MangoTree Analysis
Contributor since: 2018
Articles
Netflix: The Great Misunderstanding, Starting At Sell
Tesla: Delivery Numbers Don't Shock, Still A Sell
Tesla: Sniffing The Growth Cliff, Reiterating Sell
Snap: Right Into The Danger Zone
Pinterest: Q1 Mixed Bag, Our Optimism Remains
Pinterest: Optimists In An Environment Rife With Uncertainty
Meta: A Fractured Story That Will Take Time And Great Execution To Fix
Twitter: An Asymmetric Risk-Reward Bet Poised For Outperformance
Snap: Turbulent Times, More Estimate Reduction Needed
Tesla: Downgrading On Macro, Valuation Worries In Spite Of Strong Q4 Deliveries
Article 100: Some 2022 Tech Ideas
PayPal: A Conundrum Of Rich Valuation And Good Business
Tesla: A Generational Company In Its Executionary Infancy
Roku: An Opportunity For A Netflix 2.0 Run?
DigitalOcean: Taking The Next Step To Cloud Darlinghood
Snap: A Tech Darling In Distress
DigitalOcean: A Cloud Computing Winner
ContextLogic: Do Not Buy When There Is Blood In The Street
Pinterest: $100+ To Come, Buy The Dip
Snap Is Still A Buy
Why ContextLogic Can Double: The Definitive WISH Report
Initiating Coverage Of Twitter: Don't Buy Yet, Wait For Dips
Snap: Fundamental Inertia Will Send This Rocket Higher
Load Up On Pinterest During The Selloff
Snap: The Game Has Changed, Buy The Dip, $100 Price Target
Pinterest's Early Innings: 2021 Top Pick
Snap: Path To $100 Billion Underway, Upgrading To Buy
How I See Pinterest Getting To $97
Nikola's Downward Spiral Could Continue
Contrarian Call: Why I Like Lyft
Snap: Blowout Quarter, No COVID-19 Headwinds Here; $37 Target
Tesla: Not A Bubble Whatsoever; Battery Day Bull
Nvidia: Gaming Strength Could Get This Stock To $645, Bullish
Micron: Memory Market Rolling Over, Less Bullish
Pinterest: Rally On
Amazon: Blowout Quarter, Path To $2 Trillion Underway
Apple: Blowout Quarter, Still Overvalued
AMD: Not Worth It At $75
Tesla: An Opportunity To Buy The Dip
Snap: Impressive Quarter, Downside Ahead