Stone Fox Capital
Contributor since: 2008
Company: Stone fox capital
Kohl's: Throw Away Year
Cresco Labs: Hidden Benefits In Q2
Disney: Fundamental Problems Not Solved
Ascend Wellness: New Jersey Boost, New York Disappointment
indie Semiconductor Continues To Roll
Apple: Poised To Disappoint
Norwegian Cruise Line: Not The Expected Progress
AMD: Market Immunity
CyberArk: Subscription Transition Complete
MoneyLion: Buy Restatement Dip
Matterport: Don't Chase
Digital World Acquisition: More Bad News
Innoviz: Big Step Forward
Nextdoor: Macro Flu
Block: More Unnecessary Bitcoin Pain
SoFi's SoftBank Gift
Luminar Technologies: Time To Get Serious About Backlog
Under Armour: Hidden Improvements
Intel: More Pain Ahead
Twilio: Nothing Is Wrong
Green Thumb: Nothing Spectacular Needed
Nikola: Bleeding Edge
Skillz: Downward Spiral
Camping World: Cruising Past Expectations For Now
AMD: Thriving Where Others Faltered
SoFi Technologies: Strong Prospects Ignored
Apple: Ignoring Reality
Roku: Fools Rush Out At The Lows
Roblox: Bright Future Needs A Pause
Citigroup: The Market Is Wrong
Vertical Aerospace: Too Hot
Intel Q2: Horror Show
Qualcomm: Don't Fret
Teladoc Health: Setting The Bottom
Leafly: Gambling With Cannabis
Shopify: Encouraging Signs, But A Tough 2H Ahead
Google: Lots To Love
Meta Platforms: Poster Child For Job Cuts
Curaleaf: Legalization Not Needed
NXP Semiconductors: No Problems Here