Conversations with Jaguars – September 30 ($GOOG, $BABA, $TDOC, $LQDT, $PENN, $DKNG)


$GOOG antitrust investigations starting everywhere (China, US, EU). $BABA is gapping higher sharply after the CFO made bullish comments about cloud business turning FCF positive in 2021. $TDOC sets up for breakout, adding more fundamental color after our discussion in webinar yesterday. Taking first look at a new stock we have never covered before called Liquidity Services $LQDT. Lastly, $PENN app download activity has moderated after the launch but $DKNG activity remains strong with leading market share. Restaurant view shows moderating picture.