Jaguar Java

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Pre-market discussion of top opportunities
🇬🇧   EN Business Investing
Jaguar Java

🎧 Podcast episodes

Listen to 107 episodes
Jaguar 2Q21 Outlook & Premium Ideas
6 minutes ·

Jaguar 2Q21 Outlook & Premium Ideas

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Jaguar 2Q21 Outlook & Premium Ideas
6 minutes ·

Jaguar 2Q21 Outlook & Premium Ideas

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Jaguar 1Q21 Outlook & Premium Ideas
3 minutes ·

Jaguar 1Q21 Outlook & Premium Ideas

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Jaguar 1Q21 Outlook & Premium Ideas
3 minutes ·

Jaguar 1Q21 Outlook & Premium Ideas

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$PRSP Bull case for Perspecta
11 minutes ·

$PRSP Bull case for Perspecta

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$ASND Bull case for Ascendis Pharma
8 minutes ·

$ASND Bull case for Ascendis Pharma

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$CERN Bull case for Cerner
8 minutes ·

$CERN Bull case for Cerner

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Travel and Leisure stocks ready to rally for next couple weeks/months
12 minutes ·

Travel and Leisure stocks ready to rally for next couple weeks/months

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Chinese Tech Demystified Episode 3 – Youdao ($DAO)
22 minutes ·

Chinese Tech Demystified Episode 3 – Youdao ($DAO)

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Chinese Tech Demystified: Episode 2 – Huya ($HUYA)
23 minutes ·

Chinese Tech Demystified: Episode 2 – Huya ($HUYA)

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$SYNH Bullish earnings preview for Syneos Health that reports on August 6th before market opens
9 minutes ·

$SYNH Bullish earnings preview for Syneos Health that reports on August 6th before market opens

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$TWTR Bullish earnings preview ahead of release on July 23rd BMO
9 minutes ·

$TWTR Bullish earnings preview ahead of release on July 23rd BMO

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Bullish preview for Ryder Systems $R ahead if earnings on July 29th BMO
11 minutes ·

Bullish preview for Ryder Systems $R ahead if earnings on July 29th BMO

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Now Available: Jaguar 3Q20 Outlook with In-depth Research of Top 17 Ideas
5 minutes ·

Now Available: Jaguar 3Q20 Outlook with In-depth Research of Top 17 Ideas

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Bull case for Pluralsight $PS given strong secular and accelerating trends for education tech
9 minutes ·

Bull case for Pluralsight $PS given strong secular and accelerating trends for education tech

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Bullish case for $NVRO Nevro which had very strong Omnia launch last November and its likely to bounce back sharply after limited covid disruptions
7 minutes ·

Bullish case for $NVRO Nevro which had very strong Omnia launch last November and its likely to bounce back sharply after limited covid disruptions

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$ABT newly approved Freestyle Libre 2 is significantly better than Gen 1 and its launching this summer. $BABA Chinese e-commerce growth rate is accelerating sequentially in all categories.
8 minutes ·

$ABT newly approved Freestyle Libre 2 is significantly better than Gen 1 and its launching this summer. $BABA Chinese e-commerce growth rate is accelerating sequentially in all categories.

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Beautiful looking candle in $PZZA and an update on incredibly strong Q2 trends showing +33% comp growth in May. Huge call buying in $SGMO with HemeA gene data coming out on June 18th at 9am E
9 minutes ·

Beautiful looking candle in $PZZA and an update on incredibly strong Q2 trends showing +33% comp growth in May. Huge call buying in $SGMO with HemeA gene data coming out on June 18th at 9am E

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Is $ERJ a steal here with COMAC circling around after $BA cancelled its JV? $NTES Hong Kong listing is 360x oversubscribed, shares likely to inflate higher.
10 minutes ·

Is $ERJ a steal here with COMAC circling around after $BA cancelled its JV? $NTES Hong Kong listing is 360x oversubscribed, shares likely to inflate higher.

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Refreshing bull case for $SPOT. Expecting strong user engagement from ad-supported podcast business model. Separately, the download activity suggests strong acceleration from Q1 to Q2.
9 minutes ·

Refreshing bull case for $SPOT. Expecting strong user engagement from ad-supported podcast business model. Separately, the download activity suggests strong acceleration from Q1 to Q2.

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Discussion about an exciting small cap: $GNSS Genasys that provides critical communication real time alerts and infrastructure
9 minutes ·

Discussion about an exciting small cap: $GNSS Genasys that provides critical communication real time alerts and infrastructure

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Bullish view in $SRPT with weekly chart setting up for breakout. High level view with 15.3% of homeowners not making mortgage payments, a record high and well above 11.3% peak in 2008 GFC.
9 minutes ·

Bullish view in $SRPT with weekly chart setting up for breakout. High level view with 15.3% of homeowners not making mortgage payments, a record high and well above 11.3% peak in 2008 GFC.

