Category: Consumer Cyc / Disc
$TSLA // Tesla
// THESIS Tesla is an AI+robotics company masquerading as an EV car company. With a…
$SBUX // Starbucks
Cover image borrowed from Starbucks Secret Menu: 60 Best Drinks to Order in 2024. Every…
Turning lemons into lemonade: Does $W deserve a short squeeze?
The short interest of Wayfair ($W), the online retailer of home furnishings and decor, is…
$TSLA // Enough Catalysts For Ya?
Tesla » TSLA // Consumer Discretionary Sector // Strike Price = $282 {subscribe: we are…
$CROX // Fugly Footwear For All Frames
Crocs » CROX // Consumer Discretionary Sector // Strike Price = $xx {subscribe} // THESIS…
$HD // Gotta Have the Right Tool for the Job
Home Depot » HD // Consumer Discretionary Sector // Strike Price = $xx {subscribe} NOTE:…
$ATZ // Sustainable Expansion of Everyday Luxury Fashion
Aritzia » ATZ // Consumer Discretionary Sector // Strike Price = $xx {subscribe} Update: Jul…
MAT // Some say, “it’s a Barbie World”
Mattel: MAT // Purple 2 // Strike Price = {subscribe} 10 year CAGR = -8.5%…
TSLA // Still undervalued with a 69% Margin of Safety
Track all markets on TradingView Tesla: TSLA // Blue 2 // Strike Price = $222…
BYDDY // Build Your Dream; cheesy name, big cheese potential
BYDDY // Blue 2 // Strike Price = {subscribe} 10 year CAGR = 25.9% (historical…
RIVN // Calling all weekend warrior pick-up truck enthusiasts with $73K+
RIVN // Orange 2 // Strike Price = {subscribe} 10/y CAGR = TBD … IPO…