Conversations with Jaguars – December 17 ($SE, $DADA, $ASPN, $ONEM)

$SE had a record breaking “12.12 Birthday Sales” event in which they sold 4x more items than prior year. Look for a run back to $220. $DADA secondary has doubled the cash position to carry out expansion plans while stock has pulled back to support. $ASPN saw unusual¬†May call buying yesterday, company provides EV makers protective films to stop lithium ion fires. Lastly, reiterating the bull case for $ONEM, the former Jaguar Top Pick from Q3 Outlook.