EP Investment Club

Meeting Minutes for 05/08/19

May 8, 2019 Craig 0

Attendees: Grant, Nicky, Craig, Greg General: No meeting in June, next meeting is July. Sells: Next month consider selling TSLA, MO Pitches: WM Waste Management […]

$TTD Stock Update

May 8, 2019 Craig 0

Recommendation: HOLD +12% month Reports Q1 tomorrow 5/9 (+1% after hours) Trade Desk is witnessing increasing adoption of its unified ID solution. Notably, Sharethrough, TripleLift […]

$TSLA Stock Update

May 8, 2019 Craig 0

Recommendation: HOLD -10% month Tesla Inc said on Wednesday it closed its $2.7 billion offering of stock and convertible notes and that it was over-subscribed, […]

$NFLX Stock Update

May 8, 2019 Craig 0

Recommendation: HOLD +1% month Subscribers is the metric the market seems to care most about. Free cash flow, content spend, and even margins have taken […]

$GOOG Stock Update

May 8, 2019 Craig 0

Recommendation: HOLD -3% month announced new privacy controls for its services, including “Incognito mode” for Google Maps, and published new privacy commitments for its hardware, […]

$ANET Stock Update

May 8, 2019 Craig 0

Recommendation: HOLD -14% last week in addition to reporting roughly in-line first-quarter revenue and an EPS beat — it guided for second-quarter revenue of $600 […]

$RNG Stock Update

May 8, 2019 Nicky 0

  Earnings highlights: EPS  of 17 cents (15 cents expected) Revenue of $201.5 million ($193.3 million expected) – 34% increase year over year Software subscriptions revenue increased […]

$EA Stock Update

May 8, 2019 Nicky 0

    Earnings released yesterday: EPS $1.41 per share ($0.97 expected) Revenue of $1.24 billion ($1.2 billion expected) For the year, the company reported profit of $1.02 billion, […]

$BAC Stock Update

May 8, 2019 Nicky 0

Earning release April 16: EPS of $0.70 per share, beating consensus by $0.05 per share Revenue of $23 billion  ($300 million less than expected) Net interest yield […]

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$LEA Stock Update

May 8, 2019 Grant 0

Lear missed their quarterly earnings report on 4/26 by $.11 – coming in at $4.00. The stock has gone down a bit as a result, […]