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Cvr partners: double down with their fundamentals up, unit price down

CVR Partners now see their unit price down around one-third following the sell-off during recent months despite better fundamentals. Even though 2021 ...

July 3, 2022, 11:29 pm

Six flags: riding the roller coaster

Six Flags' current valuation of 11.54 times LTM FCF or 9.5 times normalized FCF is attractive. Recession fears for Six Flags are over...

June 29, 2022, 1:48 pm

Is shopify a steal of a deal?

The e-commerce giant is struggling, but are its challenges overblown?...

June 24, 2022, 8:00 am

Down 70%, is curiosity stream a buy?

The stock for this educational streamer has collapsed since going public in 2020. But I think the sell-off is wildly over...

June 11, 2022, 7:35 am

Cvr energy: favorable refining crack spreads and low inventory

There's a lack of adequate refining capacity because of refinery closures due to COVID-19, natural disasters, and the economic reality of the last few...

June 7, 2022, 6:04 pm

Tesla stock plunge erases $75 billion in value after elon musk flags ‘super bad feeling' about economy

Experts have warned that recession fears are likely overblown, but Musk reportedly wants to lay off 10%...

June 3, 2022, 4:01 pm

Tesla stock plunge erases $65 billion in value after elon musk flags 'super bad feeling' about economy

Experts have warned recession fears are likely overblown, but Musk reportedly wants to lay off 10% of T...

June 3, 2022, 12:16 pm

Reports of walmart's demise are overblown

The share prices of retailers like Walmart ( WMT , Financial) are taking a beating. I do not believe the gloomy forecasts, though, especially for Walm...

May 20, 2022, 12:47 pm

Why palo alto network's stock fell this week

Worries about an impending growth slowdown were overblown....

May 20, 2022, 8:35 am

Carvana: liquidity issues are overblown, secular growth narrative remains intact

Liquidity concerns were overblown as the factors affecting its poor Q1 performance were transitory. Car...

May 17, 2022, 9:14 pm

Sofi: buy the bloodbath

The market reaction to SoFi's Q1'22 earnings card is wildly overblown. SoFi added more than 400 thousan...

May 12, 2022, 6:54 pm

Meta platforms: fears are overblown

Meta Platforms reported mediocre results, but compared to the previous earnings release the market reacted quite bullish this time. Not only building ...

May 9, 2022, 1:56 am

2 etfs to capture cybersecurity opportunities in blockchain

One of the primary obstacles keeping cryptocurrencies from getting more mainstream adoption is security issues. Stories of hacked exchanges may be sca...

May 2, 2022, 10:13 am

Recovering office demand is driving surging rents for these reits

The demise of the office seems overblown....

April 29, 2022, 10:16 am

Qualcomm earnings: double beat calmed overblown fears

Qualcomm restored semiconductor investors' confidence with an impressive double beat on its FQ2'22 earnings card. It also issued robust guidance. The ...

April 28, 2022, 1:40 pm

The hedge fund blown up by its bad gamestop bet is reportedly starting from scratch with a new short-selling fund

Gabe Plotkin's Melvin Capital suffered a 39% loss in 2021, and was down another 21% in the first quarter of 2022....

April 21, 2022, 11:01 am

Meta vs. roblox: the battle of metaverse commission rates - 47.5% vs. 72%

The overreaction from Meta's 47.5% commission rate is overblown, given how Roblox charges 72%. Meta gre...

April 16, 2022, 5:45 am

Some analysts downgrade twitter stock amid ‘full blown elon circus'

Uncertainty around Musk's offer to buy Twitter is a “downside risk,” according to experts....

April 15, 2022, 12:46 pm

Twitter amid a 'full blown elon circus,' says analyst

Elon Musk's offer to take Twitter private is creating a cloud over the company and potentially its future stock performance, says Stifel analyst Mark ...

April 15, 2022, 11:52 am

Twitter's ‘full-blown elon circus' hurts company outlook, analyst says

Musk's offer to buy Twitter at $54.20 per share and take the company private is a distraction that overshadows the company's actual business operation...

April 15, 2022, 11:33 am


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