Research.

Studying Student Loan Servicer Nelnet Inc

Last Thursday, Justin took a quick look at a student loan servicing company called Nelnet (NNI). In a potential rising interest rate environment, Justin slapped a quick “interesting” rating on

Perion Update from the Needham Growth Conference

On January 12th, Perion presented at the Needham Growth Investors Conference. They spoke about the development of a couple of the different projects they have been working on. Our coverage

A Long-Term Winner In Managed Healthcare?

A ROIC member showed interest in looking at Centene Corp (CNC), a managed healthcare company. Justin’s initial take on valuation and the managed healthcare trend was positive. Today, we take

Time to Get COOKing?

On Monday’s live stream, Justin took another quick look at Traeger as the stock price has dipped over 35% from its initial IPO price. The leader in wood pellet grills

Another Day, Another Building Products Stock

In yesterday’s live stream, Justin covered a research request from Stefan, a ROIC member. Stefan asked us to look into GMS Inc., a Georgia-based building products distributor. Read his original

Taking a Dip Into Pool Corp

In last week’s live stream, a ROIC member pitched Pool Corporation (POOL). Over the past 25 years, this company has returned >28% CAGR as a public company. This morning we

Another Homebuilding Products Idea?

ROIC members know about our excitement around the homebuilding boom. A member posted an interesting building products stock on the ROIC portal last week. This morning, we take a closer

Year in Review: Fintech (Apps)

Our “Year in Review” series comes to a close today with a closer look at consumer fintech apps. There are several companies that could fall under the category of fintech.

2022 U.S. 10-year Treasury Yield Outlook

In my 2022 outlook on the S&P 500, I mentioned that forecasting is fraught with perils, but it is nonetheless helpful since it forces us to think about the evolving

Year in Review: Renewable Energy

Last week, our Cents Coverage Analyst, Kamran, wrote a great introduction to the renewable energy industry (read it here). This morning, the “Year in Review” series looks back at the

Year in Review: Consumer Mobility Apps

This morning our “Year in Review” series continues with a look at the stocks of consumer mobility apps. A special thanks to our Cents Coverage Analysts who are helping the Cents team

Year in Review: Housing

This morning our “Year in Review” series continues with a look at the equity market for housing. Later this week, we will cover mobility and renewable energy. A special thanks

Year in Review: Crypto

This morning, the “Year in Review” series dives into the world of crypto. Since the world of crypto is vast and fast-changing, this write-up will focus only on four main

Year in Review: Ad Tech

Today, our “Year in Review” series continues with Ad Tech. Through the end of the year, we will be publishing posts covering popular industries and wrapping up the important information

Year in Review: Big Tech

This morning, we are rolling out our “Year In Review” series. These posts will cover popular industries and wrap up all of the important information from 2021 and give an

Deeper Dive on WM Technology

Last week, we had a lot of interest from the ROIC community to revisit WM Technology (MAPS), especially after the stock has lost nearly 2/3rds of its value in the

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12-15-2021 Fed Meeting Summary and Impact

The Fed meeting held earlier today was arguably the most pivotal since the emergency meetings held at the height of the COVID-induced liquidity crisis in March 2020 as the Committee

Industrial IoT Leader Hits the Public Market

Last week we covered the hyped IPOs of Nubank (NU) and HashiCorp (HCP). Today, another popular tech startup, Samsara, will hit the New York Stock Exchange under the ticker IOT.

Home Depot Has Doubled S&P 500 Gains This Year

Yesterday, on the ROIC portal, a user asked about Home Depot (HD) as a stock that potentially pairs nicely with the upward momentum in homebuilding. Today, we take a closer

Deep Value Footwear Retailer?

