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TMFGemHunter

Adam Levine-Weinberg

TMFGemHunter’s Activity

Fri Jan 21

CAPS Outperform Pitch

TMFGemHunter wrote about Netflix (NFLX) . 6:27 PM

NFLX Outperform

Subscriber growth may be slowing, but Netflix has plenty of room to grow its earnings through a combination of periodic price increases and operating leverage.

Caps Pick

TMFGemHunter made a pick in CAPS. 6:27 PM

Netflix (NFLX) will Outperform the S&P 500

Mon Nov 15

CAPS Underperform Pitch

TMFGemHunter wrote about Dillards (DDS) . 2:58 PM

DDS Underperform

Dillard's 2021 performance is simply unsustainable. As profitability normalizes, DDS stock will come crashing back to earth.

Caps Pick

TMFGemHunter made a pick in CAPS. 2:58 PM

Dillards (DDS) will Underperform the S&P 500

Wed Aug 4

CAPS Outperform Pitch

TMFGemHunter wrote about SkyWest (SKYW) . 2:09 PM

SKYW Outperform

SkyWest has a growing stream of high-margin, predictable, recurring revenue from fixed-fee contracts to fly two-class jets like the Embraer E175 for major airlines (American, Delta, United, and Alaska). I expect EPS to surpass pre-pandemic levels and [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 2:09 PM

SkyWest (SKYW) will Outperform the S&P 500

Tue Jan 12

CAPS Outperform Pitch

TMFGemHunter wrote about Airbus (EADSY) . 12:27 AM

EADSY Outperform

Airbus is poised to dominate the commercial jet market over the next decade. As air travel demand recovers over the next few years, the company should be able to increase production to record levels, supporting a rebound in earnings and free cash [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 12:27 AM

Airbus (EADSY) will Outperform the S&P 500

Wed Dec 23

CAPS Underperform Pitch

TMFGemHunter wrote about Zoom Video Communications (ZM) . 6:35 PM

ZM Underperform

Zoom has done a great job of seizing the COVID-19 opportunity. But to live up to its valuation, it would need to grow revenue at least tenfold over the next decade or so. Given that companies will never need Zoom's services more than they have in [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 6:35 PM

Zoom Video Communications (ZM) will Underperform the S&P 500

Thu Dec 17

CAPS Underperform Pitch

TMFGemHunter wrote about Shopify (SHOP) . 8:21 PM

SHOP Underperform

Shopify is another great company with a massively overvalued stock. Many of its merchants will ultimately fail, due to the intense competition from megaretailers like Amazon, Walmart, Target, Costco, etc. Unless it can convince retailers with sales [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 8:21 PM

Shopify (SHOP) will Underperform the S&P 500

CAPS Underperform Pitch

TMFGemHunter wrote about Roku (ROKU) . 8:19 PM

ROKU Underperform

Roku is a great company, but the valuation is way too high. It makes most of its money from selling ads, particularly for ad-supported streaming services on its platform. But as audiences migrate away from traditional TV, they will mainly go to [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 8:19 PM

Roku (ROKU) will Underperform the S&P 500

CAPS Underperform Pitch

TMFGemHunter wrote about The Trade Desk (TTD) . 8:19 PM

TTD Underperform

The Trade Desk is a great company, but the valuation is way too high. Connected TV is its biggest opportunity -- but the opportunity isn't THAT big. As audiences migrate away from traditional TV, they will mainly go to ad-free services like Netflix, [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 8:19 PM

The Trade Desk (TTD) will Underperform the S&P 500

Fri Nov 20

CAPS Underperform Pitch

TMFGemHunter wrote about Boeing (BA) . 5:54 PM

BA Underperform

The Boeing 737 MAX has been recertified, but demand will remain well below 2018 levels for the foreseeable future. Meanwhile, Boeing will exit the COVID-19 crisis with a massive debt load that will take years to address.

Caps Pick

TMFGemHunter made a pick in CAPS. 5:54 PM

Boeing (BA) will Underperform the S&P 500

Tue Nov 10

CAPS Outperform Pitch

TMFGemHunter wrote about Simon Property Group (SPG) . 3:12 PM

SPG Outperform

Simon's fortress balance sheet will enable it to make the most of the opportunities that may become available as the retail industry recovers from COVID-19.

Caps Pick

TMFGemHunter made a pick in CAPS. 3:12 PM

Simon Property Group (SPG) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 52969 out of 58932
Score -4275.93
Score Change Today +15.61
Accuracy 42.50%
Active Picks 43
Total Picks 82
Best Pick DDS (+215.44)
Worst Pick TSLA (-1139.82)
Average Score per Pick -52.15
Charms Earned 8
Highest Rated Favorite No Favorites Selected
Go to TMFGemHunter’s CAPS page

Boards Stats & Trivia

Board Posts 2
Recs Received 7
People who have rec'd these posts 6
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board Premium Boards
Very First Post A $: Netflix post. (9/1/2013)
Percentage of Posts Rec'd 100.00 %
Show TMFGemHunter’s 10 Latest Posts
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