cyclical value stocks make this a development to keep an eye on.”
> For now, we recommend sticking with US financials, which we recently upgraded in our latest Global Portfolio Strategy report, and is now the second best performing sector year to date, trailing only energy.
*****
> # NASDAQ Bounces Off Support As Dow, S&P 500 & Russell 2K Log Record Highs, But Beware the Ides of March
> We’ve been tracking the NASDAQ 100 Index ($^NDX) (represented by the ETF Invesco QQQ Trust ($QQQ) as a proxy for the market’s technical picture. It contains many of the tech stocks that have been driving the economy and market for the past year through these Covid times as well as for quite a while prior – and likely to do so for some time to come.
> There has definitely been some rotation out of this sector of late as DJIA, S&P 500 and Russell 2000 logged new highs today. But we would like to see confirmation with new highs in NASDAQ and NDX.
> The NAS and NDX are still lagging, but today’s stronger rally in the techs is encouraging. In this updated technical picture you can see that as the NDX logged a 10% correction from its February 12 closing high of 13807.70 to its closing low on Monday March 8 of 12299.08 it bounced off key support just above 12200 (intraday low on Friday March 5 was 12208.39). Check last week’s technical analysis post for reference to previous support levels that were broken.
> This 12200-level lines up with the October high which is also the high of that W-123 swing bottom pattern we mentioned last week. Back then it was key resistance that we cleared in late-November and early December. It now forms key support and lines up with the uptrend line from the September and October lows we discussed in our Almanac Investor December eNewsletter Outlook just before Thanksgiving.
> However, as the Ides of March are upon us, we must remind you that the end of March has a propensity to decline, sometimes rather precipitously as noted in the 2021 Stock Trader’s Almanac in the March Almanac and several places on pages 30-39. The Week After Triple Witching is often prone to weakness with DJIA down 22 of last 33 and the last few days often succumb to end-of-Q1 selling pressure. If any late-March weakness materializes it should be a solid buying opportunity for top-ranked April, the last month of the Best Six Months.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/264401d95b5a55c592a6f8f10df22c5e/24ec511e4e033f88-38/s500x750/fe7be5042338b6e7e7b428a0f8fd5208691e48d7.jpg))**
*****
> # Versatile Outperformers
> There's still a lot of time left in the day, but the tone of the equity market has been much different today compared to Monday. Whereas Monday saw tech stocks get creamed while cyclical areas of the market rallied, today we're seeing tech stocks rebound while cyclicals lag. To illustrate, within the entire S&P 500 there are just 14 stocks that have so far managed to outperform the index by at least one percentage point both yesterday and today. The table below lists each of those stocks, and looking through them, they aren't the flashy, high-profile names that you always see discussed in the media. Who said boring is a bad thing? In terms of sector representation, there's also no clear trend as eight of the eleven sectors are represented by the list of just fourteen names!
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308-Table.png))**
> Below we show six-month price charts of each of the 14 names listed above from our Chart Scanner tool. Here again, no clear technical theme links the stocks together. While stocks like AES, Global Payments (GPN), McKesson (MCK), and Ross Stores (ROST) remain close to six-month highs, others like Ball (BLL), Domino's (DPZ), and Market Axess (MKTX) aren't far from six-month lows.
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308a-768x515.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308b-768x509.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308c-768x253.png))**
*****
###### **([CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!](https://i.imgur.com/1a03fHd.png))**
###### **([CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!](https://i.imgur.com/QfVfqx2.png))**
###### **([CLICK HERE FOR THE MOST ANTICIPATED EARNINGS RELEASES BEFORE MONDAY'S MARKET OPEN!](https://i.imgur.com/Is3mMmC.jpg))**
*****
Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:
*****
> # ***Monday 3.15.21 Before Market Open:***
> ###### ([CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/k2c0t0O.png))
> # ***Monday 3.15.21 After Market Close:***
> ###### ([CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK!](https://i.imgur.com/VKvrx46.png))
*****
> # ***Tuesday 3.16.21 Before Market Open:***
> ###### ([CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/eoFBwOW.png))
> # ***Tuesday 3.16.21 After Market Close:***
> ###### ([CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/ujRMr7q.png))
*****
> # ***Wednesday 3.17.21 Before Market Open:***
> ###### ([CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/myM4TrG.png))
> # ***Wednesday 3.17.21 After Market Close:***
> ###### ([CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/jVQLr1k.png))
*****
> # ***Thursday 3.18.21 Before Market Open:***
> ###### ([CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/AWKlUdJ.png))
> # ***Thursday 3.18.21 After Market Close:***
> ###### ([CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/SWuSo8l.png))
*****
> # ***Friday 3.19.21 Before Market Open:***
> ###### ([CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/VyDOWFI.png))
*****
> # ***Friday 3.19.21 After Market Close:***
> ###### ([CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!]())
(NONE.)
*****
> # FedEx Corp. $270.20
**FedEx Corp. (FDX)** is confirmed to report earnings at approximately 4:00 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $3.17 per share on revenue of $19.86 billion and the Earnings Whisper ® number is $4.12 per share. Investor sentiment going into the company's earnings release has 79% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 124.82% with revenue increasing by 13.57%. Short interest has decreased by 10.4% since the company's last earnings release while the stock has drifted lower by 4.7% from its open following the earnings release to be 17.9% above its 200 day moving average of $229.16. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, March 4, 2021 there was some notable buying of 1,400 contracts of the $115.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 7.1% move on earnings and the stock has averaged a 8.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=FDX&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # CrowdStrike, Inc. $199.00
**CrowdStrike, Inc. (CRWD)** is confirmed to report earnings at approximately 4:05 PM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.08 per share on revenue of $250.44 million and the Earnings Whisper ® number is $0.11 per share. Investor sentiment going into the company's earnings release has 82% expecting an earnings beat The company's guidance was for earnings of $0.08 to $0.09 per share on revenue of $245.50 million to $250.50 million. Consensus estimates are for year-over-year earnings growth of 300.00% with revenue increasing by 64.65%. Short interest has decreased by 27.0% since the company's last earnings release while the stock has drifted higher by 24.7% from its open following the earnings release to be 32.3% above its 200 day moving average of $150.39. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 4,634 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 10.0% move on earnings and the stock has averaged a 10.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=CRWD&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
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> # S/undial Growers Inc. $1.42
**S/undial Growers Inc. (S/NDL)** is confirmed to report earnings at approximately 4:30 PM ET on Wednesday, March 17, 2021. Investor sentiment going into the company's earnings release has 50% expecting an earnings beat. Short interest has increased by 2,440.8% since the company's last earnings release while the stock has drifted higher by 311.6% from its open following the earnings release to be 120.0% above its 200 day moving average of $0.65. On Friday, March 5, 2021 there was some notable buying of 24,454 contracts of the $1.50 call expiring on Friday, January 20, 2023. The stock has averaged a 25.6% move on earnings in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=S_NDL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # F/uelCell Energy, Inc. $18.16
**F/uelCell Energy, Inc. (F/CEL)** is confirmed to report earnings at approximately 7:30 AM ET on Tuesday, March 16, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $20.25 million and the Earnings Whisper ® number is ($0.02) per share. Investor sentiment going into the company's earnings release has 56% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 33.33% with revenue increasing by 24.51%. Short interest has decreased by 39.0% since the company's last earnings release while the stock has drifted higher by 14.7% from its open following the earnings release to be 146.4% above its 200 day moving average of $7.37. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, March 10, 2021 there was some notable buying of 24,783 contracts of the $15.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 19.1% move on earnings and the stock has averaged a 18.6% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=F_CEL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Nike Inc $140.45
**Nike Inc (NKE)** is confirmed to report earnings at approximately 4:15 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $0.75 per share on revenue of $11.05 billion and the Earnings Whisper ® number is $0.82 per share. Investor sentiment going into the company's earnings release has 76% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 3.85% with revenue increasing by 9.36%. Short interest has decreased by 26.1% since the company's last earnings release while the stock has drifted lower by 3.0% from its open following the earnings release to be 15.4% above its 200 day moving average of $121.72. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 10,985 contracts of the $140.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 6.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=NKE&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
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> # G/evo Inc $10.10
**G/evo Inc (G/EVO)** is confirmed to report earnings at approximately 4:00 PM ET on Wednesday, March 17, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $750.00 thousand. Investor sentiment going into the company's earnings release has 66% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 92.00% with revenue decreasing by 89.11%. Short interest has increased by 57.3% since the company's last earnings release while the stock has drifted higher by 900.0% from its open following the earnings release to be 196.3% above its 200 day moving average of $3.41. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 2,278 contracts of the $7.50 call expiring on Friday, March 19, 2021. Option traders are pricing in a 26.2% move on earnings and the stock has averaged a 8.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=G_EVO&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Dollar General Corporation $191.96
**Dollar General Corporation (DG)** is confirmed to report earnings at approximately 6:55 AM ET on Thursday, March 18, 2021. The consensus earnings estimate is $2.69 per share on revenue of $8.29 billion and the Earnings Whisper ® number is $2.72 per share. Investor sentiment going into the company's earnings release has 70% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 28.10% with revenue increasing by 15.82%. Short interest has increased by 2.8% since the company's last earnings release while the stock has drifted lower by 10.1% from its open following the earnings release to be 4.6% below its 200 day moving average of $201.20. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 3,169 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 5.4% move on earnings and the stock has averaged a 4.3% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=DG&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Village Farms International $16.68
**Village Farms International (VFF)** is confirmed to report earnings at approximately 7:00 AM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.05 per share on revenue of $41.63 million and the Earnings Whisper ® number is $0.09 per share. Investor sentiment going into the company's earnings release has 64% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 135.71% with revenue increasing by 25.94%. Short interest has decreased by 36.1% since the company's last earnings release while the stock has drifted higher by 163.1% from its open following the earnings release to be 93.1% above its 200 day moving average of $8.64. Overall earnings estimates have been revised lower since the company's last earnings release. On Monday, February 8, 2021 there was some notable buying of 3,755 contracts of the $18.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 16.9% move on earnings and the stock has averaged a 5.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=VFF&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # HealthEquity, Inc. $79.17
**HealthEquity, Inc. (HQY)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus earnings estimate is $0.42 per share on revenue of $183.92 million and the Earnings Whisper ® number is $0.47 per share. Investor sentiment going into the company's earnings release has 43% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 2.33% with revenue decreasing by 8.59%. Short interest has decreased by 44.8% since the company's last earnings release while the stock has drifted higher by 15.6% from its open following the earnings release to be 23.8% above its 200 day moving average of $63.94. Overall earnings estimates have been revised higher since the company's last earnings release. Option traders are pricing in a 10.4% move on earnings and the stock has averaged a 4.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=HQY&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # V/uzix Corporation $22.12
**V/uzix Corporation (VUZI)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus estimate is for a loss of $0.11 per share on revenue of $4.01 million and the Earnings Whisper ® number is ($0.11) per share. Investor sentiment going into the company's earnings release has 81% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 64.52% with revenue increasing by 105.33%. Short interest has increased by 7.0% since the company's last earnings release while the stock has drifted higher by 506.0% from its open following the earnings release to be 188.8% above its 200 day moving average of $7.66. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, March 1, 2021 there was some notable buying of 2,681 contracts of the $25.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 22.0% move on earnings and the stock has averaged a 11.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=V_UZI&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
# DISCUSS!
What are you all watching for in this upcoming trading week?
*****
I hope you all have a wonderful weekend and a great week and month ahead r/stocks.
| 562 |
bigbear0083
| 1,615,726,584 |
3m
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stocks
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https://www.reddit.com/r/stocks/comments/m4uv8i/wall_street_week_ahead_for_the_trading_week/
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m4uv8i
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gqxqhpy
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This article sums up nicely why I think markets will still boom for another couple of months. Also the DJIA and NASDAQ have similar volatility levels over the month of March, confirming flow of capital out of tech and into cyclicals/industrials
[Why ARKs Cathie Wood is still bullish on Tech](https://medium.datadriveninvestor.com/why-arks-cathie-wood-is-still-bullish-on-tech-a866b634f94c)
| 6 |
decadentparagon
| 1,615,752,550 |
Wall Street Week Ahead for the trading week beginning March 15th, 2021
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Good Sunday morning to all of you here on r/stocks. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead.
Here is everything you need to know to get you ready for the trading week beginning March 15th, 2021.
# **The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead - [(Source)](https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html)**
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> Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.
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> Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.
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> The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.
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> The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.
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> The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.
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> # Fed ahead
> “The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”
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> He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.
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> Bond yields, which move opposite price, have been rising on an improving outlook for the economy.
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> That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.
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> Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.
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> It is the key rate to watch since it affects mortgages and other consumer and business loans.
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> “The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.
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> “It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”
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> Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.
*****
> # Growth vs. cyclicals
> Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.
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> Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.
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> “When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.
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> “If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”
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> Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.
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> “The names that I’m in — Visa, GM, Ford, Macy’s, 3M. Those have been my biggest winners this week,” he said. “It’s been really hard to make money in Apple, Facebook and Tesla.”
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> The Nasdaq has been hardest hit by the rise in interest rates. Apple was down 0.3% in the past week but down 10.6% in the past month. The S&P 500 finished at a record 3,943 and was up 2.6% in the past week, but is flattish over the last month, up just 0.2%.
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> “Rate volatility could cause another inflection point in tech,” Redler said. “Last week, tech hit its reactionary low, and this [past] week it had an oversold bounce. The question is, ‘Was that it?’”
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> “Next Wednesday, Powell could be the determining factor,” he said. “Rates made higher highs and tech is way off last Friday’s lows so maybe the market is getting more comfortable.”
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> Apple’s stall out is unusual for the tech bellwether. It helped power the market’s gains last year.
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> “Watch Apple because it’s a little bit of everything. Apple is growth, tech, retail. If anything is doing well, it should be Apple,” Redler said.
*****
> # Bond volatility
> There is some important data in the coming week, including February’s retail sales and industrial production, both on Tuesday. There is also a $24 billion 20-year Treasury note auction on Tuesday.
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> The biggest catalyst for the bond market remains the Fed.
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> The bond market has been speculating about something the Fed may not discuss after its meeting Wednesday afternoon. In one of its moves to shore up the economy during the pandemic, the Fed allowed banks to hold Treasury bonds without counting them against the bank’s leverage ratio. This strategy allowed institutions to have more flexibility to use their balance sheet for activities like lending.
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> The program expires March 31.
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> “This is a huge issue basically because you have so much Treasury supply coming and reinstating [the rule] basically makes it highly punitive for banks to own Treasurys,” Peters of PGIM said.
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> “The markets are kind of divided on what’s going to happen,” he said. “I think most experts believe an extension is the appropriate path. You have not heard anything from the Fed on the matter.”
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> Peters expects the Treasury market to remain volatile.
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> “I think you’re going to see more volatility in a high pressure growth economy with extremely large deficits and an accommodative Fed,” he said. “I think you’re going to see these whippy moves.”
*****
# **This past week saw the following moves in the S&P:**
###### **([CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!](https://i.imgur.com/fkwT5RT.png))**
# **S&P Sectors for this past week:**
###### **([CLICK HERE FOR THE S&P SECTORS FOR THE PAST WEEK!](https://i.imgur.com/MuJ7SlC.png))**
# **Major Indices for this past week:**
###### **([CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!](https://i.imgur.com/lQiMjAN.png))**
# **Major Futures Markets as of Friday's close:**
###### **([CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!](https://i.imgur.com/hvH8uj8.png))**
# **Economic Calendar for the Week Ahead:**
###### **([CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!](https://i.imgur.com/AUV1ojJ.png))**
# **Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/ojOPNgp.png))**
# **S&P Sectors for the Past Week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/OtOIN5B.png))**
# **Major Indices Pullback/Correction Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/AUXbpnZ.png))**
# **Major Indices Rally Levels as of Friday's close:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/sptpE1X.png))**
# **Most Anticipated Earnings Releases for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/1a03fHd.png))**
# **Here are the upcoming IPO's for this week:**
###### **([CLICK HERE FOR THE CHART!](https://i.imgur.com/hb2eNGo.png))**
# **Friday's Stock Analyst Upgrades & Downgrades:**
###### **([CLICK HERE FOR THE CHART LINK #1!](https://i.imgur.com/YPDtJd7.png))**
###### **([CLICK HERE FOR THE CHART LINK #2!](https://i.imgur.com/XOhfVX4.png))**
*****
> # March Quarterly Options Expiration Week Historically Bullish: DJIA, S&P 500 & NASDAQ Up 10 of Last 13
> Stock options, index options, index futures, and single-stock/ETF futures all expire at the same time four times each year, March, June, September and December. This event is often referred to as Quadruple Witching or as we prefer to call it in the Stock Trader’s Almanac (2021 page 106), Triple Witching.
> March’s option expiration week performance is second only to December’s and has a bullish bias. DJIA and S&P 500 have recorded weekly gains in about twice the number of weeks as declines. NASDAQ’s track record since 1983 is slightly softer with 23 advances and 15 declines, but all three indices have logged gains in options expiration week in ten of the last thirteen years. However, the week after is bearish for DJIA, S&P 500 and NASDAQ. S&P 500 is weakest, down eight of the last nine. Last year as covid-19 began spreading globally and economies began to shut down, DJIA and S&P 500 suffered their worst weekly declines during March’s quarterly options expiration.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/6ef1d4cbdd86a8efa09b8c2942d48517/32ed3896b2fe9623-1a/s500x750/f4254e1e0edf858dbfd4e67344757c69c48d30b6.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/81d51a4dd39b5941b831de20b28314c7/32ed3896b2fe9623-0e/s500x750/3ef3515466260a5660a9ec6eadb8a91cd697cf96.jpg))**
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/92b861530dfd9673b236fb0cd7af89c0/32ed3896b2fe9623-3c/s500x750/23c07978c0f660d7070cc8e2dd6c81aa392a92b7.jpg))**
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> # Signs of Life in Europe?
> Few equity sectors on earth have been as poor as European financials since the Global Financial Crisis. The sector still sits more than 50% below its 2007 all-time highs, hampered by regulations, low to negative interest rates, and all around slow growth in the Eurozone. However, despite those headwinds, the sector has benefitted from a recent rotation to value, and has certainly been assisted by rising interest rates, a phenomenon we discussed earlier this week.
> Not only is performance for European financials improving in absolute terms, as global equities continue to recover from the worst of the ongoing COVID-19 pandemic, but since early October the sector has outperformed the S&P 500 by more than 20 percentage points. As shown in the LPL Chart of the Day, the pattern relative to the S&P 500 appears to be on the verge of breaking out of a nearly year-long technical base, similar to where US financials stood just two months ago.
> ###### **([CLICK HERE FOR THE CHART!](https://i2.wp.com/lplresearch.com/wp-content/uploads/2021/03/Picture-3.12.21.png?ssl=1))**
> While we don’t think European financials are going back to all-time highs anytime soon, remember, the sector still needs to gain 12% from current levels just to eclipse its 2020 pre-pandemic highs, a bar that certainly now seems attainable in 2021. “We remain broadly skeptical of foreign developed equities compared to their U.S. counterparts,” explained LPL Chief Market Strategist Ryan Detrick. “However, financials are the largest sector within Europe and improving performance and the continued rotation to cyclical value stocks make this a development to keep an eye on.”
> For now, we recommend sticking with US financials, which we recently upgraded in our latest Global Portfolio Strategy report, and is now the second best performing sector year to date, trailing only energy.
*****
> # NASDAQ Bounces Off Support As Dow, S&P 500 & Russell 2K Log Record Highs, But Beware the Ides of March
> We’ve been tracking the NASDAQ 100 Index ($^NDX) (represented by the ETF Invesco QQQ Trust ($QQQ) as a proxy for the market’s technical picture. It contains many of the tech stocks that have been driving the economy and market for the past year through these Covid times as well as for quite a while prior – and likely to do so for some time to come.
> There has definitely been some rotation out of this sector of late as DJIA, S&P 500 and Russell 2000 logged new highs today. But we would like to see confirmation with new highs in NASDAQ and NDX.
> The NAS and NDX are still lagging, but today’s stronger rally in the techs is encouraging. In this updated technical picture you can see that as the NDX logged a 10% correction from its February 12 closing high of 13807.70 to its closing low on Monday March 8 of 12299.08 it bounced off key support just above 12200 (intraday low on Friday March 5 was 12208.39). Check last week’s technical analysis post for reference to previous support levels that were broken.
> This 12200-level lines up with the October high which is also the high of that W-123 swing bottom pattern we mentioned last week. Back then it was key resistance that we cleared in late-November and early December. It now forms key support and lines up with the uptrend line from the September and October lows we discussed in our Almanac Investor December eNewsletter Outlook just before Thanksgiving.
> However, as the Ides of March are upon us, we must remind you that the end of March has a propensity to decline, sometimes rather precipitously as noted in the 2021 Stock Trader’s Almanac in the March Almanac and several places on pages 30-39. The Week After Triple Witching is often prone to weakness with DJIA down 22 of last 33 and the last few days often succumb to end-of-Q1 selling pressure. If any late-March weakness materializes it should be a solid buying opportunity for top-ranked April, the last month of the Best Six Months.
> ###### **([CLICK HERE FOR THE CHART!](https://64.media.tumblr.com/264401d95b5a55c592a6f8f10df22c5e/24ec511e4e033f88-38/s500x750/fe7be5042338b6e7e7b428a0f8fd5208691e48d7.jpg))**
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> # Versatile Outperformers
> There's still a lot of time left in the day, but the tone of the equity market has been much different today compared to Monday. Whereas Monday saw tech stocks get creamed while cyclical areas of the market rallied, today we're seeing tech stocks rebound while cyclicals lag. To illustrate, within the entire S&P 500 there are just 14 stocks that have so far managed to outperform the index by at least one percentage point both yesterday and today. The table below lists each of those stocks, and looking through them, they aren't the flashy, high-profile names that you always see discussed in the media. Who said boring is a bad thing? In terms of sector representation, there's also no clear trend as eight of the eleven sectors are represented by the list of just fourteen names!
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308-Table.png))**
> Below we show six-month price charts of each of the 14 names listed above from our Chart Scanner tool. Here again, no clear technical theme links the stocks together. While stocks like AES, Global Payments (GPN), McKesson (MCK), and Ross Stores (ROST) remain close to six-month highs, others like Ball (BLL), Domino's (DPZ), and Market Axess (MKTX) aren't far from six-month lows.
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308a-768x515.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308b-768x509.png))**
> ###### **([CLICK HERE FOR THE CHART!](https://media.bespokepremium.com/uploads/2021/03/030921-0308c-768x253.png))**
*****
###### **([CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!](https://i.imgur.com/1a03fHd.png))**
###### **([CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!](https://i.imgur.com/QfVfqx2.png))**
###### **([CLICK HERE FOR THE MOST ANTICIPATED EARNINGS RELEASES BEFORE MONDAY'S MARKET OPEN!](https://i.imgur.com/Is3mMmC.jpg))**
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Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:
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> # ***Monday 3.15.21 Before Market Open:***
> ###### ([CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/k2c0t0O.png))
> # ***Monday 3.15.21 After Market Close:***
> ###### ([CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK!](https://i.imgur.com/VKvrx46.png))
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> # ***Tuesday 3.16.21 Before Market Open:***
> ###### ([CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/eoFBwOW.png))
> # ***Tuesday 3.16.21 After Market Close:***
> ###### ([CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/ujRMr7q.png))
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> # ***Wednesday 3.17.21 Before Market Open:***
> ###### ([CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/myM4TrG.png))
> # ***Wednesday 3.17.21 After Market Close:***
> ###### ([CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/jVQLr1k.png))
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> # ***Thursday 3.18.21 Before Market Open:***
> ###### ([CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/AWKlUdJ.png))
> # ***Thursday 3.18.21 After Market Close:***
> ###### ([CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/SWuSo8l.png))
*****
> # ***Friday 3.19.21 Before Market Open:***
> ###### ([CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!](https://i.imgur.com/VyDOWFI.png))
*****
> # ***Friday 3.19.21 After Market Close:***
> ###### ([CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!]())
(NONE.)
