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Special Situations 🌐 Research Newsletter (Jay)
$SHW down 10% premarket:
-Sees adjusted EPS $8.50 to $8.80, saw $9.25 to $9.65, estimate $9.42
-Sees EPS $7.65 to $7.95, saw $8.40 to $8.80
-Net sales $5.87 billion, +9.2% y/y, estimate $6.01 billion
-Adjusted EPS $2.41 vs. $2.65 y/y, estimate $2.78
https://t.co/W7qgsS8MkB https://t.co/dxVIGnwwKn
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$SHW down 10% premarket:
-Sees adjusted EPS $8.50 to $8.80, saw $9.25 to $9.65, estimate $9.42
-Sees EPS $7.65 to $7.95, saw $8.40 to $8.80
-Net sales $5.87 billion, +9.2% y/y, estimate $6.01 billion
-Adjusted EPS $2.41 vs. $2.65 y/y, estimate $2.78
https://t.co/W7qgsS8MkB https://t.co/dxVIGnwwKn
Expected miss from $SHW Sherwin Williams in this past Sunday's Spaces:
Sherwin-Williams Co. slid in pre-market trading as stagnant demand in EU & China hurt sales for 2Q, prompting a slash in full-year adjusted earnings guidance also in part due to inflation pressure. - Special Situations 🌐 Research Newsletter (Jay)tweet
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Special Situations 🌐 Research Newsletter (Jay)
F45 Training $FXLV shares plummet as much as 57% after the fitness studio operator’s CEO and founder Adam Gilchrist stepped down and the company lowered its guidance. https://t.co/FTZs5Wsp0B
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F45 Training $FXLV shares plummet as much as 57% after the fitness studio operator’s CEO and founder Adam Gilchrist stepped down and the company lowered its guidance. https://t.co/FTZs5Wsp0B
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Special Situations 🌐 Research Newsletter (Jay)
Hot Take: GDP print tmrw won't really matter. White House and the Fed have already shared that they think GNI and tax receipts matter more and are better indicators of economic strength...Yellen's press conference will be interesting.
Consensus for GDP is 0.4% vs -1.6% last Q
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Hot Take: GDP print tmrw won't really matter. White House and the Fed have already shared that they think GNI and tax receipts matter more and are better indicators of economic strength...Yellen's press conference will be interesting.
Consensus for GDP is 0.4% vs -1.6% last Q
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Jim OShaughnessy
"Now the trick is obvious. You can access your internal experience, and you know what kind of things you’re pretending."
~@slatestarcodex
Forer Statements As Updates And Affirmations https://t.co/0R86sxsgbf
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"Now the trick is obvious. You can access your internal experience, and you know what kind of things you’re pretending."
~@slatestarcodex
Forer Statements As Updates And Affirmations https://t.co/0R86sxsgbf
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Jim OShaughnessy
Always good stuff from @LibertyRPF: Check out the stock market graph and true size of Africa.
311: Big Tech Hiring, Shopify Layoffs, Facebook VR, Amazon, Intel + MediaTek, TSMC & Samsung Cheating?, US Power Grid, and Tony Hawk, by @LibertyRPF https://t.co/9PycNmmTZy
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Always good stuff from @LibertyRPF: Check out the stock market graph and true size of Africa.
311: Big Tech Hiring, Shopify Layoffs, Facebook VR, Amazon, Intel + MediaTek, TSMC & Samsung Cheating?, US Power Grid, and Tony Hawk, by @LibertyRPF https://t.co/9PycNmmTZy
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Special Situations 🌐 Research Newsletter (Jay)
$SHOP Shopify now up after missing...
“We now expect 2022 will end up being different, more of a transition year, in which e-commerce has largely reset to the pre-Covid trend line and is now pressured by persistent high inflation,” the Ottawa-based company said.
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$SHOP Shopify now up after missing...
“We now expect 2022 will end up being different, more of a transition year, in which e-commerce has largely reset to the pre-Covid trend line and is now pressured by persistent high inflation,” the Ottawa-based company said.
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Tren Griffin
There is an assisted living business located in Seattle where people buy a life estate including hospice care. The residents of that facility like to say that the church which owns the business complains to residents that they aren't dying fast enough. https://t.co/8YkxnXkMoR
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There is an assisted living business located in Seattle where people buy a life estate including hospice care. The residents of that facility like to say that the church which owns the business complains to residents that they aren't dying fast enough. https://t.co/8YkxnXkMoR
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Morning Brew ☕️
Saudi Arabia released a hype video for "The Line", its planned vertical city that would extend 106 miles long and 1,640 feet tall.
The city would constitute the world's largest structure, and is just part of a bigger megacity called Neom, a highly controversial $500B project. https://t.co/7ij9YfEGVF
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Saudi Arabia released a hype video for "The Line", its planned vertical city that would extend 106 miles long and 1,640 feet tall.
The city would constitute the world's largest structure, and is just part of a bigger megacity called Neom, a highly controversial $500B project. https://t.co/7ij9YfEGVF
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