istanbul  
90â—‰
Member since: 2019-05-20
Followers: n/a
Following: n/a
Posts: 36
Replies: 31

I travel and write for a living.
Stocks
bby
By: 
👤 istanbulTraveler 
💬 36
   Nov 20, 2022

holiday season is coming. time to go shopping. $bby $m $jwn $tjx


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hal
By: 
👤 istanbulTraveler 
💬 36
   Nov 20, 2022

If you want to look for value this is one of them. good nat gas play. $hal


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RIP Redfin
By: 
👤 istanbulTraveler 
💬 36
   Nov 14, 2022

With mortgage rates going to 7% this company is gone almost for sure. $rdfn


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Smartsheet
By: 
👤 istanbulTraveler 
💬 36
   Jul 25, 2020

Good business management software. It would gain more traction when you have to spend more time working remotely.


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Guess
By: 
👤 istanbulTraveler 
💬 36
   Jun 15, 2020

This company is probably not going to exist in 5-10 years time. They have nothing new and popular and now it's hard to understand how they make it through this year without much revenue. This is going to be bad. $GES


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Weed
By: 
👤 istanbulTraveler 
💬 36
   Jan 16, 2020

Weed stocks are up 50% or more from the bottom two months ago. A few of them actually had some interesting stories. Canopy has one of the better financials. Apharia does drug delivery to your house. It’s a new industry and I’d imagine you wouldn’t see the lows again in the next couple of months. Remember a while ago bitcoin also dropped to 3000 and rallied to 12000 in a very short period of time. The stories here seem similar to me.

$cgc $cron $ogi $apha


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Datadog lockup provision
By: 
👤 istanbulTraveler 
💬 36
   Dec 09, 2019

https://twitter.com/LesliePicker/status/1203059047186018304

Datadog lockup provision says it has to close above 35.91 so that they can issue more shares. $DDOG


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Docusign
By: 
👤 istanbulTraveler 
💬 36
   Dec 07, 2019

https://www.fool.com/earnings/call-transcripts/2019/12/05/docusign-inc-docu-q3-2020-earnings-call-transcript.aspx

Earnings look great. Revenue growth and retention are also great. Revenue growth also seem to be accelerating as well.

Docusign first half 2019 stock price performance is lagging other SaaS peers by a lot. And then the price bounced almost 90% from to bottom. In retrospect they’re still one of the top players in e-sign. And when the revenue is lower this quarter then maybe next year growth would be high, if you’re a monopoly or a oligopoly.

That being said, valuation would always be hard for a company without earnings. And technically when a company is weak on the chart then you might intuitively remove them from your watchlist.

Oracle also tried to enter this field but I haven’t heard much about their product since. Maybe there’s just no traction or use cases for them.

$DOCU


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Why Cardlytics Stock Soared 43% on Wednesday
By: 
👤 istanbulTraveler 
💬 36
   Dec 05, 2019

https://www.fool.com/investing/2019/11/14/why-cardlytics-stock-soared-43-on-wednesday.aspx

It continues to go up in a retracing market. This is a good sign. $CDLX


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Amazon opens pop-up store on China's Pinduoduo until year-end
By: 
👤 istanbulTraveler 
💬 36
   Nov 26, 2019

https://www.reuters.com/article/us-amazon-pinduoduo-china/amazon-opens-pop-up-store-on-chinas-pinduoduo-until-year-end-idUSKBN1XY0HQ

$PDD $AMZN


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Anaplan
By: 
👤 istanbulTraveler 
💬 36
   Nov 22, 2019

The earnings call has revenue and EPS beats and raised guidance. The call is generally speaking cheerful. As for today it’s one of the few high-growth software stocks that do well. This alone worth paying some attention to. $PLAN


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Waste Management
By: 
👤 istanbulTraveler 
💬 36
   Nov 19, 2019

Good company. They are always there giving out good dividends and does solid financial track records and stuff. $WM


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Aurora halts construction of two cannabis facilities to conserve cash
By: 
👤 istanbulTraveler 
💬 36
   Nov 18, 2019

https://www.cbc.ca/news/canada/edmonton/aurora-cannabis-cannabis-construction-1.5360640

Lots of pot. Short on cash. $ACB


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PTON
By: 
👤 istanbulTraveler 
💬 36
   Nov 16, 2019

At the same time I don’t see anyone in the peloton shop. The bikes there look good though. $PTON

https://i.imgur.com/2YEK8sH.png


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LULU
By: 
👤 istanbulTraveler 
💬 36
   Nov 16, 2019

They seem to be doing ok as well. 11am in Toronto some shopping mall. $LULU

https://i.imgur.com/uWRoK4j.jpg


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