youngblood58’s Activity

Wed Oct 3

CAPS Outperform Pitch

youngblood58 wrote about Stitch Fix (SFIX) . 10:19 PM

SFIX Outperform

Really been slammed this quarter, which seems like a good entry point for a company that has already made significant inroads into women's clothing (especially).

Caps Pick

youngblood58 made a pick in CAPS. 10:19 PM

Stitch Fix (SFIX) will Outperform the S&P 500

Tue Sep 25

CAPS Outperform Pitch

youngblood58 wrote about The Trade Desk (TTD) . 11:48 PM

TTD Outperform

Way late to the game, but programmatic ad buying tools are here and now and will dominate the future of not only advertising but marketing in general across platforms.

Caps Pick

youngblood58 made a pick in CAPS. 11:48 PM

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

Fri Sep 14

CAPS Outperform Pitch

youngblood58 wrote about Tencent Holdings (TCEHY) . 12:42 PM

TCEHY Outperform

Tencent has been hit hard this year as Chinese regulators look to manage it (and Alibaba's) growth, compliance, etc. That's all well and good (especially to protect consumers), but there will be no holding this company back over the next few years.

Caps Pick

youngblood58 made a pick in CAPS. 12:42 PM

Tencent Holdings (TCEHY) will Outperform the S&P 500

Sat Aug 25

CAPS Outperform Pitch

youngblood58 wrote about Momo (MOMO) . 2:30 PM

MOMO Outperform

The "Tinder of China" is finding new ways to engage and monetize users. Could be a multi-bagger or acquisition target (or both).

Caps Pick

youngblood58 made a pick in CAPS. 2:30 PM

Momo (MOMO) will Outperform the S&P 500

Tue Aug 21

CAPS Outperform Pitch

youngblood58 wrote about EVERTEC (EVTC) . 11:24 PM

EVTC Outperform

Although not quite the same as Square, this company does handle a lot of payment processing for businesses throughout the burgeoning Latin American market. The stock is well up over the last year, as the region recovers from hurricanes, etc. I expect [more]

Caps Pick

youngblood58 made a pick in CAPS. 11:24 PM

EVERTEC (EVTC) will Outperform the S&P 500

Fri Aug 17

Caps Pick

youngblood58 made a pick in CAPS. 6:25 PM

Mindbody (MB) will Outperform the S&P 500

Wed Aug 8

CAPS Outperform Pitch

youngblood58 wrote about Etsy (ETSY) . 12:34 AM

ETSY Outperform

Disciplined cost-cutting moves and a sharper focus on key initiatives will lead this company to improve overall financials. I still see growth ahead for Etsy after the latest positive earnings.

Caps Pick

youngblood58 made a pick in CAPS. 12:34 AM

Etsy (ETSY) will Outperform the S&P 500

Mon Aug 6

CAPS Outperform Pitch

youngblood58 wrote about Universal Display (OLED) . 9:44 PM

OLED Outperform

It's been punished enough and tied to Apple too strongly. I expect OLED to bounce back from these lows to the $150 range once investors realize the value in this company's technology.

Caps Pick

youngblood58 made a pick in CAPS. 9:44 PM

Universal Display (OLED) will Outperform the S&P 500

Thu May 31

Caps Pick

youngblood58 made a pick in CAPS. 5:06 PM

General Motors (GM) will Outperform the S&P 500

Caps Pick

youngblood58 made a pick in CAPS. 5:05 PM

Okta (OKTA) will Outperform the S&P 500

Sat Feb 24

CAPS Outperform Pitch

youngblood58 wrote about Yandex (YNDX) . 6:55 PM

YNDX Outperform

Gaining significant market share for not only Search but also online advertising and ride sharing in the Russian marketplace. Could be a huge player in the months/years to come.

Caps Pick

youngblood58 made a pick in CAPS. 6:55 PM

Yandex (YNDX) will Outperform the S&P 500

Fri Feb 23

CAPS Outperform Pitch

youngblood58 wrote about Hewlett Packard Enterprise (HPE) . 5:31 PM

HPE Outperform

Whitman did what she could to bring discipline, but the new leadership team can now focus on growth.

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