Month: March 2021

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12
Conversations with Jaguars – March 3 ($LUNG, $MAR, $H, $GHG, $TMDX, $DKNG)

Fahad Khalid

March 3, 2021 | 9:49 AM

191

$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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16
Conversations with Jaguars – March 2 ($FUBO, $HGV, $VAC, $PGRE)

Fahad Khalid

March 2, 2021 | 9:14 AM

222

$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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19
Conversations with Jaguars – March 1 ($MDT, $AXNX, $TTWO, $QRTEA)

Fahad Khalid

March 1, 2021 | 9:27 AM

194

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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