BeatTheStreet

3.5K posts

BeatTheStreet

BeatTheStreet

@BeatShort

All views presented here are mine only and are not to be distributed or published without my prior consent.

Katılım Nisan 2012
791 Takip Edilen863 Takipçiler
BeatTheStreet
BeatTheStreet@BeatShort·
$NKE Hearing Jefferies Konik out pounding the table to buy shares before eps as the turnaround advances...
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BeatTheStreet
BeatTheStreet@BeatShort·
$RCKT Kresladi’s approval widely expected, but FDA awarded company with PRV estimated worth of 150-200mln is the real jewl....company mcap 500mln currently
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BeatTheStreet
BeatTheStreet@BeatShort·
$WVE Now Mizuho says 240mg cohort most important are visceral fat and waist circumference
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BeatTheStreet
BeatTheStreet@BeatShort·
$WVE Hearing Oppenheimer buyer on weakness, says 240mg dose was their focus and that meet their ecpectations
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BeatTheStreet
BeatTheStreet@BeatShort·
$KPTI Hearing Blair commenting ->KPTI – reports data from its Ph 3 SENTRY trial which hit one but missed a second primary endpoint; announces a concomitant private placement...so why stock even up? 20 years of cash burn and drug too toxic...
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BeatTheStreet
BeatTheStreet@BeatShort·
$TTD Hearing Needham defending the name... rational debate why they still think $TTD is a buy...longer run right stradegy to move away from (hold cos) to get branded touch
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BeatTheStreet
BeatTheStreet@BeatShort·
$PYPL Hearing boutique shop out saying TPV tracking well ahead of consensus driven by branded reacceleration...Branded most imortant part of $PYPL
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BeatTheStreet
BeatTheStreet@BeatShort·
$UBER $RIVN $PONY UBER TO INVEST UP TO $1.25 BILLION IN RIVIAN IN ROBOTAXI DEAL...Should bode well for $PONY since $UBER has collaboration with them
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BeatTheStreet
BeatTheStreet@BeatShort·
$MU Hearing small boutique shop already downgrading $MU to hold
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BeatTheStreet
BeatTheStreet@BeatShort·
$LCID Hearing Citi starts with buy on a thesis that company is in positive inflection point...pt $17
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BeatTheStreet
BeatTheStreet@BeatShort·
$LULU America still in decline....
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BeatTheStreet
BeatTheStreet@BeatShort·
$GTLB IBM CEO ON MORE M&A AFTER CONFLUENT...will $GTLB or $ESTC be next in line to be aquired?
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BeatTheStreet
BeatTheStreet@BeatShort·
$NKTR Seems nobody got the memo of Cowen initiation with buy and $109 pt
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BeatTheStreet
BeatTheStreet@BeatShort·
$NXT Hearing Keybanc upgrades to OW and pt $142
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BeatTheStreet
BeatTheStreet@BeatShort·
$AVR What a nice little initiation out from Wells Fargo, initiates with buy and establishes $16 pt. And that strategic investment from $MDT at the end of Jan seems even better now...
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BeatTheStreet
BeatTheStreet@BeatShort·
$BNTX Feels a huge overreaction, they basically trade on cash...17bln EUR in cash+catalysts in Q1
BeatTheStreet tweet mediaBeatTheStreet tweet media
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