*****
> # FedEx Corp. $270.20
**FedEx Corp. (FDX)** is confirmed to report earnings at approximately 4:00 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $3.17 per share on revenue of $19.86 billion and the Earnings Whisper ® number is $4.12 per share. Investor sentiment going into the company's earnings release has 79% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 124.82% with revenue increasing by 13.57%. Short interest has decreased by 10.4% since the company's last earnings release while the stock has drifted lower by 4.7% from its open following the earnings release to be 17.9% above its 200 day moving average of $229.16. Overall earnings estimates have been revised higher since the company's last earnings release. On Thursday, March 4, 2021 there was some notable buying of 1,400 contracts of the $115.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 7.1% move on earnings and the stock has averaged a 8.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=FDX&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # CrowdStrike, Inc. $199.00
**CrowdStrike, Inc. (CRWD)** is confirmed to report earnings at approximately 4:05 PM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.08 per share on revenue of $250.44 million and the Earnings Whisper ® number is $0.11 per share. Investor sentiment going into the company's earnings release has 82% expecting an earnings beat The company's guidance was for earnings of $0.08 to $0.09 per share on revenue of $245.50 million to $250.50 million. Consensus estimates are for year-over-year earnings growth of 300.00% with revenue increasing by 64.65%. Short interest has decreased by 27.0% since the company's last earnings release while the stock has drifted higher by 24.7% from its open following the earnings release to be 32.3% above its 200 day moving average of $150.39. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 4,634 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 10.0% move on earnings and the stock has averaged a 10.5% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=CRWD&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # S/undial Growers Inc. $1.42
**S/undial Growers Inc. (S/NDL)** is confirmed to report earnings at approximately 4:30 PM ET on Wednesday, March 17, 2021. Investor sentiment going into the company's earnings release has 50% expecting an earnings beat. Short interest has increased by 2,440.8% since the company's last earnings release while the stock has drifted higher by 311.6% from its open following the earnings release to be 120.0% above its 200 day moving average of $0.65. On Friday, March 5, 2021 there was some notable buying of 24,454 contracts of the $1.50 call expiring on Friday, January 20, 2023. The stock has averaged a 25.6% move on earnings in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=S_NDL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # F/uelCell Energy, Inc. $18.16
**F/uelCell Energy, Inc. (F/CEL)** is confirmed to report earnings at approximately 7:30 AM ET on Tuesday, March 16, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $20.25 million and the Earnings Whisper ® number is ($0.02) per share. Investor sentiment going into the company's earnings release has 56% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 33.33% with revenue increasing by 24.51%. Short interest has decreased by 39.0% since the company's last earnings release while the stock has drifted higher by 14.7% from its open following the earnings release to be 146.4% above its 200 day moving average of $7.37. Overall earnings estimates have been revised lower since the company's last earnings release. On Wednesday, March 10, 2021 there was some notable buying of 24,783 contracts of the $15.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 19.1% move on earnings and the stock has averaged a 18.6% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=F_CEL&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Nike Inc $140.45
**Nike Inc (NKE)** is confirmed to report earnings at approximately 4:15 PM ET on Thursday, March 18, 2021. The consensus earnings estimate is $0.75 per share on revenue of $11.05 billion and the Earnings Whisper ® number is $0.82 per share. Investor sentiment going into the company's earnings release has 76% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 3.85% with revenue increasing by 9.36%. Short interest has decreased by 26.1% since the company's last earnings release while the stock has drifted lower by 3.0% from its open following the earnings release to be 15.4% above its 200 day moving average of $121.72. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 10,985 contracts of the $140.00 call expiring on Friday, April 16, 2021. Option traders are pricing in a 5.9% move on earnings and the stock has averaged a 6.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=NKE&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # G/evo Inc $10.10
**G/evo Inc (G/EVO)** is confirmed to report earnings at approximately 4:00 PM ET on Wednesday, March 17, 2021. The consensus estimate is for a loss of $0.04 per share on revenue of $750.00 thousand. Investor sentiment going into the company's earnings release has 66% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 92.00% with revenue decreasing by 89.11%. Short interest has increased by 57.3% since the company's last earnings release while the stock has drifted higher by 900.0% from its open following the earnings release to be 196.3% above its 200 day moving average of $3.41. Overall earnings estimates have been revised higher since the company's last earnings release. On Friday, March 5, 2021 there was some notable buying of 2,278 contracts of the $7.50 call expiring on Friday, March 19, 2021. Option traders are pricing in a 26.2% move on earnings and the stock has averaged a 8.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=G_EVO&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Dollar General Corporation $191.96
**Dollar General Corporation (DG)** is confirmed to report earnings at approximately 6:55 AM ET on Thursday, March 18, 2021. The consensus earnings estimate is $2.69 per share on revenue of $8.29 billion and the Earnings Whisper ® number is $2.72 per share. Investor sentiment going into the company's earnings release has 70% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 28.10% with revenue increasing by 15.82%. Short interest has increased by 2.8% since the company's last earnings release while the stock has drifted lower by 10.1% from its open following the earnings release to be 4.6% below its 200 day moving average of $201.20. Overall earnings estimates have been revised higher since the company's last earnings release. On Tuesday, March 9, 2021 there was some notable buying of 3,169 contracts of the $190.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 5.4% move on earnings and the stock has averaged a 4.3% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=DG&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # Village Farms International $16.68
**Village Farms International (VFF)** is confirmed to report earnings at approximately 7:00 AM ET on Tuesday, March 16, 2021. The consensus earnings estimate is $0.05 per share on revenue of $41.63 million and the Earnings Whisper ® number is $0.09 per share. Investor sentiment going into the company's earnings release has 64% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 135.71% with revenue increasing by 25.94%. Short interest has decreased by 36.1% since the company's last earnings release while the stock has drifted higher by 163.1% from its open following the earnings release to be 93.1% above its 200 day moving average of $8.64. Overall earnings estimates have been revised lower since the company's last earnings release. On Monday, February 8, 2021 there was some notable buying of 3,755 contracts of the $18.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 16.9% move on earnings and the stock has averaged a 5.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=VFF&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # HealthEquity, Inc. $79.17
**HealthEquity, Inc. (HQY)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus earnings estimate is $0.42 per share on revenue of $183.92 million and the Earnings Whisper ® number is $0.47 per share. Investor sentiment going into the company's earnings release has 43% expecting an earnings beat. Consensus estimates are for earnings to decline year-over-year by 2.33% with revenue decreasing by 8.59%. Short interest has decreased by 44.8% since the company's last earnings release while the stock has drifted higher by 15.6% from its open following the earnings release to be 23.8% above its 200 day moving average of $63.94. Overall earnings estimates have been revised higher since the company's last earnings release. Option traders are pricing in a 10.4% move on earnings and the stock has averaged a 4.0% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=HQY&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
> # V/uzix Corporation $22.12
**V/uzix Corporation (VUZI)** is confirmed to report earnings at approximately 4:00 PM ET on Monday, March 15, 2021. The consensus estimate is for a loss of $0.11 per share on revenue of $4.01 million and the Earnings Whisper ® number is ($0.11) per share. Investor sentiment going into the company's earnings release has 81% expecting an earnings beat. Consensus estimates are for year-over-year earnings growth of 64.52% with revenue increasing by 105.33%. Short interest has increased by 7.0% since the company's last earnings release while the stock has drifted higher by 506.0% from its open following the earnings release to be 188.8% above its 200 day moving average of $7.66. Overall earnings estimates have been revised higher since the company's last earnings release. On Monday, March 1, 2021 there was some notable buying of 2,681 contracts of the $25.00 call expiring on Friday, March 19, 2021. Option traders are pricing in a 22.0% move on earnings and the stock has averaged a 11.4% move in recent quarters.
> #([CLICK HERE FOR THE CHART!](http://elite.finviz.com/chart.ashx?t=V_UZI&ty=c&ta=st_c,sch_200p,sma_50,sma_200,sma_20,sma_100,bb_20_2,rsi_b_14,macd_b_12_26_9,stofu_b_14_3_3&p=d&s=l))
*****
# DISCUSS!
What are you all watching for in this upcoming trading week?
*****
I hope you all have a wonderful weekend and a great week and month ahead r/stocks.
| 562 |
bigbear0083
| 1,615,726,584 |
3m
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stocks
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https://www.reddit.com/r/stocks/comments/m4uv8i/wall_street_week_ahead_for_the_trading_week/
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m4c50z
|
gqu5sf1
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I only read your DD, but I lived in Korea. It’s not like North America where everyone uses Amazon. They have gmarket, 11st, etc.. the competition is serious in Korea, and there is no real brand loyalty. Furthermore, I don’t think they will ever get a footing outside Korea. The market is small. Japan and China and Korea all hate each other.
Just want to give you a different perspective. Good luck mate
| 176 |
sonOfPlutus
| 1,615,671,242 |
Coupang Inc DD - The Amazon of South Korea
|
​
EDIT: Thanks to everyone who is giving feedback and insight into the areas I didn't cover. Will Defiantly keep in mind the things I missed for my next DD.
Some of the the biggest rebuttals people are saying is the ceiling in SK and the competition. This is defiantly something to keep in mind and look into. As for me. I don't think this changes much in my eyes. I will wait a few weeks or months to buy because (as people have also said) it does seem pretty overvalued RIGHT NOW. With that said I still think this company has great potential and to me, most of the arguments being made against Coupang are arguments you can say about a lot of companies as well. Thanks again for the Feedback and the upvotes. Much appreciated!
​
**---------------------------------------------------------------DISCLAIMER--------------------------------------------------------------**
This is my first ever DD, with that being said please be nice, and let me know if anything is wrong and or if I didn't include anything important. Would love some **constructive** criticism, thanks. Also with that being said I don’t know anything about anything. I'm just some guy who read some stuff and compiled it all here. I can’t tell the future. I am NOT a financial advisor. I’m just an ape like all of you. PLEASE do your own research. Humans are known for being wrong and I’m no expectation. I’m bullish on this stock but it did JUST go public therefore there isn’t a ton of history for how the stock performs. THIS IS NOT FINANCIAL ADVICE.
With that said. I hope you enjoy and learn something from this.
**Coupang Inc DD**
**Ticker - CPNG**
**Initial bullish info (for the apes who can't stand to read more than 100 words)**
* Talked about and known as the “Amazon of South Korea”
* Coupang has been the second largest e-commerce IPO since Alibaba
* Revenue Loss decreasing year after year since 2018
* IPO jumped more than 70%
* Company was valued at $9B back in June 2020 and now is valued at around $90B with a market cap of 86B (at the time of writing)
* CEO’s a Harvard grad of the dropout (just like Zuckerberg)
* Coupang has the highest market share of Korea's E-commerce business
* Improved cash flow by almost a billion dollars in a year
* Similar to Amazon in early years with no GAAP profitability but massive cash flow
* Coupangs the most used online shopping platform in south Korea
* Coupang has continuingly growing branches in Food delivery and grocery services
* Coupang has same day and dawn delivery (place an order by midnight and get it by 7am)
* Eco friendly packaging
* Customer Base has grew by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Now for people who want wrinkles in their brain please continue on reading
**Quantitative:**
* Net Revenue for 2020: $12B up more than 90% from 2019
* Customer base Grew approximately 14.8 Million from 2019 to 2020
* Total net Revenues per active custom increased to approximately $256 in 2020 from $161 in 2019
* Gross profit for 2020: $2B also up more than 90% from 2019
* Operating loss for 2020: $500M down from $600M in 2019
Revenue Loss decreasing year after year since 2018
2018: -1.5B
2019: -698M
2020: -474M
In November 2018 Softbank's Vision Fund invested over $2B with a $9B valuation which has since been increased to $86B
**Use of Proceeds:**
* Net IPO of Class A common stock was $35.00 and jumped to $69.00 (nice) once it was available to trade. However the company has stated they will not be taking proceeds from the sale of shares and rather wants to increase their capitalization, financial flexibility, and create a public market for their stock.
* Net Proceeds received from the offering are planned to be used for general corporate purposes including: working capital, operating expenses, and capital expenditures.
* Coupang is currently not planning to pay dividends and rather invest in themselves.
I really like this because they know exactly what and where their assets are and implies they will be heavily re-investing into those assets in attempts to grow them. Amazon has and is using the same formula by not paying dividends, not focusing on revenue, but focusing on growing their brand recognition and customer base (their largest asset). Amazon's TTM use of cash graph below which I predict will mirror Coupangs in the future. Again though, I don’t know anything.
📷
* **Profitability** (on a GAAP basis) was not positive. However from a cash flow basis they generated over 300M from operations and continue to generate cash flow in order to boost their operations and re-invest in themselves and grow their customer base, which continues to be their strongest asset.
**Opportunity:**
Korea's GDP “gross domestic product” (overall economic performance of a country, usually over a year) is over 1.6 Trillion and a GDP per capita (per person) of $31,847. This number continues to grow year after year as well as is evented form Korea's 2010 GDP of 1.1 Trillion.
The total spent in retail, grocery, consumer foodservice and travel in Korea was $470B in 2019 and is expected to increase to $534B by 2024. (Coupang is in 3 of 4 of those sectors)
Total spent in E-commerce was $128B and is expected to grow to $206B by 2024. On a per buyer basis, e-commerce spending is expected to grow from 2,600 in 2019 to 4,300 in 2024.
**Management:**
Range of age for management team is 36-61 with an average of age of 46
* **Bom Suk Kim -** Founder, current CEO and Chairman of the board of Coupang. Kim has a Harvard A.B degree in Government and is currently 42 making him the second youngest billionaire in South Korea. Kim founded Vintage Media Company (food industry exhibition and event planner) which he sold in 2009 before starting Coupang the following year.
* **Gaurav Anand -** Current CFO since Dec, 2020 and previously served as COO (Chief Operating Officer) from Jan, 2019 to Dec 2020. Anand has been with Coupang since 2017 and previously served as Vice President of Finance at Myntra (A fashion subsidiary of Flipkart (an online retailer which Softbank Vision Fund also invested into) and held various finance positions at Amazon from 2007 to 2014. Yeah. I know. Exciting right?
* \*\*Thuan Pham - (\*\*awesome name btw) has been Chief Technology Officer since September 2020 and served the same position at UBER from April 2013 to May 2020. From 2004 to 2013 he also served as Vice President at VMWare Inc which is a software and technology company. Pham also has both bachelors and a masters degree in computer Science and electrical Engineering From Massachusetts Institute of Technology. (this guy basically is a computer)
Other members of management have some pretty impressive credentials as well. A number of them have worked in high level management positions with Amazon like Minette Bellinagan who served as Director or Global sourcing and private Brands for Amazon. Many of them also have history in the technology and e-commerce sector with a good deal of them having experience founding their own startups such as Kiro Kyung who is a highly skilled software engineer who started two tech startups before joining Coupang.
**Qualitative:**
Company Mission: To create a world where customers wonder: “How did I ever live without Coupang?”
* **Same day and Dawn delivery** reducing delivery times to a matter of hours. (Like if amazon had the same promise of pizza companies with 30min or less delivery) People can place orders by 12pm and receive them by 7am the next morning with their Rocket WOW and Rocket Delivery program (similar to amazon prime and also includes groceries). Customers go to sleep and wake up like it's Christmas morning with their order right at their door. Same day delivery is offered for FREE, 365 days a year even the night before Christmas if needed. Customers can order anything from tomatoes to TVs for free next day delivery (better than any other delivery e-commerce players in Korea). 70% of the population (mostly in Seoul) lives within 7 miles of a Coupang distribution center. Operations span over 25 million sq ft across 30 cities.
* **Effortless returns** by tapping a few buttons on the app or website and leaving the item outside for pickup. No repackaging, no labels, no post office trips. Just leave it outside and any delivery truck nearby will come pick it up within hours. (much easier than amazon, eBay, UPS, FedEx, etc.)
* **Eco-friendly Packaging** cuts down the use of cardboard boxes by more than 75%. Items are delivered in a simple sleeve and sorted into protective bins. Eco-friendly bags that are completely reusable and replace almost all disposable packaging. The reusable bags are picked up by the delivery network for further use. Trucks leave full of products and rather than coming back empty, they arrive with returned packages, and the packaging of other orders which are then immediately used once again for another delivery.
* **Employees** work 5 day work weeks instead of the industry standard 6. Employees are provided with paid time off and full benefits. (amazon employees don't even get Amazon Prime. Amazon employees also have not reported the best working conditions. “People aren't the friendliest” “you're expected to work like a machine” “Work life balance can be hard” “needs more benefits'' etc.) Coupang Inc will also be granting their frontline workers more than $90M worth of stock and will be the first company in Korea to make their employees shareholders. 70% of suppliers for Coupang are also small merchant and business owners with under $3M in revenue per year. In the pandemic, small businesses on Coupang saw their sales increase by over 50%. Coupang now sits as one of the largest employers in Korea with 50,000+ employees and plans to invest over $870M into building seven new regional fulfillment centers, creating a projected 50,000 additional jobs by 2025.
* **Dynamic Orchestration** meaning their technology predicts and assigns the fastest and most efficient path for delivery drivers out of hundreds of millions of combinations of inventory, processing, trucks and route options within seconds. Packages are sorted at warehouses into protected, truck ready bins making the loading process much easier and faster for drivers. (can get more orders out faster.)
**Services:**
* **Rocket WOW Membership** is a flat monthly fee membership program which offers unlimited free shipping within hours of a placed order, dawn delivery, free unlimited returns for 30 days and **Rocket Fresh** groceries which has become the nation wide leading online grocer. The subscription based delivery was launched in October of 2018 and only costs $2.60! Within the first week of launch the service had over 150,000 users sign up and now has more than 1.2M users.
* **Rocket Delivery** is Coupangs FREE next day delivery service and the company has said to be delivering close to 2 million products per day which is the highest figure seen since the service was launched in March of 2014. Rocket Delivery continues to be the driving force for Coupang with people constantly wanting things faster, rocket delivery is a promise to customers that they will get their products on time, and when they need them.
* **Coupang Play** is a streaming platform branch of Coupang that is offered to their WOW members at no additional cost. Coupang Play is currently available for android users and is expected to be supported by IOS systems sometime this year as well as expanding into smart TVs and PCs. Coupang play has everything from Hollywood movies like the Spider-Man series and “Bombshell'' to popular Korean movies and TV shows. (I’d name them but I don’t think any of us know what they are). Coupang play also has documentaries, educational videos, kids shows, and animations with features like kids mode and parental locks. Coupang play is in the market for exclusivity as well with being the ONLY streaming service in Korea where users are able to watch things like Bryan Cranston's show “Your Honor” and CNN 10. Stephen Kim, the head of Coupang Play is also on record for saying *“We are eager to bring content such as Coupang Play Originals to expand our offerings and make this new service even more enjoyable and convenient for our customers.”*
* **Coupang Eats** has also been launched which is now the largest online food delivery service in Korea, which delivers food to customers using only delivery partners directly contracted by Coupang. Coupang Eats also incorporates the tech and infrastructure used for Rocket Delivery and Rocket Fresh making delivery as fast, and efficient as possible.
* **Coupangs customer centricity** continues to be their most important asset as 70% of the population is 7 miles from a distribution center. The company has vocally admitted this and consistently and continues to *“pursue operational excellence and innovation”* in order to grow this asset and keep the customers they have. Customer Base has also grown by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Part of Coupangs business model states all of this and I would have re-worded it but it truly is perfect and I don’t think I could have done a better job. When I first read this part of their business model it only furthered my confidence in this company. Not to mention again that this is VERY similar to how Amazon approached their business in the early years. The statement is as follows: *“We believe the true measure of our success will be shareholder value created over the long term. Our long-term investments in building a differentiated technology-orchestrated network and customer-facing functionality have helped build a business that we expect will deliver significant growth and cash flows at scale. We have in turn reinvested to expand into new offerings successfully, such as with our owned-inventory selection, Rocket WOW membership, Rocket Fresh, and Coupang Eats, among others. We will continue to reinvest cash flows generated by our established offerings into new initiatives and innovations for our customers. We will choose to invest and maximize value for customers and shareholders in the long term over optimizing our short-term results.”*
**Top Risks:**
* Coupang is rapidly evolving which could lead to the inability to manage the growth
* Coupang plans to forgo short term financial performance for long term growth (Same strategy as Amazon so in my eyes not a downside)
* **Dilution:** The company has stated that there will be (was) immediate stock dilution to the extent of the difference between the initial public offering price. Though dilution is sometimes seen as a bad thing, out of all the evidence from Coupang and the business model we know they are going to follow, I believe that this dilution is simply to raise money for further expansion. I believe this dilution is why Coupang had a red day on Friday and may continue to be red for the next few weeks or so as it levels out. This does not change my stance on the stock at all just thought it was an interesting point to mention since dilution can be seen as a bad thing as companies sometimes do this in desperation when they may simply need more money to cover expenses. However I think it would be stupid to assume this is the case with Coupang as it is consistently growing its assets and shows no sign of bleeding, as well as just going public. Still though, it lessens shareholders position and lowers P/E which is a measure of profitability, but again, we know Coupang is not focusing on this at the moment. All this changes in my eyes is that I’m going to watch the stock closely over the next few weeks and months to see where it starts to even out and show signs of uptrends and or downtrends.
I have tried looking around for other reasons why Coupang could fail or simply why it could truly not be the next amazon of south Korea but I have yet to find any info. If anyone does, a link would be greatly appreciated and I will edit with new info.
**TDLR:**
In my OPINION, based on everything I’ve read and compiled here, I truly think Coupang has Unlimited potential. The company has continued to show strong growth and belief in itself. It's constantly expanding into new territories as is evident with Coupang Play and Rocket Fresh as well as consistently growing their main assets. Their management team looks very Promising with backgrounds in Amazon, Uber, and A fuck load of computer engineering. Year after year revenue has been up, customer base has been up, and operating loss and net loss have been down. This company looks very promising in my eyes and I definitely will be investing in Coupang in years to come.
Thanks to everyone who stuck through all this. Again it's my first ever DD so hopefully it's not too shit. I put a lot of effort and research into this and I hope y'all gain some insight to this awesome company. PLEASE let me know if there's anything I should’ve included in this, I am hoping to get a lot better at this whole “stonks” thing. As you may have noticed I haven’t given any info on my position with the stock and that is honestly, simply because I’m waiting for my next paycheck so I can afford to buy some. I currently don’t own shares in Coupang but you can bet your ass I’m buying as much as I can the next time I have money to throw at the market. Wouldn’t you want to get into Amazon in 2005?
Thanks again, Onions. THIS IS NOT FINACIAL ADVISE
**Sources:**
[https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works](https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works)
[https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm](https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm)
[https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20\_576](https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20_576)
[https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html](https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html)
[https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6](https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6)
[https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html](https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html)
[https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883](https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883)
[https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp](https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp)
| 212 |
OnionsAreGODS
| 1,615,660,115 |
3m
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stocks
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https://www.reddit.com/r/stocks/comments/m4c50z/coupang_inc_dd_the_amazon_of_south_korea/
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m4c50z
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gqukyev
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When I scrolled through the comment and thought the revenue line was a crack on my screen.... 😂
| 12 |
Rubyrocks1
| 1,615,679,888 |
Coupang Inc DD - The Amazon of South Korea
|
​
EDIT: Thanks to everyone who is giving feedback and insight into the areas I didn't cover. Will Defiantly keep in mind the things I missed for my next DD.
Some of the the biggest rebuttals people are saying is the ceiling in SK and the competition. This is defiantly something to keep in mind and look into. As for me. I don't think this changes much in my eyes. I will wait a few weeks or months to buy because (as people have also said) it does seem pretty overvalued RIGHT NOW. With that said I still think this company has great potential and to me, most of the arguments being made against Coupang are arguments you can say about a lot of companies as well. Thanks again for the Feedback and the upvotes. Much appreciated!
​
**---------------------------------------------------------------DISCLAIMER--------------------------------------------------------------**
This is my first ever DD, with that being said please be nice, and let me know if anything is wrong and or if I didn't include anything important. Would love some **constructive** criticism, thanks. Also with that being said I don’t know anything about anything. I'm just some guy who read some stuff and compiled it all here. I can’t tell the future. I am NOT a financial advisor. I’m just an ape like all of you. PLEASE do your own research. Humans are known for being wrong and I’m no expectation. I’m bullish on this stock but it did JUST go public therefore there isn’t a ton of history for how the stock performs. THIS IS NOT FINANCIAL ADVICE.
With that said. I hope you enjoy and learn something from this.
