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STRATEGY

+30 pts



Thought of the Day Extrapolating the recent past

By RayHold on May 18, 2022, 1:56 a.m.
Tagged topics: analyst checks

Views: 2, Votes: 1, Responses: 0, Attachments: 0
NARI

+30 pts



Inari-Amertron Bhd Portfolio diversification still on track

By jocheah5s1 on May 18, 2022, 1:30 a.m.
Tagged topics: Malaysia

Views: 2, Votes: 1, Responses: 0, Attachments: 1
SMR

+31 pts



Stanmore Resources Transformational met coal leverage

By jocheah5s1 on May 18, 2022, 1:29 a.m.
Tagged topics: coal

Views: 3, Votes: 1, Responses: 0, Attachments: 1
MVF

+30 pts



Monash IVF Entering the WA market

By jocheah5s1 on May 18, 2022, 1:27 a.m.
Tagged topics: Medical

Views: 1, Votes: 1, Responses: 0, Attachments: 1
STRATEGY

+30 pts



Strategy, Accounting, and Sustainability Hardly any Invincibles left

By jocheah5s1 on May 18, 2022, 1:24 a.m.
Tagged topics: UK

Views: 1, Votes: 1, Responses: 0, Attachments: 1
TGA

+32 pts



Thungela* Energy crisis prompts value upgrades

By jocheah5s1 on May 18, 2022, 1:23 a.m.
Tagged topics: UK

Views: 5, Votes: 2, Responses: 0, Attachments: 1
GLEN

+33 pts



Glencore Pick your thematic

By jocheah5s1 on May 18, 2022, 1:21 a.m.
Tagged topics: mining , UK

Views: 6, Votes: 3, Responses: 0, Attachments: 1
UK

+33 pts



Commodity priceDECK Long-term energy prices, revised

By jocheah5s1 on May 18, 2022, 1:19 a.m.
Tagged topics: energy sector , oil price

Views: 6, Votes: 3, Responses: 0, Attachments: 1
WMT

+30 pts



May 18: WALMART INC. (WMT-NYSE) Reaffirm Outperform; Reducing Estimates on Margin Pressure; Price Target to $150

By jocheah5s1 on May 18, 2022, 1:02 a.m.
Tagged topics: US

Views: 3, Votes: 1, Responses: 0, Attachments: 1
DOCS

+30 pts



DOXIMITY, INC. (DOCS-NYSE) Success Isn't Measured on "Spring Break" - Secular Growth Will Trump Seasonality

By jocheah5s1 on May 18, 2022, 1:01 a.m.
Tagged topics: application software

Views: 1, Votes: 1, Responses: 0, Attachments: 1
Software

+30 pts



ALTERYX, INC. (AYX-NYSE): Clouds in View at a Mile High; Early User Conference Takeaways

By jocheah5s1 on May 18, 2022, 1 a.m.
Tagged topics: infrastructure software

Views: 2, Votes: 1, Responses: 0, Attachments: 1
inflation

+30 pts



Reported Inflation Stays Hotter Than Expected, But Bond Market Seems Appeased for Now, as SMID Cap P/Es Hover at 20 Year Lows

By jocheah5s1 on May 18, 2022, 12:56 a.m.
Tagged topics: inflation , US

Views: 1, Votes: 1, Responses: 0, Attachments: 1
STRATEGY

+30 pts



Fatter and flatter — better asymmetry but mixed macro momentum

By ethonomics on May 17, 2022, 5:29 p.m.
Tagged topics: deep dive , stagflation , risk appetite

Views: 7, Votes: 1, Responses: 0, Attachments: 1
KKR , CG , BAM , APO , ARES , BX

+33 pts



Alternatives valuation conundrum: P/E's imply big macro risks... results and outlooks suggest otherwise

By ethonomics on May 17, 2022, 5:27 p.m.
Tagged topics: analyst checks

Views: 10, Votes: 2, Responses: 0, Attachments: 1
STRATEGY

+31 pts



Finding shelter in scarcity

By ethonomics on May 17, 2022, 5:23 p.m.
Tagged topics: deep dive , inflation , commodities

Views: 10, Votes: 2, Responses: 0, Attachments: 1
ESG

+30 pts



The path to lower US emissions, and what can drive impact

By ethonomics on May 17, 2022, 5:21 p.m.
Tagged topics: green capex

Views: 3, Votes: 1, Responses: 0, Attachments: 1
Global Macro , Cryptocurrency

+31 pts



Further de-risking led by cryptocurrencies and retail favorite stocks

By ethonomics on May 17, 2022, 5:21 p.m.
Tagged topics: risk off environment

Views: 10, Votes: 2, Responses: 0, Attachments: 1
US Macro

+30 pts



Tighter Financial Conditions Imply Lower Fed Growth Forecasts

By ethonomics on May 17, 2022, 5:18 p.m.
Tagged topics: recession risk , soft landing

Views: 6, Votes: 1, Responses: 0, Attachments: 1
CSCO

+30 pts



$CSCO - risk-reward skewed to upside as investor price in too many worries

By scorpioduck on May 17, 2022, 5:07 p.m.
Tagged topics: earnings preview

Views: 62, Votes: 1, Responses: 0, Attachments: 1
SJM , CAG , HSY , LW , GIS , K , THS , MDLZ , OTLY , UTZ , KHC , SMPL , TWNK

+32 pts



U.S. Food - Like Ducks On Water

By mooreideas on May 17, 2022, 5:05 p.m.
Tagged topics: deep dive

Views: 8, Votes: 2, Responses: 0, Attachments: 1