Company Notes

May 16, 2021

We think the Street is still too optimistic

By Vasily Karasyov

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May 13, 2021

FIRST LOOK

By Vasily Karasyov

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May 13, 2021

Adjusting estimates, maintain Neutral, $20 price target

By Vasily Karasyov

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May 13, 2021

Model update

By Vasily Karasyov

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May 11, 2021

In a “show me” mode for at least a couple of quarters now; sticking with Buy

By Vasily Karasyov

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May 10, 2021

FIRST LOOK

By Vasily Karasyov

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May 7, 2021

FISRT LOOK

By Vasily Karasyov

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May 7, 2021

Here is how they beat and will keep beating

By Vasily Karasyov

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May 6, 2021

FIRST LOOK

By Vasily Karasyov

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May 6, 2021

We are finally here; what FOXAs hand in the arbitration with FLTR looks like

By Vasily Karasyov

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May 5, 2021

FIRST LOOK

By Vasily Karasyov

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May 5, 2021

This wasnt great, but it isnt over; a brief history lesson included

By Vasily Karasyov

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April 23, 2021

Potential upside drivers are too fragmented for the stock to work at this point

By Vasily Karasyov

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April 23, 2021

A small group meeting with Jeff Green, CEO, Founder & Chairman

By Vasily Karasyov

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April 22, 2021

FIRST LOOK

By Vasily Karasyov

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