1H22 Obex Research Short Portfolio
Our top short ideas for 2022: Tesla, Roku, Palantir, Spotify, Doordash, Expensify, AMC, and Teradata. Continue to like pandemic related...
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Record Tesla Q4 Deliveries Boost Q4 Revenue & Profit Estimates
Tesla's Q4 deliveries trounced market estimates thanks to a strong yearend push. Also true, Tesla's easy comps may be coming to an end.
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LG Chem Trading Cheap As LG Energy Opens Its Books
Potentially go outright long or, until LG Energy lists, hedge against a basket of domestic chemical peers, all of whom have outperformed LG Chem...
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Look Away From Elon Musk To Gauge Tesla's Prospects—and Looming Risks
Sure the Elon Show is on all channels, but he and Tesla did have a very good year. They also caught a lot of lucky breaks that won't last—which is...
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Morning News Summary: BoE Hikes, ECB Continues QE — Stocks Like It
Morning News SummaryBoE Hikes, ECB Continues QE — Stocks Like It Equity markets traded mixed on Thursday after three major central banks pulled...
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