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Conversations with Jaguars – March 3 ($LUNG, $MAR, $H, $GHG, $TMDX, $DKNG)
$LUNG management is pointing out sharp sequential improvement starting from mid February. $MAR $HLT $CHH $H Every top lodging CEO is talking about sequential improvement starting from January and bookings for summer travel rising. Look out for the home page a
Conversations with Jaguars – March 2 ($FUBO, $HGV, $VAC, $PGRE)
$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 $VAC are seeing strong booking trends well ahead of the pre-pandemic level for 2H21 recovery. Lastly, bul
Conversations with Jaguars – March 1 ($MDT, $AXNX, $TTWO, $QRTEA)
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 $AXNX after very nice tuck-in acquisition of Bulkamid last week. Launching a new series in JaguarMedi
JaguarConsumer – Cracker Barrel ($CBRL)
This weekend’s JaguarConsumer podcast covers the bull case for $CBRL which we recently flagged in chat room as the best restaurant stock for reopening play. Over 15,000 calls accumulated in Jan 2022 leap 220-strike since last October while stock currentl
Conversations with Jaguars – February 26 ($CBOE, $CME, $ICE, $PWFL, $MNST, $ZVO)
There is always a bull market somewhere, even when things get volatile like yesterday. Exchanges $CME $CBOE $ICE are benefiting from this volatility, technically acting strong, and channel checks are showing sequential improvements. Reviewing earnings in tw
Conversations with Jaguars – February 25 ($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