One of our ROIC members pitched Caleres Inc (CAL) as a potential value stock. She explained that the company is trading at an enterprise value of a touch over $1

MacroHenry’s 2022 Outlook

Introduction Yogi Berra may have said “making predictions is hard, especially about the future,” but at the end of every year, Wall Street nonetheless floods its clients with predictions ranging

#1 Big Board Position – Investor Day Recap

Earlier this week, our number one position on the Big Board shared more details around the future of the business at its first-ever investor day. Some of you followed along

PagerDuty Stock Pops On Another Beat and Raise

Former Big Board stock, PagerDuty (PD) topped analyst estimates in its Q3 earnings report. The stock responded with an +11% bump in extended trading. The company has seen a re-acceleration

Window Shopping Williams-Sonoma Stock

One of our great ROIC members, Leocanto, pitched a stock last week on our new ROIC Portal (See his pitch here). The company is Williams-Sonoma (WSM). The company owns 4

Should We Be Lovin’ Applovin?

On the ROIC Portal, we got a request to look into Applovin (APP). The company IPO’d earlier this year and its stock price has fluctuated since becoming a public company

Autodesk Shares Tank on Cautious Outlook

Autodesk (ADSK) shares took a hard hit after projecting a disappointing outlook even after beating earnings and sales expectations. Today, we take a closer look at what may have caused

Zoom (ZM) Beats Estimates; Shares Still Fall…

Zoom Video Communications (ZM) was one of the well-known pandemic winners in 2020 as many companies shifted to work-from-home. The stock price reflected the jump in users and revenue as

Cano Health: A Bet on Value-Based Primary Care

On yesterday’s ROIC-only stream, a member called in to take another look at Cano Health (CANO). Cano Health went public in June after merging with Barry Sternlicht’s SPAC. Justin gave

WM Technology (Weedmaps) Drops After Earnings

WM Technology (Weedmaps) reported third quarter earnings last week and the stock dropped below $10 per share since going public via SPAC. Weedmaps is a small position on the Big

Affirm Shares Whipsaw Around Earnings

Affirm (AFRM) shares were down over 15% during the day yesterday, but after reporting positive quarterly results and an expanded partnership with Amazon, shares soared over 25% after-hours. Justin first

Building Products Stock #2 – Q3 Earnings

Our #2 building products stock on the Big Board (now ROIC-B) reported earnings last night and conducted their earnings call this morning. Read below for a summary and our thoughts on the stock going forward!

Peloton: A Tough Lesson In Portfolio Management

I’ve been thinking about Peloton nonstop over the weekend and into this week, without a clear answer. But as a retrospective to their latest quarter and subsequent price decline of

Roblox Surprises on Earnings, Stock Pops

Roblox (RBLX) stock popped over 25% after-hours following a strong earnings report. This morning we look deeper at the earnings beat and the company’s valuation. Overview Roblox’s mission is to

Big Earnings Beat for Builders FirstSource

Builders FirstSource (BLDR) reported Q3 earnings this morning. By all accounts, it was a massively successful quarter for the company. Let’s dig into the results and our updated thoughts. Overview

Corsair Gaming (CRSR) Q3 Earnings in Review

Corsair Gaming (CRSR) released its third-quarter earnings this morning. Today, we are taking a deeper look at earnings and updating our valuation model. Overview Corsair Gaming is a global provider

ZoomInfo (ZI) Up After Strong Earnings

ZoomInfo (ZI) is a popular stock among growth investors since going public in the middle of 2020. Revenue growth is undeniable, but does the company’s valuation limit its upside? The

Analyzing NerdWallet’s IPO

NerdWallet, Inc. is scheduled to go public this week at more than a $1 billion valuation. The company will list on the Nasdaq with the ticker NRDS. Update: NerdWallet (NRDS)

Twilio Down Big on Weak Guidance

Following yesterday’s earnings call, Twilio stock is down below $300 per share after closing at $345.66. The company beat estimates, but the stock price was driven down by soft guidance

Perion Smashes Earnings. Upside Left?

