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Surprised This Isn't Enough: Recapping Home Depot's Actuals vs. Consensus $HD
Consensus Estimate Benchmarking + Valuation Context
earnings-edge.com/p/surprised-th…
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Consensus Media
23.6K posts
Consensus Media
@ConsensusGurus
Often sarcastic / satirical. Trading commentary? Treat it as my opinion for the day and no longer than that. Do your own diligence.
Boston, MA Katılım Kasım 2021
545 Takip Edilen43.4K Takipçiler
Big block trades in Treasury futures today, all sales. Felt like a ‘capitulation’ type day👇
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*RAILWAY BLOCKED BY GOOGLE CLOUD FOLLOWING LATEST FUNDING ROUND
Angelo 🇵🇷@ngeloxyz
@henrytouma thats not true; we were automodded and then blocked from our own account as of now, we still have no explaination from GCP
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NEW reporting with @SuzanneKapner on just how close Lululemon was to ending its long-running spat with company founder Chip Wilson last week, before it all fell apart. $LULU
wsj.com/business/retai…
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@axios @sarafischer Maybe she could take some math classes about what down 40% and then up 40% means for her shareholders
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Bumble CEO Whitney Wolfe Herd to @sarafischer:
"I'm tough as nails now. You really can't hurt me. My stock drops 40%, it goes up 40% — I keep showing up with the same level of passion, purpose, focus. You cannot rock me."
👀 Catch a new episode of THE AXIOS SHOW, out Monday
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@blondesnmoney That’s not psychosis — that’s realization of reality.
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First and best housing analyst on $TOL results: “We expect TOL shares to underperform tomorrow after F'3Q EPS was guided -17% below Street”
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@juliuscaeser420 When did you discover it? I was a regular until I got awful food poisoning from my location and have only been a few times since in the last year
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@ConsensusGurus Its slop unless your an italian addicted to hummus 🤣
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These Comp Sales Look High: Cava Consensus Expectations into Today's results
Consensus Estimates + Valuation Context $CAVA
earnings-edge.com/p/these-comp-s…
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*ROBLOX REPORTS $3B BUYBACK AUTHORIZATION
Always smart when you're in a net loss position and have been forever. Although maybe this signals that turns soon? $RBLX
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And here's the third one, from earlier in the day regarding Target $TGT (reporting tomorrow morning)
Consensus Media@ConsensusGurus
Add another 'big press release' before earnings to the list, Hasbro $HAS - although if you announce bad news before, do you assume good news behind? Does it work in reverse...
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Add another 'big press release' before earnings to the list, Hasbro $HAS - although if you announce bad news before, do you assume good news behind? Does it work in reverse...
Consensus Media@ConsensusGurus
*ANALOG DEVICES TO BUY EMPOWER SEMI FOR $1.5B CASH You know what they say about big press releases the day before earnings... $ADI results in the morning.
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Eating Their Lunch: Cava Actuals vs. Consensus
Benchmarking Results vs. Consensus with Historical Valuation Context $CAVA
earnings-edge.com/p/eating-their…
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*ANALOG DEVICES TO BUY EMPOWER SEMI FOR $1.5B CASH
You know what they say about big press releases the day before earnings... $ADI results in the morning.
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We won't top in memory into one of these names announces a stock split. I'm looking at you SanDisk.
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*OPENAI NOW OFFERING GUARANTEED COMPUTE CAPACITY
Oh man is it really that bad over there?
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