**Coupang Inc DD**
**Ticker - CPNG**
**Initial bullish info (for the apes who can't stand to read more than 100 words)**
* Talked about and known as the “Amazon of South Korea”
* Coupang has been the second largest e-commerce IPO since Alibaba
* Revenue Loss decreasing year after year since 2018
* IPO jumped more than 70%
* Company was valued at $9B back in June 2020 and now is valued at around $90B with a market cap of 86B (at the time of writing)
* CEO’s a Harvard grad of the dropout (just like Zuckerberg)
* Coupang has the highest market share of Korea's E-commerce business
* Improved cash flow by almost a billion dollars in a year
* Similar to Amazon in early years with no GAAP profitability but massive cash flow
* Coupangs the most used online shopping platform in south Korea
* Coupang has continuingly growing branches in Food delivery and grocery services
* Coupang has same day and dawn delivery (place an order by midnight and get it by 7am)
* Eco friendly packaging
* Customer Base has grew by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Now for people who want wrinkles in their brain please continue on reading
**Quantitative:**
* Net Revenue for 2020: $12B up more than 90% from 2019
* Customer base Grew approximately 14.8 Million from 2019 to 2020
* Total net Revenues per active custom increased to approximately $256 in 2020 from $161 in 2019
* Gross profit for 2020: $2B also up more than 90% from 2019
* Operating loss for 2020: $500M down from $600M in 2019
Revenue Loss decreasing year after year since 2018
2018: -1.5B
2019: -698M
2020: -474M
In November 2018 Softbank's Vision Fund invested over $2B with a $9B valuation which has since been increased to $86B
**Use of Proceeds:**
* Net IPO of Class A common stock was $35.00 and jumped to $69.00 (nice) once it was available to trade. However the company has stated they will not be taking proceeds from the sale of shares and rather wants to increase their capitalization, financial flexibility, and create a public market for their stock.
* Net Proceeds received from the offering are planned to be used for general corporate purposes including: working capital, operating expenses, and capital expenditures.
* Coupang is currently not planning to pay dividends and rather invest in themselves.
I really like this because they know exactly what and where their assets are and implies they will be heavily re-investing into those assets in attempts to grow them. Amazon has and is using the same formula by not paying dividends, not focusing on revenue, but focusing on growing their brand recognition and customer base (their largest asset). Amazon's TTM use of cash graph below which I predict will mirror Coupangs in the future. Again though, I don’t know anything.
📷
* **Profitability** (on a GAAP basis) was not positive. However from a cash flow basis they generated over 300M from operations and continue to generate cash flow in order to boost their operations and re-invest in themselves and grow their customer base, which continues to be their strongest asset.
**Opportunity:**
Korea's GDP “gross domestic product” (overall economic performance of a country, usually over a year) is over 1.6 Trillion and a GDP per capita (per person) of $31,847. This number continues to grow year after year as well as is evented form Korea's 2010 GDP of 1.1 Trillion.
The total spent in retail, grocery, consumer foodservice and travel in Korea was $470B in 2019 and is expected to increase to $534B by 2024. (Coupang is in 3 of 4 of those sectors)
Total spent in E-commerce was $128B and is expected to grow to $206B by 2024. On a per buyer basis, e-commerce spending is expected to grow from 2,600 in 2019 to 4,300 in 2024.
**Management:**
Range of age for management team is 36-61 with an average of age of 46
* **Bom Suk Kim -** Founder, current CEO and Chairman of the board of Coupang. Kim has a Harvard A.B degree in Government and is currently 42 making him the second youngest billionaire in South Korea. Kim founded Vintage Media Company (food industry exhibition and event planner) which he sold in 2009 before starting Coupang the following year.
* **Gaurav Anand -** Current CFO since Dec, 2020 and previously served as COO (Chief Operating Officer) from Jan, 2019 to Dec 2020. Anand has been with Coupang since 2017 and previously served as Vice President of Finance at Myntra (A fashion subsidiary of Flipkart (an online retailer which Softbank Vision Fund also invested into) and held various finance positions at Amazon from 2007 to 2014. Yeah. I know. Exciting right?
* \*\*Thuan Pham - (\*\*awesome name btw) has been Chief Technology Officer since September 2020 and served the same position at UBER from April 2013 to May 2020. From 2004 to 2013 he also served as Vice President at VMWare Inc which is a software and technology company. Pham also has both bachelors and a masters degree in computer Science and electrical Engineering From Massachusetts Institute of Technology. (this guy basically is a computer)
Other members of management have some pretty impressive credentials as well. A number of them have worked in high level management positions with Amazon like Minette Bellinagan who served as Director or Global sourcing and private Brands for Amazon. Many of them also have history in the technology and e-commerce sector with a good deal of them having experience founding their own startups such as Kiro Kyung who is a highly skilled software engineer who started two tech startups before joining Coupang.
**Qualitative:**
Company Mission: To create a world where customers wonder: “How did I ever live without Coupang?”
* **Same day and Dawn delivery** reducing delivery times to a matter of hours. (Like if amazon had the same promise of pizza companies with 30min or less delivery) People can place orders by 12pm and receive them by 7am the next morning with their Rocket WOW and Rocket Delivery program (similar to amazon prime and also includes groceries). Customers go to sleep and wake up like it's Christmas morning with their order right at their door. Same day delivery is offered for FREE, 365 days a year even the night before Christmas if needed. Customers can order anything from tomatoes to TVs for free next day delivery (better than any other delivery e-commerce players in Korea). 70% of the population (mostly in Seoul) lives within 7 miles of a Coupang distribution center. Operations span over 25 million sq ft across 30 cities.
* **Effortless returns** by tapping a few buttons on the app or website and leaving the item outside for pickup. No repackaging, no labels, no post office trips. Just leave it outside and any delivery truck nearby will come pick it up within hours. (much easier than amazon, eBay, UPS, FedEx, etc.)
* **Eco-friendly Packaging** cuts down the use of cardboard boxes by more than 75%. Items are delivered in a simple sleeve and sorted into protective bins. Eco-friendly bags that are completely reusable and replace almost all disposable packaging. The reusable bags are picked up by the delivery network for further use. Trucks leave full of products and rather than coming back empty, they arrive with returned packages, and the packaging of other orders which are then immediately used once again for another delivery.
* **Employees** work 5 day work weeks instead of the industry standard 6. Employees are provided with paid time off and full benefits. (amazon employees don't even get Amazon Prime. Amazon employees also have not reported the best working conditions. “People aren't the friendliest” “you're expected to work like a machine” “Work life balance can be hard” “needs more benefits'' etc.) Coupang Inc will also be granting their frontline workers more than $90M worth of stock and will be the first company in Korea to make their employees shareholders. 70% of suppliers for Coupang are also small merchant and business owners with under $3M in revenue per year. In the pandemic, small businesses on Coupang saw their sales increase by over 50%. Coupang now sits as one of the largest employers in Korea with 50,000+ employees and plans to invest over $870M into building seven new regional fulfillment centers, creating a projected 50,000 additional jobs by 2025.
* **Dynamic Orchestration** meaning their technology predicts and assigns the fastest and most efficient path for delivery drivers out of hundreds of millions of combinations of inventory, processing, trucks and route options within seconds. Packages are sorted at warehouses into protected, truck ready bins making the loading process much easier and faster for drivers. (can get more orders out faster.)
**Services:**
* **Rocket WOW Membership** is a flat monthly fee membership program which offers unlimited free shipping within hours of a placed order, dawn delivery, free unlimited returns for 30 days and **Rocket Fresh** groceries which has become the nation wide leading online grocer. The subscription based delivery was launched in October of 2018 and only costs $2.60! Within the first week of launch the service had over 150,000 users sign up and now has more than 1.2M users.
* **Rocket Delivery** is Coupangs FREE next day delivery service and the company has said to be delivering close to 2 million products per day which is the highest figure seen since the service was launched in March of 2014. Rocket Delivery continues to be the driving force for Coupang with people constantly wanting things faster, rocket delivery is a promise to customers that they will get their products on time, and when they need them.
* **Coupang Play** is a streaming platform branch of Coupang that is offered to their WOW members at no additional cost. Coupang Play is currently available for android users and is expected to be supported by IOS systems sometime this year as well as expanding into smart TVs and PCs. Coupang play has everything from Hollywood movies like the Spider-Man series and “Bombshell'' to popular Korean movies and TV shows. (I’d name them but I don’t think any of us know what they are). Coupang play also has documentaries, educational videos, kids shows, and animations with features like kids mode and parental locks. Coupang play is in the market for exclusivity as well with being the ONLY streaming service in Korea where users are able to watch things like Bryan Cranston's show “Your Honor” and CNN 10. Stephen Kim, the head of Coupang Play is also on record for saying *“We are eager to bring content such as Coupang Play Originals to expand our offerings and make this new service even more enjoyable and convenient for our customers.”*
* **Coupang Eats** has also been launched which is now the largest online food delivery service in Korea, which delivers food to customers using only delivery partners directly contracted by Coupang. Coupang Eats also incorporates the tech and infrastructure used for Rocket Delivery and Rocket Fresh making delivery as fast, and efficient as possible.
* **Coupangs customer centricity** continues to be their most important asset as 70% of the population is 7 miles from a distribution center. The company has vocally admitted this and consistently and continues to *“pursue operational excellence and innovation”* in order to grow this asset and keep the customers they have. Customer Base has also grown by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Part of Coupangs business model states all of this and I would have re-worded it but it truly is perfect and I don’t think I could have done a better job. When I first read this part of their business model it only furthered my confidence in this company. Not to mention again that this is VERY similar to how Amazon approached their business in the early years. The statement is as follows: *“We believe the true measure of our success will be shareholder value created over the long term. Our long-term investments in building a differentiated technology-orchestrated network and customer-facing functionality have helped build a business that we expect will deliver significant growth and cash flows at scale. We have in turn reinvested to expand into new offerings successfully, such as with our owned-inventory selection, Rocket WOW membership, Rocket Fresh, and Coupang Eats, among others. We will continue to reinvest cash flows generated by our established offerings into new initiatives and innovations for our customers. We will choose to invest and maximize value for customers and shareholders in the long term over optimizing our short-term results.”*
**Top Risks:**
* Coupang is rapidly evolving which could lead to the inability to manage the growth
* Coupang plans to forgo short term financial performance for long term growth (Same strategy as Amazon so in my eyes not a downside)
* **Dilution:** The company has stated that there will be (was) immediate stock dilution to the extent of the difference between the initial public offering price. Though dilution is sometimes seen as a bad thing, out of all the evidence from Coupang and the business model we know they are going to follow, I believe that this dilution is simply to raise money for further expansion. I believe this dilution is why Coupang had a red day on Friday and may continue to be red for the next few weeks or so as it levels out. This does not change my stance on the stock at all just thought it was an interesting point to mention since dilution can be seen as a bad thing as companies sometimes do this in desperation when they may simply need more money to cover expenses. However I think it would be stupid to assume this is the case with Coupang as it is consistently growing its assets and shows no sign of bleeding, as well as just going public. Still though, it lessens shareholders position and lowers P/E which is a measure of profitability, but again, we know Coupang is not focusing on this at the moment. All this changes in my eyes is that I’m going to watch the stock closely over the next few weeks and months to see where it starts to even out and show signs of uptrends and or downtrends.
I have tried looking around for other reasons why Coupang could fail or simply why it could truly not be the next amazon of south Korea but I have yet to find any info. If anyone does, a link would be greatly appreciated and I will edit with new info.
**TDLR:**
In my OPINION, based on everything I’ve read and compiled here, I truly think Coupang has Unlimited potential. The company has continued to show strong growth and belief in itself. It's constantly expanding into new territories as is evident with Coupang Play and Rocket Fresh as well as consistently growing their main assets. Their management team looks very Promising with backgrounds in Amazon, Uber, and A fuck load of computer engineering. Year after year revenue has been up, customer base has been up, and operating loss and net loss have been down. This company looks very promising in my eyes and I definitely will be investing in Coupang in years to come.
Thanks to everyone who stuck through all this. Again it's my first ever DD so hopefully it's not too shit. I put a lot of effort and research into this and I hope y'all gain some insight to this awesome company. PLEASE let me know if there's anything I should’ve included in this, I am hoping to get a lot better at this whole “stonks” thing. As you may have noticed I haven’t given any info on my position with the stock and that is honestly, simply because I’m waiting for my next paycheck so I can afford to buy some. I currently don’t own shares in Coupang but you can bet your ass I’m buying as much as I can the next time I have money to throw at the market. Wouldn’t you want to get into Amazon in 2005?
Thanks again, Onions. THIS IS NOT FINACIAL ADVISE
**Sources:**
[https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works](https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works)
[https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm](https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm)
[https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20\_576](https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20_576)
[https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html](https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html)
[https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6](https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6)
[https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html](https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html)
[https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883](https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883)
[https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp](https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp)
| 212 |
OnionsAreGODS
| 1,615,660,115 |
3m
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stocks
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https://www.reddit.com/r/stocks/comments/m4c50z/coupang_inc_dd_the_amazon_of_south_korea/
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m4c50z
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gqudxc9
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The next Amazon is worth shit.
The next Amazon Web Services ill fucking back the truck up for.
| 22 |
arugulaspinach1
| 1,615,675,829 |
Coupang Inc DD - The Amazon of South Korea
|
​
EDIT: Thanks to everyone who is giving feedback and insight into the areas I didn't cover. Will Defiantly keep in mind the things I missed for my next DD.
Some of the the biggest rebuttals people are saying is the ceiling in SK and the competition. This is defiantly something to keep in mind and look into. As for me. I don't think this changes much in my eyes. I will wait a few weeks or months to buy because (as people have also said) it does seem pretty overvalued RIGHT NOW. With that said I still think this company has great potential and to me, most of the arguments being made against Coupang are arguments you can say about a lot of companies as well. Thanks again for the Feedback and the upvotes. Much appreciated!
​
**---------------------------------------------------------------DISCLAIMER--------------------------------------------------------------**
This is my first ever DD, with that being said please be nice, and let me know if anything is wrong and or if I didn't include anything important. Would love some **constructive** criticism, thanks. Also with that being said I don’t know anything about anything. I'm just some guy who read some stuff and compiled it all here. I can’t tell the future. I am NOT a financial advisor. I’m just an ape like all of you. PLEASE do your own research. Humans are known for being wrong and I’m no expectation. I’m bullish on this stock but it did JUST go public therefore there isn’t a ton of history for how the stock performs. THIS IS NOT FINANCIAL ADVICE.
With that said. I hope you enjoy and learn something from this.
**Coupang Inc DD**
**Ticker - CPNG**
**Initial bullish info (for the apes who can't stand to read more than 100 words)**
* Talked about and known as the “Amazon of South Korea”
* Coupang has been the second largest e-commerce IPO since Alibaba
* Revenue Loss decreasing year after year since 2018
* IPO jumped more than 70%
* Company was valued at $9B back in June 2020 and now is valued at around $90B with a market cap of 86B (at the time of writing)
* CEO’s a Harvard grad of the dropout (just like Zuckerberg)
* Coupang has the highest market share of Korea's E-commerce business
* Improved cash flow by almost a billion dollars in a year
* Similar to Amazon in early years with no GAAP profitability but massive cash flow
* Coupangs the most used online shopping platform in south Korea
* Coupang has continuingly growing branches in Food delivery and grocery services
* Coupang has same day and dawn delivery (place an order by midnight and get it by 7am)
* Eco friendly packaging
* Customer Base has grew by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Now for people who want wrinkles in their brain please continue on reading
**Quantitative:**
* Net Revenue for 2020: $12B up more than 90% from 2019
* Customer base Grew approximately 14.8 Million from 2019 to 2020
* Total net Revenues per active custom increased to approximately $256 in 2020 from $161 in 2019
* Gross profit for 2020: $2B also up more than 90% from 2019
* Operating loss for 2020: $500M down from $600M in 2019
Revenue Loss decreasing year after year since 2018
2018: -1.5B
2019: -698M
2020: -474M
In November 2018 Softbank's Vision Fund invested over $2B with a $9B valuation which has since been increased to $86B
**Use of Proceeds:**
* Net IPO of Class A common stock was $35.00 and jumped to $69.00 (nice) once it was available to trade. However the company has stated they will not be taking proceeds from the sale of shares and rather wants to increase their capitalization, financial flexibility, and create a public market for their stock.
* Net Proceeds received from the offering are planned to be used for general corporate purposes including: working capital, operating expenses, and capital expenditures.
* Coupang is currently not planning to pay dividends and rather invest in themselves.
I really like this because they know exactly what and where their assets are and implies they will be heavily re-investing into those assets in attempts to grow them. Amazon has and is using the same formula by not paying dividends, not focusing on revenue, but focusing on growing their brand recognition and customer base (their largest asset). Amazon's TTM use of cash graph below which I predict will mirror Coupangs in the future. Again though, I don’t know anything.
📷
* **Profitability** (on a GAAP basis) was not positive. However from a cash flow basis they generated over 300M from operations and continue to generate cash flow in order to boost their operations and re-invest in themselves and grow their customer base, which continues to be their strongest asset.
**Opportunity:**
Korea's GDP “gross domestic product” (overall economic performance of a country, usually over a year) is over 1.6 Trillion and a GDP per capita (per person) of $31,847. This number continues to grow year after year as well as is evented form Korea's 2010 GDP of 1.1 Trillion.
The total spent in retail, grocery, consumer foodservice and travel in Korea was $470B in 2019 and is expected to increase to $534B by 2024. (Coupang is in 3 of 4 of those sectors)
Total spent in E-commerce was $128B and is expected to grow to $206B by 2024. On a per buyer basis, e-commerce spending is expected to grow from 2,600 in 2019 to 4,300 in 2024.
**Management:**
Range of age for management team is 36-61 with an average of age of 46
* **Bom Suk Kim -** Founder, current CEO and Chairman of the board of Coupang. Kim has a Harvard A.B degree in Government and is currently 42 making him the second youngest billionaire in South Korea. Kim founded Vintage Media Company (food industry exhibition and event planner) which he sold in 2009 before starting Coupang the following year.
* **Gaurav Anand -** Current CFO since Dec, 2020 and previously served as COO (Chief Operating Officer) from Jan, 2019 to Dec 2020. Anand has been with Coupang since 2017 and previously served as Vice President of Finance at Myntra (A fashion subsidiary of Flipkart (an online retailer which Softbank Vision Fund also invested into) and held various finance positions at Amazon from 2007 to 2014. Yeah. I know. Exciting right?
* \*\*Thuan Pham - (\*\*awesome name btw) has been Chief Technology Officer since September 2020 and served the same position at UBER from April 2013 to May 2020. From 2004 to 2013 he also served as Vice President at VMWare Inc which is a software and technology company. Pham also has both bachelors and a masters degree in computer Science and electrical Engineering From Massachusetts Institute of Technology. (this guy basically is a computer)
Other members of management have some pretty impressive credentials as well. A number of them have worked in high level management positions with Amazon like Minette Bellinagan who served as Director or Global sourcing and private Brands for Amazon. Many of them also have history in the technology and e-commerce sector with a good deal of them having experience founding their own startups such as Kiro Kyung who is a highly skilled software engineer who started two tech startups before joining Coupang.
**Qualitative:**
Company Mission: To create a world where customers wonder: “How did I ever live without Coupang?”
* **Same day and Dawn delivery** reducing delivery times to a matter of hours. (Like if amazon had the same promise of pizza companies with 30min or less delivery) People can place orders by 12pm and receive them by 7am the next morning with their Rocket WOW and Rocket Delivery program (similar to amazon prime and also includes groceries). Customers go to sleep and wake up like it's Christmas morning with their order right at their door. Same day delivery is offered for FREE, 365 days a year even the night before Christmas if needed. Customers can order anything from tomatoes to TVs for free next day delivery (better than any other delivery e-commerce players in Korea). 70% of the population (mostly in Seoul) lives within 7 miles of a Coupang distribution center. Operations span over 25 million sq ft across 30 cities.
* **Effortless returns** by tapping a few buttons on the app or website and leaving the item outside for pickup. No repackaging, no labels, no post office trips. Just leave it outside and any delivery truck nearby will come pick it up within hours. (much easier than amazon, eBay, UPS, FedEx, etc.)
* **Eco-friendly Packaging** cuts down the use of cardboard boxes by more than 75%. Items are delivered in a simple sleeve and sorted into protective bins. Eco-friendly bags that are completely reusable and replace almost all disposable packaging. The reusable bags are picked up by the delivery network for further use. Trucks leave full of products and rather than coming back empty, they arrive with returned packages, and the packaging of other orders which are then immediately used once again for another delivery.
* **Employees** work 5 day work weeks instead of the industry standard 6. Employees are provided with paid time off and full benefits. (amazon employees don't even get Amazon Prime. Amazon employees also have not reported the best working conditions. “People aren't the friendliest” “you're expected to work like a machine” “Work life balance can be hard” “needs more benefits'' etc.) Coupang Inc will also be granting their frontline workers more than $90M worth of stock and will be the first company in Korea to make their employees shareholders. 70% of suppliers for Coupang are also small merchant and business owners with under $3M in revenue per year. In the pandemic, small businesses on Coupang saw their sales increase by over 50%. Coupang now sits as one of the largest employers in Korea with 50,000+ employees and plans to invest over $870M into building seven new regional fulfillment centers, creating a projected 50,000 additional jobs by 2025.
* **Dynamic Orchestration** meaning their technology predicts and assigns the fastest and most efficient path for delivery drivers out of hundreds of millions of combinations of inventory, processing, trucks and route options within seconds. Packages are sorted at warehouses into protected, truck ready bins making the loading process much easier and faster for drivers. (can get more orders out faster.)
**Services:**
* **Rocket WOW Membership** is a flat monthly fee membership program which offers unlimited free shipping within hours of a placed order, dawn delivery, free unlimited returns for 30 days and **Rocket Fresh** groceries which has become the nation wide leading online grocer. The subscription based delivery was launched in October of 2018 and only costs $2.60! Within the first week of launch the service had over 150,000 users sign up and now has more than 1.2M users.
* **Rocket Delivery** is Coupangs FREE next day delivery service and the company has said to be delivering close to 2 million products per day which is the highest figure seen since the service was launched in March of 2014. Rocket Delivery continues to be the driving force for Coupang with people constantly wanting things faster, rocket delivery is a promise to customers that they will get their products on time, and when they need them.
* **Coupang Play** is a streaming platform branch of Coupang that is offered to their WOW members at no additional cost. Coupang Play is currently available for android users and is expected to be supported by IOS systems sometime this year as well as expanding into smart TVs and PCs. Coupang play has everything from Hollywood movies like the Spider-Man series and “Bombshell'' to popular Korean movies and TV shows. (I’d name them but I don’t think any of us know what they are). Coupang play also has documentaries, educational videos, kids shows, and animations with features like kids mode and parental locks. Coupang play is in the market for exclusivity as well with being the ONLY streaming service in Korea where users are able to watch things like Bryan Cranston's show “Your Honor” and CNN 10. Stephen Kim, the head of Coupang Play is also on record for saying *“We are eager to bring content such as Coupang Play Originals to expand our offerings and make this new service even more enjoyable and convenient for our customers.”*
* **Coupang Eats** has also been launched which is now the largest online food delivery service in Korea, which delivers food to customers using only delivery partners directly contracted by Coupang. Coupang Eats also incorporates the tech and infrastructure used for Rocket Delivery and Rocket Fresh making delivery as fast, and efficient as possible.
* **Coupangs customer centricity** continues to be their most important asset as 70% of the population is 7 miles from a distribution center. The company has vocally admitted this and consistently and continues to *“pursue operational excellence and innovation”* in order to grow this asset and keep the customers they have. Customer Base has also grown by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Part of Coupangs business model states all of this and I would have re-worded it but it truly is perfect and I don’t think I could have done a better job. When I first read this part of their business model it only furthered my confidence in this company. Not to mention again that this is VERY similar to how Amazon approached their business in the early years. The statement is as follows: *“We believe the true measure of our success will be shareholder value created over the long term. Our long-term investments in building a differentiated technology-orchestrated network and customer-facing functionality have helped build a business that we expect will deliver significant growth and cash flows at scale. We have in turn reinvested to expand into new offerings successfully, such as with our owned-inventory selection, Rocket WOW membership, Rocket Fresh, and Coupang Eats, among others. We will continue to reinvest cash flows generated by our established offerings into new initiatives and innovations for our customers. We will choose to invest and maximize value for customers and shareholders in the long term over optimizing our short-term results.”*
**Top Risks:**
* Coupang is rapidly evolving which could lead to the inability to manage the growth
* Coupang plans to forgo short term financial performance for long term growth (Same strategy as Amazon so in my eyes not a downside)
* **Dilution:** The company has stated that there will be (was) immediate stock dilution to the extent of the difference between the initial public offering price. Though dilution is sometimes seen as a bad thing, out of all the evidence from Coupang and the business model we know they are going to follow, I believe that this dilution is simply to raise money for further expansion. I believe this dilution is why Coupang had a red day on Friday and may continue to be red for the next few weeks or so as it levels out. This does not change my stance on the stock at all just thought it was an interesting point to mention since dilution can be seen as a bad thing as companies sometimes do this in desperation when they may simply need more money to cover expenses. However I think it would be stupid to assume this is the case with Coupang as it is consistently growing its assets and shows no sign of bleeding, as well as just going public. Still though, it lessens shareholders position and lowers P/E which is a measure of profitability, but again, we know Coupang is not focusing on this at the moment. All this changes in my eyes is that I’m going to watch the stock closely over the next few weeks and months to see where it starts to even out and show signs of uptrends and or downtrends.
