We’re long on AVGO into its 1Q22 print, and buyers on any pullback.
Analysis & Podcast
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Earnings Spotlight: Snowflake (SNOW)
Team Slootman has SNOW revenues racing. But even with that, no, we don’t think it deserves a SaaS valuation.
SPAC Market Review – February 2022
The SPAC market is a wreck, but if February taught investors anything, it’s that good fundamental stories can still prevail.
Satellogic CEO Emiliano Kargieman on SATL’s Progress Since deSPAC
Satellogic CEO Emiliano Kargieman discusses company’s plans for orbit and how they stand out in a newly competitive market.
Earnings Spotlight: Sofi Technologies (SOFI)
Nope, SOFI won’t print a perfect quarter. But expect stronger hands to prevail, thanks to a still high short interest and Goldman Sachs for the pre-quarter downgrade.
Earnings Spotlight: EV maker Lucid Group (LCID)
LCID stock is running hot into its Q4 earnings report, today aftermarket. The big question is what investors are willing to pay for growth.
Weekly Executive & Director Moves (Feb 25)
Christian Cocks starts at HAS, Sima Sistani to take over from Mindy Grossman at WW and all the week’s executive and director moves.
Is Tim Cook Worth $100 Million to Apple?
Cook’s influence is undeniable as AAPL stock has soared versus the S&P500 since Cook took the reigns. But, is any CEO worth $100M?
MoneyLion CEO Dee Choubey on its deSPAC and the Road Ahead
ML stock got crushed following its deSPAC. But, with exciting new services and a clearer path to profitability, MoneyLion looks ready to roar.
SPACs for Yield with Crossing Bridge Advisors Founder David Sherman
Crossing Bridge Advisors founder David Sherman argues that even with the bloom off the rose for deSPACs, there is money to be made.
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