Lyft Q1 Earnings Show a Company Stuck in a Coronavirus Holding Pattern Scott Willis·May 6, 2020Investing·1 Comment·
Beyond Meat Q1 2020 Earnings – Big Burger Beat vs. Consensus Thomas George·May 5, 2020Beyond Meat had a strong Q1 2020 earnings release, beating analyst estimates significantly across the board. Beyond's US...Millennial Markets·0 Comments·
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·