ADD: Adyen N.V. (ADYEY) and Trade Desk (TTD) to the Investing Ideas Long list.
Commentary below from Keith within "Real-Time Alerts" delivered to #HedgeyeNation today.
On Adyen N.V. (ADYEY): To be clear, there are nowhere near as many Buying Opportunities out there today as there were 2 trading days ago when we kept going all Greeneye on you... Coaching Notes: 1. But there are some new opportunities 2. Steiner and Drago have done a great job evolving their Stock Picking #process this year - more tickers, more frequent Position Monitor changes, etc. 3. This is one of their new ideas that most "Retail Investors" don't know - it's a European Financials play that's on our new Signal Strength Stocks list Remember, we #GoAnywhere, KM |
On Trade Desk (TTD): Here's another NEW analyst Long Idea that I've been waiting on, patiently... Coaching Notes: 1. With a certain type of hedge fund in short-term-panic mode again into another Macro Tourist event day (Jobs Report tomorrow) and dealer SPX Gamma flipping back to negative... 2. We get what we want = Buying Opportunities 3. Freedman has this as 1 of his 2 "cars" (stocks) in our new Top Stock Picks product, KM |