Latest ideas and analyses related to expectations reset

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SQ

+39 pts



$SQ - this round of resetting estimates should be the last shoe to drop

By labjordan on Dec. 10, 2021, 2:17 p.m.
Tagged topics: expectations reset

Views: 217, Votes: 5, Responses: 0, Attachments: 1
BYND

+39 pts



$BYND - expectations now reset to levels that may offer revenue upside, but risks to margin from competition, inflation, & supply chains will likely limit stock

By junkfoodlover on Nov. 11, 2021, 10:22 a.m.
Tagged topics: expectations reset , growing competition , supply chain constraints , earnings miss , food inflation

Views: 169, Votes: 5, Responses: 0, Attachments: 2
RKT

+33 pts



$RKT - with expectations lowered post Q1, Goldman suggests those comfortable with RKT's long-term investments could sees upside

By mooreideas on May 6, 2021, 11:09 a.m.
Tagged topics: expectations reset , long-term story , fintech , Goldman Sachs , earnings miss , Rocket Mortgage , home mortgages , rocket auto , Rocket Home

Views: 265, Votes: 2, Responses: 0, Attachments: 3
PTON , AFRM

+41 pts



thanks

By tokyotwin on Feb. 15, 2021, 11:37 p.m.
Tagged topics: expectations reset , earnings results , fintech , Morgan Stanley , buy now pay later

Views: 1, Votes: 2, Responses: 0, Attachments: 0
PTON , AFRM

+41 pts



Thanks

By ekmokaya on Feb. 14, 2021, 9:09 a.m.
Tagged topics: expectations reset , earnings results , fintech , Morgan Stanley , buy now pay later

Views: 1, Votes: 2, Responses: 0, Attachments: 0
PTON , AFRM

+44 pts



thanks

By tokyotwin on Feb. 12, 2021, 5:08 p.m.
Tagged topics: expectations reset , earnings results , fintech , Morgan Stanley , buy now pay later

Views: 4, Votes: 2, Responses: 0, Attachments: 0
AFRM , PTON

+88 pts



$AFRM - Morgan Stanley says buy on weakness as the 'pillars of bull case' are intact

By mooreideas on Feb. 12, 2021, 2:13 p.m.
Tagged topics: expectations reset , earnings results , fintech , Morgan Stanley , buy now pay later

Views: 304, Votes: 6, Responses: 3, Attachments: 7
RCI.B

+142 pts



This is why I'm buying Rogers after the Q3 miss

By phenphen on Nov. 5, 2019, 10:54 a.m.
Tagged topics: valuations , expectations reset , recovery story , low payout ratio

Views: 363, Votes: 2, Responses: 0, Attachments: 0