Unhedged

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It's a slow earnings week going into the new year, here are the major highlights from last week's earnings transcripts from the following companies:

- $MU
- $NKE
- $KMX
- $GIS

https://www.unhedged.com/exchange/61c192984ee930002de1da1e/

Here's what investors are talking about on this edition of Social Media Recap:

- $V & $MA vs $SPX
- Return Ratios
- Sell Side Anecdote
- Harmful Advertisers in Unconstrained Markets

https://www.unhedged.com/exchange/61c20a238e9f89003b496bfc/

Here's what to keep an eye on during the 4-day trading week this week:

- $NKE $MU Earnings
- Box Office Hits $SONY $DIS $AMC
- Economic Releases

https://www.unhedged.com/exchange/61c02c554ee930002de15be5/

Here's what went down in the markets this week, featuring:

- Fed Tapering
- $ADBE Weak Outlook
- $RBLX User Metrics
- Economic Updates

https://www.unhedged.com/exchange/61bdf1b84ee930002de0c1dd/

Here's what to look out for this week in the markets, featuring:

- $RIVN First Earnings as Public Company
- IPO Watch (Samsara, Fresh Vine Wine)
- Key Earnings Announcements
- Investor Events to Watch Out For
- Major Economic Releases

https://www.unhedged.com/exchange/61b71085bd2f9c002ebe54b3/

Welcome to this week's Social Media Recap, where we highlight threads on the following topics:

- Threads That Taught Me The Most
- Gavin Baker x Graham And Doddsville Interview
- AutoStore Holdings Deep Dive
- Test Your Math With Twitter Polls
- Unhedged Twitter Spaces

Read here:
https://www.unhedged.com/exchange/61af9cbe195c92003a8d93e7/

Here's what to look out for on this issue of Week Ahead:

- IPO Watch (Nu Holdings & HashiCorp)
- Key Earnings Announcements $ORCL $GME $COST
- Events to Watch Out For
- Economic Releases

Check it out here:
https://www.unhedged.com/exchange/61ae07e9195c92003a8c490a/

Here's what investors are talking about this week on social media, featuring:

- Fundamental Analysis Twitter Spaces
- Credit Card Usage Vs BNPL
- Q3 Buys That Caught My Attention
- Datadog Q3 Analysis
- Test Your Math Skills With Twitter Polls

https://www.unhedged.com/exchange/61a648b236c0b40021f34b32/

Social Media Recap: November 30th, 2021

Here's what to look out for this week in the markets, featuring:

- Key Earnings Announcements $CRM $SNOW
- Investor Events To Watch Out For $AMAT $APP
- Major Economic Releases

https://www.unhedged.com/exchange/61a4836f3b0e2d0010e83937/

Here's what investors are talking about this week on social media:

- Questions to Consider While Researching $SPOT
- Strong Shareholder Value Via Buybacks
- Why Semiconductor Cost Increases Aren't Transitory
- If You Want to Excel at Math, Read These

https://www.unhedged.com/exchange/619d298a019ef7002dbf7002/

Here's what to look forward to this week in the markets, featuring:

- Key Earnings Announcements (including: $ZM $DELL $BBY)

- Investor Events to Watch Out For

- Major Economic Releases

https://www.unhedged.com/exchange/619b5f686fe4860010a08997/

Here's what investors are talking about this week on social media:

- The Most Important Economic Concept You've Never Heard of
- Tiger Global: Winning Machine
- Sentiment Crashing While Stocks Booming
- Optimization: Viewed vs. Used
- $SE Write-Up

https://www.unhedged.com/exchange/619537b8740c3b001029cf87/

Here's what to look out for this week in the markets:

- Retail Giants Quarterly Results: $WMT $TGT $HD
- IPO Watch: Braze, Sweetgreen, UserTesting
- Key Earnings Announcements
- Investor Events to Watch Out For
- Major Economic Releases

https://www.unhedged.com/exchange/61920cb52b08700010379e4f/

Here's what to look out for this week in the markets:

- $HTZZ Comeback
- $NVDA GTC Conference
- Key Earnings: $DIS $PYPL $AMC $SPCE + more
- Going Public: Rivian/Expensify/Hertz/BackBlaze
- Events to Watch Out For
- Economic Releases

https://www.unhedged.com/exchange/6188e4db553b5a0031b7d472/

Here's what investors are talking about on this week's issue of Social Media Recap:

- Trader Joe's Breakdown
- $NFLX/Youtube CTV Time Spent 📈
- Companies With Most To Gain/Lose From Crypto
- CEOs That Are All-In
- $FB Largest Bet In History

Read Here:
https://www.unhedged.com/exchange/618423291a2504001008fcd0/

We started a new newsletter called Weekly Highlights - going over key transcript highlights from major earnings calls from the past week.

This week we review:
- $PG
- $NFLX
- $TSLA
- $INTC
- $SNAP

https://www.unhedged.com/exchange/61745a799f82060011635b6f/

Highlights of The Week: 10/22/021

Here's what to look out for this week in the markets on this issue of the Week Ahead:

- Earnings: $BAC $JPM $UNH

- New IPOs: GitLab, AvidXchange, & IHS Holdings

- Investor Events to Watch Out For

- Major Economic Releases

Check it out here:
https://www.unhedged.com/exchange/6163decc5e306f00952315e5/

Putting up some spooky decorations 🎃

Here's what investors are talking about on Social Media this week, featuring:

- $UPWK Thesis
- Thoughts of a young Michael Burry
- $PGNY Deep Dive
- Fintwit Portfolio Compilation
- Studying Serial Acquirers
- $CSU Write Up
- Best Short Idea Right Now

https://www.unhedged.com/exchange/615c69261303120020a38346/

😅

Here's what investors are talking about on social media this week, featuring:

- Evergrande Train Wreck

- How to Win on Wall Street

- New $UBER UX Features

- One of a Kind Companies

- The 10% Who Beat the Market

Check out the threads here:
https://www.unhedged.com/exchange/6149e8b501cbf20020afc4f3/

Here's what investors are talking about on social media this week, featuring:

- Cedar Fair (ticker: $FUN) Write-up
- Big Picture Market Thoughts
- O'Reilly Automotive (ticker: $ORLY) Write-up
- Invest Like The Best
- Buy Now Pay Later Threat to Fintech
https://www.unhedged.com/exchange/6140bcafd796910010d34beb/

Here's the recap for this past week in the markets, featuring $AMC breaking records, Airlines lowering revenue guidance, Buy now Paypal later, and Economic updates.

Read the Weekly Recap here:
https://www.unhedged.com/exchange/613cb2b4d796910010d161bc/