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AA

+10 pts



Bringing the Aluminum Industry into the Future

By mooreideas on Aug. 18, 2022, 12:26 p.m.
Tagged topics: analyst checks , deep dive

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

+33 pts



$SPLK Splunk Cloud Gaining Momentum, Rapidly Evolving Competitive Landscape On the Security Analytics Side

By cassie on Aug. 17, 2022, 4:13 p.m.
Tagged topics: analyst checks

Views: 8, Votes: 4, Responses: 0, Attachments: 1
PTON

+33 pts



Survey Says… The Future of Fitness Is Hybrid

By mooreideas on Aug. 17, 2022, 1:18 p.m.
Tagged topics: analyst checks

Views: 34, Votes: 3, Responses: 0, Attachments: 1
US Macro

+35 pts



GS Supply Chain Congestion Scale: Aug 15th; Bottleneck Scale Drops Back to '5' As Container Ship Backlogs Ease

By ethonomics on Aug. 16, 2022, 3:36 p.m.
Tagged topics: analyst checks , supply chain constraints

Views: 15, Votes: 4, Responses: 0, Attachments: 1
Power

+39 pts



American Current - Weather, Covid, and Gas Pull

By ethonomics on Aug. 16, 2022, 3:29 p.m.
Tagged topics: analyst checks

Views: 24, Votes: 6, Responses: 0, Attachments: 1
BABA , China

+32 pts



Online Shopping Trends in July

By josiebe on Aug. 15, 2022, 2:30 p.m.
Tagged topics: analyst checks , online shopping

Views: 7, Votes: 3, Responses: 0, Attachments: 1
WMT

+33 pts



$WMT Why Margin Pressure May Be Temporary

By mooreideas on Aug. 12, 2022, 11:57 a.m.
Tagged topics: analyst checks

Views: 13, Votes: 4, Responses: 0, Attachments: 1
EVO

+47 pts



Reviewing B2B valuations - Mind the Gap (as requested)

By junkfoodlover on Aug. 10, 2022, 5:11 p.m.
Tagged topics: analyst checks

Views: 30, Votes: 6, Responses: 0, Attachments: 2
AKAM

+31 pts



$AKAM: No Surprise, International Hurt, Traffic Volumes Slow, Margins Pressured

By josiebe on Aug. 10, 2022, 5 p.m.
Tagged topics: analyst checks

Views: 14, Votes: 2, Responses: 0, Attachments: 1
PLTR

+32 pts



$PLTR 10-Q Recap: Updated SPAC TRACker, More Limited Disclosures

By realjoe on Aug. 10, 2022, 1:03 p.m.
Tagged topics: analyst checks

Views: 7, Votes: 2, Responses: 0, Attachments: 1
NFLX

+35 pts



$NFLX Trending, 8/9/22: Focus on Ad Tier & Paid Sharing Into '23, Modest 2H Sub Growth But Meaningful FCF in '22

By realjoe on Aug. 10, 2022, 12:59 p.m.
Tagged topics: analyst checks

Views: 22, Votes: 3, Responses: 0, Attachments: 1
NKE , ADS , PUM , UAA

+33 pts



The Boat Race Is On! Mgmt Follow-Up Takes Across The Space & Global Inventory Review

By realjoe on Aug. 10, 2022, 12:47 p.m.
Tagged topics: analyst checks

Views: 7, Votes: 4, Responses: 0, Attachments: 1
W

+31 pts



$W Trends at Wayfair Likely to Stay Soft, N-T

By josiebe on Aug. 9, 2022, 12:17 p.m.
Tagged topics: analyst checks

Views: 3, Votes: 2, Responses: 0, Attachments: 1
STRATEGY

+20 pts



The recent equity rally is unsustainable, given that market is ahead of itself in terms of pricing in a Fed pivot. Hence, a sensible strategy...

By ntanminchen on Aug. 8, 2022, 8:04 p.m.
Tagged topics: analyst checks

Views: 26, Votes: 10, Responses: 0, Attachments: 0
TSLA

+33 pts



$TSLA Visiting the Fremont cybernetic collective

By cassie on Aug. 8, 2022, 12:43 p.m.
Tagged topics: analyst checks

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

+36 pts



Signals, Flows & Key Data

By mooreideas on Aug. 8, 2022, 12:18 p.m.
Tagged topics: analyst checks

Views: 17, Votes: 3, Responses: 1, Attachments: 1
Credit Strategy

+10 pts



The recent rally in IG/HY (i.e., the spreads compression) does not signal an inflection point. The combined effect from tighter monetary policy + slower growth...

By marschenntdeb729bd97b0413b on Aug. 5, 2022, 7:35 p.m.
Tagged topics: analyst checks

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Credit Strategy

+39 pts



Technicals vs. fundamentals

By ethonomics on Aug. 5, 2022, 5:05 p.m.
Tagged topics: analyst checks

Views: 23, Votes: 4, Responses: 1, Attachments: 1
Brazil

+34 pts



Brazil: Reassessing SOEs' risk/reward ahead of upcoming elections

By ethonomics on Aug. 5, 2022, 5:04 p.m.
Tagged topics: election year , analyst checks

Views: 16, Votes: 4, Responses: 0, Attachments: 1
AAPL , META

+40 pts



$AAPL to Compete with $META for Ad Revs

By realjoe on Aug. 5, 2022, 12:53 p.m.
Tagged topics: analyst checks , growing competition

Views: 66, Votes: 6, Responses: 0, Attachments: 1