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META headwinds played out?
In Q3 call Zuckerberg said
Nov 1, 2022
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META headwinds played out?
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April 2022
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.
Apr 29, 2022
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Xerox – Cheap back to office play + Take private target?
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Upstart: Easy Q1 beat & raise ahead?
Consumer loans macro environment remains constructive:
Apr 10, 2022
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Upstart: Easy Q1 beat & raise ahead?
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February 2022
Upstart Q1 guidance conservative & beat coming again
Upstart Q4 revenue was $305mio and their Q1 revenue guidance mid-point is $300mio.
Feb 16, 2022
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Upstart Q1 guidance conservative & beat coming again
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Upstart stands out among hyper growth
There are many deep dives on UPST.
Feb 8, 2022
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Upstart stands out among hyper growth
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December 2021
MacroValue 2021 Report
2021 has been my best year in a while with return of +83% (YTD as of 30 Dec).
Dec 31, 2021
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MacroValue 2021 Report
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November 2021
Funko Inc
NFT free option
Nov 26, 2021
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Funko Inc
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American Axle & Manufacturing Holdings $AXL
Cheap ahead of a multiyear auto cycle
Nov 25, 2021
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American Axle & Manufacturing Holdings $AXL
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Xerox Holdings Corp
Back to office play at lockdown valuation with 66% upside
Nov 24, 2021
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Xerox Holdings Corp
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September 2021
Lockheed Martin Corp (LMT) - no brainer buy?
LMT is a business with moat, with double digit EPS growth, trading at 11X PE with 3% dividend + 3% buyback yield
Sep 17, 2021
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Lockheed Martin Corp (LMT) - no brainer buy?
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April 2021
FB Q1 revenue growth to be +52% YOY
vs current estimate of +33% YOY
Apr 2, 2021
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FB Q1 revenue growth to be +52% YOY
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February 2021
Paysign asset lite, high growth COVID reopening value play
Paysign provides payment solutions for the blood plasma collection industry.
Feb 26, 2021
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Paysign asset lite, high growth COVID reopening value play
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