disclaimer; all ideas are my own and do not reflect my employer or organization’s views. all for educational and informational purposes only, not a buy and sell report.
KEY POINTS
Pinterest launches a small business shop on its site ahead of the holidays as it leans into shopping.
The new feature will let users shop from 17 small businesses ahead of Small Business Saturday, the company announces.
Pinterest has previously said its platform is particularly popular with moms, who make up 80% of its total U.S. audience, according to a Comscore study.
Is 10B marketcap enough downside priced in? We’ll watch and study.
Roku, TTD (Not chasing. just watching the outcomes)super stellar outperformers — for watchlist
****
Mongodb
Planet fitness
Projecting disney towards 160
just keeping.
netflix may meet resistance 320–335
square — cashapp strength.
paypal- acquisitions for Honey and Venmo strength.
shopify — the strength of the business model persists amidst high valuations
atlassian
target achieved for Chegg at 40, from 33 after earnings
docu 20% away from earnings buying point. target achieved and watch
tdoc recover round from 50 to 72 then quick momentum after earnings towards 85
Things I’m reading:
Things I have to read further on:
great momentum names: intu, payc,zs,cdns,coup,pd,snps,okta, yext, aaxn, pcty, crox,avlr,zen,team,mdb
