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TMFmbyrn3’s Activity

Fri Jul 22

CAPS Outperform Pitch

mbyrn3 wrote about Philip Morris International (PM) . 9:44 AM

PM Outperform

The success of the IQOS product and heated tobacco turns Philip Morris from a melting iceberg into a company with solid future revenue and earnings growth prospects. The potential acquisition of Swedish Match would be a home run for the company. The [more]

Caps Pick

mbyrn3 made a pick in CAPS. 9:44 AM

Philip Morris International (PM) will Outperform the S&P 500

Wed Jul 20

CAPS Outperform Pitch

mbyrn3 wrote about T. Rowe Price Group (TROW) . 11:08 AM

TROW Outperform

Modest valuation for a blue chip stock with a strong dividend, and the stock should bounce back when the broader market rebounds and AUM increases again. Further growth opportunities in areas like target date funds are also exciting.

Caps Pick

mbyrn3 made a pick in CAPS. 11:08 AM

T. Rowe Price Group (TROW) will Outperform the S&P 500

Wed Jul 13

CAPS Outperform Pitch

mbyrn3 wrote about Rent-A-Center (RCII) . 3:11 PM

RCII Outperform

Inexpensive valuation plus solid dividend yield. The company could benefit from gaining more prospective customers during an economic downturn and should be fairly resilient as many of its offerings are necessities as opposed to discretionary. The [more]

Caps Pick

mbyrn3 made a pick in CAPS. 3:11 PM

Rent-A-Center (RCII) will Outperform the S&P 500

Thu Jun 30

CAPS Outperform Pitch

mbyrn3 wrote about Revolve Group Inc (RVLV) . 12:01 PM

RVLV Outperform

Unique/proprietary technology, strong profit growth, reasonable valuation and strong balance sheet mean Revolve Group should outperform ecommerce peers

Caps Pick

mbyrn3 made a pick in CAPS. 12:01 PM

Revolve Group Inc (RVLV) will Outperform the S&P 500

Tue Jun 28

CAPS Underperform Pitch

mbyrn3 wrote about Converted Organics Inc. (COIN) . 10:52 AM

COIN Underperform

Fee compression and the rise of well-funded competitors like Binance.US are going to make it difficult for Coinbase for the new future especially at a time when crypto trading has been down to begin with and the company is struggling to cut costs and [more]

Caps Pick

mbyrn3 made a pick in CAPS. 10:52 AM

Converted Organics Inc. (COIN) will Underperform the S&P 500

Wed Jun 22

CAPS Outperform Pitch

mbyrn3 wrote about Carvana Co. (CVNA) . 4:13 PM

CVNA Outperform

Carvana is growing revenue and units sold at a phenomenal rate. It should be able to gain further operating leverage as it gains scale and eventually become profitable on a unit economic basis, which will dispel the fears that bears have. When it [more]

Caps Pick

mbyrn3 made a pick in CAPS. 4:13 PM

Carvana Co. (CVNA) will Outperform the S&P 500

Fri May 27

CAPS Outperform Pitch

mbyrn3 wrote about Stellantis (STLA) . 6:26 AM

STLA Outperform

Global auto leader with a compelling portfolio of brands trading at just 3x earnings and with a substantial dividend. Great CEO with a vision to double revenue by 2030 and electrify most of the company's offerings

Caps Pick

mbyrn3 made a pick in CAPS. 6:26 AM

Stellantis (STLA) will Outperform the S&P 500

Mon May 23

CAPS Outperform Pitch

mbyrn3 wrote about FIGS, Inc. (FIGS) . 5:30 AM

FIGS Outperform

High Net Promoter Score, DTC model, and great gross margins. Plenty of runway ahead in a growing and durable profession. Differentiated product that consumers are willing to pay more for.

Caps Pick

mbyrn3 made a pick in CAPS. 5:30 AM

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

Thu May 19

CAPS Outperform Pitch

mbyrn3 wrote about Crocs (CROX) . 10:16 AM

CROX Outperform

Cros is growing at an enviable rate and trades at one of the cheapest P/E multiples you will see in today's market at less than 5 times next year's earnings.

Caps Pick

mbyrn3 made a pick in CAPS. 10:16 AM

Crocs (CROX) will Outperform the S&P 500

Tue May 17

CAPS Outperform Pitch

mbyrn3 wrote about Hanesbrands (HBI) . 9:59 AM

HBI Outperform

Defensive nature of its core business combined with inexpensive valuation and compelling dividend yield. Plus, the market is underappreciating the growth of the Champion brand and the ability to build share in activewear for the nampelate brand.

Caps Pick

mbyrn3 made a pick in CAPS. 9:59 AM

Hanesbrands (HBI) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 33.61
Player Rank 39010 out of 58760
Score -106.38
Score Change Today +8.44
Accuracy 35.71%
Active Picks 28
Total Picks 28
Best Pick CVNA (+74.61)
Worst Pick VYGV.F (-93.04)
Average Score per Pick -3.80
Charms Earned 3
Highest Rated Favorite No Favorites Selected
Go to TMFmbyrn3’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 %
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