@YahooFinance It was great speaking with @BrianSozzi and @thebradsmith today about why we are still "on the sidelines" towards $MU and bullish on the still less discovered $JBL and $FLEX. Powered by @analysthubco
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Fox Advisors
86 posts
Fox Advisors
@foxadvisorsllc
Electronics supply chain, storage technology, and auto technology independent research provider (IRP). Powered by @analysthubco
Katılım Mart 2020
138 Takip Edilen49 Takipçiler
Fox Advisors retweetledi
$MU shares sink on Q4 earnings. Fox Advisors Founder and CEO Steven Fox discusses the outlook for the semiconductor manufacturing company:
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Reports on @Instacart's IPO from @CNBC's @dee_bosa and @WSJ has lacked key details and perspective. We just posted a note for our clients that fills in the blanks, especially on operating leverage. We also cover future growth/valuation. Want to hear more? foxadvisorsllc.com/contact-us/
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We initiated coverage on @LucidMotors this morning? Want to hear the details on our investment rating/financial projections/key themes? foxadvisorsllc.com/contact-us/
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Thanks to @LucidMotors for a great tour today in Casa Grande! The importance of Lucid's vertical integration, massive expansion and plant integrations underway has to be seen in person to be fully appreciated. Want to hear more? foxadvisorsllc.com/contact-us/
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Intrinsic value of delivery/rideshare networks can get overlooked by investors. Value rises as execution improves, inch by inch, which gets compounded by subscriber growth (led by $DASH, $UBER) and new ways to monetize the base (ads). He tried to say ... Powered by @analysthubco
Yahoo Finance@YahooFinance
Fox Advisors Founder CEO Steven Fox on $DASH subscriber growth amid delivery demand: “Amazon is in the last mile, but DoorDash is in the last mile, last hour. I want my groceries delivered in maybe 90, 60 minutes, I want my food in 20-30 minutes.”
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Fox Advisors Founder CEO Steven Fox on $DASH subscriber growth amid delivery demand: “Amazon is in the last mile, but DoorDash is in the last mile, last hour. I want my groceries delivered in maybe 90, 60 minutes, I want my food in 20-30 minutes.”
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Join me for this event: OFC Conference and Exhibition cvent.me/0YEyRB?refid=S…
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Thanks @YahooFinance's @AkikoFujita for a great conversation on @DoorDash's Q3 print. Order resiliency was a +ve, even ex-YoY food inflation, and new disclosures left some interesting EBITDA growth breadcrumbs. Want to hear more? Contact @analysthubco
finance.yahoo.com/video/doordash…
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Thanks to @yahoofinance for bringing us on to chat with @thebradsmith @juleshyman @BrianSozzi on the latest regulatory hand wringing over $DASH, $LYFT, $UBER. We would still mainly focus on the strong tech backbones at all three networks + new products enabling EBITDA growth.
Yahoo Finance@YahooFinance
.@foxadvisorsllc CEO Steven Fox on $UBER and $LYFT: “When you talk about these [ride-share] networks, the companies aren't playing checkers — it's more like three-dimensional chess.”
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Advanced merchant services are sometimes the forgotten, but very important, piece, to the leading delivery networks being built by @dkhos and team at @UberEats and the @DoorDash managers building on @t_xu's vision ...
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Yahoo Finance@YahooFinance
Fox Advisors CEO Steven Fox on $AMZN stake in GrubHub: “It’s important to keep in mind that what DoorDash… and Uber [have] done… is create value for merchants in a big way, including small merchants where sometimes Amazon sort of bulldozes those types of companies.”
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Thanks to @YahooFinance for bringing us on to chat with @BrianSozzi & @BrookeDiPalma about $AMZN's plans to invest in $JET's @Grubhub. We expect this battle for subs to be a popular discussion point for $UBER and $DASH investors. Powered by @analysthubco
lnkd.in/gG5G6YSz
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We look forward to hosting @LightningeMtrs' CEO @timreeser at our virtual Transportation Tech Conference on Wednesday (6/22)!
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Tim Reeser@timreeser
Expanding to meet customer demand! Here's a look at the new technology we've added in our expansion of the manufacturing space. $ZEV #LightningElectric
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Fox Advisors retweetledi
Expanding to meet customer demand! Here's a look at the new technology we've added in our expansion of the manufacturing space.
$ZEV #LightningElectric
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We look forward to hosting @aurora_inno's CFO @richard_tame1 at our virtual Transportation Tech Conference on Wednesday (6/22)!
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Aurora@aurora_inno
Introducing #TheDashboard, your monthly update from Aurora. Subscribe to find updates on our progress, recent news, commentary about what’s going on in the AV industry, and much more: hubs.li/Q01cXjSq0
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Fox Advisors retweetledi
Introducing #TheDashboard, your monthly update from Aurora.
Subscribe to find updates on our progress, recent news, commentary about what’s going on in the AV industry, and much more: hubs.li/Q01cXjSq0
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We look forward to hosting @BirdRide's CEO @travisv and CFO Yibo Ling at our virtual Transportation Tech Conference on Wednesday (6/22)!
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Bird@BirdRide
Over the last 3 days, our team has had the opportunity to display our state-of-the-art, shared vehicles at @Globalmobcall in Madrid. Special thanks to the Mayor of Madrid @AlmeidaPP_ & Mobility Councilman, @bcarabante for stopping by to learn about Bird! 💙
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We look forward to hosting @Proterra_Inc's CEO Gareth Joyce at our virtual Transportation Tech Conference on Wednesday (6/22)!
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We look forward to hosting @hyzonmotors' CEO @CraigK_Hyzon at our virtual Transportation Tech Conference on Wednesday (6/22)!
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