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PCTY

+31 pts



Paylocity Holding Corporation Solid Mar-Q; Well Set Up for FY23 on Increasing Attach Rates and Strong Sales Execution

By jocheah5s1 on May 15, 2022, 12:50 a.m.
Tagged topics: US

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

+31 pts



Synaptics Inc. Continued IoT Strength Drives Strong Guide and GMs; Adjusting Ests/PT

By jocheah5s1 on May 15, 2022, 12:50 a.m.
Tagged topics: US

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

+31 pts



HubSpot, Inc. Strong Q1 Results; FX Headwinds But Guidance Looks Better in Constant Currency

By jocheah5s1 on May 15, 2022, 12:49 a.m.
Tagged topics: US

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

+31 pts



Procore Technologies, Inc. Strong Start to the Year; Guidance Increased But Likely Remains Conservative. Reiterate Buy

By jocheah5s1 on May 15, 2022, 12:48 a.m.
Tagged topics: technology , US

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

+48 pts



Datadog, Inc. A Very Good Start to the Year; Significantly Raises 2022 Outlook

By jocheah5s1 on May 15, 2022, 12:46 a.m.
Tagged topics: technology , US

Views: 15, Votes: 3, Responses: 0, Attachments: 1
Information Technology

+31 pts



CXB Is Great, But What About the US Core Business?

By jocheah5s1 on May 15, 2022, 12:45 a.m.
Tagged topics: US

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

+30 pts



Qorvo, Inc. Soft Guide, Weak China Handsets Overhang into SepQ, Lowering Ests-PT

By jocheah5s1 on May 15, 2022, 12:44 a.m.
Tagged topics: US

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

+33 pts



Shopify, Inc.(SHOP) Quick Take on Q1: E-Commerce Normalization, Miss on Revenue and GMV

By jocheah5s1 on May 15, 2022, 12:43 a.m.
Tagged topics: US

Views: 8, Votes: 3, Responses: 0, Attachments: 1
SHOP

+34 pts



Shopify, Inc. COVID Tailwinds Fade, Macro Headwinds Emerge; Updating Model and PT to $400

By jocheah5s1 on May 15, 2022, 12:42 a.m.
Tagged topics: US

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

+31 pts



Motorola Solutions 1Q22 Earnings Results – First Blush

By jocheah5s1 on May 15, 2022, 12:31 a.m.
Tagged topics: US

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

+31 pts



Volta Inc. - VLTA No Surprises in 1Q Results; State Plans for Federal Funding Are Due by August 1

By jocheah5s1 on May 14, 2022, 11:09 a.m.
Tagged topics: US

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

+30 pts



ROPER TECHNOLOGIES (ROP-NYSE) Potential $3B Divestiture Strengthens Adding Energy to Capital Deployment

By jocheah5s1 on May 14, 2022, 11:06 a.m.
Tagged topics: US

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

+30 pts



Lodging Weekly: Eight Weeks and Counting...RevPAR Up 5.1% from 2019

By jocheah5s1 on May 14, 2022, 10:53 a.m.
Tagged topics: US , LODGING

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

+31 pts



NKARTA, INC. (NKTX-NASDAQ) 1Q22 Financial Results and 2022 Outlook

By jocheah5s1 on May 14, 2022, 10:47 a.m.
Tagged topics: US

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

+30 pts



GoodRx Holdings, Inc. - GDRX Model Update After Recent Downgrade

By jocheah5s1 on May 14, 2022, 9:50 a.m.
Tagged topics: US

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

+10 pts



PLX PHARMA INC. (PLXP-NASDAQ) 1Q22 Results: Give Your Heart a Break; VAZALORE Messaging Continues to Resonate

By jocheah5s1 on May 14, 2022, 9:28 a.m.
Tagged topics: US

Views: 3, Votes: 2, Responses: 0, Attachments: 0
US Policy

+53 pts



May 13 Weekly Wrap: Key Fed/FTC Confirmations, Expanded China Export Bans Considered

By jocheah5s1 on May 14, 2022, 8:46 a.m.
Tagged topics: US policy , US

Views: 6, Votes: 2, Responses: 0, Attachments: 1
CTRE , STRATEGY

+30 pts



CARETRUST reit, iNC. RENT COVERAGE AND STRATEGY UPDATE

By jocheah5s1 on May 14, 2022, 8:33 a.m.
Tagged topics: US

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

+30 pts



May 5: VICI Reaffirms Safety of Cash Flows & Growth Strategy; Buy

By jocheah5s1 on May 14, 2022, 8:21 a.m.
Tagged topics: Buy , US

Views: 3, Votes: 1, Responses: 0, Attachments: 1
US Policy

+30 pts



20220512 US_-_Strategy_Washington_Policy_-_Bipartisan_Innovatio

By jocheah5s1 on May 14, 2022, 8:13 a.m.
Tagged topics: US

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