Chinese Tech Demystified – Huya ($HUYA)
Second episode of Chinese Tech Demystified with discussion on Huya. What does the company do, how it carries the commanding market share of digital video game streaming, what do financials look like, and lastly future growth prospects with rising user base. &n
Conversations with Jaguars – August 6 ($IWM, $MAXR, $MMS, $PGNY, $SITM, $VIPS, $NTNX)
With macro data showing sequential QoQ improvement, look for a breakout in Russell $IWM. Impressive quarter $MAXR and stock guided higher by +10% as book-to-bill ratio improves and we are still waiting for NRO orders. $MMS continues to benefit from contact tra
Conversations with Jaguars – August 4 ($MIME, $TDOC, $CRNC, $LILAK, $FIVN, $CARR)
$MIME out with strong quarter and stock is breaking out, see if it pushes towards $50. CMS new guidance in conjunction with President’s Executive Order yesterday are making lots of parts of healthcare permanent to be used for telehealth services, good fo
Conversations with Jaguars – August 3 ($PD, $EQR, $ZVO, $CHGG, $GBT)
$PD breakout setup and last quarter they posted +33% YoY revenue growth as the company benefits from providing critical decision making software for IT managers. Reiterating bearish view on stocks impacted by eviction moratorium including $EQR $AVB $ESS. Impre
Conversations with Jaguars – July 30 ($NOC, $AY, $AYX, $WKHS)
Digging deeper into $NOC earnings this morning and there are many positives to like, see if it breaks out through $320 resistance that opens the door for $340. Bullish view on a renewable energy stock $AY that we have never covered before. Bullish channel chec
Conversations with Jaguars – July 29 ($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 D