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Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

2Q25 Postmortem: Sentiment Guide Following Results

Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi

Agnico Eagle Mines Ltd: 1 director

A director at Agnico Eagle Mines Ltd sold 10,000 shares at 186.780CAD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...

Newmont Corp: 1 director

A director at Newmont Corp sold 7,015 shares at 68.020USD and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

US Trends Improving; Neutral, $220 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush Estimates, FactSet ConsensusReports healthy 2Q25 results. Expedia reported 2Q gross bookings of $30.4B (+5.5% Y/Y), ~2% above consensus of $29.8B (+3.4% Y/Y). Room nights reached 106mm, with Y/Y growth ~200bps above consensus and ~270bps above

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Travel Getting Toppy; Neutral, $130 PT

Figure 1. 2Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusAirbnb reported strong 2Q results and provided an in-line outlook for 3Q. Nights and Experiences booked growth in 2Q of +7.4% Y/Y was ~80bps above Street estimates. Revenue and adj. EBITDA were ahead of estimates by

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Downgrading To Neutral; Just Don't See Upside, $5,900 PT

Figure 1. 2Q25 ResultsSources: Company reports, Wedbush estimates, FactSet consensusGuidance: Gross Bookings growth of +10%to +12% Y/Y; Room Nights growth of +4% to +6%Y/Y; Adj. EBITDA of $2.15mm to $2.2mm.2Q results were ahead of expectations. Gross bookings of $46.7B (+12.8% Y/Y) in the quarter w

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Now Arriving: July '25 Online Travel Trends

Key Findings:US hotel RevPAR growth has averaged -0.4% Y/Y in 2Q, from +2% Y/Y in 1Q and +4% Y/Y in 4Q24. Growth fell ~1% Y/Y in June after flat Y/Y growth (~0%) in both May and April. Trends are slightly more positive on a 2-year stacked basis, with RevPAR growth averaging +1% Y/Y in 2Q, consisten

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Research Team ACF
  • Research Team ACF

GreenRoc Strategic Materials Plc (GROC.L) Core Investment Snapshot 290...

GreenRoc Strategic Materials Plc (AIM: GROC.L) is unusually well positioned to become a key supplier of high-purity, battery-grade graphite into Western markets increasingly focused on critical material security. GROC’s flagship Greenland Amitsoq Graphite Project, has amongst the highest known in-situ graphite grades globally at 20.41% TGC, potential purity is 99.95% (a purity essential to the EV battery value chain looking for lower cost natural graphite vs. synthetic graphite). GROC.L’s Thule ...

AngloGold Ashanti: 1 director

A director at AngloGold Ashanti sold after exercising options/sold 27,149 shares at 44.035USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors...

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