Stone Fox Capital
Contributor since: 2008
Company: Stone fox capital
Carnival: Positive Trajectory
Aeva: Buy For The Growing Order Book
JetBlue: One Airline To Avoid
Qualcomm: Too Much Fear
Digital World Acquisition: Headed For Failure
Lumen Technologies: Large Dividend Pays Off
Kohl's: $60 Isn't Enough
Camping World: Patience Is Warranted
Matterport: Don't Get Lost In The Profit Trap
Jushi Holdings: Distressed Valuation Without The Distress
Roblox: Washed Out
Warner Bros. Discovery: Horrible Start
DocuSign: The Gift Gets Better
Volta: Stay Away
Clean Energy Fuels: RNG Is The Future, But Avoid The Stock Now
AMD: Nowhere Close To The Peak
NXP Semiconductors: Auto To The Rescue, If Not Samsung
Stitch Fix: Don't Panic At The Bottom
ConocoPhillips: Weak Yield Signal
Intel: Don't Catch The Falling Knife
Charlotte's Web: No Traction Yet
Twitter: At A Crossroads
Apple: How To Handle The Slowdown
Columbia Care: Light Up This Deal
Exxon Mobil: Don't Follow Buffett Into Oil Now Bottom Surfing
SoFi: Misplaced Fears
Delta Air Lines: Market Won't Ignore Forever
Ambarella: Not Ready To Roll, Just Yet
Twilio: Normalization Aberration
Macy's: Better Than Perceived
Verano: Steal Some Shares Here
Freeport-McMoRan: Structural Copper Benefits
Canopy Growth: Still Not At Rock Bottom
AMD: Read Off Nvidia's Earnings
DICK'S Sporting Goods: Tough Retail Environment Presents Opportunity
Apple: Not Washed Out Yet
TerrAscend: Not The Most Desirable MSO
Royal Caribbean: Inflection Point
Meta Platforms: Pause That Refreshes