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LULU

+33 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: 27, Votes: 2, Responses: 0, Attachments: 1
CRWD

+11 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: 4, Votes: 2, Responses: 0, Attachments: 0
CRWD

+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
CRWD

+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: 163, Votes: 4, Responses: 2, Attachments: 8
ADI

+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
ADI

+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: 22, Votes: 2, Responses: 1, Attachments: 1
DIS

+34 pts



$DIS - Disney Orlando Investor Event Take-Aways

By labjordan on April 1, 2022, 12:08 p.m.
Tagged topics: investor day

Views: 27, Votes: 2, Responses: 0, Attachments: 1
DIS

+35 pts



$DIS - Parks Investor Event Highlights

By junkfoodlover on March 30, 2022, 4:32 p.m.
Tagged topics: investor day

Views: 30, Votes: 2, Responses: 0, Attachments: 1
NVDA , TSM , AMAT , KLAC , LRCX

+40 pts



$NVDA - Analyst Day Should Support "Digitization of the Economy" Theme and the Need for Significant Capacity Expansion

By bbern3 on March 22, 2022, 10:52 a.m.
Tagged topics: investor day

Views: 59, Votes: 4, Responses: 0, Attachments: 1
BOX

+35 pts



$BOX - Playing By Its Own "Rules" - Outlining the Path to Accelerated Growth/Profitability

By bbern3 on March 17, 2022, 2:56 p.m.
Tagged topics: investor day

Views: 33, Votes: 5, Responses: 0, Attachments: 2
EBAY

+32 pts



$EBAY - Mid-SD GMV Growth in Sight, w/Payments, Ads, Margin Expansion, & Buyback Driving Mid-Teens EPS Growth in '24

By cassie on March 11, 2022, 6:53 p.m.
Tagged topics: investor day

Views: 37, Votes: 3, Responses: 0, Attachments: 1
EBAY

+34 pts



$EBAY investor day preview

By realjoe on March 8, 2022, 1:06 p.m.
Tagged topics: investor day

Views: 35, Votes: 4, Responses: 0, Attachments: 1
VZ

+37 pts



$VZ - new 5G revenues is the opportunity to exceed expectations

By ethonomics on March 4, 2022, 5:43 p.m.
Tagged topics: investor day

Views: 163, Votes: 4, Responses: 0, Attachments: 1
DKNG

+31 pts



$DKNG - More Data Implies the Plan is on Track

By cassie on March 4, 2022, 12:24 p.m.
Tagged topics: investor day

Views: 17, Votes: 2, Responses: 0, Attachments: 1
DKNG

+31 pts



$DKNG - Evidence of Playbook Execution Justifies Investments

By phenphen on March 4, 2022, 12:15 p.m.
Tagged topics: investor day

Views: 19, Votes: 1, Responses: 0, Attachments: 1
DKNG

+33 pts



$DKNG - investor day highlights accelerating player acquisition driving higher initial costs, and path to higher margins over time

By realjoe on March 3, 2022, 4:10 p.m.
Tagged topics: investor day

Views: 36, Votes: 2, Responses: 0, Attachments: 1
INTC , TSM , AMAT , KLAC , LRCX , MKSI , ENTG , FORM

+37 pts



$INTC - Intel IDM 2.0 Can Succeed and Foster a Stronger Foundry Market

By underdog on Feb. 14, 2022, 12:25 p.m.
Tagged topics: investor day

Views: 235, Votes: 3, Responses: 0, Attachments: 1
UBER

+36 pts



$UBER expected to strike a balance between growth and profitability at Investor Day

By puckerman17 on Feb. 8, 2022, 11:18 a.m.
Tagged topics: investor day

Views: 115, Votes: 6, Responses: 0, Attachments: 1
BABA

+41 pts



$BABA - New initiatives to support long-term growth

By rIsILAwr on Dec. 21, 2021, 10:44 a.m.
Tagged topics: investor day

Views: 70, Votes: 4, Responses: 0, Attachments: 1
BABA

+42 pts



$BABA - Day 2 Takeaways from 2021 Investor Day

By puckerman17 on Dec. 20, 2021, 4:33 p.m.
Tagged topics: investor day

Views: 65, Votes: 4, Responses: 0, Attachments: 2