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Bullish view on $AMD with stock setting up for breakout from Cup & Handle formation and we are stealth nonstop call accumulation
6 minutes ·

Bullish view on $AMD with stock setting up for breakout from Cup & Handle formation and we are stealth nonstop call accumulation

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Bullish view on $AMD with stock setting up for breakout from Cup & Handle formation and we are stealth nonstop call accumulation
6 minutes ·

Bullish view on $AMD with stock setting up for breakout from Cup & Handle formation and we are stealth nonstop call accumulation

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$WMT Earnings preview. Expecting strong SSS growth and ecommerce trends as it remains key beneficiary of shutdowns and consumers trading down
8 minutes ·

$WMT Earnings preview. Expecting strong SSS growth and ecommerce trends as it remains key beneficiary of shutdowns and consumers trading down

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$DKNG is seeing sharp acceleration in iGaming and sports betting. $BMY has several catalysts scheduled for next week. Both stocks look poised to run.
11 minutes ·

$DKNG is seeing sharp acceleration in iGaming and sports betting. $BMY has several catalysts scheduled for next week. Both stocks look poised to run.

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Technical view in $SPX. Bullish view on $DPZ as it sets up for breakout thru $380 with Cup & Handle formation. Reiteration of bullish view in $IBB after breakout y'day
10 minutes ·

Technical view in $SPX. Bullish view on $DPZ as it sets up for breakout thru $380 with Cup & Handle formation. Reiteration of bullish view in $IBB after breakout y'day

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Technical view in $SPX. Bullish view on $DPZ as it sets up for breakout thru $380 with Cup & Handle formation. Reiteration of bullish view in $IBB after breakout y'day
10 minutes ·

Technical view in $SPX. Bullish view on $DPZ as it sets up for breakout thru $380 with Cup & Handle formation. Reiteration of bullish view in $IBB after breakout y'day

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My long term bull case for $SPCE. While there is still so much exciting stuff to learn about space tourism, but I believe this stock could potentially go up 10x over coming years
11 minutes ·

My long term bull case for $SPCE. While there is still so much exciting stuff to learn about space tourism, but I believe this stock could potentially go up 10x over coming years

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Caution on Russell 2000 $IWM here. Looking vulnerable and may lose 20-day support. Like technical setups in $SNY and $GSK both setup for breakout.
7 minutes ·

Caution on Russell 2000 $IWM here. Looking vulnerable and may lose 20-day support. Like technical setups in $SNY and $GSK both setup for breakout.

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$ATVI reports tonight and TwitchAdviser viewership has been strong for CoD. $PZZA reports tomorrow morning and we expect strong sequential SSS growth and better margins from falling cheese pr
9 minutes ·

$ATVI reports tonight and TwitchAdviser viewership has been strong for CoD. $PZZA reports tomorrow morning and we expect strong sequential SSS growth and better margins from falling cheese pr

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$AMZN and $AAPL earnings previews ahead of reports tonight
12 minutes ·

$AMZN and $AAPL earnings previews ahead of reports tonight

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$GILD is boosting equating markets higher on positive results of anti-viral drug Remdesivir. My read through from $GOOG earnings report and what it is telling us for $FB which reports tonight
8 minutes ·

$GILD is boosting equating markets higher on positive results of anti-viral drug Remdesivir. My read through from $GOOG earnings report and what it is telling us for $FB which reports tonight

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High level view of rally in small caps today with stocks running strong ahead of any positive earnings revision. Cautious / Bearish view of $PAYC into earnings tomorrow.
10 minutes ·

High level view of rally in small caps today with stocks running strong ahead of any positive earnings revision. Cautious / Bearish view of $PAYC into earnings tomorrow.

