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XOM

+15 pts



Headquarter Visit: Despite near term Chemicals headwinds, see long term value driven by differentiated set of projects; Buy

By ethonomics on Sept. 22, 2022, 5 p.m.
Tagged topics: non deal roadshow , investor meetings

Views: 9, Votes: 3, Responses: 0, Attachments: 1
ROKU , NFLX , DIS

+16 pts



Takeaways from Mgmt Meetings in Europe

By realjoe on Sept. 13, 2022, 4:50 p.m.
Tagged topics: non deal roadshow

Views: 10, Votes: 4, Responses: 0, Attachments: 1
DIS

+15 pts



$DIS Walt Disney - Investor Roadshow Takeaways

By Btam on Sept. 2, 2022, 4:28 a.m.
Tagged topics: non deal roadshow

Views: 16, Votes: 3, Responses: 0, Attachments: 1
UPWK

+11 pts



$UPWK NDR Takeaways

By puckerman17 on Aug. 29, 2022, 3:22 p.m.
Tagged topics: non deal roadshow

Views: 3, Votes: 2, Responses: 0, Attachments: 1
NU

+17 pts



Key takeaways from NDR with CFO — Stable early-NPLs, while personal loans should pick up

By ethonomics on Aug. 23, 2022, 2 p.m.
Tagged topics: non deal roadshow

Views: 18, Votes: 2, Responses: 0, Attachments: 1
BOX

+32 pts



$BOX - Investor Meeting Takeaways

By josiebe on July 18, 2022, 2:17 p.m.
Tagged topics: non deal roadshow

Views: 20, Votes: 3, Responses: 0, Attachments: 1
FYBR

+33 pts



Takeaways from virtual management meeting

By ethonomics on July 8, 2022, 11:30 a.m.
Tagged topics: non deal roadshow

Views: 22, Votes: 3, Responses: 0, Attachments: 1
HWM

+33 pts



$HWM: Management meeting takeaways

By ethonomics on June 30, 2022, 2:04 p.m.
Tagged topics: non deal roadshow

Views: 19, Votes: 4, Responses: 0, Attachments: 1
PANW

+33 pts



$PANW On the road with management

By junkfoodlover on June 16, 2022, 12:12 p.m.
Tagged topics: non deal roadshow

Views: 21, Votes: 4, Responses: 0, Attachments: 1
W

+31 pts



$W Margin Levers in Place, Although Sales Still Murky; Investor Meeting Takeaways

By labjordan on June 7, 2022, 11:13 a.m.
Tagged topics: non deal roadshow

Views: 8, Votes: 2, Responses: 0, Attachments: 1
WMT

+33 pts



$WMT Key Takeaways from Shareholder Meeting

By josiebe on June 6, 2022, 4:35 p.m.
Tagged topics: non deal roadshow

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

+1 pts



thx...

By DrogLukaku on June 6, 2022, 2:30 p.m.
Tagged topics: non deal roadshow

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

+37 pts



$ON Management meeting takeaways: ongoing transformation to drive through-cycle margin expansion

By ethonomics on June 2, 2022, 4:54 p.m.
Tagged topics: non deal roadshow

Views: 22, Votes: 4, Responses: 1, Attachments: 1
RIVN

+31 pts



$RIVN Key takeaways from meeting in Palo Alto

By ethonomics on June 2, 2022, 2:08 p.m.
Tagged topics: non deal roadshow

Views: 11, Votes: 2, Responses: 0, Attachments: 1
SLB

+33 pts



$SLB Key Takeaways from Investor Meeting with Management

By ethonomics on June 2, 2022, 2:07 p.m.
Tagged topics: non deal roadshow

Views: 14, Votes: 4, Responses: 0, Attachments: 1
TSLA

+36 pts



$TSLA Key takeaways from meeting in Fremont

By ethonomics on June 2, 2022, 2:05 p.m.
Tagged topics: non deal roadshow

Views: 21, Votes: 4, Responses: 0, Attachments: 1
ADI , MCHP , LRCX , NXPI , QRVO , SWKS , WDC , GFS

+1 pts



thanks...

By i_sarut on June 1, 2022, 11:28 a.m.
Tagged topics: non deal roadshow

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

+32 pts



$ONON On Holding Overweight ONON, ONON US On Show; Takeaways from 1st HQ Visit

By labjordan on May 31, 2022, 1:38 p.m.
Tagged topics: non deal roadshow

Views: 7, Votes: 2, Responses: 0, Attachments: 1
NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 25, Votes: 4, Responses: 1, Attachments: 1
DKNG

+35 pts



$DKNG - Sometimes the Crown is Heavy

By josiebe on May 26, 2022, 12:37 p.m.
Tagged topics: non deal roadshow

Views: 17, Votes: 4, Responses: 0, Attachments: 1