disclaimer: opinions are all my own, not of any of my employer or organization that’s affiliated with me. not a research report, not a buy or sell reco.
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farfetch
(Great sentiment after great earnings from splunk and datadog will mean great things for Elastic too — which we recommended a buy at 73 below)
splunk
Elastic
pags to follow stoneco’s great results
stne great numbers
ntes great numbers and a winner in our ports
nflx still keeping our winner
lk great name. will wait for pullbacks
we’re considering adding more cag for those who don’t have at 27. consider even 28 to add
and more xom for divs
we are waiting for shakeshack to drop to 50. waiting down.
huya gives us a buy entry here at 21–21.7
fnko gives us a buy entry here at 14.90–14
facelesstrader ;)
