Wendy's - QSR valuations finally under attack. Can Wendy's hold up against franchisee pressure? Freaky Finance Fellow 22 тыс. подписчиков Скачать
Wendy's - QSR valuations finally under attack. Can Wendy's hold up against franchisee pressure? Скачать
LexinFintech Holdings - A Chinese short term high yield "lender"... trading suspiciously cheap. Скачать
Miniso - A company that out grew the 22/23 China Malaise and now has its eyes set internationally. Скачать
Indigo & Chapters - After a long 12 rounds against Amazon, looks like privatization is on horizon? Скачать
TKO - What happens when you mix UFC and WWE? A Royal Rumble amount of Free Cash Flow generation. Скачать
Paramount 2024 -Is this finally the inflection point for the race between linear TV decline and DTC. Скачать
Ivanhoe - A Copper miner that has a nice production cycle uplift into a potential scarcity event. Скачать
The Spread Game - Laying some basic bank concepts to equip oneself for a potential 2024 opportunity Скачать
Build -a -Bear. Is the company permanently better than the decade before? Lets find out! -Ticker BBW Скачать
Q3 23 Review - Rolling Recessions into a higher for longer safe landing main stream narrative Скачать
Children's Place - Guiding to 5$ in EPS for backhalf 2023... think Mariah can make the magic happen? Скачать
Algonquin Power - Finally get cheaper. A bulking utility that has been forced to change its ways! Скачать
Restoration Hardware - Company buying back 17% of itself before a potential inflection in business. Скачать
Dollar General - Now 50% OFF! Looking cheap relative to its historical average... but for a reason. Скачать
Biglots- A Binary Zero or Hero play. Will blunders made during Covid force BigLots to fade away?!? Скачать
Argonaut Gold - Time to walk away? Or should we see this production cadence at Magino through? Скачать
Quisitive - A hidden way to ride on the coat tails of Microsoft Copilot? Derivative AI plays! Скачать
Kohls - Not just another retailer stock. Things are not always what they seem below the surface! Скачать
PayPal - A 2023 battleground stock. It is cheap, but is it cheap for a reason? Ticker - $PYPL NASDAQ Скачать
TC Energy - Finally getting cheaper! Will Coastal Gaslink actually be complete by end of 2023? Скачать
Allied Properties REIT -Freaky delves into the breach once more! Deals or Death in the Office Space? Скачать
Air Canada - Ready for take off with a mean reversion in fuel price whilst demand runs hot?!? Скачать
Freaky does Dallas. DallasNews Corp. Less than cash... but for a reason. Ticker DALN - NASDAQ Скачать
Is IMAX a buy? A play on both box office numbers as well as China reopening. A play on experiences. Скачать
Jakks Pacific - More than just toys on sale this Christmas! Time to invest in a Toymaker / Joymaker? Скачать
StoneCo - Is margin compression finally in the rear view window for this high growing Brazilian? Скачать
Cineplex -Are theaters set for a comeback? Or are they going the way of Cineworld? Get your Popcorn! Скачать
Six Flags - Watch your P's and Q's! A modern day Price vs Quantity conundrum! Can they pull it off? Скачать
Primaris - Enclosed Mall Increasing NOI by 15% YoY while buying back at over a 30% discount to NAV. Скачать
Mosaic of Consumer Comments for Q2 2022 - Some companies seeing more of a slowdown then others. Скачать
Airbnb - The scale imbedded in this business model knows no equal. Free cash flow starting to hum. Скачать
Reitmans, out of bankruptcy and looking (at least in 2021) like a superior version of itself. Скачать
Citi Trends -Down 75% on a Rate of Change slowdown. Mean reversion works both ways. Freaky buys in. Скачать
Stock Rundown -First Two Weeks of Feb -Enbridge, Capri, Spirit, Disney, Suncor, Pepsi, Expedia, Penn Скачать
ATI Physical Therapy- A broken SPAC, 65% sale off, with an interesting covid service recovery angle? Скачать
Q3 Update Maintenance 2021 - Suncor, Expedia, Oceana, Capri, Vertex, Viacom, Enbridge & Tourmaline Скачать
Q3 2021 - Oct 18 to 22 - Maintenance Update - Rogers, Freeport, LVMH, AA, Las Vegas Sands & AT&T. Скачать
Peyto - Ticker PEY - An Alberta Nat Gas play positioned well for the current price environment. Скачать
Inflation Transitory vs. Trending? Lets quickly look at DollarTree, Nike, General Mills & Pepsi.... Скачать
Vipshop, with 179 of 239 cross listed China Equities down 50% or more is it time to add to China? Скачать
Leveraged way to play the rally in Oil and Nat Gas prices? Enter Vermilion Energy; Torque a plenty. Скачать
