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. Impressive earnings from distance learning stock $ZVO and another strong channel checks for $CHGG. Preview of new bullish article on $GBT that will be published on home page later today.