I have tried looking around for other reasons why Coupang could fail or simply why it could truly not be the next amazon of south Korea but I have yet to find any info. If anyone does, a link would be greatly appreciated and I will edit with new info.
**TDLR:**
In my OPINION, based on everything I’ve read and compiled here, I truly think Coupang has Unlimited potential. The company has continued to show strong growth and belief in itself. It's constantly expanding into new territories as is evident with Coupang Play and Rocket Fresh as well as consistently growing their main assets. Their management team looks very Promising with backgrounds in Amazon, Uber, and A fuck load of computer engineering. Year after year revenue has been up, customer base has been up, and operating loss and net loss have been down. This company looks very promising in my eyes and I definitely will be investing in Coupang in years to come.
Thanks to everyone who stuck through all this. Again it's my first ever DD so hopefully it's not too shit. I put a lot of effort and research into this and I hope y'all gain some insight to this awesome company. PLEASE let me know if there's anything I should’ve included in this, I am hoping to get a lot better at this whole “stonks” thing. As you may have noticed I haven’t given any info on my position with the stock and that is honestly, simply because I’m waiting for my next paycheck so I can afford to buy some. I currently don’t own shares in Coupang but you can bet your ass I’m buying as much as I can the next time I have money to throw at the market. Wouldn’t you want to get into Amazon in 2005?
Thanks again, Onions. THIS IS NOT FINACIAL ADVISE
**Sources:**
[https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works](https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works)
[https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm](https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm)
[https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20\_576](https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20_576)
[https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html](https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html)
[https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6](https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6)
[https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html](https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html)
[https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883](https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883)
[https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp](https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp)
| 212 |
OnionsAreGODS
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https://www.reddit.com/r/stocks/comments/m4c50z/coupang_inc_dd_the_amazon_of_south_korea/
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Based on what OP wrote, Coupang is a pass at this stage. They are operating at a loss, diluting current shareholders, and limited to the Korean market with no viable plan to expand outside of Korea.
I'll revisit in another year or two and will keep on my watchlist. The stock may be a good candidate as a short term trade if you believe there are catalyst for movement but it hasn't proven itself as a long term play yet (especially with the dilution)
| 7 |
skinnbones22
| 1,615,672,848 |
Coupang Inc DD - The Amazon of South Korea
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​
EDIT: Thanks to everyone who is giving feedback and insight into the areas I didn't cover. Will Defiantly keep in mind the things I missed for my next DD.
Some of the the biggest rebuttals people are saying is the ceiling in SK and the competition. This is defiantly something to keep in mind and look into. As for me. I don't think this changes much in my eyes. I will wait a few weeks or months to buy because (as people have also said) it does seem pretty overvalued RIGHT NOW. With that said I still think this company has great potential and to me, most of the arguments being made against Coupang are arguments you can say about a lot of companies as well. Thanks again for the Feedback and the upvotes. Much appreciated!
​
**---------------------------------------------------------------DISCLAIMER--------------------------------------------------------------**
This is my first ever DD, with that being said please be nice, and let me know if anything is wrong and or if I didn't include anything important. Would love some **constructive** criticism, thanks. Also with that being said I don’t know anything about anything. I'm just some guy who read some stuff and compiled it all here. I can’t tell the future. I am NOT a financial advisor. I’m just an ape like all of you. PLEASE do your own research. Humans are known for being wrong and I’m no expectation. I’m bullish on this stock but it did JUST go public therefore there isn’t a ton of history for how the stock performs. THIS IS NOT FINANCIAL ADVICE.
With that said. I hope you enjoy and learn something from this.
**Coupang Inc DD**
**Ticker - CPNG**
**Initial bullish info (for the apes who can't stand to read more than 100 words)**
* Talked about and known as the “Amazon of South Korea”
* Coupang has been the second largest e-commerce IPO since Alibaba
* Revenue Loss decreasing year after year since 2018
* IPO jumped more than 70%
* Company was valued at $9B back in June 2020 and now is valued at around $90B with a market cap of 86B (at the time of writing)
* CEO’s a Harvard grad of the dropout (just like Zuckerberg)
* Coupang has the highest market share of Korea's E-commerce business
* Improved cash flow by almost a billion dollars in a year
* Similar to Amazon in early years with no GAAP profitability but massive cash flow
* Coupangs the most used online shopping platform in south Korea
* Coupang has continuingly growing branches in Food delivery and grocery services
* Coupang has same day and dawn delivery (place an order by midnight and get it by 7am)
* Eco friendly packaging
* Customer Base has grew by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Now for people who want wrinkles in their brain please continue on reading
**Quantitative:**
* Net Revenue for 2020: $12B up more than 90% from 2019
* Customer base Grew approximately 14.8 Million from 2019 to 2020
* Total net Revenues per active custom increased to approximately $256 in 2020 from $161 in 2019
* Gross profit for 2020: $2B also up more than 90% from 2019
* Operating loss for 2020: $500M down from $600M in 2019
Revenue Loss decreasing year after year since 2018
2018: -1.5B
2019: -698M
2020: -474M
In November 2018 Softbank's Vision Fund invested over $2B with a $9B valuation which has since been increased to $86B
**Use of Proceeds:**
* Net IPO of Class A common stock was $35.00 and jumped to $69.00 (nice) once it was available to trade. However the company has stated they will not be taking proceeds from the sale of shares and rather wants to increase their capitalization, financial flexibility, and create a public market for their stock.
* Net Proceeds received from the offering are planned to be used for general corporate purposes including: working capital, operating expenses, and capital expenditures.
* Coupang is currently not planning to pay dividends and rather invest in themselves.
I really like this because they know exactly what and where their assets are and implies they will be heavily re-investing into those assets in attempts to grow them. Amazon has and is using the same formula by not paying dividends, not focusing on revenue, but focusing on growing their brand recognition and customer base (their largest asset). Amazon's TTM use of cash graph below which I predict will mirror Coupangs in the future. Again though, I don’t know anything.
📷
* **Profitability** (on a GAAP basis) was not positive. However from a cash flow basis they generated over 300M from operations and continue to generate cash flow in order to boost their operations and re-invest in themselves and grow their customer base, which continues to be their strongest asset.
**Opportunity:**
Korea's GDP “gross domestic product” (overall economic performance of a country, usually over a year) is over 1.6 Trillion and a GDP per capita (per person) of $31,847. This number continues to grow year after year as well as is evented form Korea's 2010 GDP of 1.1 Trillion.
The total spent in retail, grocery, consumer foodservice and travel in Korea was $470B in 2019 and is expected to increase to $534B by 2024. (Coupang is in 3 of 4 of those sectors)
Total spent in E-commerce was $128B and is expected to grow to $206B by 2024. On a per buyer basis, e-commerce spending is expected to grow from 2,600 in 2019 to 4,300 in 2024.
**Management:**
Range of age for management team is 36-61 with an average of age of 46
* **Bom Suk Kim -** Founder, current CEO and Chairman of the board of Coupang. Kim has a Harvard A.B degree in Government and is currently 42 making him the second youngest billionaire in South Korea. Kim founded Vintage Media Company (food industry exhibition and event planner) which he sold in 2009 before starting Coupang the following year.
* **Gaurav Anand -** Current CFO since Dec, 2020 and previously served as COO (Chief Operating Officer) from Jan, 2019 to Dec 2020. Anand has been with Coupang since 2017 and previously served as Vice President of Finance at Myntra (A fashion subsidiary of Flipkart (an online retailer which Softbank Vision Fund also invested into) and held various finance positions at Amazon from 2007 to 2014. Yeah. I know. Exciting right?
* \*\*Thuan Pham - (\*\*awesome name btw) has been Chief Technology Officer since September 2020 and served the same position at UBER from April 2013 to May 2020. From 2004 to 2013 he also served as Vice President at VMWare Inc which is a software and technology company. Pham also has both bachelors and a masters degree in computer Science and electrical Engineering From Massachusetts Institute of Technology. (this guy basically is a computer)
Other members of management have some pretty impressive credentials as well. A number of them have worked in high level management positions with Amazon like Minette Bellinagan who served as Director or Global sourcing and private Brands for Amazon. Many of them also have history in the technology and e-commerce sector with a good deal of them having experience founding their own startups such as Kiro Kyung who is a highly skilled software engineer who started two tech startups before joining Coupang.
**Qualitative:**
Company Mission: To create a world where customers wonder: “How did I ever live without Coupang?”
* **Same day and Dawn delivery** reducing delivery times to a matter of hours. (Like if amazon had the same promise of pizza companies with 30min or less delivery) People can place orders by 12pm and receive them by 7am the next morning with their Rocket WOW and Rocket Delivery program (similar to amazon prime and also includes groceries). Customers go to sleep and wake up like it's Christmas morning with their order right at their door. Same day delivery is offered for FREE, 365 days a year even the night before Christmas if needed. Customers can order anything from tomatoes to TVs for free next day delivery (better than any other delivery e-commerce players in Korea). 70% of the population (mostly in Seoul) lives within 7 miles of a Coupang distribution center. Operations span over 25 million sq ft across 30 cities.
* **Effortless returns** by tapping a few buttons on the app or website and leaving the item outside for pickup. No repackaging, no labels, no post office trips. Just leave it outside and any delivery truck nearby will come pick it up within hours. (much easier than amazon, eBay, UPS, FedEx, etc.)
* **Eco-friendly Packaging** cuts down the use of cardboard boxes by more than 75%. Items are delivered in a simple sleeve and sorted into protective bins. Eco-friendly bags that are completely reusable and replace almost all disposable packaging. The reusable bags are picked up by the delivery network for further use. Trucks leave full of products and rather than coming back empty, they arrive with returned packages, and the packaging of other orders which are then immediately used once again for another delivery.
* **Employees** work 5 day work weeks instead of the industry standard 6. Employees are provided with paid time off and full benefits. (amazon employees don't even get Amazon Prime. Amazon employees also have not reported the best working conditions. “People aren't the friendliest” “you're expected to work like a machine” “Work life balance can be hard” “needs more benefits'' etc.) Coupang Inc will also be granting their frontline workers more than $90M worth of stock and will be the first company in Korea to make their employees shareholders. 70% of suppliers for Coupang are also small merchant and business owners with under $3M in revenue per year. In the pandemic, small businesses on Coupang saw their sales increase by over 50%. Coupang now sits as one of the largest employers in Korea with 50,000+ employees and plans to invest over $870M into building seven new regional fulfillment centers, creating a projected 50,000 additional jobs by 2025.
* **Dynamic Orchestration** meaning their technology predicts and assigns the fastest and most efficient path for delivery drivers out of hundreds of millions of combinations of inventory, processing, trucks and route options within seconds. Packages are sorted at warehouses into protected, truck ready bins making the loading process much easier and faster for drivers. (can get more orders out faster.)
**Services:**
* **Rocket WOW Membership** is a flat monthly fee membership program which offers unlimited free shipping within hours of a placed order, dawn delivery, free unlimited returns for 30 days and **Rocket Fresh** groceries which has become the nation wide leading online grocer. The subscription based delivery was launched in October of 2018 and only costs $2.60! Within the first week of launch the service had over 150,000 users sign up and now has more than 1.2M users.
* **Rocket Delivery** is Coupangs FREE next day delivery service and the company has said to be delivering close to 2 million products per day which is the highest figure seen since the service was launched in March of 2014. Rocket Delivery continues to be the driving force for Coupang with people constantly wanting things faster, rocket delivery is a promise to customers that they will get their products on time, and when they need them.
* **Coupang Play** is a streaming platform branch of Coupang that is offered to their WOW members at no additional cost. Coupang Play is currently available for android users and is expected to be supported by IOS systems sometime this year as well as expanding into smart TVs and PCs. Coupang play has everything from Hollywood movies like the Spider-Man series and “Bombshell'' to popular Korean movies and TV shows. (I’d name them but I don’t think any of us know what they are). Coupang play also has documentaries, educational videos, kids shows, and animations with features like kids mode and parental locks. Coupang play is in the market for exclusivity as well with being the ONLY streaming service in Korea where users are able to watch things like Bryan Cranston's show “Your Honor” and CNN 10. Stephen Kim, the head of Coupang Play is also on record for saying *“We are eager to bring content such as Coupang Play Originals to expand our offerings and make this new service even more enjoyable and convenient for our customers.”*
* **Coupang Eats** has also been launched which is now the largest online food delivery service in Korea, which delivers food to customers using only delivery partners directly contracted by Coupang. Coupang Eats also incorporates the tech and infrastructure used for Rocket Delivery and Rocket Fresh making delivery as fast, and efficient as possible.
* **Coupangs customer centricity** continues to be their most important asset as 70% of the population is 7 miles from a distribution center. The company has vocally admitted this and consistently and continues to *“pursue operational excellence and innovation”* in order to grow this asset and keep the customers they have. Customer Base has also grown by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Part of Coupangs business model states all of this and I would have re-worded it but it truly is perfect and I don’t think I could have done a better job. When I first read this part of their business model it only furthered my confidence in this company. Not to mention again that this is VERY similar to how Amazon approached their business in the early years. The statement is as follows: *“We believe the true measure of our success will be shareholder value created over the long term. Our long-term investments in building a differentiated technology-orchestrated network and customer-facing functionality have helped build a business that we expect will deliver significant growth and cash flows at scale. We have in turn reinvested to expand into new offerings successfully, such as with our owned-inventory selection, Rocket WOW membership, Rocket Fresh, and Coupang Eats, among others. We will continue to reinvest cash flows generated by our established offerings into new initiatives and innovations for our customers. We will choose to invest and maximize value for customers and shareholders in the long term over optimizing our short-term results.”*
**Top Risks:**
* Coupang is rapidly evolving which could lead to the inability to manage the growth
* Coupang plans to forgo short term financial performance for long term growth (Same strategy as Amazon so in my eyes not a downside)
* **Dilution:** The company has stated that there will be (was) immediate stock dilution to the extent of the difference between the initial public offering price. Though dilution is sometimes seen as a bad thing, out of all the evidence from Coupang and the business model we know they are going to follow, I believe that this dilution is simply to raise money for further expansion. I believe this dilution is why Coupang had a red day on Friday and may continue to be red for the next few weeks or so as it levels out. This does not change my stance on the stock at all just thought it was an interesting point to mention since dilution can be seen as a bad thing as companies sometimes do this in desperation when they may simply need more money to cover expenses. However I think it would be stupid to assume this is the case with Coupang as it is consistently growing its assets and shows no sign of bleeding, as well as just going public. Still though, it lessens shareholders position and lowers P/E which is a measure of profitability, but again, we know Coupang is not focusing on this at the moment. All this changes in my eyes is that I’m going to watch the stock closely over the next few weeks and months to see where it starts to even out and show signs of uptrends and or downtrends.
I have tried looking around for other reasons why Coupang could fail or simply why it could truly not be the next amazon of south Korea but I have yet to find any info. If anyone does, a link would be greatly appreciated and I will edit with new info.
**TDLR:**
In my OPINION, based on everything I’ve read and compiled here, I truly think Coupang has Unlimited potential. The company has continued to show strong growth and belief in itself. It's constantly expanding into new territories as is evident with Coupang Play and Rocket Fresh as well as consistently growing their main assets. Their management team looks very Promising with backgrounds in Amazon, Uber, and A fuck load of computer engineering. Year after year revenue has been up, customer base has been up, and operating loss and net loss have been down. This company looks very promising in my eyes and I definitely will be investing in Coupang in years to come.
Thanks to everyone who stuck through all this. Again it's my first ever DD so hopefully it's not too shit. I put a lot of effort and research into this and I hope y'all gain some insight to this awesome company. PLEASE let me know if there's anything I should’ve included in this, I am hoping to get a lot better at this whole “stonks” thing. As you may have noticed I haven’t given any info on my position with the stock and that is honestly, simply because I’m waiting for my next paycheck so I can afford to buy some. I currently don’t own shares in Coupang but you can bet your ass I’m buying as much as I can the next time I have money to throw at the market. Wouldn’t you want to get into Amazon in 2005?
Thanks again, Onions. THIS IS NOT FINACIAL ADVISE
**Sources:**
[https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works](https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works)
[https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm](https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm)
[https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20\_576](https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20_576)
[https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html](https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html)
[https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6](https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6)
[https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html](https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html)
[https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883](https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883)
[https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp](https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp)
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OnionsAreGODS
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https://www.reddit.com/r/stocks/comments/m4c50z/coupang_inc_dd_the_amazon_of_south_korea/
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gqtpm6a
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S. Koreans are worried about the Biden administration relationship with Japan vs S. korea. Already a lot of focus investing into Japan. S. Korea is kinda under a thumb with out much negotiation leverage. The Biden basically still doubling the price S. Korea has to pay for the military just like Trumps plan but saying it’s “different” because it’s a 6 year gradual plan.
It will be interesting to see how geopolitical plays out under this administration. S. Korea depends on positive news from the US.
| 9 |
Munchyman81
| 1,615,662,547 |
Coupang Inc DD - The Amazon of South Korea
|
​
EDIT: Thanks to everyone who is giving feedback and insight into the areas I didn't cover. Will Defiantly keep in mind the things I missed for my next DD.
Some of the the biggest rebuttals people are saying is the ceiling in SK and the competition. This is defiantly something to keep in mind and look into. As for me. I don't think this changes much in my eyes. I will wait a few weeks or months to buy because (as people have also said) it does seem pretty overvalued RIGHT NOW. With that said I still think this company has great potential and to me, most of the arguments being made against Coupang are arguments you can say about a lot of companies as well. Thanks again for the Feedback and the upvotes. Much appreciated!
​
**---------------------------------------------------------------DISCLAIMER--------------------------------------------------------------**
This is my first ever DD, with that being said please be nice, and let me know if anything is wrong and or if I didn't include anything important. Would love some **constructive** criticism, thanks. Also with that being said I don’t know anything about anything. I'm just some guy who read some stuff and compiled it all here. I can’t tell the future. I am NOT a financial advisor. I’m just an ape like all of you. PLEASE do your own research. Humans are known for being wrong and I’m no expectation. I’m bullish on this stock but it did JUST go public therefore there isn’t a ton of history for how the stock performs. THIS IS NOT FINANCIAL ADVICE.
With that said. I hope you enjoy and learn something from this.
**Coupang Inc DD**
**Ticker - CPNG**
**Initial bullish info (for the apes who can't stand to read more than 100 words)**
* Talked about and known as the “Amazon of South Korea”
* Coupang has been the second largest e-commerce IPO since Alibaba
* Revenue Loss decreasing year after year since 2018
* IPO jumped more than 70%
* Company was valued at $9B back in June 2020 and now is valued at around $90B with a market cap of 86B (at the time of writing)
* CEO’s a Harvard grad of the dropout (just like Zuckerberg)
* Coupang has the highest market share of Korea's E-commerce business
* Improved cash flow by almost a billion dollars in a year
* Similar to Amazon in early years with no GAAP profitability but massive cash flow
* Coupangs the most used online shopping platform in south Korea
* Coupang has continuingly growing branches in Food delivery and grocery services
* Coupang has same day and dawn delivery (place an order by midnight and get it by 7am)
* Eco friendly packaging
* Customer Base has grew by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Now for people who want wrinkles in their brain please continue on reading
**Quantitative:**
* Net Revenue for 2020: $12B up more than 90% from 2019
* Customer base Grew approximately 14.8 Million from 2019 to 2020
* Total net Revenues per active custom increased to approximately $256 in 2020 from $161 in 2019
* Gross profit for 2020: $2B also up more than 90% from 2019
* Operating loss for 2020: $500M down from $600M in 2019
Revenue Loss decreasing year after year since 2018
2018: -1.5B
2019: -698M
2020: -474M
In November 2018 Softbank's Vision Fund invested over $2B with a $9B valuation which has since been increased to $86B
**Use of Proceeds:**
* Net IPO of Class A common stock was $35.00 and jumped to $69.00 (nice) once it was available to trade. However the company has stated they will not be taking proceeds from the sale of shares and rather wants to increase their capitalization, financial flexibility, and create a public market for their stock.
* Net Proceeds received from the offering are planned to be used for general corporate purposes including: working capital, operating expenses, and capital expenditures.
* Coupang is currently not planning to pay dividends and rather invest in themselves.
I really like this because they know exactly what and where their assets are and implies they will be heavily re-investing into those assets in attempts to grow them. Amazon has and is using the same formula by not paying dividends, not focusing on revenue, but focusing on growing their brand recognition and customer base (their largest asset). Amazon's TTM use of cash graph below which I predict will mirror Coupangs in the future. Again though, I don’t know anything.
📷
* **Profitability** (on a GAAP basis) was not positive. However from a cash flow basis they generated over 300M from operations and continue to generate cash flow in order to boost their operations and re-invest in themselves and grow their customer base, which continues to be their strongest asset.
**Opportunity:**
Korea's GDP “gross domestic product” (overall economic performance of a country, usually over a year) is over 1.6 Trillion and a GDP per capita (per person) of $31,847. This number continues to grow year after year as well as is evented form Korea's 2010 GDP of 1.1 Trillion.
The total spent in retail, grocery, consumer foodservice and travel in Korea was $470B in 2019 and is expected to increase to $534B by 2024. (Coupang is in 3 of 4 of those sectors)
Total spent in E-commerce was $128B and is expected to grow to $206B by 2024. On a per buyer basis, e-commerce spending is expected to grow from 2,600 in 2019 to 4,300 in 2024.
**Management:**
Range of age for management team is 36-61 with an average of age of 46
* **Bom Suk Kim -** Founder, current CEO and Chairman of the board of Coupang. Kim has a Harvard A.B degree in Government and is currently 42 making him the second youngest billionaire in South Korea. Kim founded Vintage Media Company (food industry exhibition and event planner) which he sold in 2009 before starting Coupang the following year.
* **Gaurav Anand -** Current CFO since Dec, 2020 and previously served as COO (Chief Operating Officer) from Jan, 2019 to Dec 2020. Anand has been with Coupang since 2017 and previously served as Vice President of Finance at Myntra (A fashion subsidiary of Flipkart (an online retailer which Softbank Vision Fund also invested into) and held various finance positions at Amazon from 2007 to 2014. Yeah. I know. Exciting right?
* \*\*Thuan Pham - (\*\*awesome name btw) has been Chief Technology Officer since September 2020 and served the same position at UBER from April 2013 to May 2020. From 2004 to 2013 he also served as Vice President at VMWare Inc which is a software and technology company. Pham also has both bachelors and a masters degree in computer Science and electrical Engineering From Massachusetts Institute of Technology. (this guy basically is a computer)
Other members of management have some pretty impressive credentials as well. A number of them have worked in high level management positions with Amazon like Minette Bellinagan who served as Director or Global sourcing and private Brands for Amazon. Many of them also have history in the technology and e-commerce sector with a good deal of them having experience founding their own startups such as Kiro Kyung who is a highly skilled software engineer who started two tech startups before joining Coupang.
**Qualitative:**
Company Mission: To create a world where customers wonder: “How did I ever live without Coupang?”
* **Same day and Dawn delivery** reducing delivery times to a matter of hours. (Like if amazon had the same promise of pizza companies with 30min or less delivery) People can place orders by 12pm and receive them by 7am the next morning with their Rocket WOW and Rocket Delivery program (similar to amazon prime and also includes groceries). Customers go to sleep and wake up like it's Christmas morning with their order right at their door. Same day delivery is offered for FREE, 365 days a year even the night before Christmas if needed. Customers can order anything from tomatoes to TVs for free next day delivery (better than any other delivery e-commerce players in Korea). 70% of the population (mostly in Seoul) lives within 7 miles of a Coupang distribution center. Operations span over 25 million sq ft across 30 cities.
* **Effortless returns** by tapping a few buttons on the app or website and leaving the item outside for pickup. No repackaging, no labels, no post office trips. Just leave it outside and any delivery truck nearby will come pick it up within hours. (much easier than amazon, eBay, UPS, FedEx, etc.)
* **Eco-friendly Packaging** cuts down the use of cardboard boxes by more than 75%. Items are delivered in a simple sleeve and sorted into protective bins. Eco-friendly bags that are completely reusable and replace almost all disposable packaging. The reusable bags are picked up by the delivery network for further use. Trucks leave full of products and rather than coming back empty, they arrive with returned packages, and the packaging of other orders which are then immediately used once again for another delivery.
