Ben Thelen

Buy-Side Research Analyst (Alt Energy)

[Ben Thelen @ben_thelen]

@derekquick1 You are way to focused on the buyback. Buyback is never a reason to own a stock. The stock will increase if it is fundamentally growing (GAAP operating income growth, primarily through gross profit growth). PYPL needs to see gross profit growth, or stock won’t go higher.

[Ben Thelen @ben_thelen]

@stephencfu $V

[Ben Thelen @ben_thelen]

@HeroDividend You should look at $GRMN and $APD

[Ben Thelen @ben_thelen]

@markminervini $V is starting to look like a leader. Good RS today following strong earnings growth.

[Ben Thelen @ben_thelen]

@FocusedCompound $SSTI

[Ben Thelen @ben_thelen]

@buccocapital Energy storage (batteries & hydrogen)

[Ben Thelen @ben_thelen]

@ProtagorasTO Sleep Number $SNBR
Consumers are going to place incredible value on their health, and sleep is a large piece of healthy living. SNBR also has invaluable biometric data.

[Ben Thelen @ben_thelen]

@markminervini 4

[Ben Thelen @ben_thelen]

@CostaSamaras @EricDresselhuys It’s not just cost of the project, but also the consistency of energy output from each project. Gas/coal provide a constant power output while wind/solar is variable. This means even tho solar/wind might cost the same as gas/coal that they are still less valuable to the grid.

[Ben Thelen @ben_thelen]

@rabois Apple I-phone

[Ben Thelen @ben_thelen]

@patrick_oshag GNRC’s Analyst Day

[Ben Thelen @ben_thelen]

@Investing_Lion SNBR

[Ben Thelen @ben_thelen]

@phoenixvalue $GRMN

[Ben Thelen @ben_thelen]

@LiviamCapital @GavinSBaker Has invaluable advice on the markets.

[Ben Thelen @ben_thelen]

@GavinSBaker Do you like the stock?

[Ben Thelen @ben_thelen]

@GavinSBaker What are your thoughts on GRMN as a core Consumer Tech holding?

[Ben Thelen @ben_thelen]

My weekend reading material @markminervini

[Ben Thelen @ben_thelen]

@markminervini 2

[Ben Thelen @ben_thelen]

@markminervini @YouTube What do you think about UTZ? It seems to be a very institutionally bought stock?