We originally posted about Perion Network on September 20th at $18.93 per share with an interesting rating. Today, we dig into Perion’s strong earnings report which has propelled the stock

Facebook Q3 Results: Into the Metaverse

Facebook (FB) stock reacted positively to third-quarter earnings. We dug into the results and transcripts to help you break down the quarter. Overview As Facebook monthly active users (MAUs) were

A Deeper Look: B. Riley Financial

On last Thursday’s live stream, Justin took a quick look at B. Riley Financial and put an interesting rating on the company. Today, we dig into its business structure and

Tesla’s Q3 Earnings in Review

Tesla reported Q3 earnings that beat top and bottom-line estimates yesterday. The stock fell in after-hours trading. Today, we go through Tesla’s results. For news and analysis covering macro, crypto,

Teladoc Health’s Post-Pandemic Positioning

Teladoc Health (TDOC) is down over 30% YTD and down nearly 55% from its peak. Today, we look at the telehealth and virtual healthcare giant to see how its positioned

GrowGeneration Riding Cannabis Tailwinds?

Overview GrowGeneration Corp (GRWG) is a farm supply company that owns and operates retail hydroponic and organic specialty gardening retail outlets.GrowGeneration is the largest hydroponic supplier in the country with

Revisiting Issuer Direct (ISDR)

We wrote a report on Issuer Direct (ISDR), a provider of communications and compliance technology solutions, back in April. Since the report, the stock has been range-bound between $24 and

Dye & Durham: Good Value After Rejected Buyout?

On Monday’s private stream, a ROIC member called in about Dye & Durham (DND.TO / DYNDF), a legal technology company based in Canada. Last Friday, DND stock fell after rejecting

ROIC Dive: CareCloud Inc

Last week, a ROIC member called in about CareCloud, a small-cap healthcare technology company. In today’s dive, we unpack more about the company including a number of its recent acquisitions

Analyzing GitLab’s S-1

GitLab (GTLB) is estimated to go public on October 14th. To get you ready for this highly anticipated IPO, we are digging into the company’s S-1 filing for you! For

iFIT IPO: A True Peloton Competitor?

iFIT Health & Fitness is scheduled to go public this week. As a competitor to Peloton, many investors have been waiting anxiously to see iFIT’s public debut. Today, we *run*

Tesla DCF Model & Conclusion

Most of you already know a lot about Tesla or have watched our primer on YouTube here. I will be shooting a screenshare walkthrough of this write-up very soon and

Corsair Gaming Deep Dive: Our Next Value Stock?

The ROIC Discord channel asked Justin to take another look at Corsair (CRSR). The industry tailwinds and quick look at the company’s valuation were attractive to take a deep dive.

Verano Holdings: Cheap Cannabis Stock?

On yesterday’s ROIC private stream, members asked to take a look at Verano Holdings (VRNOF). With the cannabis industry selling off recently, is this top-5 multi-state operator an interesting investing

ROIC Dive: Analyzing Rivian’s S-1

Investors have anxiously waited to see Rivian’s metrics after it confidentially filed its IPO in late August. Now the S-1 is public, and we dig into it here. For news

ROIC Dive: Is Palantir a Long-Term Buy?

Palantir (PLTR) stock is only up ~5% YTD, but it has been a popular name among investors since going public via a direct listing in October of last year. As

Palantir DCF Valuation

Most ROIC members know by now that I’ve been “coming around” to Palantir ($PLTR), increasingly convinced that it can become a huge business-to-business (B2B) company, and that powerful data analytics

ROIC Dive: T-Mobile, 5G Leader?

T-Mobile (TMUS) has pulled back ~15% from highs in July as the telecom company continues its strong push into 5G and continues its integration with Sprint. Could T-Mobile be a

Aurora Cannabis Reports Q4 Earnings

Aurora Cannabis (ACB) stock is down nearly 3% after reporting Q4 earnings yesterday after the bell. The Canada-based cannabis company is down 33% YTD and has struggled to gain any

Payments Company Up 246% Since 2020 IPO

Justin recently reviewed Nuvei Corp (NVEI:CN) on a ROIC live stream and gave it a quick [Interesting 🧐] rating at $151.76 CAD per share. We originally reviewed NVEI on July

AdTech Stocks to Watch

Yesterday, we looked at a small ad tech stock called Perion Network (PERI) – check it out here! We have had a few other requests to look at ad tech