* **Employees** work 5 day work weeks instead of the industry standard 6. Employees are provided with paid time off and full benefits. (amazon employees don't even get Amazon Prime. Amazon employees also have not reported the best working conditions. “People aren't the friendliest” “you're expected to work like a machine” “Work life balance can be hard” “needs more benefits'' etc.) Coupang Inc will also be granting their frontline workers more than $90M worth of stock and will be the first company in Korea to make their employees shareholders. 70% of suppliers for Coupang are also small merchant and business owners with under $3M in revenue per year. In the pandemic, small businesses on Coupang saw their sales increase by over 50%. Coupang now sits as one of the largest employers in Korea with 50,000+ employees and plans to invest over $870M into building seven new regional fulfillment centers, creating a projected 50,000 additional jobs by 2025.
* **Dynamic Orchestration** meaning their technology predicts and assigns the fastest and most efficient path for delivery drivers out of hundreds of millions of combinations of inventory, processing, trucks and route options within seconds. Packages are sorted at warehouses into protected, truck ready bins making the loading process much easier and faster for drivers. (can get more orders out faster.)
**Services:**
* **Rocket WOW Membership** is a flat monthly fee membership program which offers unlimited free shipping within hours of a placed order, dawn delivery, free unlimited returns for 30 days and **Rocket Fresh** groceries which has become the nation wide leading online grocer. The subscription based delivery was launched in October of 2018 and only costs $2.60! Within the first week of launch the service had over 150,000 users sign up and now has more than 1.2M users.
* **Rocket Delivery** is Coupangs FREE next day delivery service and the company has said to be delivering close to 2 million products per day which is the highest figure seen since the service was launched in March of 2014. Rocket Delivery continues to be the driving force for Coupang with people constantly wanting things faster, rocket delivery is a promise to customers that they will get their products on time, and when they need them.
* **Coupang Play** is a streaming platform branch of Coupang that is offered to their WOW members at no additional cost. Coupang Play is currently available for android users and is expected to be supported by IOS systems sometime this year as well as expanding into smart TVs and PCs. Coupang play has everything from Hollywood movies like the Spider-Man series and “Bombshell'' to popular Korean movies and TV shows. (I’d name them but I don’t think any of us know what they are). Coupang play also has documentaries, educational videos, kids shows, and animations with features like kids mode and parental locks. Coupang play is in the market for exclusivity as well with being the ONLY streaming service in Korea where users are able to watch things like Bryan Cranston's show “Your Honor” and CNN 10. Stephen Kim, the head of Coupang Play is also on record for saying *“We are eager to bring content such as Coupang Play Originals to expand our offerings and make this new service even more enjoyable and convenient for our customers.”*
* **Coupang Eats** has also been launched which is now the largest online food delivery service in Korea, which delivers food to customers using only delivery partners directly contracted by Coupang. Coupang Eats also incorporates the tech and infrastructure used for Rocket Delivery and Rocket Fresh making delivery as fast, and efficient as possible.
* **Coupangs customer centricity** continues to be their most important asset as 70% of the population is 7 miles from a distribution center. The company has vocally admitted this and consistently and continues to *“pursue operational excellence and innovation”* in order to grow this asset and keep the customers they have. Customer Base has also grown by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Part of Coupangs business model states all of this and I would have re-worded it but it truly is perfect and I don’t think I could have done a better job. When I first read this part of their business model it only furthered my confidence in this company. Not to mention again that this is VERY similar to how Amazon approached their business in the early years. The statement is as follows: *“We believe the true measure of our success will be shareholder value created over the long term. Our long-term investments in building a differentiated technology-orchestrated network and customer-facing functionality have helped build a business that we expect will deliver significant growth and cash flows at scale. We have in turn reinvested to expand into new offerings successfully, such as with our owned-inventory selection, Rocket WOW membership, Rocket Fresh, and Coupang Eats, among others. We will continue to reinvest cash flows generated by our established offerings into new initiatives and innovations for our customers. We will choose to invest and maximize value for customers and shareholders in the long term over optimizing our short-term results.”*
**Top Risks:**
* Coupang is rapidly evolving which could lead to the inability to manage the growth
* Coupang plans to forgo short term financial performance for long term growth (Same strategy as Amazon so in my eyes not a downside)
* **Dilution:** The company has stated that there will be (was) immediate stock dilution to the extent of the difference between the initial public offering price. Though dilution is sometimes seen as a bad thing, out of all the evidence from Coupang and the business model we know they are going to follow, I believe that this dilution is simply to raise money for further expansion. I believe this dilution is why Coupang had a red day on Friday and may continue to be red for the next few weeks or so as it levels out. This does not change my stance on the stock at all just thought it was an interesting point to mention since dilution can be seen as a bad thing as companies sometimes do this in desperation when they may simply need more money to cover expenses. However I think it would be stupid to assume this is the case with Coupang as it is consistently growing its assets and shows no sign of bleeding, as well as just going public. Still though, it lessens shareholders position and lowers P/E which is a measure of profitability, but again, we know Coupang is not focusing on this at the moment. All this changes in my eyes is that I’m going to watch the stock closely over the next few weeks and months to see where it starts to even out and show signs of uptrends and or downtrends.
I have tried looking around for other reasons why Coupang could fail or simply why it could truly not be the next amazon of south Korea but I have yet to find any info. If anyone does, a link would be greatly appreciated and I will edit with new info.
**TDLR:**
In my OPINION, based on everything I’ve read and compiled here, I truly think Coupang has Unlimited potential. The company has continued to show strong growth and belief in itself. It's constantly expanding into new territories as is evident with Coupang Play and Rocket Fresh as well as consistently growing their main assets. Their management team looks very Promising with backgrounds in Amazon, Uber, and A fuck load of computer engineering. Year after year revenue has been up, customer base has been up, and operating loss and net loss have been down. This company looks very promising in my eyes and I definitely will be investing in Coupang in years to come.
Thanks to everyone who stuck through all this. Again it's my first ever DD so hopefully it's not too shit. I put a lot of effort and research into this and I hope y'all gain some insight to this awesome company. PLEASE let me know if there's anything I should’ve included in this, I am hoping to get a lot better at this whole “stonks” thing. As you may have noticed I haven’t given any info on my position with the stock and that is honestly, simply because I’m waiting for my next paycheck so I can afford to buy some. I currently don’t own shares in Coupang but you can bet your ass I’m buying as much as I can the next time I have money to throw at the market. Wouldn’t you want to get into Amazon in 2005?
Thanks again, Onions. THIS IS NOT FINACIAL ADVISE
**Sources:**
[https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works](https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works)
[https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm](https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm)
[https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20\_576](https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20_576)
[https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html](https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html)
[https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6](https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6)
[https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html](https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html)
[https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883](https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883)
[https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp](https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp)
| 212 |
OnionsAreGODS
| 1,615,660,115 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m4c50z/coupang_inc_dd_the_amazon_of_south_korea/
|
m4c50z
|
gqub1ga
|
don't want to sound like a douche but they already have 83 bln market cap and they dropped 20% during last 2-3 days, chart seems like a continouos engulf falling pattern.
this seems to be one of those MSFT AMZN GOOGL plays where you hold for 10-15 years.
this is quite "dull" and unrewarding if you want a quick buck or 2-3 years of holding.
| 6 |
Shandowarden
| 1,615,674,197 |
Coupang Inc DD - The Amazon of South Korea
|
​
EDIT: Thanks to everyone who is giving feedback and insight into the areas I didn't cover. Will Defiantly keep in mind the things I missed for my next DD.
Some of the the biggest rebuttals people are saying is the ceiling in SK and the competition. This is defiantly something to keep in mind and look into. As for me. I don't think this changes much in my eyes. I will wait a few weeks or months to buy because (as people have also said) it does seem pretty overvalued RIGHT NOW. With that said I still think this company has great potential and to me, most of the arguments being made against Coupang are arguments you can say about a lot of companies as well. Thanks again for the Feedback and the upvotes. Much appreciated!
​
**---------------------------------------------------------------DISCLAIMER--------------------------------------------------------------**
This is my first ever DD, with that being said please be nice, and let me know if anything is wrong and or if I didn't include anything important. Would love some **constructive** criticism, thanks. Also with that being said I don’t know anything about anything. I'm just some guy who read some stuff and compiled it all here. I can’t tell the future. I am NOT a financial advisor. I’m just an ape like all of you. PLEASE do your own research. Humans are known for being wrong and I’m no expectation. I’m bullish on this stock but it did JUST go public therefore there isn’t a ton of history for how the stock performs. THIS IS NOT FINANCIAL ADVICE.
With that said. I hope you enjoy and learn something from this.
**Coupang Inc DD**
**Ticker - CPNG**
**Initial bullish info (for the apes who can't stand to read more than 100 words)**
* Talked about and known as the “Amazon of South Korea”
* Coupang has been the second largest e-commerce IPO since Alibaba
* Revenue Loss decreasing year after year since 2018
* IPO jumped more than 70%
* Company was valued at $9B back in June 2020 and now is valued at around $90B with a market cap of 86B (at the time of writing)
* CEO’s a Harvard grad of the dropout (just like Zuckerberg)
* Coupang has the highest market share of Korea's E-commerce business
* Improved cash flow by almost a billion dollars in a year
* Similar to Amazon in early years with no GAAP profitability but massive cash flow
* Coupangs the most used online shopping platform in south Korea
* Coupang has continuingly growing branches in Food delivery and grocery services
* Coupang has same day and dawn delivery (place an order by midnight and get it by 7am)
* Eco friendly packaging
* Customer Base has grew by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Now for people who want wrinkles in their brain please continue on reading
**Quantitative:**
* Net Revenue for 2020: $12B up more than 90% from 2019
* Customer base Grew approximately 14.8 Million from 2019 to 2020
* Total net Revenues per active custom increased to approximately $256 in 2020 from $161 in 2019
* Gross profit for 2020: $2B also up more than 90% from 2019
* Operating loss for 2020: $500M down from $600M in 2019
Revenue Loss decreasing year after year since 2018
2018: -1.5B
2019: -698M
2020: -474M
In November 2018 Softbank's Vision Fund invested over $2B with a $9B valuation which has since been increased to $86B
**Use of Proceeds:**
* Net IPO of Class A common stock was $35.00 and jumped to $69.00 (nice) once it was available to trade. However the company has stated they will not be taking proceeds from the sale of shares and rather wants to increase their capitalization, financial flexibility, and create a public market for their stock.
* Net Proceeds received from the offering are planned to be used for general corporate purposes including: working capital, operating expenses, and capital expenditures.
* Coupang is currently not planning to pay dividends and rather invest in themselves.
I really like this because they know exactly what and where their assets are and implies they will be heavily re-investing into those assets in attempts to grow them. Amazon has and is using the same formula by not paying dividends, not focusing on revenue, but focusing on growing their brand recognition and customer base (their largest asset). Amazon's TTM use of cash graph below which I predict will mirror Coupangs in the future. Again though, I don’t know anything.
📷
* **Profitability** (on a GAAP basis) was not positive. However from a cash flow basis they generated over 300M from operations and continue to generate cash flow in order to boost their operations and re-invest in themselves and grow their customer base, which continues to be their strongest asset.
**Opportunity:**
Korea's GDP “gross domestic product” (overall economic performance of a country, usually over a year) is over 1.6 Trillion and a GDP per capita (per person) of $31,847. This number continues to grow year after year as well as is evented form Korea's 2010 GDP of 1.1 Trillion.
The total spent in retail, grocery, consumer foodservice and travel in Korea was $470B in 2019 and is expected to increase to $534B by 2024. (Coupang is in 3 of 4 of those sectors)
Total spent in E-commerce was $128B and is expected to grow to $206B by 2024. On a per buyer basis, e-commerce spending is expected to grow from 2,600 in 2019 to 4,300 in 2024.
**Management:**
Range of age for management team is 36-61 with an average of age of 46
* **Bom Suk Kim -** Founder, current CEO and Chairman of the board of Coupang. Kim has a Harvard A.B degree in Government and is currently 42 making him the second youngest billionaire in South Korea. Kim founded Vintage Media Company (food industry exhibition and event planner) which he sold in 2009 before starting Coupang the following year.
* **Gaurav Anand -** Current CFO since Dec, 2020 and previously served as COO (Chief Operating Officer) from Jan, 2019 to Dec 2020. Anand has been with Coupang since 2017 and previously served as Vice President of Finance at Myntra (A fashion subsidiary of Flipkart (an online retailer which Softbank Vision Fund also invested into) and held various finance positions at Amazon from 2007 to 2014. Yeah. I know. Exciting right?
* \*\*Thuan Pham - (\*\*awesome name btw) has been Chief Technology Officer since September 2020 and served the same position at UBER from April 2013 to May 2020. From 2004 to 2013 he also served as Vice President at VMWare Inc which is a software and technology company. Pham also has both bachelors and a masters degree in computer Science and electrical Engineering From Massachusetts Institute of Technology. (this guy basically is a computer)
Other members of management have some pretty impressive credentials as well. A number of them have worked in high level management positions with Amazon like Minette Bellinagan who served as Director or Global sourcing and private Brands for Amazon. Many of them also have history in the technology and e-commerce sector with a good deal of them having experience founding their own startups such as Kiro Kyung who is a highly skilled software engineer who started two tech startups before joining Coupang.
**Qualitative:**
Company Mission: To create a world where customers wonder: “How did I ever live without Coupang?”
* **Same day and Dawn delivery** reducing delivery times to a matter of hours. (Like if amazon had the same promise of pizza companies with 30min or less delivery) People can place orders by 12pm and receive them by 7am the next morning with their Rocket WOW and Rocket Delivery program (similar to amazon prime and also includes groceries). Customers go to sleep and wake up like it's Christmas morning with their order right at their door. Same day delivery is offered for FREE, 365 days a year even the night before Christmas if needed. Customers can order anything from tomatoes to TVs for free next day delivery (better than any other delivery e-commerce players in Korea). 70% of the population (mostly in Seoul) lives within 7 miles of a Coupang distribution center. Operations span over 25 million sq ft across 30 cities.
* **Effortless returns** by tapping a few buttons on the app or website and leaving the item outside for pickup. No repackaging, no labels, no post office trips. Just leave it outside and any delivery truck nearby will come pick it up within hours. (much easier than amazon, eBay, UPS, FedEx, etc.)
* **Eco-friendly Packaging** cuts down the use of cardboard boxes by more than 75%. Items are delivered in a simple sleeve and sorted into protective bins. Eco-friendly bags that are completely reusable and replace almost all disposable packaging. The reusable bags are picked up by the delivery network for further use. Trucks leave full of products and rather than coming back empty, they arrive with returned packages, and the packaging of other orders which are then immediately used once again for another delivery.
* **Employees** work 5 day work weeks instead of the industry standard 6. Employees are provided with paid time off and full benefits. (amazon employees don't even get Amazon Prime. Amazon employees also have not reported the best working conditions. “People aren't the friendliest” “you're expected to work like a machine” “Work life balance can be hard” “needs more benefits'' etc.) Coupang Inc will also be granting their frontline workers more than $90M worth of stock and will be the first company in Korea to make their employees shareholders. 70% of suppliers for Coupang are also small merchant and business owners with under $3M in revenue per year. In the pandemic, small businesses on Coupang saw their sales increase by over 50%. Coupang now sits as one of the largest employers in Korea with 50,000+ employees and plans to invest over $870M into building seven new regional fulfillment centers, creating a projected 50,000 additional jobs by 2025.
* **Dynamic Orchestration** meaning their technology predicts and assigns the fastest and most efficient path for delivery drivers out of hundreds of millions of combinations of inventory, processing, trucks and route options within seconds. Packages are sorted at warehouses into protected, truck ready bins making the loading process much easier and faster for drivers. (can get more orders out faster.)
**Services:**
* **Rocket WOW Membership** is a flat monthly fee membership program which offers unlimited free shipping within hours of a placed order, dawn delivery, free unlimited returns for 30 days and **Rocket Fresh** groceries which has become the nation wide leading online grocer. The subscription based delivery was launched in October of 2018 and only costs $2.60! Within the first week of launch the service had over 150,000 users sign up and now has more than 1.2M users.
* **Rocket Delivery** is Coupangs FREE next day delivery service and the company has said to be delivering close to 2 million products per day which is the highest figure seen since the service was launched in March of 2014. Rocket Delivery continues to be the driving force for Coupang with people constantly wanting things faster, rocket delivery is a promise to customers that they will get their products on time, and when they need them.
* **Coupang Play** is a streaming platform branch of Coupang that is offered to their WOW members at no additional cost. Coupang Play is currently available for android users and is expected to be supported by IOS systems sometime this year as well as expanding into smart TVs and PCs. Coupang play has everything from Hollywood movies like the Spider-Man series and “Bombshell'' to popular Korean movies and TV shows. (I’d name them but I don’t think any of us know what they are). Coupang play also has documentaries, educational videos, kids shows, and animations with features like kids mode and parental locks. Coupang play is in the market for exclusivity as well with being the ONLY streaming service in Korea where users are able to watch things like Bryan Cranston's show “Your Honor” and CNN 10. Stephen Kim, the head of Coupang Play is also on record for saying *“We are eager to bring content such as Coupang Play Originals to expand our offerings and make this new service even more enjoyable and convenient for our customers.”*
* **Coupang Eats** has also been launched which is now the largest online food delivery service in Korea, which delivers food to customers using only delivery partners directly contracted by Coupang. Coupang Eats also incorporates the tech and infrastructure used for Rocket Delivery and Rocket Fresh making delivery as fast, and efficient as possible.
* **Coupangs customer centricity** continues to be their most important asset as 70% of the population is 7 miles from a distribution center. The company has vocally admitted this and consistently and continues to *“pursue operational excellence and innovation”* in order to grow this asset and keep the customers they have. Customer Base has also grown by an approximate 14.8 million from 2019 to 2020 (up more than 25%)
Part of Coupangs business model states all of this and I would have re-worded it but it truly is perfect and I don’t think I could have done a better job. When I first read this part of their business model it only furthered my confidence in this company. Not to mention again that this is VERY similar to how Amazon approached their business in the early years. The statement is as follows: *“We believe the true measure of our success will be shareholder value created over the long term. Our long-term investments in building a differentiated technology-orchestrated network and customer-facing functionality have helped build a business that we expect will deliver significant growth and cash flows at scale. We have in turn reinvested to expand into new offerings successfully, such as with our owned-inventory selection, Rocket WOW membership, Rocket Fresh, and Coupang Eats, among others. We will continue to reinvest cash flows generated by our established offerings into new initiatives and innovations for our customers. We will choose to invest and maximize value for customers and shareholders in the long term over optimizing our short-term results.”*
**Top Risks:**
* Coupang is rapidly evolving which could lead to the inability to manage the growth
* Coupang plans to forgo short term financial performance for long term growth (Same strategy as Amazon so in my eyes not a downside)
* **Dilution:** The company has stated that there will be (was) immediate stock dilution to the extent of the difference between the initial public offering price. Though dilution is sometimes seen as a bad thing, out of all the evidence from Coupang and the business model we know they are going to follow, I believe that this dilution is simply to raise money for further expansion. I believe this dilution is why Coupang had a red day on Friday and may continue to be red for the next few weeks or so as it levels out. This does not change my stance on the stock at all just thought it was an interesting point to mention since dilution can be seen as a bad thing as companies sometimes do this in desperation when they may simply need more money to cover expenses. However I think it would be stupid to assume this is the case with Coupang as it is consistently growing its assets and shows no sign of bleeding, as well as just going public. Still though, it lessens shareholders position and lowers P/E which is a measure of profitability, but again, we know Coupang is not focusing on this at the moment. All this changes in my eyes is that I’m going to watch the stock closely over the next few weeks and months to see where it starts to even out and show signs of uptrends and or downtrends.
I have tried looking around for other reasons why Coupang could fail or simply why it could truly not be the next amazon of south Korea but I have yet to find any info. If anyone does, a link would be greatly appreciated and I will edit with new info.
**TDLR:**
In my OPINION, based on everything I’ve read and compiled here, I truly think Coupang has Unlimited potential. The company has continued to show strong growth and belief in itself. It's constantly expanding into new territories as is evident with Coupang Play and Rocket Fresh as well as consistently growing their main assets. Their management team looks very Promising with backgrounds in Amazon, Uber, and A fuck load of computer engineering. Year after year revenue has been up, customer base has been up, and operating loss and net loss have been down. This company looks very promising in my eyes and I definitely will be investing in Coupang in years to come.
Thanks to everyone who stuck through all this. Again it's my first ever DD so hopefully it's not too shit. I put a lot of effort and research into this and I hope y'all gain some insight to this awesome company. PLEASE let me know if there's anything I should’ve included in this, I am hoping to get a lot better at this whole “stonks” thing. As you may have noticed I haven’t given any info on my position with the stock and that is honestly, simply because I’m waiting for my next paycheck so I can afford to buy some. I currently don’t own shares in Coupang but you can bet your ass I’m buying as much as I can the next time I have money to throw at the market. Wouldn’t you want to get into Amazon in 2005?
Thanks again, Onions. THIS IS NOT FINACIAL ADVISE
**Sources:**
[https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works](https://www.ben-evans.com/benedictevans/2014/9/4/why-amazon-has-no-profits-and-why-it-works)
[https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm](https://www.glassdoor.ca/Reviews/Amazon-Reviews-E6036.htm)
[https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20\_576](https://www.sec.gov/Archives/edgar/data/0001834584/000162828021004565/coupang-424b4.htm#i4773fe05195046f8b8cb330d78922a20_576)
[https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html](https://www.cnbc.com/video/2021/03/12/south-koreas-coupang-can-be-a-cash-flow-generating-machine.html)
[https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6](https://www.forbes.com/profile/bom-kim/?sh=6342a76227d6)
[https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html](https://www.prnewswire.com/news-releases/coupang-dives-into-video-streaming-with-launch-of-coupang-play-301198573.html)
[https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883](https://m.koreatimes.co.kr/pages/article.asp?newsIdx=262883)
[https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp](https://www.investopedia.com/articles/stocks/11/dangers-of-stock-dilution.asp)
| 212 |
OnionsAreGODS
| 1,615,660,115 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m4c50z/coupang_inc_dd_the_amazon_of_south_korea/
|
m2q0v6
|
gqklp7o
|
I am the proud owner of 23 shares. It just seems like one of those stocks where you should buy a few shares and forget about it for a few years. So i bought a few but not enough where I’ll be tempted to sell it because some other shiny object came along
| 153 |
OlManTalksAlot
| 1,615,470,562 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqknd0a
|
"Double Click" is kind of an unfortunate name for anyone who remembers the Internet ad server company by the same name (until Google purchased it more than 10 years ago).
| 65 |
_that___guy
| 1,615,471,458 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqkrzk6
|
Can't wait for the dip when the event goes well.
| 41 |
againstplutophobia
| 1,615,473,788 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqkjv3i
|
A lot of people will FOMO again once they realize what a growth story we have here. Recent tech selloff left some growth stocks underpriced, PLTR is definetely one of them.
| 57 |
MaxPax2
| 1,615,469,523 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqkk3jn
|
Thanks! Definitely have to watch that as a long term holder!
| 11 |
Prize-Brick-325
| 1,615,469,660 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqkswxs
|
Sold covered calls yesterday smh... My timing is awful lol
| 7 |
Jurisprudenced
| 1,615,474,227 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqlxqba
|
I don't understand how this company works or what it does at all, but I absolutely love it and am in for 55 shares.
| 5 |
rstar781
| 1,615,492,128 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqm6g49
|
Palantir will be the 3M of data.
If it's good enough for the CIA, it's good enough for you!
| 6 |
predict777
| 1,615,495,972 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqktpz6
|
Palantir stock will go double click by end of this year.
| 10 |
gorays21
| 1,615,474,607 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gql9qxy
|
FYI the article says it is April 14th, not 21st
| 5 |
Billagio
| 1,615,481,800 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
m2q0v6
|
gqllaj4
|
More good news? This will surely drive the price down even further
| 7 |
Gabe1985
| 1,615,486,744 |
Palantir announces "Double Click" demo event on April 21st
|
Article: https://finance.yahoo.com/news/palantir-announces-double-click-demo-114500595.html
Copy and Paste of Article for those of you lazy enough:
Palantir Technologies (NYSE:PLTR) today announced that it will hold the first in a series of "Double Click" demo events on Wednesday, April 14, 2021, at 11:00am ET.
Palantir software is used by customers across 40 industries worldwide. Double Click is Palantir's series of software demo events that showcase how the company's platforms are used across these industries and customers.
The first event will feature in-depth demonstrations of Palantir Foundry for life sciences and industrials. Palantir’s customers in these verticals include Merck, NIH, NHS, 3M, bp, PG&E, LANXESS, Doosan, and others. The software demos at Double Click will showcase how customers can use Archetypes, Palantir’s solution to deploy end-to-end use cases in a matter of clicks, on top of Foundry, including:
Life Sciences: harmonized patient view, clinical and observational data curation, prognostic model management, accelerated discovery via scientific research collaboration
Industrials: end-to-end quality assurance, production optimization, high-scale IoT analytics, supply chain optimization
Advance registration is required, and is available at https://palantir.events/doubleclick. Capacity is limited, and registration will close 24 hours prior to the event. For any questions regarding the event, please email [email protected].
