PropNotes

PropNotes

Casual dining has been in limbo post-pandemic—too pricey for impulse meals, not fancy enough to feel special. But Brinker International (EAT), parent of Chili’s and Maggiano’s, is proving there's still a winning formula if you get the execution right. 🛠️ Operational Overhaul at Chili’s Chili’s has quietly transformed itself. A deep operational review led to...

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📈 Spotify's Remarkable Comeback Spotify NYSE:SPOT has transformed itself from a money-losing audio platform into a disciplined, profit-generating tech firm. Through smarter podcast investments, layoffs, and better monetization strategies, the company recently swung from red ink to positive free cash flow and strong earnings — a major shift for long-frustrated...

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A few months back, we highlighted key investment trends for the next decade—among them, cross-border finance and fintech disruption. Now, Wise plc OTC:WIZEY , a British fintech leader, is showing strong alignment with both themes, and it may soon benefit from even more investor attention as it plans to move its listing from the UK to the U.S. 🌍 What Wise...

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In a tech world often driven by hype and speculation, ServiceNow NYSE:NOW stands out as a reliable growth engine—a true compounder. Unlike flashier tech names, ServiceNow delivers steady revenue growth and expanding margins, all while offering mission-critical software to businesses. 📈 What’s a Compounder, Anyway? Compounders are companies that grow steadily...

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We’ve long been eager to invest in Circle Internet Group (CRCL), the issuer of USDC, due to its vital role in the crypto ecosystem and straightforward revenue model. After years as a private company, CRCL recently went public, and its stock has rocketed—from an IPO range of $27–28 to over $240—yielding a ~780 % return for early investors in just weeks. 🏦 Why...

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In 2023, we covered Arista Networks NYSE:ANET , calling it part of the internet’s "bedrock" but rating it a Hold due to valuation concerns. Since then, ANET has outperformed the S&P 500, proving our call wrong. Recently, ANET’s stock has dipped alongside broader market declines. However, we believe the selloff presents a buying opportunity, given ANET’s strong...

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After recommending Hims & Hers NYSE:HIMS as a 'Strong Buy' from $6, we recently downgraded it due to its stretched valuation. Since then, the stock has dropped over 40%, but we don't yet see it as a clear value proposition at current levels. HIMS combines two critical elements: - High lifetime customer value with low churn - High gross margins (customers...

PropNotes

What Makes a Compounder? "Compounder" has become a buzzword in investment circles, but we define it simply: a company that delivers higher-than-average returns for longer-than-average periods. The formula is basic economics - a compounder excels at both sides of the supply-demand equation: Demand side: Growing revenue and profits drives investor...

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In a recent post on key investment trends for the next decade, we highlighted the addictiveness and pervasiveness of social media as a critical long-term shift. Today, we're buying Meta Platforms NASDAQ:META which we believe represents an exceptional investment opportunity. The Financials META's recent financial performance has been stellar. The company has...

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As generalist investors, we go where the opportunities are. While we've typically avoided fashion and beauty stocks due to constantly changing consumer trends, e.l.f. Beauty NYSE:ELF has recently captured our attention and investment dollars. Three Key Reasons We're Buying: 1. Impressive Growth We've been impressed by ELF's revenue expansion from $266...

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Happy market selloff everyone! It's about time we got some action. It's been interesting to see which sectors are selling off, and surprising perhaps nobody, it's mostly high-priced SaaS, consumer finance / gambling names, and meme stocks. Of note - private equity investment managers, which have presumably seen much higher-than-average financial stress as a...

05:46

PropNotes

Hey guys! In this video, we're talking about a 'dip-buy' trade idea in gold. The macros and micros favor it - good luck to all. Want more high-quality trade ideas? Follow us below. ⬇️⬇️

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It is often said that “a gambling license is a license to print money." If that's true, then Flutter Entertainment is a massive cash machine. 🌎 As a leader in the global gaming industry, Flutter is capitalizing on the massive growth of sports betting and gambling, especially through FanDuel in the U.S. Here’s why we're bullish on FLUT and think it’s worth...

08:43

PropNotes

Hey all! Welcome back - today we're talking about Vistra, the energy utility company that has been on a huge run in 2024. Will shares continue their march, or is now a good time to cash in on gains? Let's dive in and find out. Want more high-quality trade ideas? Follow us below. ⬇️⬇️

04:47

PropNotes

Hey guys! Today we're talking about Broadcom NASDAQ:AVGO , which we think is the poster child for AI hype in stocks these days. In our view, shares of the semiconductor company are trading WAY above 'Fair Value', and the stock has 30%+ downside risk. While Broadcom's operations appear well-run and profitable, we think investors would be served by steering clear...

05:11

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Hey guys! Today we're taking a look at two tech stocks that we think have pretty substantial upside over the medium term as they continue to grow, churn out profits, and earn multiple expansion in the market. Cheers! Want more high-quality trade ideas? Follow us below. ⬇️⬇️

19:15

PropNotes

Hey guys! Today, we explore 'The Leap', and our strategy for the competition. It's easy to register if you haven't done so already. In this video, we cover; 1.) DIRECTIONAL BIAS 2.) WHERE TO TRADE 3.) WHERE TO RISK 4.) POSITION MANAGEMENT for the strategy we'll be using. It's a simple breakout strategy we're going to bring to a lower timeframe, so we can...

PropNotes

Hey everyone! Today we're taking a look at Abbvie, NYSE:ABBV a popular U.S. pharmaceutical stock. In the chart above, we've combined a momentum view with a support & resistance framework to point out high points and low points of the recent range ABBV has been trading in. In combination with the momentum indicator, it appears as though the chances of a break...