TMFJaguar

CAPS Outperform Pitch

TMFJaguar wrote about Ollie's Bargain Outlet Holdings (OLLI) . 4:48 PM

OLLI Outperform

At this valuation, I believe Ollie's is finally cheap enough to not ignore. Anecdotally shopped at one last month and I thought it was a cool store, although I'm shocked how high their profit margins are. Here's betting Ollie's can get to 900 or more [more]

CAPS Outperform Pitch

TMFJaguar wrote about Criteo (CRTO) . 4:47 PM

CRTO Outperform

Willing to give this stock a try with Unified ID 2.0 from The Trade Desk coming out and reaching mass adoption in 2021. I'll keep it on a short leash though. If Unified ID 2.0 doesn't help it grow and thrive in a cookieless world I'll move on. This [more]

CAPS Outperform Pitch

TMFJaguar wrote about Etsy (ETSY) . 4:46 PM

ETSY Outperform

I was an early Etsy seller over a decade ago, and my memory of this lackluster platform caused me to overlook Etsy stock for far too long. This year, I believe it reached critical mass and will keep growing. Anecdotally, my friends who have Etsy [more]

CAPS Outperform Pitch

TMFJaguar wrote about Lululemon Athletica (LULU) . 1:43 PM

LULU Outperform

I think its acquisition of MIRROR was perfectly complementary and will enhance both businesses long term.

CAPS Outperform Pitch

TMFJaguar wrote about Magnite, Inc (MGNI) . 1:40 PM

MGNI Outperform

I'm frustrated that CAPS has this locked on $8.25. My cost basis is much much lower, but I closed it out because I couldn't figure out what was going on with CAPS. I keep waiting for it to get fixed but nothing happens. But I'm bullish on the company [more]

CAPS Outperform Pitch

TMFJaguar wrote about Dominos Pizza (DPZ) . 2:18 PM

DPZ Outperform

there's still expansion plans, sales growth opportunity, and with many mom and pops pizza chains facing the possibility of closure around the world, it can grab more market share. The franchise model allows it cash to reduce share count and pay a [more]