Conversations with Jaguars – July 29 ($SPOT, $EQR, $AVB, $ESS, $SBUX, $PRGX, $DBX)

Drilling into $SPOT earnings to shed light on mega trends that we are seeing instead of just headline numbers. Bearish view on residential REIT stocks $EQR $AVB $ESS with looming threat of eviction moratorium while bickering continues between Republicans and Democrats regarding fiscal stimulus, which I believe will be the last one before elections and won’t be sufficient. Drilling into $SBUX quarter. Brief discussion on under the radar stock $PRGX in which Jay will post a home page article shortly. Contrarian bullish view on $DBX before earnings next week.