Stock Updates

Any news on current EPIC holdings is to be put into this category.

$RNG Stock Update

Unwarranted 20% decrease for the quarter. Despite the perceived need for RNG tech decreasing with a return to work post-COVID, earning in May were quite positive: revenue rose 32% year over year to $352 million 34% increase in subscription revenue adjusted profits of $0.27 per share were 42% higher than the $0.19 last year. beat …

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$APPS Stock Update

Digital Turbine (APPS) has been bouncing around these past month-month and a half. It had recovered quickly from the early March drop, but definitely had me wondering what has been going on as it bounces below the SMA200. Highlights Acquires approximately 95% of the shares in Fyber N. V. for $600m (Mobile Advertising Monetization). This …

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$EA Stock Update

Electronic Arts has recovered nicely from the fall in late February. No news is good news here, not much to report. Highlights Surge in gaming activity from the Pandemic has been favorable. Announced EA Sports PGA Tour Signed a deal with Silver Rain Games, which promotes independent games. Admittedly, EA is not as performant as …

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$MSFT Stock Update

Microsoft saw a huge rise this past month benefiting from analyst upgrades and encouraging corporate news. Some highlights and lowlights from the past month: Most notably, has been chatting up Discord, which is a chat program that is similar to Slack with an emphasis on gamers. This would be huge. Awarded contract with US Army …

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$RNG Stock Update

RNG released an in-app calling for Salesforce. The new feature enables sales agents to make, transfer, and control phone calls directly from Salesforce, resulting in increased productivity and efficiency, and empowering sales agents to drive improved customer engagement. (With in-app calling, sales associates can easily control and manage all customer calls without ever leaving their …

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$ETSY Stock Update

ETSY is currently has a Zacks Rank of #1 (Strong Buy). 600% over the past three years 4.4 million active sellers and nearly 82 million active buyers. $10.3 billion in gross merchandise sales, up 106.7% year over year.

$SNX Stock Update

Up 16% for the month, $36% for the quarter, and 190% for the year. Earnings Beat: EPS $1.89 beating estimates of $1.69 Revenue $4.9B beating estimates of $4.7B Announced merger with Tech Data Corporation Global investor rights law firm investigating SNX concerning potential violations of the federal securities laws and/or breaches of fiduciary duties relating …

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