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Latest ideas and analyses related to investor day
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Very optimistic with Crowdstrike but Street's consensus now seem overbullish. Crowded CRWD longs might get hammered as soon as new inflation headlines and slower GDP...
By toranjaa on April 13, 2022, 8:29 a.m. Tagged topics: investor day
Reiterating a buy on crowdstrike despite seemingly high valuation. Mckinsey projects $101.5B in projected spending on service providers by 2025 and a 15% increase in...
By yrc7777 on April 11, 2022, 5:44 a.m. Tagged topics: investor day
ADI just held it's Investor Day. On the Investor Day, ADI highlighted growth drivers in areas like industry 4.0, digital healthcare, communications, and automotive electrification....
By marschenntdeb729bd97b0413b on April 7, 2022, 12:39 a.m. Tagged topics: investor day
Latest ideas and analyses related to investor day
+34 pts
$FDX Bold/ambitious targets; now comes the hard part
By realjoe on June 29, 2022, 10:29 a.m.
Tagged topics: investor day
Views: 14, Votes: 4, Responses: 0, Attachments: 1
+34 pts
$KLA Investor Day Takes: 5-yr EPS Power of $38, Remains a Top Pick
By junkfoodlover on June 21, 2022, 10:38 a.m.
Tagged topics: investor day
Views: 10, Votes: 3, Responses: 0, Attachments: 1
+40 pts
$ANF Abercrombie & Fitch - Positive Long-Term Outlook
By Btam on June 16, 2022, 2:43 a.m.
Tagged topics: investor day
Views: 22, Votes: 5, Responses: 0, Attachments: 1
+32 pts
$SNOW Summit & Investor Day 2022 Takeaways
By josiebe on June 15, 2022, 1:14 p.m.
Tagged topics: investor day
Views: 8, Votes: 2, Responses: 0, Attachments: 1
+41 pts
$AMD Analyst Day Takeaways: Set to Maintain 2-Step Lead over Competitors and Significantly Expand into New Markets
By realjoe on June 10, 2022, 1:10 p.m.
Tagged topics: investor day
Views: 36, Votes: 5, Responses: 0, Attachments: 1
+33 pts
$SPOT - Investor Day Takeaways - Deus Ex Machina?
By mooreideas on June 9, 2022, 1:08 p.m.
Tagged topics: investor day
Views: 30, Votes: 2, Responses: 0, Attachments: 1
+36 pts
$SQ is now big enough to be several standalone companies, and the market still underestimates its earnings power
By realjoe on May 20, 2022, 12:42 p.m.
Tagged topics: investor day
Views: 129, Votes: 3, Responses: 0, Attachments: 1
+34 pts
$MU 2022 Investor Day: technology transitions, better mix, and closer alignment with customers to drive through-cycle profitable growth
By ethonomics on May 13, 2022, 1:57 p.m.
Tagged topics: investor day
Views: 16, Votes: 3, Responses: 0, Attachments: 1
+32 pts
$NET Key thoughts from investor day as Workers and Security shines
By CdnInvstr on May 13, 2022, 1:01 p.m.
Tagged topics: investor day
Views: 20, Votes: 1, Responses: 0, Attachments: 1
+31 pts
$JPM Investor Day Preview; Managing Through Today, Stronger Tomorrow
By labjordan on May 13, 2022, 12:13 p.m.
Tagged topics: investor day
Views: 9, Votes: 1, Responses: 0, Attachments: 1
+34 pts
$NET Innovation Driving an Expanding Platform
By labjordan on May 13, 2022, 12:08 p.m.
Tagged topics: investor day
Views: 108, Votes: 3, Responses: 0, Attachments: 1
+31 pts
THE DAY AHEAD - 22.04.28
By KHUN on April 28, 2022, 6:38 a.m.
Tagged topics: investor day
Views: 12, Votes: 1, Responses: 0, Attachments: 1
+32 pts
$LULU - Investor Day reveals strong and consistent 5-year growth plan
By ethonomics on April 21, 2022, 5:20 p.m.
Tagged topics: investor day
Views: 20, Votes: 1, Responses: 0, Attachments: 1
+10 pts
Very optimistic with Crowdstrike but Street's consensus now seem overbullish. Crowded CRWD longs might get hammered as soon as new inflation headlines and slower GDP...
By toranjaa on April 13, 2022, 8:29 a.m.
Tagged topics: investor day
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+10 pts
Reiterating a buy on crowdstrike despite seemingly high valuation. Mckinsey projects $101.5B in projected spending on service providers by 2025 and a 15% increase in...
By yrc7777 on April 11, 2022, 5:44 a.m.
Tagged topics: investor day
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+46 pts
$CRWD - analysts walk away from Investor Briefing with greater confidence in future ARR runway
By labjordan on April 8, 2022, 12:03 p.m.
Tagged topics: investor day
Views: 150, Votes: 4, Responses: 2, Attachments: 8
+10 pts
ADI just held it's Investor Day. On the Investor Day, ADI highlighted growth drivers in areas like industry 4.0, digital healthcare, communications, and automotive electrification....
By marschenntdeb729bd97b0413b on April 7, 2022, 12:39 a.m.
Tagged topics: investor day
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+36 pts
$ADI - 2022 Investor Day: 50% operating margins in sight
By ethonomics on April 6, 2022, 4:24 p.m.
Tagged topics: investor day
Views: 19, Votes: 2, Responses: 1, Attachments: 1
+34 pts
$DIS - Disney Orlando Investor Event Take-Aways
By labjordan on April 1, 2022, 12:08 p.m.
Tagged topics: investor day
Views: 23, Votes: 2, Responses: 0, Attachments: 1
+35 pts
$DIS - Parks Investor Event Highlights
By junkfoodlover on March 30, 2022, 4:32 p.m.
Tagged topics: investor day
Views: 24, Votes: 2, Responses: 0, Attachments: 1