Michael Rogus
Contributor since: 2017
Company: Agila industries
Latest Articles
Delta Airlines: In This Market, We Can Be Friends Again
Spotify - Lack Of Traditional Underwriting Creates An Unusual Downside Risk
Dick's Sporting Goods - Secular Changes Are Too Much Of A Headwind
Get Ready For A Rocky 2nd Quarter
RH: With Cash Flow On Target, This Financial Engineering Story Could Go Much Higher
Insulet Corporation: A New Golden Age For The Company And The Treatment Of Diabetes
Ross Stores: Great Company But Needs Some Time In The Penalty Box
RH - A (Very) High Risk/High Reward Retailer
Floor & Decor - Updating Earnings Estimates And My 2018 Outlook
Rigel Pharmaceuticals - A Proper Approach To Speculation
The Tile Shop - Is There Value Left In The Shares?
MuleSoft - Welcome To The Portfolio
Cleaning Up After The Ogre's Dinner Party
Delta: It's Not You, It's Me
New Relic - Let's Be Little Piggies
Tesla's Conference Call - Zinger Edition
R-E-L-A-X
Getting Late At The Ogre Dinner Party
GE's Conference Call - Zinger Edition
Tractor Supply - Best To Sell Into Strength
Lumber Liquidators - Adding A Speculative Position Here
Alder Biopharmaceuticals - Modeling The Risk/Reward
Tax Cuts For Retailers Equal Big Gains For Facebook
At Home - Still Room To Run
We Are In The Retail 3.0 Era
Amazon - Jeffrey's Moat Is Bigger Than Yours
Floor & Decor - Pay Up For Growth
Jacobs Engineering - Just Took One Of The Best To The Altar
Costco - Why The Market Might Be Right
Costco Has A Looming Cardboard Problem
Delta - Life Isn't Fair
Restoration Hardware - How To Short Your Own Stock 101