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Xerox – Cheap back to office play + Take private target?
Back to office will be a significant theme for the rest of the year and XRX is cheap way to play it. XRX valuation in a hybrid work model XRX free cash…
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MacroValue
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Upstart: Easy Q1 beat & raise ahead?
Consumer loans macro environment remains constructive: Loans Demand: Consumer loans demand is accelerating. Q1 is seasonally a weak period for consumer…
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MacroValue
Upstart Q1 guidance conservative & beat coming again
Upstart Q4 revenue was $305mio and their Q1 revenue guidance mid-point is $300mio. The reason given for flat sequential revenue guidance is Q1 seasonal…
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MacroValue
Upstart stands out among hyper growth
There are many deep dives on UPST. Below is the most comprehensive one I came across. I will not repeat what upstart does etc. I hope to add some…
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MacroValue
MacroValue 2021 Report
2021 has been my best year in a while with return of +83% (YTD as of 30 Dec). Top 5 contributors: Mall REITS Basket (WPG, MAC, RVI) +48% FB +22% QDEL…
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MacroValue
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Funko Inc
NFT free option
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MacroValue
American Axle & Manufacturing Holdings $AXL
Cheap ahead of a multiyear auto cycle
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MacroValue
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MacroValue’s Newsletter

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