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Bear case for $ACC at 6.9x debt to EBITDA and issuing refunds to students for canceling leases. Bear case for $BOKF with highest exposure to energy loans and 2.4% loan loss reserve is insuffi
7 minutes ·

Bear case for $ACC at 6.9x debt to EBITDA and issuing refunds to students for canceling leases. Bear case for $BOKF with highest exposure to energy loans and 2.4% loan loss reserve is insuffi

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Expect short term rally in Energy Sector $XOP and $XLE. Watching Nasdaq $QQQ closely which had a big bear raid yesterday morning. See if the bears pound again today or tomorrow
7 minutes ·

Expect short term rally in Energy Sector $XOP and $XLE. Watching Nasdaq $QQQ closely which had a big bear raid yesterday morning. See if the bears pound again today or tomorrow

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Watch 2750 support in /ES and 1170 support in /RTY. Channel checks continue to be strong for $TDOC BetterHelp app. Bullish view for $BF.B and $DEO. Lastly, $UBER with good technical set up
8 minutes ·

Watch 2750 support in /ES and 1170 support in /RTY. Channel checks continue to be strong for $TDOC BetterHelp app. Bullish view for $BF.B and $DEO. Lastly, $UBER with good technical set up

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Taking this rally with skepticism. Discussions about notable downgrades this morning $AAPL $TSM $TXN $CHWY. Stay-home economy stocks under pressure. Question: Is data for $GILD crystal clear?
9 minutes ·

Taking this rally with skepticism. Discussions about notable downgrades this morning $AAPL $TSM $TXN $CHWY. Stay-home economy stocks under pressure. Question: Is data for $GILD crystal clear?

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$SGEN with nice technical set up and has pathway for accelerated approval of advanced urothelial cancer. $BLL is benefiting from strong canned food and drink shipments as people hoard during
7 minutes ·

$SGEN with nice technical set up and has pathway for accelerated approval of advanced urothelial cancer. $BLL is benefiting from strong canned food and drink shipments as people hoard during

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Continuing theme of finding stocks that fit definition of “Scarcity of Growth Assets” and discussing two stocks today; $ZYXI and $TDOC both with nice technical view and channel checks
7 minutes ·

Continuing theme of finding stocks that fit definition of “Scarcity of Growth Assets” and discussing two stocks today; $ZYXI and $TDOC both with nice technical view and channel checks

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Big fade yesterday, watching $SPX 2620 as near term support. $IRM Records Mgmt and Shredding businesses down sharply and heavy May put accumulation. $IQ saw put buying down to Jan 5 strike y'
9 minutes ·

Big fade yesterday, watching $SPX 2620 as near term support. $IRM Records Mgmt and Shredding businesses down sharply and heavy May put accumulation. $IQ saw put buying down to Jan 5 strike y'

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$SPX is now back my 2700-2750 range resistance we talked about many times. Hard to make case of any fundamental upside from here. $PFPT is stealing market share with 5 of last 12 deals displa
9 minutes ·

$SPX is now back my 2700-2750 range resistance we talked about many times. Hard to make case of any fundamental upside from here. $PFPT is stealing market share with 5 of last 12 deals displa

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We are seeing major selling in mortgage servicing companies along with heightened put activity. This podcast discusses several of those names including $PFSI $BXMT $ESNT $HST $PK $LC $BAP and
9 minutes ·

We are seeing major selling in mortgage servicing companies along with heightened put activity. This podcast discusses several of those names including $PFSI $BXMT $ESNT $HST $PK $LC $BAP and

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The world needs a breakthrough. May be $GILD will give us just that pretty soon. Worth a speculative trade ahead of Chinese clinical trial.
6 minutes ·

The world needs a breakthrough. May be $GILD will give us just that pretty soon. Worth a speculative trade ahead of Chinese clinical trial.

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Bear case for Software Sector $IGV as digital transformation initiatives slow as companies delay spending decisions. Group trades at 8.5x EV/Sales vs 1.5x trough in 2008
8 minutes ·

Bear case for Software Sector $IGV as digital transformation initiatives slow as companies delay spending decisions. Group trades at 8.5x EV/Sales vs 1.5x trough in 2008

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There is scarcity of growth assets to buy. $CHWY and $SPOT are showing strong channel checks. Analysis show with 100% stores closed $PLAY has 3 months of liquidity before it goes bust.
9 minutes ·

There is scarcity of growth assets to buy. $CHWY and $SPOT are showing strong channel checks. Analysis show with 100% stores closed $PLAY has 3 months of liquidity before it goes bust.

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A high level view. I have a hard time grappling with idea that we can suddenly reopen the country given COVID trends. So what is the fair value of $SPX is such scenario? Some thoughts present
11 minutes ·

A high level view. I have a hard time grappling with idea that we can suddenly reopen the country given COVID trends. So what is the fair value of $SPX is such scenario? Some thoughts present

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Catasys $CATS is seeing recording volume growth from COVID-19. AT&T $T with heavy put buying second time this week as the street slashes Wireline and WarnerMedia estimates from shutdowns.
10 minutes ·

Catasys $CATS is seeing recording volume growth from COVID-19. AT&T $T with heavy put buying second time this week as the street slashes Wireline and WarnerMedia estimates from shutdowns.

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