Specialty Equity Research

Daily coverage of current market opportunities and actionable research

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JaguarTV
Conversations with Jaguar...
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JaguarTV
Conversations with Jaguar...
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JaguarTV
Conversations with Jaguar...
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JaguarTV
Conversations with Jaguar...
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JaguarConsumer
JaguarConsumer – Cr...
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JaguarTV
Conversations with Jaguar...

JaguarTV

All Videos : 220 Posted

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2
Conversations with Jaguars – March 5 ($SYK, $TTWO, $LINC)

Fahad Khalid

March 5, 2021 | 10:08 AM

25

Today’s Conversation is a must watch for anyone who is concerned about bond yields. Providing historical context between rising bond yields and jitters in equity markets. Should you be worried? Should you panic like all others? I expect to see new 52-wee

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5
Conversations with Jaguars – March 3 ($LUNG, $MAR, $H, $GHG, $TMDX, $DKNG)

Fahad Khalid

March 3, 2021 | 9:49 AM

45

$LUNG management is pointing out sharp sequential improvement starting from mid February. $MAR $HLT $CHH $H Every top lodging CEO is talking about sequential improvement starting from January and bookings for summer travel rising. Look out for the home page a

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6
Conversations with Jaguars – March 2 ($FUBO, $HGV, $VAC, $PGRE)

Fahad Khalid

March 2, 2021 | 9:14 AM

50

$FUBO earnings preview ahead of report tonight, all eyes on whether Q1 paid subscription street estimate is too low or not. Timeshare properties $HGV and $VAC are seeing strong booking trends well ahead of the pre-pandemic level for 2H21 recovery. Lastly, bul

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7
Conversations with Jaguars – March 1 ($MDT, $AXNX, $TTWO, $QRTEA)

Fahad Khalid

March 1, 2021 | 9:27 AM

52

Little bit longer than normal but as usual with high quality discussion. Bull case for $MDT with a bunch of catalysts lined up in coming months. Bull case for $AXNX after very nice tuck-in acquisition of Bulkamid last week. Launching a new series in JaguarMedi

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6
JaguarConsumer – Cracker Barrel ($CBRL)

Fahad Khalid

February 28, 2021 | 10:24 PM

59

This weekend’s JaguarConsumer podcast covers the bull case for $CBRL which we recently flagged in chat room as the best restaurant stock for reopening play. Over 15,000 calls accumulated in Jan 2022 leap 220-strike since last October while stock currentl

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9
Conversations with Jaguars – February 26 ($CBOE, $CME, $ICE, $PWFL, $MNST, $ZVO)

Fahad Khalid

February 26, 2021 | 10:17 AM

79

There is always a bull market somewhere, even when things get volatile like yesterday. Exchanges $CME $CBOE $ICE are benefiting from this volatility, technically acting strong, and channel checks are showing sequential improvements. Reviewing earnings in tw

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