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
On September 9th, a ROIC member called into the live stream to ask about Genius Sports Ltd (GENI). At the time, GENI was trading at
Yesterday, we looked at a small ad tech stock called Perion Network (PERI) – check it out here! We have had a few other requests
On the September 2nd, ROIC live stream, Justin gave an [Interesting 🧐] rating to Perion Network (PERI). PERI is a small cap ad-tech company listed
Dutch Bros (BROS) debuted on the NYSE yesterday after pricing its IPO at $23 per share. This was above the expected range of between $18-20
In our July 14 edition of Morning Cents, we put together a quick primer on cybersecurity stocks. Today, we are taking a deeper dive and
Solana (SOL) has become a hot cryptocurrency, having quadrupled in price over the last month from $40 to $160, and is now the 7th largest
UP Fintech Holding (TIGR) gained 8.59% on Friday following the release of its second-quarter earnings before the bell. The stock has had a choppy year.
Lululemon stock (LULU) is up 13% in pre-market after the company boosted its outlook for the year and reported sales that outpaced analyst expectations. The
Coupa Software (COUP) stock popped 12% AH after releasing its Q2 earnings report. COUP has come down in the pre-market but is still up 5%
MongoDB (MDB) stock announced earnings after the bell last Thursday. On Friday, the stock popped 26%. Today, we explore why investors are positive on earnings
Okta beat earnings and boosted guidance following yesterday’s earnings print – the company’s first since acquiring Auth0. Despite the strong growth numbers, the stock fell
CrowdStrike (CRWD) reported its second-quarter fiscal year 2022 earnings after the bell yesterday. The company beat expectations and added a record 1,660 net new subscription
Futu Holdings (FUTU) is up this morning after releasing its second-quarter earnings. On a year-over-year basis, FUTU showed impressive growth, but the market has reacted
DigitalOcean (DOCN) started trading on the NYSE on March 24 at $41.50 per share after pricing the IPO at $47. We quickly looked at the
After reporting earnings yesterday, Salesforce stock (CRM) is up ~3% in pre-market trading. Quick Overview Salesforce.com, Inc. focuses on customer relationship management (CRM) technology. It
The ROIC community has given us a lot of good companies to look at recently. Keep the requests coming on the live streams, community board,
On the August 2nd ROIC live stream, a caller asked about ZIM Integrated Shipping Services (ZIM) when it was trading at $40.66 per share and
During last week’s live stream, a caller asked about GAN Ltd (GAN). Justin gave a quick [Interesting 🧐] rating to the stock. Today, we take
Robinhood released its first earnings report as a public company Wednesday after the bell. HOOD is down ~10% in pre-market following management remarks of a
Digital Turbine stock has nearly doubled in the past year and has rallied from less than $4 per share during the depths of the pandemic
Builders FirstSource, Inc. ROIC members! Thank you for supporting the content and staying patient while we dissected this business. Over the past year, BLDR stock
Roblox Corporation (RBLX) operates a global platform popular among millions of preteen users. Yesterday, the company reported earnings for the second time since going public
We posted a write-up about Upstart back on June 17th when the stock was trading at $125 per share. After a blow-out earnings call last
Opendoor Technologies more than doubled the number of homes it acquired in the second quarter. The stock soared ~18% after-hours. For a quick, 8-minute overview
After the bell yesterday, Coinbase released its second earnings report since going public in mid-April. COIN beat Q2 estimates, but guided to lower transaction volume
Yesterday, DraftKings Inc. (DKNG) announced an agreement to buy Golden Nugget Online Gaming Inc. (GNOG) in an all-stock merger valued at about $1.56 billion. Overview
Overview Penn National Gaming Inc (PENN) agreed to acquire Score Media & Gaming (SCR) Inc for $2 billion.Score Media is a Canada-based company that creates
Zillow reported very strong Q2 2021 earnings: 70% overall revenue growth to $1.3B for the quarter70% growth in Internet Media & Technology (IMT) segment to
Q2 Earnings Highlights Uber’s gross bookings totaled $21.9 billion in the second quarter.Gross platform spend resulted in $3.93 billion in revenues ($3.74 billion est.)Adjusted EBITDA
A handful of members in our ROIC Discord server recently asked about Generac Holdings $GNRC. It has been an 11-bagger over the past 5 years
After staying flat for most of the past 12 months, DocuSign (DOCU) has rallied to ~$300 a share. Overview DocuSign (DOCU) helps organizations do business
The big news of the day is Square (SQ) announcing an all-stock deal to acquire Australia-based Afterpay (APT:AU / AFTPY) for ~$29 billion. Afterpay Overview
AMD reported earnings this week and they absolutely smashed it. They grew revenue 99% year-over-year and 12% month-over-month.Computing and Graphics grew 65% YoY and 7%
Hey ROIC Members! We posting a YouTube video on CVS today, and I wanted to update the community on CVS stock, as it’s on the
Overview Back this week looking at another popular MSO. On Monday, we posted a write-up on Green Thumb, and last week we posted a primer
Overview I had to take a month off from doing write-ups, but I’m back this week ready to roll (no pun intended). In the past
A quick look at the cannabis industry…
Our one-pager on Upstart ($UPST)
Data from Investor Relations, Investor Presentation, Webcast, Arculus Videos, Deal Announcement Overview CompoSecure came across our radar at the end of April on a public
A report from a large investment bank suggests the reopening could ‘bullwhip’ supply chains. What does that mean for stocks?
Are we *building* a position in this home building stock?
Our DIY Cricut Report + Projections! A Deeper Dive
Double-digit growth and high margins? Buy, sell, or hold?
Will this company disrupt the auto insurance industry?
Is this auto insurance giant a sneaky reopening play?
Justin’s notes on the current state of the stock market and Bitcoin.
Let’s understand the mortgage industry a little bit better…
Is there value hiding in the mortgage lending industry?
A recent research report from a large investment bank suggests a stock pullback may be approaching. Here’s why.
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Is the “Robinhood of Brazil” worth an investment?
Taking stock of our portfolio and how we’re forging ahead from here…
What we’re doing with our portfolios this week.
Breaking down the potential stock market crash and our investing strategy going forward.
Full primer on the two new Chinese tech positions on the Big Board.
A preview note on the two new stocks on the Big Board.
Where we’re investing in 2021.
Today’s trades and adding a new stock to the ROIC Big Board portfolio.
A deeper market update and this week’s trading game plan.
A ROIC-only investment report on PagerDuty.
Should we be concerned about crazy euphoria in the market?
This morning, fuboTV announced that it’s acquiring a sports betting and gaming company called Vigtory. They want to use this acquisition to develop a proprietary
An analysis on if we should follow the Chamath hype and buy Social Finance, Inc.
Justin Oh’s investment analysis and recommendation on fuboTV.
Should you buy AT&T stock because of HBO Max?
Netflix, a long-term winner?
The battle for your living room’s profits.
A whitepaper on our ROIC Big Board Investing Strategy.
Welcome to the fourth edition of our premium, ROIC-only weekly newsletter Making Cents.
Welcome to the third edition of our premium, ROIC-only weekly newsletter Making Cents.
Welcome to the second edition of our premium, ROIC-only weekly newsletter Making Cents.
ROIC Members! Welcome to the first edition of our premium, ROIC-only weekly newsletter Making Cents, where we summarize my thoughts on the state of investing,
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