Investor / Analyst / MSc Finance / No Advice
Joined December 2019
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$MRVL Marvell Technology | Meaningfully Raised LT Model as MRVL Stands to Benefit from Secular Tailwinds Across Its DC Product Portfolio; Reiterate Buy
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$GWRE Guidewire Software | Business Momentum and Demand Accelerating; Positioned Well In An AI World
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$MTN Vail Resorts | U.S. Ski Visitation Tracker: Conditions Remain Challenging in CO/UT; Lowering MTN Estimates
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$COO Cooper Companies | F1Q26 Results: Tug of War - EPS/Margins Lead the Way, Revenue a Bit Light
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$SYK Stryker | AAOS Meetings Highlight Ongoing SYK Focus On Being A Broad, Solution-Oriented Company…Positive For Continued HSD Growth
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$CIEN Ciena | Review; Solid F1Q Beat, Healthy F2Q Guide, And Seemingly Conservative FY26 Raise; We Remain Positive
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$MRVL Marvell Technology Group | F4Q26E Preview: Optical DSP Leadership Anchors Q4 Upside; Custom ASIC Reacceleration to Provide Support
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$VIK Viking Holdings | 4Q25 First Take: Demand Remains Healthy; Booking Curves Look Very “Normal” Again; Expect Upside To Our Yield Forecast
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$LIF Life360 | Investing to Start the Year; Growth is 2H Weighted -- Expect 20% MAU Growth and Accelerating PC Growth in FY26
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$CRDO Credo Technology Group | ZF Optics Rollout Timeline Accelerated by Customer Demand, Even as Persistent AEC Strength Drives NT Outperformance; Buy
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$DKNG DraftKings | Takeaways from Investor Day: 30% L-T Margin Intact; Shifting to All-in-One App Strategy to Drive Leverage
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$PGR The Progressive Corporation | 4Q25 10-K Review: Still Looks Like Decelerating Auto Growth
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