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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
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
XYL , TT , ROK , PH , ETN , NVT

+31 pts



‘Electricity’ / ETN looking more vulnerable; NVT still cheap

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

Views: 6, Votes: 1, Responses: 0, Attachments: 2
AZEK , WMS , JELD

+31 pts



U.S. Homebuilding & Building Products: Price-Cost Tracker

By mooreideas on May 17, 2022, 4:46 p.m.
Tagged topics: analyst checks

Views: 5, Votes: 1, Responses: 0, Attachments: 1
PANW , FTNT , CHKP

+30 pts



$PANW $FTNT $CHKP - How sustainable is product growth? Likely longer than many expect.

By labjordan on May 17, 2022, 4:17 p.m.
Tagged topics: analyst checks , deep dive

Views: 98, Votes: 1, Responses: 0, Attachments: 1
CRWD , S , PANW , ZS

+33 pts



Partners on CRWD, S, PANW and ZS Demand Ahead of 1Q Earnings

By labjordan on May 17, 2022, 4:12 p.m.
Tagged topics: analyst checks

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

+1 pts



Here you go https://street-guru.com/opinion/rklb_rklb-space-systems-margin-improvement-a-watch-item-launch-business-continuing-to-scale-as-requested_20220517_39/...

By labjordan on May 17, 2022, 4:11 p.m.
Tagged topics: analyst checks

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

+31 pts



$PLTR Updated SPAC TRACker, One Terminated Deal, Fewer Disclosures

By junkfoodlover on May 17, 2022, 10:34 a.m.
Tagged topics: analyst checks

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

+31 pts



Plugged-in EV Data Monthly: A Disrupted April; Penetration +730 bps Yr/Yr

By josiebe on May 17, 2022, 10:20 a.m.
Tagged topics: analyst checks

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

+31 pts



Europe/China Drive First Negative Reading in Six Months

By josiebe on May 17, 2022, 10:19 a.m.
Tagged topics: analyst checks , recession risk

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

+2 pts



Looking for reports on $NASDAQ:RKLB*

By Thorndyke on May 17, 2022, 8:05 a.m.
Tagged topics: analyst checks

Views: 6, Votes: 1, Responses: 1, Attachments: 0
AMZN , GOOGL , MSFT , CRWD , PANW

+10 pts



Microsoft was 240 within the last 3 months apple was 130 in the last 3 months. They are just slightly down from all time highs...

By wineced142@azteen.com on May 16, 2022, 7:02 p.m.
Tagged topics: analyst checks

Views: 2, Votes: 1, Responses: 0, Attachments: 0
ALLY , AXP , BFH , COF , SYF , SBNY

+32 pts



Retail deposit rates move up more broadly among online banks; deposit balances fall among domestic banks

By ethonomics on May 16, 2022, 5:34 p.m.
Tagged topics: analyst checks

Views: 7, Votes: 2, Responses: 0, Attachments: 1
BBWI , TGT , ULTA , GO , LTH , MCW , EYE

+32 pts



Updating our Beauty Trackers for 1Q22; Channel checks; Key takeaways from IR/Mgmt. conversations

By ethonomics on May 16, 2022, 5:32 p.m.
Tagged topics: analyst checks

Views: 10, Votes: 2, Responses: 0, Attachments: 1
COIN , Cryptocurrency

+34 pts



Americas Payment Technology: Thoughts on recent headlines around COIN's 10-Q disclosures and Terra/Luna failure

By ethonomics on May 16, 2022, 5:30 p.m.
Tagged topics: analyst checks , Luna

Views: 9, Votes: 3, Responses: 0, Attachments: 1
MSFT , GOOGL , AMZN , PANW , CRWD

+40 pts



Cloud Tracker - Indicating Healthy Demand in 2022

By junkfoodlover on May 16, 2022, 3:04 p.m.
Tagged topics: analyst checks

Views: 22, Votes: 2, Responses: 1, Attachments: 1
WMT , AMZN

+33 pts



$WMT - checks indicate Walmart+ subscription seeing strong renewal rates, and skew younger & higher income

By puckerman17 on May 16, 2022, 1:26 p.m.
Tagged topics: analyst checks

Views: 81, Votes: 2, Responses: 0, Attachments: 1
MCHI

+30 pts



China loan growth misses estimates

By KHUN on May 15, 2022, 6:41 a.m.
Tagged topics: analyst checks

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

+35 pts



Supply chain pressure to persist through 2022, leading to permanent changes in trade

By KHUN on May 15, 2022, 6:39 a.m.
Tagged topics: analyst checks

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

+33 pts



THE DAY AHEAD : 22.05.16

By KHUN on May 15, 2022, 6:34 a.m.
Tagged topics: analyst checks

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