Breaking Estimate Short Candidates: UiPath, EchoStar, Stitch Fix, First Solar
This model uncovers companies facing recent declines in estimates. This week we flag: UiPath, EchoStar, Stitch Fix, First Solar
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Match: Tinder Burning
This note is a followup to our recent short call on Match Group Inc (MTCH US) ahead of 4Q19’s earnings. The quarter was highly supportive of our...
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IAC: 1+1 Is Supposed to Equal 2.
We have been examining the IAC/InterActiveCorp (IAC US) complex. Our headline take is we like ANGI ANGI Homeservices (ANGI US) and IAC as longs,...
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Revolve IPO Preview (Part 1): Influence, Rinse, & Repeat
Revolve (Advance Holdings LLC, RVLV US) is a US-based online fashion retailer that is getting ready for an IPO in the next few weeks. Established...
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Y Ventures: A Potential to Double (Part 2)
With a small market cap barely touching SGD 100m, YVEN is easy to be passed up by fund managers. However, its data-centric approach to e-commerce,...
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