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TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Wed Jul 14

Caps Pick

TMFEBCapital made a pick in CAPS. 2:24 PM

Inari Medical, Inc. (NARI) will Outperform the S&P 500

Thu Feb 4

CAPS Outperform Pitch

TMFEBCapital wrote about Rapid7 (RPD) . 1:44 PM

RPD Outperform

Cyber security tools that improve detection and management of intrusions are increasingly important and it's relationship with channel partners makes it a prime beneficiary of increasing spend in the category.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:44 PM

Rapid7 (RPD) will Outperform the S&P 500

Fri Oct 30

CAPS Outperform Pitch

TMFEBCapital wrote about Seagen Inc. (SGEN) . 1:36 PM

SGEN Outperform

Sig revenue expansion opportunity from recent launches, plus potential blockbuster in ladiratuzumab vedotin moving through trials. Merck 'partnership' provides multiple opps for combination approaches.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:36 PM

Seagen Inc. (SGEN) will Outperform the S&P 500

Thu Oct 1

CAPS Outperform Pitch

TMFEBCapital wrote about Personalis, Inc. (PSNL) . 8:58 PM

PSNL Outperform

Significant opportunity to transform cancer drug development/treatment via tissue and liquid biopsy genomic profiling.

Caps Pick

TMFEBCapital made a pick in CAPS. 8:58 PM

Personalis, Inc. (PSNL) will Outperform the S&P 500

Mon Aug 24

CAPS Outperform Pitch

TMFEBCapital wrote about Chewy, Inc. (CHWY) . 12:43 PM

CHWY Outperform

Significantly increased customer count driven by COVID provides opportunity to leverage autoship to lock in recurring revenue long term.

Caps Pick

TMFEBCapital made a pick in CAPS. 12:43 PM

Chewy, Inc. (CHWY) will Outperform the S&P 500

Wed Jan 29

CAPS Outperform Pitch

TMFEBCapital wrote about Livongo Health Inc (LVGO) . 3:45 PM

LVGO Outperform

Significant opportunity for revenue expansion as more employers and health insurers adopt chronic disease behavior management tools for diabetics and hypertension. Revenue clarity due to 1 to 3 year contracts and potential to expand significantly [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:45 PM

Livongo Health Inc (LVGO) will Outperform the S&P 500

Fri Mar 22

CAPS Underperform Pitch Reply

TMFEBCapital commented on TMFEBCapital's pitch for AAL. 10:18 AM

Very true. I continue to worry about capacity additions longer-term, though.

Tue Jan 29

CAPS Underperform Pitch

TMFEBCapital wrote about Synchrony Financial (SYF) . 9:56 AM

SYF Underperform

The company's too exposed to credit risk via private label retail card business. Rising delinquency rates could pressure financials from here if GDP softens and net interest margin compresses because of rate increases.

Caps Pick

TMFEBCapital made a pick in CAPS. 9:56 AM

Synchrony Financial (SYF) will Underperform the S&P 500

CAPS Underperform Pitch

TMFEBCapital wrote about American Airlines Group (AAL) . 9:55 AM

AAL Underperform

Peak employment and rising interest rates suggest we may be near peak revenue per passenger mile. Capacity additions could pressure prices and slowing GDP could crimp demand.

Caps Pick

TMFEBCapital made a pick in CAPS. 9:55 AM

American Airlines Group (AAL) will Underperform the S&P 500

Mon Jan 28

CAPS Outperform Pitch

TMFEBCapital wrote about Smartsheet (SMAR) . 1:53 PM

SMAR Outperform

Potential to increase the penetration of its collaboration software to more companies/seats continues to fuel double-digit top line growth.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:53 PM

Smartsheet (SMAR) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Pluralsight, Inc. (PS) . 1:52 PM

PS Outperform

Technology continues to move fast and that's increasing the need for companies to provide training to their IT team on subjects, such as new coding languages. Size of B2B learning market is big enough to support years of double-digit revenue growth.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:52 PM

Pluralsight, Inc. (PS) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 78.81
Player Rank 12431 out of 58654
Score 5141.75
Score Change Today +145.31
Accuracy 45.06%
Active Picks 159
Total Picks 236
Best Pick TSLA (+1668.62)
Worst Pick EPZM.DL (-167.57)
Average Score per Pick 21.79
Charms Earned 11
Highest Rated Favorite TMFSpiffyPop
Go to TMFEBCapital’s CAPS page

Boards Stats & Trivia

Board Posts 0
Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board N/A
Very First Post N/A
Percentage of Posts Rec'd 100.00 %
Show TMFEBCapital’s 10 Latest Posts
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