Amanda Goodall

Independent research on markets, capital and organizational behavior.

[Amanda Goodall @Amanda_Goodall]

After 20+ years as The Job Chick, I’ve finally been promoted to… myself.

Amanda Goodall. Same me, new name on the door. 😎 @Amanda_Goodall

[Amanda Goodall @Amanda_Goodall]

@WorldStrategist @Yahtseyy @vtchakarova Haha very on point @Yahtseyy - but the development of workforce in different regions are quite different, and it is a fascinating area to look into.

[Amanda Goodall @Amanda_Goodall]

The fragmentation between China and the US is not commerce, it’s labor architecture. Palmer isn’t wrong!

[Amanda Goodall @Amanda_Goodall]

@Zulu18360299 😂😂😂

[Amanda Goodall @Amanda_Goodall]

ServiceNow understood the assignment.

SaaS seat pressure is real. The workforce difference between $NOW and $CRM is pretty wild too.

ServiceNow is developing:
New Logo AEs.
Commercial Growth AEs.
Security & Identity AEs.
Licensing & Entitlement roles- which is basically metering, usage, consumption.

Salesforce is stacking Agentforce AEs & specialists onto an already massive sales machine... which very much looks like they are adapting to the problem.

ServiceNow looks like it’s redesigning around it.

McDermott knows what he’s doing.

[Amanda Goodall @Amanda_Goodall]

OUCH

[JaguarAnalytics @JaguarAnalytics]

AI basket today

[Cluseau Investments @blondesnmoney]

Everyone talks about Situational Awareness meanwhile the average HK Family Office:

[Amanda Goodall @Amanda_Goodall]

I think people are underestimating what Ma’aden is building.

[Amanda Goodall @Amanda_Goodall]

Seriously? 🤨

[Pubity @pubity]

The CEO of Accenture is asking employees to not go on vacation this August for the company to "deliver a strong fourth quarter".

For one-time-only, the company will allow those that don't use their vacation days this month to carry them into 2027.

[Amanda Goodall @Amanda_Goodall]

And when you look at these recent recos… Damn….

[Amanda Goodall @Amanda_Goodall]

Korea’s semiconductor exports have been ripping... but prices are doing a lot more work than volumes.

Much of the wealth created gets recycled overseas rather than back into Korean assets.

Great cycle - Fragile setup.

Not a sell signal... but I’m watching for the exit sign.

KRX:000660 - SK Hynix
KRX:005930 - Samsung Electronics

[Financelot @FinanceLancelot]

😉

[Amanda Goodall @Amanda_Goodall]

Korea’s semiconductor exports have been ripping... but prices are doing a lot more work than volumes.

Much of the wealth created gets recycled overseas rather than back into Korean assets.

Great cycle - Fragile setup.

Not a sell signal... but I’m watching for the exit sign.

KRX:000660 - SK Hynix
KRX:005930 - Samsung Electronics

[Amanda Goodall @Amanda_Goodall]

While credit continues to price severe distress, Bally's internal capital and workforce allocation shows Chicago moving from development into operating build-out.

Caveat* - you probably know more than I can see in my datasets Mark... 😉

Needless to say it is on my watch close list.

$BALY

[Mark wayman @GodfatherWaym]

Bally’s Warns of Going-Concern Risk – Bally’s Corporation announced, “Substantial doubt about it’s ability to keep operating.” The stock plunged 27% in a day.

Many casino insiders have long questioned the casino operator’s strategy. When he is not hammering Resorts World Las Vegas about their financials, Instagram icon VegasPaulyC has stated for months (maybe years) that Bally’s was not going to make it.

They are carrying $4.5B in debt, can’t get Chicago done, and have not started on the Las Vegas project.

Remember what The Godfather taught you: Debt is a parasite.

https://t.co/8b0498R1Uj

[Amanda Goodall @Amanda_Goodall]

@MauiBoyMacro @SamanthaLaDuc Hormuz, oil, AI debt, fiscal deficits. Bit of a kerfuffle.

[Samantha LaDuc @SamanthaLaDuc]

Some bond managers are selling Treasuries to buy AI corporate debt instead because it pays more…

Betting on AI revenue that doesn't exist yet.

Risk: corporate spreads can blow out faster than Treasury yields with no U.S. Treasury backstop.

[Amanda Goodall @Amanda_Goodall]

😬😬😬😬😬😬

[William Bradford II @SirBradford]

@Amanda_Goodall @KASDad Here, fixed it…

[Dave H. @DaveHoran1]

I'll help you out @Amanda_Goodall 👇

[Amanda Goodall @Amanda_Goodall]

$PLNT Planet Fitness is rebuilding. Just not the business Wall Street still thinks it is. Planet Fitness is not financially distressed. But it has stopped allocating organizational capital like a company preparing for an immediate return to its previous growth algorithm.

There are 6 hires that tell me what Planet Fitness is doing next.

https://t.co/QzDvP1a3Dp

[Amanda Goodall @Amanda_Goodall]

@drjoshcsimmons @BTT1024 Tell me more…..

[Amanda Goodall @Amanda_Goodall]

@preetkailon Q&A is hands down the best part of an earnings call.

[Amanda Goodall @Amanda_Goodall]

Size does matter. 😉

$ASTS

[Belgische Beleggers @belbeleggers]

Investors finding out $ASTS builds satellites the size of tennis courts while everyone else launches tiny ones.

[Amanda Goodall @Amanda_Goodall]

@GodfatherWaym

[Amanda Goodall @Amanda_Goodall]

🎯