Didn't see anyone post about it yesterday, so I thought I'd create a thread and see what people have to say. I think these kinds of demo events will only boost PLTR, especially in the long-term.
| 458 |
RowanHarley
| 1,615,469,198 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/m2q0v6/palantir_announces_double_click_demo_event_on/
|
ltgvia
|
goy9o9m
|
Might be nice to see these values compared to a moving average.
| 12 |
carydude
| 1,614,404,434 |
Huge Amounts of Insider Selling the Past Few Weeks - Analysis and Insider Activity Attached
|
Hi, so this is an observation that I wanted to share with the community here because it's quite alarming to see this. I have been tracking insider trades for a few weeks now and there are barely any days when I see large amounts of insider buying. Every single day, insiders keep selling their shares without almost any buying activity. That's just alarming to me. I am not predicting a crash or anything, just trying to share what I've observed. Here are some trades from the last few days.
This is a long list from last week and you can see how infrequent insider buys are here.
# Insider Activity
📷 **Insider Buying Alert for RSG** Total Shares Bought = **66.28K** Total Amount Spent = **2.27M** 66284.0 shares bought for 2.27M on 2021-02-25
📷 **Insider Selling Alert for TRUP** Total Shares Sold = **15.0K** Total Amount Spent = **1.43M** 15000.0 shares sold for 1.43M on 2021-02-25
📷 **Insider Selling Alert for WWD** Total Shares Sold = **94.61K** Total Amount Spent = **3.85M** 94614.0 shares sold for 3.85M on 2021-02-25
📷 **Insider Selling Alert for LUV** Total Shares Sold = **82.02K** Total Amount Spent = **4.59M** 22047.0 shares sold for 1.24M on 2021-02-25 27453.0 shares sold for 1.53M on 2021-02-25 32522.0 shares sold for 1.82M on 2021-02-25
📷 **Insider Selling Alert for ROLL** Total Shares Sold = **43.62K** Total Amount Spent = **2.79M** 43616.0 shares sold for 2.79M on 2021-02-25
📷 **Insider Selling Alert for SCHW** Total Shares Sold = **30.0K** Total Amount Spent = **1.92M** 30000.0 shares sold for 1.92M on 2021-02-24
📷 **Insider Selling Alert for ROLL** Total Shares Sold = **9.8K** Total Amount Spent = **1.91M** 9798.0 shares sold for 1.91M on 2021-02-24
📷 **Insider Selling Alert for PINS** Total Shares Sold = **39.32K** Total Amount Spent = **1.65M** 39320.0 shares sold for 1.65M on 2021-02-24
📷 **Insider Selling Alert for KYMR** Total Shares Sold = **37.06K** Total Amount Spent = **1.88M** 37064.0 shares sold for 1.88M on 2021-02-24
📷 **Insider Selling Alert for FB** Total Shares Sold = **5.92K** Total Amount Spent = **1.53M** 5916.0 shares sold for 1.53M on 2021-02-24
📷 **Insider Selling Alert for HGEN** Total Shares Sold = **103.22K** Total Amount Spent = **2.3M** 103220.0 shares sold for 2.3M on 2021-02-24
📷 **Insider Selling Alert for CAKE** Total Shares Sold = **640.0K** Total Amount Spent = **3.92M** 640000.0 shares sold for 3.92M on 2021-02-24
📷 **Insider Selling Alert for CCI** Total Shares Sold = **177.66K** Total Amount Spent = **7.85M** 51790.0 shares sold for 2.31M on 2021-02-23 52988.0 shares sold for 2.36M on 2021-02-23 36444.0 shares sold for 1.59M on 2021-02-23 36443.0 shares sold for 1.59M on 2021-02-23
📷 **Insider Buying Alert for ZTS** Total Shares Bought = **7.59K** Total Amount Spent = **1.25M** 7590.0 shares bought for 1.25M on 2021-02-23
📷 **Insider Selling Alert for TTD** Total Shares Sold = **6.59K** Total Amount Spent = **2.55M** 6592.0 shares sold for 2.55M on 2021-02-23
📷 **Insider Selling Alert for LUV** Total Shares Sold = **20.21K** Total Amount Spent = **1.07M** 20213.0 shares sold for 1.07M on 2021-02-23
📷 **Insider Selling Alert for KREF** Total Shares Sold = **280.56K** Total Amount Spent = **5.21M** 140282.0 shares sold for 2.61M on 2021-02-22 140282.0 shares sold for 2.61M on 2021-02-22
📷 **Insider Selling Alert for KKR** Total Shares Sold = **140.28K** Total Amount Spent = **2.61M** 140282.0 shares sold for 2.61M on 2021-02-22
📷 **Insider Selling Alert for PGR** Total Shares Sold = **38.48K** Total Amount Spent = **1.05M** 38481.531 shares sold for 1.05M on 2021-02-22
📷 **Insider Selling Alert for MTOR** Total Shares Sold = **199.57K** Total Amount Spent = **6.35M** 199570.0 shares sold for 6.35M on 2021-02-22
📷 **Insider Selling Alert for NVAX** Total Shares Sold = **18.63K** Total Amount Spent = **2.1M** 18628.0 shares sold for 2.1M on 2021-02-18
📷 **Insider Selling Alert for TRU** Total Shares Sold = **38.57K** Total Amount Spent = **2.04M** 38570.0 shares sold for 2.04M on 2021-02-18
📷 **Insider Selling Alert for SHAK** Total Shares Sold = **280.0K** Total Amount Spent = **14.32M** 280000.0 shares sold for 14.32M on 2021-02-18
📷 **Insider Selling Alert for A** Total Shares Sold = **20.77K** Total Amount Spent = **2.7M** 20766.0 shares sold for 2.7M on 2021-02-18
📷 **Insider Selling Alert for KROS** Total Shares Sold = **28.62K** Total Amount Spent = **1.74M** 28617.0 shares sold for 1.74M on 2021-02-18
Thoughts?
| 21 |
hydershykh
| 1,614,402,480 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ltgvia/huge_amounts_of_insider_selling_the_past_few/
|
ljr9dr
|
gnfpari
|
Your colleague doesn't sound suited to the stock market. You could have thrown a dart and hit anything last year and made money. As if some people think stocks continuously rocket.
| 1,218 |
SPCEshipTwo
| 1,613,321,889 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnffumm
|
Average rate of return is 20%? How long you been doing this? 1 year? That's an INSANE number. Not that I don't believe you, but i don't think it's attainable for an everyday investor.
Question though, how do you decide when to sell?
| 1,512 |
pacman0207
| 1,613,319,639 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnfxqd0
|
Ive got a mutual fund that does 20% but ive had less than a year and a few penny stocks that blew up like that but overall portfoilio is like 10 perfent. If 20 is sustainabe long term switch careers and become a stock broker.
| 26 |
Forgotwhyimhere69
| 1,613,323,695 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngl7kw
|
Love your first sentence, but please don’t tell new investors that 20% a year is easy or sustainable.
I’ve only started actively trading since November and am up over 300% in 3 months. It is pure luck riding this insane bull market and it’s actually scaring me.
I think it’s important to understand the difference between investing and trading, which I liken to poker. Some professionals make millions while most people lose. But you can still play if you recognize the difference and are willing to take shots/gamble with money you’re not afraid to lose.
| 52 |
cat127
| 1,613,333,226 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnff0rp
|
Hi just curious - where do you get passive 6% return?
And yes, agree - greed isn’t ideal.
| 63 |
Dowdell2008
| 1,613,319,446 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngeqh2
|
If you’re getting 20% my investor is fired and i’m giving you all my money
| 58 |
FloppyBucket
| 1,613,329,940 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngiuqx
|
Everyone is a genius in a bull market.
Take every single one of these posts from someone who has been trading or investing a short time during one of the most impressive bull markets ever as *bad advice*. Or at the very least, incomplete advice.
You're not going to sustain 20%. Most investors would be far better to stick all or most of their money into a broad market fund like VTI or VTSAX, set up a monthly contribution and forget it exists.
| 58 |
youre-not-real-man
| 1,613,332,031 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngilg7
|
I am not a boomer. But have been investing for 20 years. (Started in my teens). I have over $1M invested and held (with huge losses) through 2001 and 2008 and am certain that market will return to “normal”. 2000 felt very similar with internet companies going to stratosphere. With that, mark my words: the beginning of the “end” will start when Dr. Fauchi says:” we no longer need to wear the masks”. As this will signify the end of pandemic and liquidity injection will slow down.
At current point I am still fully invested: SPY, VTI, QQQ, AAPL. But I am about 50% hedged with PUT leaps on SPY.
| 9 |
victormesrine
| 1,613,331,901 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnfhvto
|
One thing I’m struggling with is how to determine what a good short-term stock would be. I feel it’s way easier to pick long term investments (ETFs, etc.) than a stock that will make you 15% in the short term. Short term stocks also seem like they’d be stocks you don’t really believe in for the long haul, so why even get into them in the first place?
Any advice on how to make smart short-term gains?
| 18 |
Jaster-Mereel
| 1,613,320,090 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnglum6
|
I invested my entire retirement into doge coin
| 10 |
DblClutch1
| 1,613,333,552 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngn9xu
|
It goes “Pigs get fed, hogs get slaughtered.”
If you're a pig, you want to feed but don’t get so fat that when the slaughter comes, you’re not one of the hogs in the pen.
| 8 |
aWheatgeMcgee
| 1,613,334,273 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngpn2y
|
" at a rate of return of 20% " per year--for 20, 25, 30 years??? You're JUST as delusional as the YOLO 'investor' you're criticizing for 'expecting massive gains'.
Wake up and look at historical patterns.
Try 5% to 8% yearly average gains instead.
| 33 |
skorpio351
| 1,613,335,469 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngl20b
|
Shhhh
Idiots like your friends is how WE all make money.
A dime a dozen
| 7 |
drsoaps1
| 1,613,333,147 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnge3ic
|
I can confirm, from 8k gains to 2 K loss because I wanted 100% return!!
| 7 |
TT_Geo
| 1,613,329,623 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngejuu
|
Take profits and put it where?? Unless you invest in pump and dumps or a day trader, I don't see the need to pull out early to pay capital gains and sit on fiat.
| 7 |
phoebecatesboobs
| 1,613,329,850 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngo7ke
|
This is true but hard when I’m also shooting for 1718% return this year
| 8 |
Zurkarak
| 1,613,334,742 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngswpb
|
Who the fuck says 20% isn't a good return? WSB? They lose 100% of their portfolio on the regular.
| 6 |
phoenixmusicman
| 1,613,337,150 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gngppp6
|
All these subs have gone to complete shit. I’m no expert, I don’t post things like this. It seems every post in these subs is some novice who thinks they are warren buffet. Expecting 20% returns ? Ok dude.
| 13 |
hackattack56
| 1,613,335,505 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnhp3s9
|
actually it's been changed, bulls make money, pigs make money, bears get slaughtered. courtesy of the FED.
| 6 |
Hanz-Wermhat
| 1,613,354,999 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnftxqi
|
Anyone who is able to return 20% per year is one of the best investors in history. Have you only been doing this for a couple years? Also what the hell have you been investing in that is giving you 20% return?
| 19 |
Heshboii
| 1,613,322,933 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnh819f
|
We're living in a bullish dreamland at the moment and people just getting in thinking that's the way it's always been. My investments are usually set and forget and have given me good returns over the years (probably around 10-15% or so invested in more aggressive stocks).
The last two years have been insane, mainly from tech stocks soaring. My SDB account in my 401k is up 315% in the past two years, mostly from having decent holdings in Apple and Tesla. I hadn't even looked at it in a while and was blown away when I logged in a few months ago.
Still, there is a whole new generation getting into investing that are either going to win big with their bets or be forever jaded on the stock market because they YOLO'd their last $500 and lost big.
| 5 |
NateRT
| 1,613,345,255 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnfp6wf
|
20% every year!? Melvin capital is that you? Lmao
| 22 |
Youkiame
| 1,613,321,855 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
ljr9dr
|
gnfn3z2
|
That’s just terrible advice. Let your winners run. Sell your losers.
| 17 |
accountingsucks420
| 1,613,321,258 |
If you want to be successful don’t get greedy. Remember that bulls make money, bears make money, but pigs get slaughtered.
|
A colleague just started trading. I recommended a strong stock I’ve done good DD on but cautioned it will take awhile to see any gains.
A few weeks later it increased 20% on some good news and then dropped 5% for net 15%. He’s texting me days later “wtf poison_ivey this stock blows, when is it going to take off??”
With all the recent hype some people are looking for X00% overnight and expect massive gains with no effort. It’s also really hard to sell when something you own is on a crazy run and FOMO creeps in.
The key success here is don’t get greedy. Take your profits and protect your capital core. Every stock is different and nothing is ever a sure bet. Lululemon used to be a really strong buy but took a huge dip a few years back because of allegations against the founder
My average annual return is 20%. It’s not as sexy as making infinite gains on shorts but it means I will retire a lot sooner than I thought I ever could. If one of my tickers hits bigger than I thought I reassess value and often I take my book value and use the gravy to ride that train the rest of the way
If you could afford to invest $1k per year you could retire w over a million, and way more if you can increase your annual investment more each year.
Compound interest at a rate of return of 20% after
20 years = $275k ($20k invested @ $1k per year.
25 years = $775k ($25k invested @$1k per year).
30 years = $1.3M ($30k invested @$1k per year).
After 30 years you could retire and earn an annual income of $78k with a passive 6% interest without eroding that core $1.3M.
Start small and be patient. Decide what percentage of your capital you are willing to go YOLO on and what amount you need to protect to avoid that “holy crap what have I done I’ve lost everything and I’m going to vomit” feeling.
Edit: I’ve been investing 7 years. So as many have commented that isn’t long enough to have seen a huge dip and I agree. I don’t want to mislead.
The point of this post was not to say 20% forever is easy or hard or that everyone should expect that. The point is to protect your capital and take small risks to learn and build.
Figure out how much pre-tax $$ you need to live every year and divide that by 5%. That’s what you need to retire.
Also thank you to all the great comments and awards! Sweet dreams xo
| 15,153 |
poison_ivey
| 1,613,319,250 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/ljr9dr/if_you_want_to_be_successful_dont_get_greedy/
|
lj3zsz
|
gn9grl9
|
As an undergrad neuro student, I am fully confident that neurostimulation technologies will become a significant part of future neurological disorder treatment. I briefly looked through their website, and admittedly I’m still young and not an engineer so I’m by no means an expert, but the fact that their electrodes are flexible is very important. Mayo clinic is of the highest reputation in the medical field so their stake is notably positive. I will definitely be looking into the specifics of this company so thank you, but I will admit there is a lot of competition in the personal and more medical grade neurostimulation device industry; I really believe only the select best of the best products will make it out alive and become adopted. For example today there are a lot of tongue stimulation devices, and other methods to induce stimulation such as through lights or magnetism are being tested instead of crude electrodes. Admittedly mostly in animal models, but the technology very much exists. Based on what I’ve heard from others in the neuro field, neurostimulation devices are still a handful of years away from truly breaking onto the scene so bear that in mind with regards to risk tolerance. Anyways I hope this all helps.
| 9 |
MuslimMagic71
| 1,613,241,598 |
NeuroOne $NMTC - working with Mayo Clinic - Could Be Something
|
NeuroOne $NMTC out of Eden Prairie, MN USA. I found this one while looking for local, public companies to invest in. I live here and we make good shit. See INSP, PRLB, 3M, Medtronic and on and on.
Visited NMTC offices Thursday 2/11 confirming it actually exists (it does). Good start. Second, they’ve completed testing of their neural electrodes at the Mayo Clinic in Rochester, MN (it’s a nice hospital).
Further:
MAYO CLINIC owns 11% of the Company.
Their medical advisory board is legit. Including Neuralink engineers (yes, that Neuralink).
They’re working with the University of Minnesota and the University of Wisconsin (Bad at sports, good at learning stuff).
The CEO bought 1,000,000 shares 1/30/21.
The CFO bought 1,000,000 shares 1/30/21.
Neural connections using their tech is a thing.
I’m in deep at $3.30. I could be wrong...but it sure doesn’t seem like it.
THIS IS NOT ONE OF THOSE .0000001 to a dollar bits
| 38 |
nplbmf
| 1,613,234,663 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/lj3zsz/neuroone_nmtc_working_with_mayo_clinic_could_be/
|
liz1y7
|
gn7qyhs
|
I think Z and OPEN with their iBuying platforms are set to grow.
| 5 |
pandatears420
| 1,613,224,999 |
Opendoor, zillow, expi and rdfn
|
I have some position in opendoor (125 @ 28.8) and expi (30 @148). Was wondering if it makes sense to get some Zillow and RDFN and basically have my own mini real estate ETF? If so, what percentage allocation to each do you recommend? ( e.g. if I want to put 10k usd in total on all 4)
How they have been performing(5d, 1m, 3m, 6m
OPEN: 30%, 25%, 93%, 219% (Market cap: 20B)
EXPI : 15%, 106%, 246%, 404% (11B)
RDFN: 9%, 12%, 106%, 108% (9B)
Z: 26%, 35%, 85%, 160% (4B)
| 14 |
futureIsYes
| 1,613,216,501 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/liz1y7/opendoor_zillow_expi_and_rdfn/
|
lcsrwn
|
gm1sdey
|
Apple. High growth and some small dividends.
| 10 |
SilentSplit12
| 1,612,480,123 |
T (AT&T) or KO (Coca Cola) for long-term?
|
I'm doing some micro-investing at the moment, meaning I find myself throughout the year with a little lump of cash I'd like to do something with. I'm looking to invest $2,100 into either T or KO.
T just grinds along with a great dividend so not counting on a lot of growth there. I'm already into T, roughly $12k. It's pretty boring, but predictable.
KO has a decent dividend and might get a pop in price once things start opening back up hopefully later this year. I do not own any KO.
I looked at 3M as well.
What do you guys think? Whatever way I go, it's long-term holds and I'd keep putting $ into them down the road as long as they're performing reasonably well.
| 17 |
magenta_placenta
| 1,612,479,623 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/lcsrwn/t_att_or_ko_coca_cola_for_longterm/
|
lcsrwn
|
gm21dtl
|
T and sell some covered calls along the way. Should be able to squeeze a low risk 8%+ out of it and compound it.
| 7 |
FidelisOne
| 1,612,484,297 |
T (AT&T) or KO (Coca Cola) for long-term?
|
I'm doing some micro-investing at the moment, meaning I find myself throughout the year with a little lump of cash I'd like to do something with. I'm looking to invest $2,100 into either T or KO.
T just grinds along with a great dividend so not counting on a lot of growth there. I'm already into T, roughly $12k. It's pretty boring, but predictable.
KO has a decent dividend and might get a pop in price once things start opening back up hopefully later this year. I do not own any KO.
I looked at 3M as well.
What do you guys think? Whatever way I go, it's long-term holds and I'd keep putting $ into them down the road as long as they're performing reasonably well.
| 17 |
magenta_placenta
| 1,612,479,623 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/lcsrwn/t_att_or_ko_coca_cola_for_longterm/
|
lcsrwn
|
gm1vkpt
|
Do Microsoft. Boring as well, but usually outperforms the index. With the console cycle and more cloud growth, the future growth is looking good even without a new window product.
And since everyone is going EV and AV, GM and Microsoft look interesting for more growth. Best time to get in now since GM is pouring all their money to get their new cars out in 2 years.
| 7 |
Budget-Ocelots
| 1,612,481,587 |
T (AT&T) or KO (Coca Cola) for long-term?
|
I'm doing some micro-investing at the moment, meaning I find myself throughout the year with a little lump of cash I'd like to do something with. I'm looking to invest $2,100 into either T or KO.
T just grinds along with a great dividend so not counting on a lot of growth there. I'm already into T, roughly $12k. It's pretty boring, but predictable.
KO has a decent dividend and might get a pop in price once things start opening back up hopefully later this year. I do not own any KO.
I looked at 3M as well.
What do you guys think? Whatever way I go, it's long-term holds and I'd keep putting $ into them down the road as long as they're performing reasonably well.
| 17 |
magenta_placenta
| 1,612,479,623 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/lcsrwn/t_att_or_ko_coca_cola_for_longterm/
|
kspk70
|
gij0ezx
|
Got loaded with this stock. Think it’s a massive overreaction and easy recovery play.
| 11 |
Loncin32
| 1,610,100,376 |
PSA: SRPT has just lost half its market cap in the AH!
|
I urge everyone to buy this dip.
SRPT is a biotech company most recently working on a new gene transfer therapy product for DMD. Phase 1 of this study resulted in data that was not statistically significant - they could not discern the different between the control placebo and the experimental (treatment) group.
this stock is known for wild fluctuations (as are many biotech companies that are working on new product). As of now, they are down over 50% AH, bringing them down to near 52 week lows in a matter of minutes following the release of the report.
I urge everyone to buy up those call contracts about 20-30% out for January 15th. This will likely cause a series of limit sell/buy triggers so it's going to be interesting. The RSI is going to be so oversold and I'd expect volume to be significantly heavier than usual.
Fun fact: Also looks like someone placed a 500 put block contracts at $140 strike price just two days prior. They'll likely exit at 3M profit with that trade. Seems pretty suspicious.
Good Luck all!
| 30 |
TripleBrain
| 1,610,061,547 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/kspk70/psa_srpt_has_just_lost_half_its_market_cap_in_the/
|
kspk70
|
gihbtk1
|
Why would we buy a company whose products failed its trials? That's not exactly promising.
| 15 |
Isunova
| 1,610,061,705 |
PSA: SRPT has just lost half its market cap in the AH!
|
I urge everyone to buy this dip.
SRPT is a biotech company most recently working on a new gene transfer therapy product for DMD. Phase 1 of this study resulted in data that was not statistically significant - they could not discern the different between the control placebo and the experimental (treatment) group.
this stock is known for wild fluctuations (as are many biotech companies that are working on new product). As of now, they are down over 50% AH, bringing them down to near 52 week lows in a matter of minutes following the release of the report.
I urge everyone to buy up those call contracts about 20-30% out for January 15th. This will likely cause a series of limit sell/buy triggers so it's going to be interesting. The RSI is going to be so oversold and I'd expect volume to be significantly heavier than usual.
Fun fact: Also looks like someone placed a 500 put block contracts at $140 strike price just two days prior. They'll likely exit at 3M profit with that trade. Seems pretty suspicious.
Good Luck all!
| 30 |
TripleBrain
| 1,610,061,547 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/kspk70/psa_srpt_has_just_lost_half_its_market_cap_in_the/
|
knee80
|
ghjzwzv
|
Great DD, thanks for your effort! Could you give your thoughts about ABCL and SDGR? Thought they share quite a similar principle. Thanks again
| 7 |
yusimzo
| 1,609,374,501 |
My thoughts and Due Diligence on ABCL
|
**Disclaimer:** This is my opinion and not financial advice – I would appreciate any feedback or comments so I can improve my due diligence in the future.
**TLDR**: I want to buy ABCL, but in my opinion ABCL is currently overvalued. I had 3 red flags.
1. A competitor (CERT) has about 10x the revenue of ABCL but only half of the market cap
2. ABCL has a high valuation with a small amount of revenue
3. ABCL have less customers than Palantir and C3.ai (competitors) and make less money on average per partner
ABCL has a lot of future potential. I wouldn’t buy position until May 2021 when the lock-up periods expire unless the price goes below $30 / share (which would put it at about an $8B valuation) before then to at least get some skin in the game.
While the company’s financial performance is good, it’s current market cap given it’s revenue when compared to it’s competitors does not justify the current retail share price.
Bearish short-term, bullish long term.
​
**Part 1 -** **Company Description**
*“AbCellera Biologics Inc. \[ABCL\] develops antibody discovery platform.* ***Its full-stack, AI-powered drug discovery platform*** *searches and analyzes the database of natural immune systems to find antibodies that can be developed as drugs.”*
According to ABCL in their S-1 form, *“Over the last eight years, we have developed and assembled technologies that unlock the database of natural antibodies.* ***We are democratizing the industry by providing our partners of all sizes with access to our centralized operating system***\*.”\* So essentially, they have this huge antibody database and an analytics platform to help get from point A to point B for their partners.
