Pinterest Warns of Worsening Margins in Q1 Earnings Release Scott Willis·May 5, 2020Pinterest is almost back to February highs even though consumer spending is falling off a cliff. We think...Investing·0 Comments·
Boomers Shafting Millennials & The Inflationary Impulse of COVID-19 Christopher Wood·May 5, 2020The fiscal and monetary politics of COVID-19 amounts to baby boomers shafting millennials. Post lockdown investors should expect...Global Strategy·1 Comment·
Shake Shack Announces April Sales Down 50% in Q1 Earnings Release Scott Willis·May 4, 2020With operations in the heart of Coronavirus hot spots, Shake Shack is on the clock as it conserves...Investing·0 Comments·
Exxon Mobil Results Weak in Q1 – Oil Prices Determine What Happens Next Scott Willis·May 1, 2020Exxon Mobil is up 50% since bottoming in late March on hope sub-$30 oil will rebalance the market...Investing·0 Comments·
Apple Q2 2020 Earnings Beat on Lowered COVID-19 Consensus Thomas George·April 30, 2020Apple (NASDAQ:AAPL) Q2 2020 Revenue and Earnings Beat on Lowered COVID-19 Consensus. Strong service revenue bouyed overall results...Investing·0 Comments·
Visa beats on Sales & EPS for Q2 2020, Long Term Digital Payment Thesis In Tact Thomas George·April 30, 2020Visa (NASDAQ:V) reported their Q2 2020 earnings, despite headwinds related to the conronavirus the company beat analyst consesus...Investing·0 Comments·
Amazon to Spend 100% of Profit Fighting COVID-19 in Q2 Scott Willis·April 30, 2020Amazon has been on a massive run since March, but with a sales surge expected, is the stock...Investing·0 Comments·
Tesla Cuts 2020 Delivery Guidance but Smashes EPS Estimates Scott Willis·April 29, 2020Tesla is almost back to its pre-COVID-19 highs, but the stock market run likely isn't done yet. We...Investing·0 Comments·
Facebook Meets Lowered Coronavirus Street Estimates Q1 2020 Earnings Thomas George·April 29, 2020Facebook (NASDAQ:FB) reported their Q1 2020 earnings, meeting consensus estimates that were lowered as result of COVID-19....Investing·0 Comments·
