UBER continues to dominate the riding sharing landscape and they have been rewarded with the inclusion into the S&P 500 as reported on Monday December 4th, 2023. The continued ability to grow all facets of the business along with increased…
Netflix had a terrific quarter as the streaming giant went back in time to growth mode. YoY Revenue growth was 7.8% and now forecasting 10.7% growth for Q4 (all of this in the midst of a writers and actors strike)….
Meta’s recent hardware rollouts are making their Metaverse pivot start to look very interesting. Their partnership with Ray-Ban’s to introduce augmented reality smart glasses that look exactly like regular sunglasses at a less than $300 price point could be the…
In the recent earnings report, LULU reported that growth in the men’s segment matched the growth in the women’s segment 15% vs 16% and international revenue significantly outpaced North American growth 52% to 11%. Both of these trends support our…
VRSN reported second-quarter 2023 adjusted earnings per share EPS of $1.79, which beat the Zacks Consensus Estimate by 5.3%. The company had reported EPS of $1.54 in the prior-year quarter. Revenues jumped 5.7% year over year to $372 million but…
Fortinet continues to deliver. WIth 25% CAGR in sales and a 60% CAGR in EPS over the last five years, FTNT is one of the fastest growing companies on the market. With a 130% ROIC, a 20% net margin, and…
UBER is a turnaround story. Since founder Travis Kalanick was ousted and replaced with professional CEO Dara Khosrowshahi the company has been executing on their turnaround plan, playing nicer with governments and regulators, and growing their cash flow and top…
This is a pure growth story coupled with a thesis for peaking and declining interest rates. Estimates place SHOPs CAGR over the next 10 years at 30%. This makes them highly sensitive to interest rates, forward guidance, and trajectory. We…
PINS is the least successful of the various social media platforms. It is also the least controversial and has the smallest market cap at under $20B. There have been no negative news stories or reputational risk associated with Pinterest, which…
As a member of the rail oligopoly in the US, CSX is able to maintain robust margins and market share. We believe that rail is massively underutilized in the US and that immense public investment into our rail infrastructure will…