Posted inResearch Reports

Equity Quickie: Adobe Inc

Here’s a high-level summary of Adobe Inc (NASDAQ:ADBE), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inEarnings Update

Earnings: Alibaba Group FY25 Q4

Alibaba Group (NASDAQ:BABA) reported FY25 Q4 results that fell short of expectations, missing on both revenue and earnings. Despite double-digit year-over-year growth across core segments like Taobao & Tmall Group…
Posted inResearch Reports

Equity Quickie: Costco Wholesale

Here’s a high-level summary of Costco Wholesale (NASDAQ:COST), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inMarket Commentary

The Week Ahead: Week of 5/12-5/16

Earnings season is winding down, with nearly 90% of the S&P 500 having reported. Results have generally exceeded expectations, with limited changes to forward guidance, as customer and client behavior…
Posted inMarket Commentary

Retrospective: Week of 5/5-5/9

Macro Events & News The positive momentum from the prior week faded quickly on Monday, as traders likely took profits after the strong rally fueled by robust earnings and encouraging…
Posted inResearch Reports

Equity Quickie: Uber Technologies

Here’s a high-level summary of Uber Technologies (NYSE:UBER), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inEarnings Update

Earnings: The Trade Desk FY25 Q1

The Trade Desk (NASDAQ:TTD) posted strong Q1 results, beating both revenue and EPS expectations. Revenue grew 25% year-over-year, driven by robust ad spend, with 88% still coming from North America…
Posted inEarnings Update

Earnings: Uber Technologies FY25 Q1

Uber Technologies (NYSE:UBER) delivered mixed Q1 results, beating EPS estimates by a wide margin but missing on revenue. Gross Bookings rose 14% year-over-year but fell short of expectations, and Q2…
Posted inEarnings Update

Earnings: Rivian Automotive FY25 Q1

Rivian Automotive (NASDAQ: RIVN) reported Q1 results slightly ahead of expectations, but remains unprofitable and is not expected to reach breakeven until 2026. Management revised down 2025 delivery expectations to…