ABCL makes money through partnership agreements with industry leaders who they help solve problems. Partnership agreements can result in revenue in 3 ways:
1. payments for technology access and performance of research
2. downstream payments in the form of clinical and commercial milestones and
3. royalties on net sales of any approved therapeutics
Arguably the biggest biotech / pharmaceutical partnership that has been disclosed is that with Eli Lilly and Company to co-develop their COVID-19 vacine. ABCL has partnerships with a handful of companies in the biotech / pharma industry (some of which are left undisclosed on the S-1).
ABCL also receives grants and non-profit funding. Some of these organizations are the Government of Canada ($175.6M over multiple years) , DARPA ($30.6M over 4 years) the Bill & Melinda Gates Foundation ($4.8M over 2 years).
​
**Part 2 - Company Performance**
Liquidity is **improving.**
* Working capital is about $93.9M as of Sept. 30, 2020 according to the filed S-1 form. This is substantially better than the $4.8M reported on Dec. 31, 2019.
* Current ratio is 5.7 per September 30, 2020 data in S-1 form
* Receivable Turnovers improved over 2019 levels (even when 2020 grant money and milestone payments are removed from revenue to be conservative), but it is important to note that it is still at about it’s 2018 level.
Solvency is **improving.**
* Free cashflow has improved significantly
* Debt to total asset ratio was deteriorating between 2019 and the September 30th, 2020 reporting period. Accounts payable and deferred revenue grew but current portion of long-term debt was significantly reduced. I would expect this to improve with the cash raised from the IPO.
* Times interest earned ratio has improved over the 2019 reporting period but is still below 2018 levels . The improvement is largely seen from the reduction in interest expense that were carried from 2018 to 2019 and the increase in revenue for 2020.
Profitability is **improving**
* Revenue has grown this year. ABCL’s profit margin is improving. ABCL is currently growth oriented so I wouldn’t hold my breath on them becoming profitable soon.
* Basic EPS from S-1 form shows improvement for this year (so far) over 2019 and 2018.
So the company is performing well and has a great product, but why has the stock been dropping since IPO day?
​
**Part 3 - Market Position**
This is where things get interesting. It’s hard to find a strictly apples-to-apples comparison for ABCL. They are in the biotech field but are more of a data science company (keeping in mind they sell their services and access to their AI-powered drug discovery platform).
**Predictive versus Prescriptive Analytics**
One company that performs a similar service to ABCL is Certara (CERT). CERT provides customers with simulation of virtual drug trials with virtual patients to predict how drugs behave in different people. Reading the 2 company descriptions, we can see a slight difference with their platforms. CERT appears to use a predictive analytics approach where ABCL uses a prescriptive analytics approach.
CERT also rely on a larger customer bases where as ABCL has a small and arguably more focused client base. While both are providing a similar service, CERT has about 10x the revenue of ABCL but only half of the market cap (**red flag #1**).
Having said all of the above, to dive deeper we need to compare ABCL against other prescriptive analytic companies. I’ve picked 2: Palantir (PLTR) and C3.ai (ticker is AI, but I’ll continue referring to them as C3.ai to avoid confusion).
**ABCL, PLTR and C3.AI Revenue Per Customer**
At the time of writing this, here are some of the relevant metrics for ABCL, PLTR and C3.ai:
**Prices: (USD/share)**
|ABCL|CERT|PLTR|C3.ai|
|:-|:-|:-|:-|
|34.97|34.97|25.30|145.32|
**Market Cap (Billion USD)**
|ABCL|CERT|PLTR|C3.ai|
|:-|:-|:-|:-|
|10.243|5.349|47.502|13.928|
**TTM Revenue (Thousands USD)**
|ABCL|CERT|PLTR|C3.ai|
|:-|:-|:-|:-|
|29,449|232,746|999,940|164,725|
How does ABCL have such a high valuation with such a small amount of revenue (**red flag #2**)? It seems strange that ABCL could be valued at about 20% of PLTR (or roughly the same value as C3.ai) when it only makes a fraction of the revenue.
**Maybe it’s related to the number of partners they have (or at least have publicly disclosed)?**
While we can’t know exactly how many customers each company has, we can try to guess at the revenue per partnership (or at least by looking at the largest ones they’ve disclosed) – it’s a very rough estimate but we’re just trying to figure out orders of magnitude here.
PLTR in their S-1 form disclosed that their platform is used by 125 customers. For their TTM revenue, that works out to about $8M per partner.
Using the same idea for C3.ai who has publicly advertised 26 partnerships, their revenue is about $6.3M per partner.
ABCL has 26 customers, but with such low revenue, they only make about $1.1M per partner. So, **ABCL have less customers than PLTR and C3.ai, and make less money on average per partner (red flag #3).** Again, this is just to approximate about how much they’re making per partnership. It’s not an exact number but it gives us an idea if the price is out to lunch or not (which I think it is).
**So why is the share price so high then?**
I think this is a case of supply and demand. The IPO was hyped up and there’s still less than 30% float. Lock-up period per S-1 form is 180 days, so don’t expect any big insiders to sell anytime soon.
The $17.50 price tag wasn’t for us, just Peter Thiel and the bunch.
**Peter Thiel you say?**
Yes, Peter Thiel. The same one at PLTR. Peter Thiel had a position of about 8.5M shares before the IPO and picked up another 3M on IPO day. He also sits on the Board of Directors for ABCL (since October 2020).
In the S-1 form, ABCL outlined their desire for growth. They have new facilities under development and are scheduled to take occupancy in 2021. **From September 2019 to September 2020, ABCL has grew their workforce by 82%, moving from 98 to 174 full time employees**. Since September 30, 2020 there have been 50 different job postings advertised on ABCL’s website. They are looking at some serious growth.
What really gets my excited about Peter Thiel on the Board of Directors is that there are a lot of similarities to how ABCL forms it’s partnerships for access to it’s platform to PLTR. Who do you call when you have a problem that you can’t solve but have lots of data? There really is not a better person to have on the Board of Directors for ABCL, especially after having such a big influx of cash to get to the next level as a company.
​
**Part 4 - Final Thoughts**
I think there's a lot to be exited about with ABCL. It's a young and innovative company. With it's low revenue levels and high stock price, it's hard to justify picking up stock at it's current valuation.
| 23 |
JanadaRenBuDong
| 1,609,373,558 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/knee80/my_thoughts_and_due_diligence_on_abcl/
|
km54om
|
ghcqt6d
|
You really own all these stocks ? Just buy an etf of your choice
| 56 |
3rdLegSwinging
| 1,609,209,786 |
Tell me 2-3 stocks I should sell.
|
I got into the stock market when it crashed, and was buying 1-2k of stocks I was interested in. Now I have way too many, and need to consolidate to have some cash to be able to put 5-10k in the next good buy. Here’s my current holdings. Tell me what to get rid of.
## Individual
#### AAL
AMERICAN AIRLINES GROUP INC COM USD0.01
#### AAPL
APPLE INC COM USD0.00001
#### AMAT
APPLIED MATERIALS INC COM USD0.01
#### ARRY
ARRAY TECHNOLOGIES INC COM SHS
#### BABA
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS
#### BB
BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31
#### BGGSQ
BRIGGS & STRATTON CORP
#### CARR
CARRIER GLOBAL CORPORATION COM
#### CNK
CINEMARK HLDGS INC COM
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### DAL
DELTA AIR LINES INC
#### DKNG
DRAFTKINGS INC COM CL A
#### F
FORD MTR CO DEL COM
#### FZIPX
FIDELITY ZERO EXTND MARKET INDEX FUND
#### GASFX
HENNESSY GAS UTILITY INVESTOR CL
#### GIK
GIGCAPITAL3 INC COM
#### HOFV
HALL OF FAME RESORT &ENTMT CO COM
#### HYLN
HYLIION HOLDINGS CORP COMMON STOCK
#### INTC
INTEL CORP COM USD0.001
#### LUMN
LUMEN TECHNOLOGIES INC COM
#### MHH
MASTECH DIGITAL INC COM
#### MMM
3M CO
#### NET
CLOUDFLARE INC CL A COM
#### PBF
PBF ENERGY INC COM USD0.001
#### PLTR
PALANTIR TECHNOLOGIES INC CL A
#### PLUG
PLUG POWER INC
#### PTON
PELOTON INTERACTIVE INC CL A COM
#### QURE
UNIQURE N.V. COM EUR0.05
#### RIDE
LORDSTOWN MOTORS CORP COM CL A
#### RKT
ROCKET COS INC COM CL A
#### SCKT
SOCKET MOBILE INC COM NEW
#### T
AT&T INC COM USD1
#### THCB
TUSCAN HLDGS CORP COM
#### THMO
THERMOGENESIS HLDGS INC COM
#### TSM
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
#### VVPR
VIVOPOWER INTERNATIONAL PLC COM USD0.012
#### WFDAX
WELLS FARGO DISCOVERY FD CL A
#### WKHS
WORKHORSE GROUP INC COM NEW
#### XL
XL FLEET CORP COM CL A
#### XOM
EXXON MOBIL CORP
## ROTH IRA
#### CLA
COLONNADE ACQUISITION CORP COM USD0.0001 CL A
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### FE
FIRSTENERGY CORP COM USD0.10
#### FLCSX
FIDELITY LARGE CAP STOCK
#### FVRR
FIVERR INTERNATIONAL LTD COM NPV
#### FXAIX
FIDELITY 500 INDEX FUND
#### FZROX
FIDELITY ZERO TOTAL MARKET INDEX
#### GTLOX
GLENMEDE LARGE CAP CORE
#### IVR
INVESCO MORTGAGE CAPITAL INC
#### MMEDF
MIND MEDICINE (MINDMED) INC SUBORDINATE VOTING SHARES ISIN #CA60255C1095 SEDOL #BLLZKY4
#### NIO
NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A
#### NMM
NAVIOS MARITIME PARTNERS L.P. COM UNITS REP LTD PTN INT(POST REV SPLT)
#### ODT
ODONATE THERAPEUTICS INC COM
#### OPEN
OPENDOOR TECHNOLOGIES INC COM
#### PARWX
PARNASSUS ENDEAVOR FUND
#### PBF
PBF ENERGY INC COM USD0.001
#### PSX
PHILLIPS 66 COM
#### VLDR
VELODYNE LIDAR INC COM
#### VLO
| 11 |
bethsiebs
| 1,609,209,308 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/km54om/tell_me_23_stocks_i_should_sell/
|
km54om
|
ghd0t2o
|
Sell 85% of them and get a real portfolio.
You’re not gonna outsmart the market. But etfs or consolidate to less than 10 holdings you believe in long term.
| 21 |
degen-gambler
| 1,609,215,356 |
Tell me 2-3 stocks I should sell.
|
I got into the stock market when it crashed, and was buying 1-2k of stocks I was interested in. Now I have way too many, and need to consolidate to have some cash to be able to put 5-10k in the next good buy. Here’s my current holdings. Tell me what to get rid of.
## Individual
#### AAL
AMERICAN AIRLINES GROUP INC COM USD0.01
#### AAPL
APPLE INC COM USD0.00001
#### AMAT
APPLIED MATERIALS INC COM USD0.01
#### ARRY
ARRAY TECHNOLOGIES INC COM SHS
#### BABA
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS
#### BB
BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31
#### BGGSQ
BRIGGS & STRATTON CORP
#### CARR
CARRIER GLOBAL CORPORATION COM
#### CNK
CINEMARK HLDGS INC COM
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### DAL
DELTA AIR LINES INC
#### DKNG
DRAFTKINGS INC COM CL A
#### F
FORD MTR CO DEL COM
#### FZIPX
FIDELITY ZERO EXTND MARKET INDEX FUND
#### GASFX
HENNESSY GAS UTILITY INVESTOR CL
#### GIK
GIGCAPITAL3 INC COM
#### HOFV
HALL OF FAME RESORT &ENTMT CO COM
#### HYLN
HYLIION HOLDINGS CORP COMMON STOCK
#### INTC
INTEL CORP COM USD0.001
#### LUMN
LUMEN TECHNOLOGIES INC COM
#### MHH
MASTECH DIGITAL INC COM
#### MMM
3M CO
#### NET
CLOUDFLARE INC CL A COM
#### PBF
PBF ENERGY INC COM USD0.001
#### PLTR
PALANTIR TECHNOLOGIES INC CL A
#### PLUG
PLUG POWER INC
#### PTON
PELOTON INTERACTIVE INC CL A COM
#### QURE
UNIQURE N.V. COM EUR0.05
#### RIDE
LORDSTOWN MOTORS CORP COM CL A
#### RKT
ROCKET COS INC COM CL A
#### SCKT
SOCKET MOBILE INC COM NEW
#### T
AT&T INC COM USD1
#### THCB
TUSCAN HLDGS CORP COM
#### THMO
THERMOGENESIS HLDGS INC COM
#### TSM
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
#### VVPR
VIVOPOWER INTERNATIONAL PLC COM USD0.012
#### WFDAX
WELLS FARGO DISCOVERY FD CL A
#### WKHS
WORKHORSE GROUP INC COM NEW
#### XL
XL FLEET CORP COM CL A
#### XOM
EXXON MOBIL CORP
## ROTH IRA
#### CLA
COLONNADE ACQUISITION CORP COM USD0.0001 CL A
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### FE
FIRSTENERGY CORP COM USD0.10
#### FLCSX
FIDELITY LARGE CAP STOCK
#### FVRR
FIVERR INTERNATIONAL LTD COM NPV
#### FXAIX
FIDELITY 500 INDEX FUND
#### FZROX
FIDELITY ZERO TOTAL MARKET INDEX
#### GTLOX
GLENMEDE LARGE CAP CORE
#### IVR
INVESCO MORTGAGE CAPITAL INC
#### MMEDF
MIND MEDICINE (MINDMED) INC SUBORDINATE VOTING SHARES ISIN #CA60255C1095 SEDOL #BLLZKY4
#### NIO
NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A
#### NMM
NAVIOS MARITIME PARTNERS L.P. COM UNITS REP LTD PTN INT(POST REV SPLT)
#### ODT
ODONATE THERAPEUTICS INC COM
#### OPEN
OPENDOOR TECHNOLOGIES INC COM
#### PARWX
PARNASSUS ENDEAVOR FUND
#### PBF
PBF ENERGY INC COM USD0.001
#### PSX
PHILLIPS 66 COM
#### VLDR
VELODYNE LIDAR INC COM
#### VLO
| 11 |
bethsiebs
| 1,609,209,308 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/km54om/tell_me_23_stocks_i_should_sell/
|
km54om
|
ghcqhkq
|
Got damn dude . Get rid of blackberry and rocket for sure
| 22 |
Kyojuro_Rengoku_
| 1,609,209,612 |
Tell me 2-3 stocks I should sell.
|
I got into the stock market when it crashed, and was buying 1-2k of stocks I was interested in. Now I have way too many, and need to consolidate to have some cash to be able to put 5-10k in the next good buy. Here’s my current holdings. Tell me what to get rid of.
## Individual
#### AAL
AMERICAN AIRLINES GROUP INC COM USD0.01
#### AAPL
APPLE INC COM USD0.00001
#### AMAT
APPLIED MATERIALS INC COM USD0.01
#### ARRY
ARRAY TECHNOLOGIES INC COM SHS
#### BABA
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS
#### BB
BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31
#### BGGSQ
BRIGGS & STRATTON CORP
#### CARR
CARRIER GLOBAL CORPORATION COM
#### CNK
CINEMARK HLDGS INC COM
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### DAL
DELTA AIR LINES INC
#### DKNG
DRAFTKINGS INC COM CL A
#### F
FORD MTR CO DEL COM
#### FZIPX
FIDELITY ZERO EXTND MARKET INDEX FUND
#### GASFX
HENNESSY GAS UTILITY INVESTOR CL
#### GIK
GIGCAPITAL3 INC COM
#### HOFV
HALL OF FAME RESORT &ENTMT CO COM
#### HYLN
HYLIION HOLDINGS CORP COMMON STOCK
#### INTC
INTEL CORP COM USD0.001
#### LUMN
LUMEN TECHNOLOGIES INC COM
#### MHH
MASTECH DIGITAL INC COM
#### MMM
3M CO
#### NET
CLOUDFLARE INC CL A COM
#### PBF
PBF ENERGY INC COM USD0.001
#### PLTR
PALANTIR TECHNOLOGIES INC CL A
#### PLUG
PLUG POWER INC
#### PTON
PELOTON INTERACTIVE INC CL A COM
#### QURE
UNIQURE N.V. COM EUR0.05
#### RIDE
LORDSTOWN MOTORS CORP COM CL A
#### RKT
ROCKET COS INC COM CL A
#### SCKT
SOCKET MOBILE INC COM NEW
#### T
AT&T INC COM USD1
#### THCB
TUSCAN HLDGS CORP COM
#### THMO
THERMOGENESIS HLDGS INC COM
#### TSM
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
#### VVPR
VIVOPOWER INTERNATIONAL PLC COM USD0.012
#### WFDAX
WELLS FARGO DISCOVERY FD CL A
#### WKHS
WORKHORSE GROUP INC COM NEW
#### XL
XL FLEET CORP COM CL A
#### XOM
EXXON MOBIL CORP
## ROTH IRA
#### CLA
COLONNADE ACQUISITION CORP COM USD0.0001 CL A
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### FE
FIRSTENERGY CORP COM USD0.10
#### FLCSX
FIDELITY LARGE CAP STOCK
#### FVRR
FIVERR INTERNATIONAL LTD COM NPV
#### FXAIX
FIDELITY 500 INDEX FUND
#### FZROX
FIDELITY ZERO TOTAL MARKET INDEX
#### GTLOX
GLENMEDE LARGE CAP CORE
#### IVR
INVESCO MORTGAGE CAPITAL INC
#### MMEDF
MIND MEDICINE (MINDMED) INC SUBORDINATE VOTING SHARES ISIN #CA60255C1095 SEDOL #BLLZKY4
#### NIO
NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A
#### NMM
NAVIOS MARITIME PARTNERS L.P. COM UNITS REP LTD PTN INT(POST REV SPLT)
#### ODT
ODONATE THERAPEUTICS INC COM
#### OPEN
OPENDOOR TECHNOLOGIES INC COM
#### PARWX
PARNASSUS ENDEAVOR FUND
#### PBF
PBF ENERGY INC COM USD0.001
#### PSX
PHILLIPS 66 COM
#### VLDR
VELODYNE LIDAR INC COM
#### VLO
| 11 |
bethsiebs
| 1,609,209,308 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/km54om/tell_me_23_stocks_i_should_sell/
|
km54om
|
ghe4ils
|
Marie Kondo this list and just keep a handful that spark joy
| 8 |
skullforce
| 1,609,250,285 |
Tell me 2-3 stocks I should sell.
|
I got into the stock market when it crashed, and was buying 1-2k of stocks I was interested in. Now I have way too many, and need to consolidate to have some cash to be able to put 5-10k in the next good buy. Here’s my current holdings. Tell me what to get rid of.
## Individual
#### AAL
AMERICAN AIRLINES GROUP INC COM USD0.01
#### AAPL
APPLE INC COM USD0.00001
#### AMAT
APPLIED MATERIALS INC COM USD0.01
#### ARRY
ARRAY TECHNOLOGIES INC COM SHS
#### BABA
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS
#### BB
BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31
#### BGGSQ
BRIGGS & STRATTON CORP
#### CARR
CARRIER GLOBAL CORPORATION COM
#### CNK
CINEMARK HLDGS INC COM
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### DAL
DELTA AIR LINES INC
#### DKNG
DRAFTKINGS INC COM CL A
#### F
FORD MTR CO DEL COM
#### FZIPX
FIDELITY ZERO EXTND MARKET INDEX FUND
#### GASFX
HENNESSY GAS UTILITY INVESTOR CL
#### GIK
GIGCAPITAL3 INC COM
#### HOFV
HALL OF FAME RESORT &ENTMT CO COM
#### HYLN
HYLIION HOLDINGS CORP COMMON STOCK
#### INTC
INTEL CORP COM USD0.001
#### LUMN
LUMEN TECHNOLOGIES INC COM
#### MHH
MASTECH DIGITAL INC COM
#### MMM
3M CO
#### NET
CLOUDFLARE INC CL A COM
#### PBF
PBF ENERGY INC COM USD0.001
#### PLTR
PALANTIR TECHNOLOGIES INC CL A
#### PLUG
PLUG POWER INC
#### PTON
PELOTON INTERACTIVE INC CL A COM
#### QURE
UNIQURE N.V. COM EUR0.05
#### RIDE
LORDSTOWN MOTORS CORP COM CL A
#### RKT
ROCKET COS INC COM CL A
#### SCKT
SOCKET MOBILE INC COM NEW
#### T
AT&T INC COM USD1
#### THCB
TUSCAN HLDGS CORP COM
#### THMO
THERMOGENESIS HLDGS INC COM
#### TSM
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
#### VVPR
VIVOPOWER INTERNATIONAL PLC COM USD0.012
#### WFDAX
WELLS FARGO DISCOVERY FD CL A
#### WKHS
WORKHORSE GROUP INC COM NEW
#### XL
XL FLEET CORP COM CL A
#### XOM
EXXON MOBIL CORP
## ROTH IRA
#### CLA
COLONNADE ACQUISITION CORP COM USD0.0001 CL A
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### FE
FIRSTENERGY CORP COM USD0.10
#### FLCSX
FIDELITY LARGE CAP STOCK
#### FVRR
FIVERR INTERNATIONAL LTD COM NPV
#### FXAIX
FIDELITY 500 INDEX FUND
#### FZROX
FIDELITY ZERO TOTAL MARKET INDEX
#### GTLOX
GLENMEDE LARGE CAP CORE
#### IVR
INVESCO MORTGAGE CAPITAL INC
#### MMEDF
MIND MEDICINE (MINDMED) INC SUBORDINATE VOTING SHARES ISIN #CA60255C1095 SEDOL #BLLZKY4
#### NIO
NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A
#### NMM
NAVIOS MARITIME PARTNERS L.P. COM UNITS REP LTD PTN INT(POST REV SPLT)
#### ODT
ODONATE THERAPEUTICS INC COM
#### OPEN
OPENDOOR TECHNOLOGIES INC COM
#### PARWX
PARNASSUS ENDEAVOR FUND
#### PBF
PBF ENERGY INC COM USD0.001
#### PSX
PHILLIPS 66 COM
#### VLDR
VELODYNE LIDAR INC COM
#### VLO
| 11 |
bethsiebs
| 1,609,209,308 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/km54om/tell_me_23_stocks_i_should_sell/
|
km54om
|
ghcqu56
|
The last stock on this list that you should sell is AAPL.
| 14 |
GeneEnvironmental925
| 1,609,209,800 |
Tell me 2-3 stocks I should sell.
|
I got into the stock market when it crashed, and was buying 1-2k of stocks I was interested in. Now I have way too many, and need to consolidate to have some cash to be able to put 5-10k in the next good buy. Here’s my current holdings. Tell me what to get rid of.
