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Research.

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

ROIC Dive: Perion Network Ltd

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 Pops 59% in Public Debut

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

Cybersecurity Stocks to Watch

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… Ethereum Killer?

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

TIGR Q2 Earnings Review

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.

ROIC Dive: Okta Q2 Earnings Recap

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 Q2 Earnings

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) Q2 Earnings

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

ROIC Dive: DigitalOcean (DOCN)

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

Salesforce Q2 Earnings Recap

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

ROIC Dive: Magnite (MGNI) Review

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,

Robinhood’s Crypto Fueled Q2 Earnings

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

ROIC Mini Dive: Digital Turbine APPS

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

Roblox RBLX Q2 Slowdown?

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

Opendoor Online Home

Opendoor Up BIG After Earnings?

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

Coinbase COIN Q2 Earnings Analysis

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

Thoughts on Zillow ($ZG, $Z)

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

Uber on iPhone

Uber Q2 Earnings Analysis

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

(rafapress)

Generac Holdings (GNRC) Analysis

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

(ll.studio)

DocuSign (DOCU) Analysis

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

(Sundry Photography)

Square / Afterpay Analysis

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

Revisiting AMD…

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%

Updated Thoughts on $CVS

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

(TRMK)

Is Economic Growth Peaking?

A recent research report from a large investment bank suggests a stock pullback may be approaching. Here’s why.