Latest ideas and analyses related to deep dive

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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
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
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
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: 99, Votes: 1, Responses: 0, Attachments: 1
BABA , PDD , NTES

+31 pts



China Internet moving into Stage 2 earlier than expected; revisiting short and long-term fundamental outlook

By realjoe on May 16, 2022, 12:33 p.m.
Tagged topics: China , deep dive

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

+35 pts



JPM Global China Summit - Company Handbook

By realjoe on May 16, 2022, 12:03 p.m.
Tagged topics: deep dive

Views: 18, Votes: 2, Responses: 0, Attachments: 4
CRSP , ALLO , ARGX , SGEN

+36 pts



U.S. Small & Mid Cap Biotechnology CD70 Deep Dive

By mooreideas on May 13, 2022, 1:40 p.m.
Tagged topics: deep dive

Views: 12, Votes: 3, Responses: 0, Attachments: 1
BURL , ROST , TJX

+33 pts



The Math Behind OffPrice Outperformance in 2022

By mooreideas on May 13, 2022, 1:37 p.m.
Tagged topics: deep dive

Views: 8, Votes: 2, Responses: 0, Attachments: 1
STRATEGY , Asia Macro

+31 pts



Asia Quantamental Strategy: Cycle Investing – Elevated macro influence on markets, and how to escape them

By realjoe on May 13, 2022, 10:27 a.m.
Tagged topics: deep dive , cycle investing

Views: 6, Votes: 2, Responses: 0, Attachments: 1
LHX , TXT , TDG , SPR , LDOS , DAL

+40 pts



Top Picks in Aerospace & Defense

By junkfoodlover on May 12, 2022, 10:35 a.m.
Tagged topics: deep dive

Views: 10, Votes: 4, Responses: 0, Attachments: 1
Building Materials , India

+31 pts



Cement: Walking a Tightrope

By junkfoodlover on May 12, 2022, 10:28 a.m.
Tagged topics: deep dive , cement

Views: 4, Votes: 1, Responses: 0, Attachments: 1
Banks

+30 pts



Greek Banks - Value for all or forever undervalued? Mid-term positive on Greek banks, Eurobank top pick

By realjoe on May 10, 2022, 3:23 p.m.
Tagged topics: deep dive , Greek Banks

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

+33 pts



Growing borrower activity in ARMs as mortgage rates stay high

By ethonomics on May 6, 2022, 4:01 p.m.
Tagged topics: deep dive , mortgage rates

Views: 12, Votes: 3, Responses: 0, Attachments: 1
Commodities

+10 pts



Yeah I thought it was pretty useful, so glad to share it! I'm still deciding but at the moment, I think copper and nickel have...

By scorpioduck on May 6, 2022, 3:25 p.m.
Tagged topics: deep dive , base metals

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

+8 pts



Thanks for sharing! Very cool and very useful! What metal are you the most excited about? Copper seems well positioned over the cycle due to...

By realmomobags on May 6, 2022, 1:07 p.m.
Tagged topics: deep dive , base metals

Views: 4, Votes: 2, Responses: 1, Attachments: 0
Commodities

+6 pts



Base metals need to catch up to soft commodities Wheat, Soybeans, Corn all multi-year highs, or all-time highs...

By 12MeterYacht on May 6, 2022, 12:35 p.m.
Tagged topics: deep dive , base metals

Views: 2, Votes: 2, Responses: 0, Attachments: 0
Commodities

+60 pts



Commodities Strategy - Base Metals Primer

By scorpioduck on May 6, 2022, 11:39 a.m.
Tagged topics: deep dive , base metals

Views: 40, Votes: 8, Responses: 3, Attachments: 2
NU , XP , BPAC , MELI

+38 pts



Fintech dilemma 2.0: who has the most potential for disruption? Buy NU, XP, BPAC and MELI

By ethonomics on May 4, 2022, 2:01 p.m.
Tagged topics: deep dive , analyst top pick , fintech

Views: 120, Votes: 4, Responses: 0, Attachments: 1
NKE , AZEK , UBER , LYFT , AHT , HRI , URI , WM , GO

+42 pts



The evolution towards a Circular Economy

By ethonomics on May 4, 2022, 11:15 a.m.
Tagged topics: deep dive , Circular Economy

Views: 127, Votes: 5, Responses: 0, Attachments: 1
BLDR , FERG , AZEK , WMS , CNM , SWIM

+42 pts



Valuations for home builders won't trough until rates peak; prefer distributors over building product names for this rate hiking cycle

By realjoe on May 3, 2022, 11 a.m.
Tagged topics: deep dive

Views: 118, Votes: 6, Responses: 0, Attachments: 4