Chinese Tech Demystified – China Online Education ($COE)
Episode 7 of Chinese Tech Demystified series covers the bull case for China Online Education (COE). This is a $558 million small cap that operates an online platform for teaching English in China. The company has carved a niche category leadership position fo
Conversations with Jaguars – January 15 ($ROOT, $MNST, $ECOM)
Add $ROOT to your watchlist and I will return in the future with more in-depth research on the fundamental outlook of the company. This is a disruptor in the insurance industry with keen focus on heavy use of data analytics to drive down cost for consumers.
Conversations with Jaguars – January 14 ($BWXT, $MSGM, $MTBC)
Refreshing bull case for $BWXT which was previously recommended in webinar in October. The typical view on the street always tends to be that Democrats will be negative for defense spending. But we are seeing exactly the opposite with budget allocations risi
Conversations with Jaguars – January 13 ($BALY, $HIBB, $LESL, $BWMX)
Providing a refreshed bullish view on $BALY. Chart is breaking out, Feb 50 call buying is picking up, and the company has announced two new deals since our last discussion on the homepage on Dec 4th. Lookout for a homepage article soon by Jay to cover channel
Conversations with Jaguars – January 12 ($CRM, $UPS, $PWFL)
I usually reserve discussions like this for Jag Pro clients in webinar but today I have an appointment with my optometrist so we won’t have a webinar. Time to get long $CRM. The discussion walks through very strong digital trends that both the company
Texas Roadhouse ($TXRH) Channel Checks
Jay’s strongest suit has always been covering consumer stocks. To further exploit that talent, today we are launching a new series in JaguarMedia called JaguarConsumer where Jay will present his views on selected stocks within consumer discretionary cate