Jaguar Java
$CERN Bull case for Cerner

$CERN Bull case for Cerner

September 2, 2020

Chart is breaking out through key $75 resistance and we believe it gradually grinds higher towards $80+ over next 3 to 6 months. Three part bull case presented: 1) The technical view, 2) Bookings in excess of billings, and 3) Large $10 billion VA contract that was delayed but is now going into effect in 2H20.

Travel and Leisure stocks ready to rally for next couple weeks/months

Travel and Leisure stocks ready to rally for next couple weeks/months

August 24, 2020

We are seeing strong green shoots in travel / leisure stocks as covid-19 cases come down, US hospitalization rate improves, progress for vaccine improves, and most importantly people finally become accustomed to wearing a mask and going about their normal life. Several travel data points discussed, all showing sequential improvement and large call buyers are starting to step into the group.

 

Stocks discussed: $MAR $HLT $BKNG $EXPE $TRIP

Chinese Tech Demystified Episode 3 – Youdao ($DAO)

Chinese Tech Demystified Episode 3 – Youdao ($DAO)

August 19, 2020

$DAO is a high growth distance learning online platform in China that is making significant progress in under penetrated markets of rural areas and going after big competitive threats from $TAL and $EDU. End markets are big and there is room for multiple players. The company is differentiating itself by extensive use of digital pens, apps and cloud integration that supports sticky consumer base and creates a moat around business. This, plus many other things discussed. Full write up and slides are attached below.

 

For video presentation, slide deck and research note, please go HERE

Chinese Tech Demystified: Episode 2 – Huya ($HUYA)

Chinese Tech Demystified: Episode 2 – Huya ($HUYA)

August 8, 2020

Second episode of Chinese Tech Demystified with discussion on Huya. What does the company do, how it carries the commanding market share of digital video game streaming, what do financials look like, and lastly future growth prospects with rising user base. For full video, research note and presentation slides, please go HERE.

$SYNH Bullish earnings preview for Syneos Health that reports on August 6th before market opens
$TWTR Bullish earnings preview ahead of release on July 23rd BMO
Bullish preview for Ryder Systems $R ahead if earnings on July 29th BMO
Now Available: Jaguar 3Q20 Outlook with In-depth Research of Top 17 Ideas
Bull case for Pluralsight $PS given strong secular and accelerating trends for education tech
Bullish case for $NVRO Nevro which had very strong Omnia launch last November and its likely to bounce back sharply after limited covid disruptions

Play this podcast on Podbean App