nasdaqttd
It wasn’t that bad after all. With the second quarter earnings season almost in the books, worries about a rash of negative earnings surprises have proven to be unfounded. According to the latest insight from Factset, roughly three out of four S&P 500 companies have reported positive EPS surprises, on par with the historic norm. Q2 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorOn the other hand, the big splash variety of earnings beats have been harder to come by. The average magnitude of the beats has significantly lagged the past. This means that companies t...
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Digital advertising technology (AdTech) company The Trade Desk (NASDAQ:TTD) stock took a nosedive when digital advertising networks signaled the slowdown in digital advertising. It’s been a rough two-years for the adtech industry. Apple’s (NASDAQ:AAPL) privacy clampdown and Google’s (NASDAQ:GOOGL) blocking of third-party tracking cookies on its Chrome browser were two major blows to adtech companies that directly impacted major players like Facebook (NASDAQ:FB), Twitter (NYSE:TWTR) and Pinterest (NYSE:PINS). In fact, Apple’s App Tracking Transparency (APP) features are estimated to impact Face...
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If market conditions are teaching investors anything this year, it’s the idea that risk can happen fast. Protecting capital and planning for every possible scenario is paramount given all of the complicated headlines investors need to process on a seemingly daily basis. Whether it’s the conflict in Ukraine, the Federal Reserve’s plans for raising interest rates, or inflation impacts, it’s safe to say that there are plenty of challenging factors to consider in today’s equity markets. Q4 2021 hedge fund letters, conferences and more Some investors are known to thrive in volatility, as they are a...
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Rowan Street commentary for the year ended December 31, 2021. Q4 2021 hedge fund letters, conferences and more “Nobody buys a farm based on whether they think its going to rain next year. They buy because they think its a good investment over 10 or 15 years. It’s the same with stocks. Think of stocks as a part ownership of a business. It’s not that complicated.” - Warren Buffett Dear Partners, I think we can all agree that since the pandemic started in the beginning of 2020, it has been a very challenging operating environment for most businesses, and the stock market has had a very difficult ...
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Rowan Street Capital commentary for the first half ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more Dear Partners and Friends, Rowan Street Capital celebrated its 6 year anniversary in March. It’s been an amazing and truly rewarding journey full of lessons, ups and downs, successes and challenges. In our very first letter to partners back in 2015 we wrote: “Our vision is to build something special at Rowan Street Capital where our partners can visualize themselves as part owners of a business they expect to stay with for a long time, just like they would if they owned a re...
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Today, I’m going to answer a question that’s likely on your mind. It’s about the stock market’s recent strange behavior and the one thing ALL investors and traders should be doing about it. Q1 2021 hedge fund letters, conferences and more You see, one of the very first stocks I ever recommended just reported phenomenal earnings. Sales jumped 37%. The company acquired a record number of customers, and it forecasts great sales again next quarter. What do you think happened to the stock price? We’ll come back to this in a moment. I’m talking about The Trade Desk (TTD)We don’t own the stock in any...
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Big returns await dip buyers of TTD stock Q1 2021 hedge fund letters, conferences and more What Happened to The Trade Desk Stock Price Today?The Trade Desk (NASDAQ:TTD) stock plummeted more than 25% after the programmatic advertising leader reported first quarter numbers that smashed estimates, included an above-consensus guide, and which ostensibly looked great.So why did TTD stock collapse?Because investors were expecting an even bigger beat, on the heels of blockbuster earnings reports from Alphabet (NASDAQ:GOOG), Facebook (NASDAQ:FB), Roku (NASDAQ:ROKU), and more over the prior few weeks.T...
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