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Conversations with Jaguars – February 25 ($MAXR, $TTC, $SCS)
Deep dive into $MAXR earnings report, former Jag Top Pick from 4Q20 Outlook and what management is telling us about Legion Worldview launch and growth opportunity. $TTC with superb technical setup for a breakout, presenting the case with channel checks ahead o
Chinese Tech Demystified – Wimi Hologram Cloud ($WIMI)
Episode 8 of Chinese Tech Demystified series brings forward the bull case for WIMI. This emerging small cap and hyper growth tech in China is building Augmented Realty (AR) in close relationship with China Mobile and other large partners. Given how early it is
Conversations with Jaguars – February 24 ($LECO, $RBLX, $NAPA, $ZIM)
Staying the course with “Value” stocks that benefit from reopening, presenting a bull case for welding leader $LECO with channel checks showing accelerating sequential growth. Lookout for a home page article on $NAPA soon which is the perfect ticke
Conversations with Jaguars – February 23 ($SPX, $CROX, $RBA, $TENB)
Qualitative thoughts on market. Naturally, with Tech being the heavyweight in the S&P and the biggest beneficiary of covid last year, all eyes are on it. But look closely at Transportation, Chemicals, Energy, Metals, Financials, Industrials, Construction,
Conversations with Jaguars – February 22 ($AXTA, $WLK, $LYB, $KIDS)
$AXTA Coating prices across everywhere are rising sharply led by supply shortages due to weather and demand curve outstripping supply. Meanwhile, the chart has pulled back, formed the base and is now starting to breakout. Other specialty chemical producers th
JaguarConsumer – Crocs ($CROX)
Today’s JaguarConsumer podcast covers a quick review of $TXRH and earnings preview for $CROX which reports on Tuesday, Feb 23rd, before the market opens. Crocs channel checks are showing growth acceleration led by digital properties and better assortment