Fahad Khalid

Founder, CEO @JaguarAnalytics

[JaguarAnalytics @JaguarAnalytics]

Shorting is not easy. Even for the best money managers. In Jag, we are not dogmatic. We are opportunist. After years of being net long, 2022 was the first year in which we maintained net bearish bias. I’ll never forget these sweet 7 shorts after covid bubble popped.

1/n 🧵

[JaguarAnalytics @JaguarAnalytics]

$SLGN Silgan Holdings - From The Call to The CAGNY https://t.co/xz26WULZEa

"SLGN entered into a long-term supply agreement extending through 2025 with Nestlé to supply all of Nestlé’s North American metal food container requirements for pet food and other food products."

[JaguarAnalytics @JaguarAnalytics]

$KTOS It pays to do fundamental research. Here is 3 minute podcast issued to clients yesterday to either buy common for $11.40 or August 10 calls for $2.50 going into earnings.

Stock is up +17% today. Giddy up!

https://t.co/dzEfV0mJHj

[JaguarAnalytics @JaguarAnalytics]

Behind The Numbers – $NSSC Napco Security Technologies https://t.co/7hn5SiJNp5

"We’re starting to see a lot of scrambling around as these radios that went dark at the end of January 3rd are being replaced. We’re pretty confident that they are all going to be replaced."

[JaguarAnalytics @JaguarAnalytics]

Behind The Numbers - $CODA Coda Octopus https://t.co/nuOTBS0d7L

"We have opportunity to be sensor of choice selling into 4 UX programs who are working on new-gen of underwater vehicles. If trials are successful in spring, we expect to supply multiple units in rapid succession."

[JaguarAnalytics @JaguarAnalytics]

$HOG Harley Davidson - Anniversary Launch https://t.co/XtnaNXDxRj

"Dealer said he ended Q4 +25% Y/Y in new units with sell-thru accelerating in the quarter and believes Jan will be up Y/Y. This would be ahead of industry IHS data thru Nov which is indicating US retail down 1.1%"

[JaguarAnalytics @JaguarAnalytics]

Conversations with Jags - Jan 24

Free distribution! Enjoy! An example of how we do pre-market podcast for clients each morning.

-- $MSFT earnings preview
-- Cuts in snap benefits $DG
-- China travel bounce $HTHT

https://t.co/MajWyD7pV0

[Fahad Khalid @Opinterest]

I was hoping for a definitive answer

[Fahad Khalid @Opinterest]

I blame the ankle! 😫

[JaguarAnalytics @JaguarAnalytics]

Blog Post: What Will It Take For Me To Turn Bullish

https://t.co/A01Y0v56Lz

[Vala Afshar @ValaAfshar]

“How come is everything white?”

—Muhammad Ali is brilliant in this 1971 interview

[JaguarAnalytics @JaguarAnalytics]

Conversations with Jags - Jan 11

Free distribution today. This is how we do podcast for clients each morning. Today's topics include potential bottoming action in crude oil, $FRPT fundamental case, and $HTHT as a way to trade China travel surge. Enjoy!

https://t.co/jIDBib4hzI

[Fahad Khalid @Opinterest]

From September in chat room … It’s a shame Lions are not in playoffs (pfff … damn you Rams!) But I trusted this Lions offense from Day 1 when everyone underestimated them and I didn’t like Packers a bit.

[Fahad Khalid @Opinterest]

2nd sack by Hutchinson on 3rd down!
👍👍 @aidanhutch97

[Fahad Khalid @Opinterest]

Aidan Hutchinson (Lions defensive end) went to same private school where my kids go, taught by same teacher in the same room. Liam's class sent a Good Luck / Christmas note and received this response! 😊

[Fahad Khalid @Opinterest]

@jaminball Still too high

[JaguarAnalytics @JaguarAnalytics]

During our trip to the Netherlands and Belgium before Christmas, Jag's two best long Ideas for investors for 2023 were:

--- $GLD Gold
--- $BA Boeing

Slide Deck: https://t.co/aTI9OElPnu

Full Video Presentation: https://t.co/EEkwkNzVAC

[Josh Allen @JoshAllenQB]

Please pray for our brother.

[Dawson Knox @dawson_knox]

Prayer is real, and it’s powerful. Constantly praying for Damar and his family

[JaguarAnalytics @JaguarAnalytics]

One step forward in business. Starting from January 1st, Jaguar Research will be available on Refinitiv Eikon to 100k+ professionals.

Next step is get into Bloomberg Terminal. Hopefully also in 2023. Working on it. Cheers!