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Now Available: Jaguar 2Q21 Outlook and Premium Ideas– 1Q 2021 Review– 2Q 2021 Macro Outlook– Premium Trade Ideas with full analysis100+ pages of in-depth research, filtered exclusively with the goal of helping you make better investment dec
Just like prior quarter, we are bringing many fresh ideas this time. High growth under the radar small and mid cap stocks that I believe many Jag clients have never heard of. The goal with every pick remains the same: find opportunities where s
The incumbent Perspecta (PRSP) that has handled US Navy IT infrastructure for the last 20 years lost $7 billion contract to untested competitor Leidos (LDOS) in Feb 2020. But this chapter is not closed yet and the company has been protesting fo
Given unmet medical need, differentiated product profile, and competitor having large recall last year, I believe the commercial opportunity for Ascendis Pharma's TransCon treatment for PTH patients is not fully priced into the stock. I believe
Chart is breaking out through key $75 resistance and we believe it gradually grinds higher towards $80+ over next 3 to 6 months. Three part bull case presented: 1) The technical view, 2) Bookings in excess of billings, and 3) Large $10 billion
We are seeing strong green shoots in travel / leisure stocks as covid-19 cases come down, US hospitalization rate improves, progress for vaccine improves, and most importantly people finally become accustomed to wearing a mask and going about t
$DAO is a high growth distance learning online platform in China that is making significant progress in under penetrated markets of rural areas and going after big competitive threats from $TAL and $EDU. End markets are big and there is room fo
Second episode of Chinese Tech Demystified with discussion on Huya. What does the company do, how it carries the commanding market share of digital video game streaming, what do financials look like, and lastly future growth prospects with risi
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