Conversations with Jaguars – November 10 ($CRSR, $RNG, $SPT, $SSTI, $XPEL)


Russell up +1.5% vs Nasdaq down -1.6%. Same theme from yesterday. Value continues to outperform Growth. Fabulous quarter from $CRSR with +60% revenue growth and stock to open at new 52-week high. Look for a counter trend rally in $RNG despite Nasdaq weakness after the company said 80% of new customers are signing up for its highest tier pricing package with ACV of >$1 million. $SPT out with a strong quarter and stock has pulled back to two layers of support in the low $40’s, expect a bounce from here. Puts and takes of $SSTI mediocre earnings reports. Lastly, $XPEL reports tomorrow morning and stock sets up for a breakout.