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…