Equity Research

Daily Equity Research. Institutional content. Retail format. The companies you care about in language you understand.

Archive

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Cheat Sheets

DDOG 3Q25 - Stock up big on a beat and raise everything quarter. Bull case $245 Bear case $145

Cheat Sheets

CELH 3Q25 - Stock crushed. Messy Q4. What happens next? Bull case $85 Bear case $32

Cheat Sheets

DUOL 3Q25 - Wrecked after hours. Quality over near-term monetization says CEO. What's next? Bull case $420 Bear case $140

Cheat Sheets

HOOD 3Q25 - HOOD lovin crypto. What's next? Bull case $200 Bear case $90

Cheat Sheets

IONQ 3Q25 - IonQ positioned as "the NVIDIA of quantum" What do you think? Bull case $98 Bear case $34

Cheat Sheet

SNAP 3Q25 - Everytime I think I am out. They pull me back in. Bull case $14 Bear case $6.50

Cheat Sheets

U 3Q25 - Stock up on a beat. What's next? Bull case $55 Bear case $22

Cheat Sheets

WES 3Q25 - EPS Snapshot. What's next? Bull case $52 Bear case $32

Cheat Sheets

LMND 3Q25 - Insurance is a great business to leverage AI — just ask LMND. Bull case $120 Bear case $52

Cheat Sheets

AXON 3Q25 - Crushed on Q3 EPS miss. Promises huge Q4. Bull case $950 Bear case $500

Cheat Sheets

UPST 3Q25 - Revenue miss. Stock hammered. What's next? Bull case $85 Bear case $20

Cheat Sheets

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