Markets & Macro U.S. Home Sales on Track for Biggest Year in 15 Years U.S. home sales rose in October even with a limited number of homes for sale. Existing-home
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
Markets & Macro Supply Chain Problems Show Signs of Easing Global supply chain issues are easing, but supply chain execs remain cautious about potential delays if Covid-19 outbreaks disrupt key
Happy Friday! If you missed last night’s public live stream, you can watch it here! ROIC members can rewatch the private stream here! We initiated a position on a value
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Today we cover the SEC/Robinhood news, $ZM’s very bad quarter, and Futu earnings… Brought to you by: Fundrise: Institutional real estate investing without the hassle. What’s Trending… On ROIC: Futu
We’re opening the week with our Live Stream at 10:00am Eastern, both public and private streams! Brought to you by: Fundrise: Institutional real estate investing without the hassle. BlockFi: A
We’re back after a long holiday weekend! The Cents team will be covering the Bitcoin Conference in Miami this week, so we’ll be pausing our live streams until next week.
Zoom is planning to raise $1.5 billion in an upcoming stock offering.
Valuation and fundamentals matter.
Zoom remains a pandemic winner.
Microsoft, Merck and more from around the business world.
July 2, 2020 – Tech CEOs agree to testify, Zoom misses its transparency deadline and private equity firms sweat out their misuse of PPP funds. Today’s newsletter 1,297 words, an
Taco tuuuuuuesday! As my guy Lebron James might say. Protests Resume Over George Floyd Death as Cities Tighten CurfewsProtesters began marching on US cities again Tuesday, after a night of