Quantamental Research

not advice

[Quantamental Research @quantamental2]

Lowe's ($HD) CFO on JPM's virtual retail conference (4/1).

1. Sees "healthy demand", with shelter-in-place and weather being main drivers

2. Says 2/3 of purchases are non-discretionary

3. Expects little impact to margin due to product shift

[Quantamental Research @quantamental2]

@EricBalchunas How is this different then fidelity’s filing? Thought they might had the inside track too but no luck so far.

[Quantamental Research @quantamental2]

@HindenburgRes $sq could easily destroy this short by breaking out fraud cost as % revenue and work it down over time

[Quantamental Research @quantamental2]

this @HindenburgRes $sq report is trash with a clickbait headline. employees assigned to review accounts is clearly gonna find > 50% bad accounts. can't use that data point to extrapolate to the entire customer base

[Quantamental Research @quantamental2]

@HindenburgRes to understand the true population of bad accounts would need to know % of them not captured by the reviewers so you have an sense of recall vs precision

[Quantamental Research @quantamental2]

@MadThunderdome $cae pilot training. probably a mini training bubble in asia

[Quantamental Research @quantamental2]

@milken_cookies i had the same though and went last year. the actual meeting is meh but the overall weekend was great. lot of funds were hosting happy hours and people were very friendly

[Quantamental Research @quantamental2]

read any good books recently? could be any subject - investing, biography, fiction, etc. going on a long trip and recommendations would be appreciated 🙌

[Quantamental Research @quantamental2]

can sundar be a war-time ceo?

[Quantamental Research @quantamental2]

@MadThunderdome @Hedge_FundGirl Blue Willow/Red Peony near Central Park or Cheli/Szechuan Mountain House downtown

[Quantamental Research @quantamental2]

@Pigeonomics My money is on robinhood

[Quantamental Research @quantamental2]

@InvestingChef Happy birthday!

[Eric Newcomer @EricNewcomer]

Coatue believes that the market is failing to distinguish between technology companies.

Upbeat: Snap, Shopify, DoorDash, and Neftlix
Downbeat: Pinterest, Wayfair, Lyft, and Roku

[Quantamental Research @quantamental2]

tech workers would disagree

[*Walter Bloomberg @DeItaone]

FED'S WALLER: WE THINK WE CAN RAISE INTEREST RATES AND NOT HAVE A BIG IMPACT ON UNEMPLOYMENT

[Quantamental Research @quantamental2]

crazy how fast rates affect the real economy via tech stocks and their stock based compensation

[Quantamental Research @quantamental2]

@Pigeonomics https://t.co/ijDc44l1ap Broadway and 71th is good. I used their results for travel too

[Quantamental Research @quantamental2]

@InvestingChef Congrats!

[Quantamental Research @quantamental2]

@buccocapital I would have said crypto but it’s either 1) grift or 2) real good technology but unclear how money will be made. there is so much capital and competition

[Quantamental Research @quantamental2]

@buccocapital Maybe luxury goods. Higher retirement + focus on sustainability / turning consumption into investments (e.g. furniture, resale)

[Quantamental Research @quantamental2]

started a position in $pins today

[Quantamental Research @quantamental2]

creator economy is basically affiliate marketing 2.0