Calares; ~7x current year EPS guide. Time to recapture your significant others shoe spending habits? Скачать
The Macao Recovery Gambit... finally getting some good odds to go long the delta variant recovery? Скачать
A copper miner with 100% production growth going into a scarcity cycle... Enter Capstone Mining... Скачать
Time for a little faith? Salem Media Group appears to be on the start of a deleveraging cycle! Скачать
Kinross Gold - Time to run to the fire? Market over reaction; 5 Months of pain for long term gain? Скачать
Update, lets go! 9 Companies, 20 Min: Capri, Suncor, Freeport, Spirit, Vertex, Enb, AAV, ATCO, BTI. Скачать
OceanaGold; will this gold miner finally mean revert with the material Didipio FTAA Renewal signing? Скачать
Time to show an industry known for being a graveyard for investors some love? Enter Spirit Airlines. Скачать
Time to show the often overlooked convenience stores some love? Enter Alimentation Couche-Tard @15x. Скачать
Will ViacomCBS make the transition from legacy to online? Content tends to find a way. Ticker: VIAC Скачать
Time to buy a 7%+ Div Yielding Company with a P/E under 10x? One catch... its Tobacco. Is BTI a buy? Скачать
Is Zymeworks on the cusp of a material HER2 focused Oncology breakthrough? Micheal Burry thinks so! Скачать
Capri; Ticker CPRI on the NYSE - A reopening play with a China kicker that still has room to run. Скачать
May 24 Quarterly Themes Review- Reopening, Reflation, Cannabis, Energy, China, REITs, Biotech etc.. Скачать
AT&T getting interesting. Potential for opportunity on the horizon with the Discovery/Max merger. Скачать
As the Chinese competition rises and government clamps down... is it time to show Alibaba some love? Скачать
*Update Q1 2021- Freeport, Suncor, Comstock, First Capital, Lumen, CooTek, ATCO, AR Gold, Enbridge Скачать
DarioHealth; The investment conundrum. To buy at the start of execution on pre-execution numbers? Скачать
Power Corporation of Canada; A hidden 5.4% Div Yielding, 11x PE Octopus of gains! Ticker POW-T Скачать
Is Switzerland's Dufry the ultimate 2021 reopening play? Ticker DUFN or DUFRY. Duty Free Time Baby! Скачать
Time to show China Tech some love? CooTek, CTK, might take the cake for hidden foreign software gem. Скачать
Time to finally buy GEO Group REIT? … it is definitely up there in 2021 contrarian investments. Скачать
A natural gas play with a potential storm catalyst? Comstock looks interesting going into Q1 2021. Скачать
Time to show DHT Holdings some love? Tanker industry might finally be turning at some point in 2021. Скачать
ATCO Utilities; Time to pick up a lagging Utility play with some covid recovery upside? ACO.X on TSX Скачать
The Hedge Fund Blow Out! Might see some opportunities on the long side due to Hedgefund de-grossing! Скачать
Dillards; Ticker DDS-N, Might be setting up for a short squeeze... or already might be in one. Скачать
Does the 2020 share price rally in Disney mean its time to ring the register? Ticker: DIS on NYSE Скачать
Subversive Capital - A well capitalized California Cannabis company coming out swinging? Tic - SBVCF Скачать
First Capital REIT ; FCR.UN. Is it time to go long an Urban REIT with the CECRA to CERS transition? Скачать
Year in Review - 2020 Recap & Thoughts on where we may be headed for 2021! Stocks, Bonds, Currencies Скачать
Johnson & Johnson, is the deferral of medical procedures due to covid perhaps indicative of upside? Скачать
Time to show foreign emerging market fixed income love? Asia-Pacific Income Investment Company -FAP Скачать
Is Canadian Telecom Giant, Bell Canada a buy with the covid vaccine on the horizon? Ticker = BCE Скачать
Is KEG Royalties Income Fund an easy way to play an eventual recovery? Time will tell! KEG.UN TSX Скачать
Is Vale a buy with its HUGE Iron Ore and Nickel business? Or will its past continue to haunt them? Скачать
Is Chewy, Ticker CHWY, a Buy? A growth stock that might be worth checking into. Pet Industry Booming Скачать
Mathews International - Is it time to alloc resources to the death business in a Covid environment? Скачать
Is diversified miner, Teck Resources, a buy? The reflation/stagflation narrative could induce upside Скачать
Is Capital Power a buy? Can this 7% div yield company shift to renewables without breaking the bank? Скачать
Time to buy Suncor? With Suncor's market cap still cut in half... is it a buy? Or a value trap? Скачать
Is Storage Vault Canada stock a buy? A derivative way to play on the Canadian property market. Скачать