## Individual
#### AAL
AMERICAN AIRLINES GROUP INC COM USD0.01
#### AAPL
APPLE INC COM USD0.00001
#### AMAT
APPLIED MATERIALS INC COM USD0.01
#### ARRY
ARRAY TECHNOLOGIES INC COM SHS
#### BABA
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS
#### BB
BLACKBERRY LTD COM ISIN #CA09228F1036 SEDOL #BCBHZ31
#### BGGSQ
BRIGGS & STRATTON CORP
#### CARR
CARRIER GLOBAL CORPORATION COM
#### CNK
CINEMARK HLDGS INC COM
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### DAL
DELTA AIR LINES INC
#### DKNG
DRAFTKINGS INC COM CL A
#### F
FORD MTR CO DEL COM
#### FZIPX
FIDELITY ZERO EXTND MARKET INDEX FUND
#### GASFX
HENNESSY GAS UTILITY INVESTOR CL
#### GIK
GIGCAPITAL3 INC COM
#### HOFV
HALL OF FAME RESORT &ENTMT CO COM
#### HYLN
HYLIION HOLDINGS CORP COMMON STOCK
#### INTC
INTEL CORP COM USD0.001
#### LUMN
LUMEN TECHNOLOGIES INC COM
#### MHH
MASTECH DIGITAL INC COM
#### MMM
3M CO
#### NET
CLOUDFLARE INC CL A COM
#### PBF
PBF ENERGY INC COM USD0.001
#### PLTR
PALANTIR TECHNOLOGIES INC CL A
#### PLUG
PLUG POWER INC
#### PTON
PELOTON INTERACTIVE INC CL A COM
#### QURE
UNIQURE N.V. COM EUR0.05
#### RIDE
LORDSTOWN MOTORS CORP COM CL A
#### RKT
ROCKET COS INC COM CL A
#### SCKT
SOCKET MOBILE INC COM NEW
#### T
AT&T INC COM USD1
#### THCB
TUSCAN HLDGS CORP COM
#### THMO
THERMOGENESIS HLDGS INC COM
#### TSM
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
#### VVPR
VIVOPOWER INTERNATIONAL PLC COM USD0.012
#### WFDAX
WELLS FARGO DISCOVERY FD CL A
#### WKHS
WORKHORSE GROUP INC COM NEW
#### XL
XL FLEET CORP COM CL A
#### XOM
EXXON MOBIL CORP
## ROTH IRA
#### CLA
COLONNADE ACQUISITION CORP COM USD0.0001 CL A
#### CORR
CORENERGY INFRASTRUCTURE TR IN COM NEW
#### FE
FIRSTENERGY CORP COM USD0.10
#### FLCSX
FIDELITY LARGE CAP STOCK
#### FVRR
FIVERR INTERNATIONAL LTD COM NPV
#### FXAIX
FIDELITY 500 INDEX FUND
#### FZROX
FIDELITY ZERO TOTAL MARKET INDEX
#### GTLOX
GLENMEDE LARGE CAP CORE
#### IVR
INVESCO MORTGAGE CAPITAL INC
#### MMEDF
MIND MEDICINE (MINDMED) INC SUBORDINATE VOTING SHARES ISIN #CA60255C1095 SEDOL #BLLZKY4
#### NIO
NIO INC SPON ADS EACH REP 1 ORD SHS CLASS A
#### NMM
NAVIOS MARITIME PARTNERS L.P. COM UNITS REP LTD PTN INT(POST REV SPLT)
#### ODT
ODONATE THERAPEUTICS INC COM
#### OPEN
OPENDOOR TECHNOLOGIES INC COM
#### PARWX
PARNASSUS ENDEAVOR FUND
#### PBF
PBF ENERGY INC COM USD0.001
#### PSX
PHILLIPS 66 COM
#### VLDR
VELODYNE LIDAR INC COM
#### VLO
| 11 |
bethsiebs
| 1,609,209,308 |
3m
|
stocks
|
https://www.reddit.com/r/stocks/comments/km54om/tell_me_23_stocks_i_should_sell/
|
kiyfwx
|
ggtqefg
|
Wow, great insight! I may try and pick up some shares
| 6 |
SirPrecision
| 1,608,752,218 |
$PFMT Performant Financial: Boring Business but a Diamond in the Rough
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Disclaimer: I originally posted this in r/securityanalysis (Link: [https://www.reddit.com/r/SecurityAnalysis/comments/ki8z2q/pfmt\_performant\_financial\_boring\_business\_but\_a/](https://www.reddit.com/r/SecurityAnalysis/comments/ki8z2q/pfmt_performant_financial_boring_business_but_a/)) yesterday and received some responses. I am reposting it here to a bigger audience, with an added section to respond to some of the questions I received. I am hoping that by reposting on here, we can get more a discussion. I am not too familiar with reddit as I typically post on smaller value investing forums, and it is first time posting there. I plan to long in this company as I see the long term position of the company's growth in the health care sector. This is a minor position (5%) in what is a concentrated (10-15 company) portfolio.
**PFMT- Performant FinancialOverview:**PFMT is a technology-based provider of audit, recovery, payment accuracy, coordination of benefits (COB), and outsource services in the United States. PFMT analyze claims, identify, prevent and correct inaccurate payments. Using their proprietary analytics platform and industry expertise, PFMT aim to reduce losses on billions of dollars worth of improper healthcare payments, state/federal/and treasury tax delinquencies, defaulted student loans and other receivables. Primary customers include government commercial health plans, CMS, Blues plans, regional Insurers, private/commercial programs, etc that operate in complex and highly regulated environments that rely on PFMT's innovative and disruptive approach. Revenue is generated based on a percentage of validated recoveries for clients. Contracts are negotiated on case by case basis, fees may range from 10-30% of recoveries and the duration of contracts may last 3-5+ years. These are high margin, recurring revenue contracts, expected to provide multiple years of prolonged double digit growth.This is not a sexy business, quite boring in fact. However, a good investment should be boring. Hopefully you will also appreciate the new path management has coursed, and see the potential upside in this turnaround story.Historically, PFMT was known for its legacy business as a collection agency for student loans, federal/state tax delinquencies and other receivables. Since the taking over of student loan originations by the Federal government a decade ago, PFMTs student loan collections have seen a diminishing contribution to revenues over time. Currently, the student loans collection business accounts for about 22% of revenues. While "Other" legacy collections still account for about 26% of revenues. Growth in Other legacy collections has remained relatively flat over the years. A smaller business segment derives marginal revenues from first party call centers and licensing of hosted technology solutions to clients. ***The diamond in the rough refers to PFMT's up-and-coming*** ***healthcare*** ***business segment***, composed of claims auditing and eligibility reviews. After seeing losses in 2018/19 due to high ramp up costs and standard implementation time lags, this segment appears to be set for robust growth going forward. Management has been clear that from 2017-2019, adjusted EBITDA has witnessed a slowdown to reflect a period of transformation in the company to establish itself in the Healthcare space. Management has confidently reiterated their belief in successfully reaching a 2021 goal of achieving $200M revenue with 20% EBITDA margins, with double digit growth continuing for years to come.
**Covid-19 Impact:**This year was shaping up to be a strong year for PFMT, as Q1 showed promising results that validated the new trajectory of the company. Unfortunately, Q2 and Q3 were impacted by the public health emergency related to Covid-19. The CARES act brought changes that affected the student loans collection segment. Student loan payments, interest accrual and involuntary collection of payments (wage garnishments) were originally suspended till September 30, 2020 but were extended till December 31, 2020. However, PFMT continued to generate student loan revenue for a number of months from existing in-process borrow rehabilitation agreements. Another impact of Covid came from existing healthcare audit customers that requested a short-term pause on PFMT activities. Mgmt has indicated these pauses have largely ended during the third quarter. To mitigate the impact of this temporary slowdown, mgmt had furloughed more than 500 employees which could result in savings of about $18 million. The company is now aggressively ramping up efforts (including hiring/recruiting). Mgmt anticipates the ramp up efforts to be properly reflected in revenue by Q1 of 2021.
**Healthcare Business:**The healthcare platform has finally reached scale, accounting for the largest (and continually growing) contribution to PFMTs revenue. In Q3, the healthcare business generated $17.6M in revenue (48.5% of total revenues (refer to Figure 1 below to view a cut out from the latest 10-k)). That is a 20.5% increase on sequential basis and a 63% increase from the same period last year. Please refer to figure 2 below, to see the change in healthcare revenues over time. This segment will continue to grow as Mgmt has made it clear this will be a main focus for the company. Soon healthcare will be the primary source of revenue (50%++), leading to a market multiple re-rate.Healthcare revenues over last 11 quarters:
Q3 2020= $17.6MQ2 2020= $14.6MQ1 2020= $17.5MQ4 2019=$14.3MQ3 2019= $10.8MQ2 2019= $9.3MQ1 2019= $9MQ4 2018= $9.9MQ3 2018= $6.6MQ2 2018= $6.1MQ1 2018= $3.5M
\[Figure 1: Q3 Financial Highlight\]([https://imgur.com/a/WlqPLjZ](https://imgur.com/a/WlqPLjZ))
\[Figure 2: PFMT Healthcare Revenues\]([https://imgur.com/a/W1OtGXu](https://imgur.com/a/W1OtGXu))
**Macro:**The macro environment indicates there should be tailwinds for the audit, recovery, payment accuracy and coordination of benefits outsourcing business solutions PFMT provides. According to the CMS, national healthcare expenditures are forecast to grow at 5.4% CAGR for the next 8 years. Reaching $6.8T by 2028. Despite efforts to reduce the amount of improper payments, error rates in the industry range from 6% in commercial to 14.9% in government plans. Healthcare spending growth is driven primarily by a combination of increasing enrollment and cost inflation. Given the current unemployment environment, we are witnessing a spike in Medicaid enrollment, which should continue to benefit the business via rising utilization and claims volumes. It is useful to note that there can be a lag of several months between Medicaid eligibility and resulting claims volumes. This indicates that a majority of the benefits from the current environment are still to come. Also, as private organizations and state governments are struggling with lower revenues and budget deficits, this could create an increased focus on cost containment strategies where PFMT could play a supporting function. PFMT mgmt sees a $200B+ healthcare TAM growing annually.**Competitors:**PFMT differentiates itself with its proprietary technology and customizable approach to each of their customers' needs. The space is mostly dominated by large, slow moving players, that lack flexibility and uniqueness in their approach. Major competitors include HMS Holdings Corp (HMSY-US, \~\~$3B mkt cap) and Cotiviti (acquired in mid-2018 for $4.9B). Contracts in this industry are limited, take time to implement and can last years. PFMT continues to build a moat around it's business by consistently winning, maintaining and being awarded new contracts. An example includes being re-awarded CMS recovery Audit Region 1 and being awarded the newly created Region 5. Thus, successfully showcasing PFMTs superior product and path to success in this space. PFMTs will continue to encroach on incumbents' healthcare market share as the market begins to realize the superiority of their technology and approach. Refer to Figure 3, below, for an image taken form the CMS website showing the audit region relative to competition. Figure 4 may help to visualize the healthcare insurance payment cycle, and where PFMT may offer value.**Debt:**On Aug 2017, PFMT entered a credit agreement with an existing shareholder and customer, ECMC. As of September 30, 2020 PFMT has about $62M loan outstanding under this credit agreement. ECMC has been able to accumulate about 5.8M warrants in PFMT as part of the agreement (about 10% of outstanding shares) all at an average exercise price of $1.95. The effective interest rate was about 13.9% in the 1H 2020. The loan is classified as a current liability, with maturity in August 2021. However, PFMT has two one-year options to extend maturity.PFMT currently (as of Sept 30,2020) has about $17.3M cash and equivalents on hand and is entering a period of FCF generation.The current low interest rate environment offers low hanging fruit for companies looking to refinance their loans at a lower rate. Reducing their loan rate to 5-8% could save up to $5.5M in annual interest expense.**Timing/Technicals:**As the calendar approached their earnings announcement date (Nov 11), PFMT stock was trading around recent highs of $2. The stock started selling off aggressively into the earnings and significantly further following earnings (despite a very positive release). The selling pressure appears to have been caused by portfolio management layoffs at Invesco, a top holder. Public disclosure of these layoffs coincides with timing of initial selloff, and a recent 13G filing confirms the exited position. This should quell any fears holders and followers of this stock may have had, as the selling was not based on fundamental flaws in the company or a new short thesis. Invesco owned about 18% of PFMT. Following the recent pressure, it appears the stock is in extremely oversold territory. Since their exit, the average volume profile of the stock has improved significantly, making accumulating a position easier for both retail and institutional demand.**Valuation:**The timing of Covid partially contributes to why the market overlooked this stock, as Q2 and Q3 earnings were impacted. To establish a fair EBITDA estimation for 2020, we will use Q1 results with a conservative bias. Q1 is most appropriate because it will give us the clearest picture of how the company was performing prior to the temporary impacts of Covid. Using Q1, EBITDA was $6.4M (after deducting stock compensation). Annualizing that amount will give us an EBITDA run rate of $25.6M. This is a conservative measure because we do not account for the impact of any potential interest rate savings or growth in the healthcare segment. Next we need to establish the enterprise value (EV= debt + mkt cap - cash). Which we use to calculate EV/EBITDA. Calculation below.EBITDA= $25.6MEnterprise Value (EV)= $62M (debt) + $41 (mkt cap) -$17.3M (Cash) = $85.7 MEV/EBITDA= 3.3XFully diluted share count of 59.7M o/s
Now lets take a look at some Healthcare IT comparables. The first 7 are general comps, the bottom 3 are the most similar comps to PFMT. To clarify, HMSY is currently publicly trading and is a direct competitor to PFMT. In December 2019, HMSY acquired Accent (a coordination of benefits/payments accuracy unit of Intrado focused on commercial and Medicare Advantage payers) for $155M. Accent had generated about $50M of revenue during the 12 months ending october 2019 (vs PFMTs $150M revenues in 2019). Based on the transaction price, HMSY paid an estimated 11-12X EV/Ebitda on a TTM basis. COTV was acquired and taken private in 2018, it continues to be a direct competitor with PFMT. COTV operated in payment integrity and was acquired for $4.9B in mid 2018, an estimated EV/EBITDA multiple of 14-15X based on consensus 2019 estimates. Also, keep in mind that the average EV/EBITDA for S&P companies in 2020 is about 14.5X.Healthcare IT Peer Trading Comp Table Mkt Cap SHARES O/S EV EV/EBITDA
HMSY 2,793 88.6M 3,021 16.8XCHNG 5,581 304.5M 10,237 11.2XACN 173,423 661.1M 171,554 19XADS 3,466 49.6M 24,047 30.3XHQY 5,013 77M 5,803 27.2XIQV 34,135 191.7M 45,733 19.5XCERN 23,727 306.6M 24,167 14X
Average: 19.7X
PFMT 40.5 59.7M 86 3.3X(fully diluted)
Most Similar Comps:COTV 4,900 (2019 est) 14.5XAccess 155 (Acquired by HMSY in 2019) 11-12XHMSY 2,793 88.6M 3,021 16.8X
Average: 14.3X\[Table 2\]([https://imgur.com/a/MP4yZgi](https://imgur.com/a/MP4yZgi))
The market still largely views PFMT as a declining student loans collections firm. Yet growing beneath the surface is an attractive healthcare business. As this segment continues to grow the market will recognize the high quality recurring revenue, ability to scale, and increasingly healthcare-focused pure-play as a catalyst for a multiple rerate. Now using the comps above, I will provide 3 scenarios (best, base, worst case scenario) applying a discount to conservatively account for the micro-cap nature and higher leverage of PFMT.In the best case scenario, we apply a 14X EV/EBTDA ratio (rounded down from the most similar comparable peer average of 14.3X) which, on a fully diluted share basis, lead to a current price per share of $6.In the base case scenario, we take a couple of notches off the closest peer average and apply a 12X EV/EBITDA ratio. Resulting in a current target price of $5.15/shareIn the worst case scenario, we further take off two more notches from the most similar peer average to apply a 10X EV/EBITDA ratio. Resulting in a price of $4.29/share.Also, considering the existing ownership of the company. Parthenon investors, Prescott Group, Mill Road Capital are all large shareholders. It is not unreasonable to think that they pursue a more aggressive activist role in the company and set it up for sale at a premium. It is also possible that competitors recognize the massive discount of this up-and-coming threat, and decide to acquire PFMT before other market participants drive up the price making such a strategic acquisition far more expensive. All of which offer upside to existing shareholders.As we approach future quarters and results continue to support this positive narrative we should start to see investor appetite pick up for this name. Average daily volumes have quadrupled since Invesco's recent exiting has added to the freely trading shares, improving the liquidity profile of PFMT. These signals will start appearing on investor screens as they (professional small cap investors, value investors, quant investors, generalists, hedge funds, etc) look for new ideas. There is virtually zero sell-side coverage of this stock at the moment, this will likely change in the future. **Accumulating a position now, presents an opportunity for entry at basement level prices in a stock that has the potential to provide 500-700% upside.**
*Thank you for taking the time to read my idea. Full disclosure, I am long PFMT. Feedback and criticism of this idea are encouraged. Always do your own due diligence. Ive included the sources used for this analysis in the links below.*\[***Figure 3.:*** *CMS RACs per region\](*[*https://imgur.com/a/YWlHANZ*](https://imgur.com/a/YWlHANZ)*)*
\[***Figure 4:*** *Healthcare insurance payments explained\](*[*https://imgur.com/a/sbrh5pZ*](https://imgur.com/a/sbrh5pZ)*)Claim Submissions (Steps 1 + 2): After treating a patient, the healthcare provider submits a claim for reimbursement to the health insurer. The claim will include information on the diagnosis and treatment/procedureClaim Adjudication (Step 3): The health plan conducts administrative checks (eg. validates provider information and patient eligibility/ coverage) and prices the claim using the providers contract/ fee schedule.Pre-payment Review (Step 4): The payor will leverage internal tools, followed by third party/outsourced solutions (ie. PFMT offerings) to conduct payment accuracy analysis prior to payment. Errors (discrepancies between the submitted claim and the payors payment policies) are identified and corrected.Claim Payment (Step 5 + 6): The health plan will reimburse the provider for the patient care and services renderedPost-payment review (Step 7): The payor will again use internal tools, followed by third party solutions (PFMT) to evaluate prior payments with additional information that has become available (eg. clinical reviews). Payors will correct*
**Part 2:**
$PFMT hit $1 by EOD yesterday, as much as I would like to think that the prior write-up was a catalyst for PFMTs recent performance, it is more likely driven by some significant and recent industry developments. This will be a short follow up summarizing the recent event and why I think it is important to the underlying thesis. Also, I will try to respond to the some of the questions received last night. Thank you to all who have engaged me. Hopefully we can continue this constructive dialogue around this investment idea.
On Monday morning (Dec 21), HMSY (a direct competitor of PFMT) announced it had agreed to be acquired by Gainwell Technologies for $3.4B. Gainwell is owned by the private equity firm Veritas Capital. In March 2020, DXC Technologies announced the sale of their Government Healthcare business segment for $5B in cash to Veritas which renamed this new segment: Gainwell Technologies. Prior to acquiring this segment from DXC, this healthcare business was generating $1.5B in annual revenues, growing double digits year over year with 20% margins (inline with industry standard and PFMTs 2021 margin goal). The transaction values HMSY at 16-17X forward 2021 EV/EBITDA. From what I gather, this is above most consensus estimates but still seems to be a fair price. A reminder that Veritas also acquired Cotiviti (COTV) in 2018 at a slightly lower valuation of 14-16X EV/EBITDA. The willingness to pay a premium relative to their COTV recent transaction indicates growing opportunity in the space.
Veritas intends on breaking up the various HMSY segments and redistributing them among its portfolio companies COTV and Gainwell. COTV will take on the payment integrity and population health management business while Gainwell will take on the Medicade, Coordination of benefits/third party liability services business. Strategically, Veritas is able to secure HMSY's valuable set of data assets in the Medicaid market, and gaining exposure to the potentially higher EBITDA in 2021 due to the positive recent Medicaid enrollment trend. However, HMSY has been under pressure for failing to deliver predictable results and underperformance in some segments (particularly their population health management business). This inherent volatility in the revenue model is a burden on these companies (including PFMT) as it masks longer term growth and margin expansion potential.
Though FTC concerns don’t appear to be an issue. It is uncertain to me what this new Veritas combination will mean for their Medicare RAC regions. As HMSY has one region and COTV has two. I believe there is a program limit of two regions per vendor. This could prove to be an obstacle for the new entity. Also the inherent culture clash in executing large mergers typically leads to significant employee turnover and loss of talent. In such a niche industry, I would imagine the labor market is tight and any brain drain could hurt the new entity. In fact, a basic linkedin search of these companies indicates a recent influx of talent from large competitors into PFMT. If industry incumbents, particularly experienced sales people, are realizing PFMT has a superior platform relative to the large slow moving competition then this should be another positive signal reinforcing PFMTs trajectory. Discount this as anecdotal investigative evidence but I think it has merit.
The continuing theme of consolidation in this particular area of Healthcare IT highlights the large market opportunity across cost-containment and solutions services.
Recent transactions:
Access acquired by HMSY in 2018 at 11-12X EV/EBITDA
DXC HC segment acquired by Veritas/Gainwell
COTV acquired by Veritas at 14-15X
HMSY acquired by Veritas at 16-17X
​
This all bodes well for PFMT, as it solidifies my view that this turnaround story is not being valued as an appropriate comp to its peers. If TODAY the market determines that HMSY is worth 16-17X EV/EBITDA, this supports my Base and Best Case Scenario of valuing PFMT using a 12X ($5.15/share) and 14X ($6/share) multiple, respectively (accounting for microcap nature and leverage by reducing the multiple by a few notches). The recent price improvement in PFMT appears to be driven by a recognition of PFMT being undervalued on a comparable basis. Volumes have improved in the last few sessions but the stock is still extremely undervalued. Likely some retail investors accumulating entry positions. Imagine if a small fund of $100 AUM identifies this stock as an ideal investment, decides to initiate a small 200 basis point position. It would require 2-3M shares. The stock was up 20% today after trading only 1M shares, accumulating supply for a single fund position will require a significant movement in price. Given the current valuation, this opportunity could soon hit the radar screens of multiple funds. The recent string of transactions will continue to attract attention to this space. Sooner or later someone will start kicking the tires on PFMT...
Responses to recent questions and comments:
1. Is it possible that customers build/improve their internal tools to the point where they become threats to PFMT?
Good question. Customers may marginally improve their ability to audit claims internally but not to the point of being a threat. It's important to understand that the solutions/services offered by PFMT, HMSY, COTV, etc require technology- heavy platforms that require significant amount of resources (financial and intellectual) to develop, once developed there are minimal incremental costs for higher volumes. These types of commitments are not usually within the realm of possibilities among the customer base. The ever-changing complexity around these types of industries makes in-house billing departments ill-equipped to maximize value relative to specialists like PFMT. An example to illustrate such complexity would be the ongoing changes in the International Classification of Disease codes (ICD). When the WHO decided to change the medical classification codes of ICD9 to ICD10, it increased the number of procedure codes from 13,000 to 68,000. This is just one example of the type of nuance that will always provide opportunity for specialist support from a PFMT.
2. Terms of the credit agreement and Why hasn’t management refinanced the Debt?
For anyone eager to learn more about the terms of the Credit Agreement, i would advise you read the latest 10k (link posted in my original report). The 10-k is helpful in clearly outlining all details.
I think management is working towards refinancing the debt. But these are not things that can be negotiated or arranged immediately. It is possible that management wants/needs to have a certain number of consistent quarter over quarter improvement before they can renegotiate terms. In the current interest rate environment and following their recent turnaround progress, this low hanging fruit should be picked soon enough.
​
3. Divesting legacy business?
I would not be surprised to see parts of the legacy business sold off as the focus turns toward the growing health care business. I will continue monitoring management discussion on next earnings call for any evidence to support this.
​
4. PFMT is transitioning to focus on its healthcare business.
Some commentators have referred to PFMT as a pure-play student loans collection firm which would be a false description. Student loans do not account for a majority of their revenues and management has made it clear their focus has changed towards a constantly growing healthcare industry.
​
5. Comparables mentioned are 100X larger than PFMT, why is that a fair comparison?
This is a reasonable observation. The answer to which is a function of numerous factors. The current market cap is significantly depressed as the popularity contest that IS the stock market is not identifying the value of this name. The stock was depressed further as a large holder just sold their 18% position, pushing the price near all-time lows. The huge gap in public market valuation is one of the reasons why this is a table pounding buy in my opinion. As this gap closes the difference in market cap will seem more acceptable.
Also, despite being small, the fact that PFMT is able to compete on the same level with these giants is a testament to its superior product and team: evidenced by their ability to secure two Medicare RAC region contracts (competing directly with COTV and HMSY), among other contacts won from incumbents.
6. What is the moat/"secret sauce"?
I am not a software engineer, nor do I have inner workings into PFMT's technology. Based on publicly available information, I can speculate that PFMT's disruptive technology refers its ability to differentiate itself over the competition. Competitors have been using a "one-size-fits-all approach" to their customers. PFMT uses their proprietary software to scrape data and yield higher rates of potential recoverable claims. Their solutions are more client-centric than the competition. As a smaller player they can be nimble, providing customized solutions to fulfill each client’s needs. For this reason they continue to be rewarded with new contracts taken from large incumbents. See the recent presentations (on their website) for quantitative case study examples.
These contracts are difficult to win, have long term time horizons. The technology to service customers is unique and initially capital intensive to establish. Barriers to entry are significant.
**Sources:**[https://www.performantcorp.com/investors/events-and-presentations/default.aspx](https://www.performantcorp.com/investors/events-and-presentations/default.aspx)[https://www.sec.gov/cgi-bin/browse-edgar?CIK=1550695&owner=exclude](https://www.sec.gov/cgi-bin/browse-edgar?CIK=1550695&owner=exclude)[https://www.cms.gov/Research-Statistics-Data-and-Systems/Monitoring-Programs/Medicare-FFS-Compliance-Programs/Recovery-Audit-Program](https://www.cms.gov/Research-Statistics-Data-and-Systems/Monitoring-Programs/Medicare-FFS-Compliance-Programs/Recovery-Audit-Program)[https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/NationalHealthExpendData/NationalHealthAccountsHistorical](https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/NationalHealthExpendData/NationalHealthAccountsHistorical)
| 21 |
EducationalOlive0
| 1,608,748,294 |
3m
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stocks
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https://www.reddit.com/r/stocks/comments/kiyfwx/pfmt_performant_financial_boring_business_but_a/
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