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Shift4 Payments: 200% Upside, Buy Now?
Hello Qvestors, Last Thursday, Shift4 Payments reported Q1 2024 earnings that missed estimates, but the stock is up by more than 20% since then. Is Mr…
May 16
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Ahan Vashi
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Shift4 Payments: 200% Upside, Buy Now?
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Palantir: Karp Pumps, Mr. Market Dumps
Hype persists, but valuation reality creates investor overhang
May 7
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Ahan Vashi
1
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Palantir: Karp Pumps, Mr. Market Dumps
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TQI's Asymmetric Idea For April 2024
A deeply undervalued AI giant ripe for a double in the next 12-24 months
May 2
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Ahan Vashi
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TQI's Asymmetric Idea For April 2024
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March 2024
TQI's Asymmetric Stock Idea For March 2024
Are you looking for a 100-bagger stock idea? Here you go...
Mar 18
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Ahan Vashi
1
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TQI's Asymmetric Stock Idea For March 2024
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Earning Tidbits #7: Nvidia, Palo Alto Networks, Zoom Video, Rivian + A Bonus Report For Paid Subscribers
Hello Qvestor, Hope you are well. As the Q4 earnings season winds down, the focus of my analysis will move away from earnings in the next week or so…
Mar 7
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Ahan Vashi
1
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Earning Tidbits #7: Nvidia, Palo Alto Networks, Zoom Video, Rivian + A Bonus Report For Paid Subscribers
thequantamentalinvestor.substack.com
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February 2024
Earning Tidbits #6: Shopify, Upstart, monday.com
Three emerging tech companies - 2 Holds, 1 Sell
Feb 20
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Ahan Vashi
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Earning Tidbits #6: Shopify, Upstart, monday.com
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TQI's Asymmetric Stock Idea For February 2024
This AI stock could be a 10-bagger in the next 5 years
Feb 12
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Ahan Vashi
3
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TQI's Asymmetric Stock Idea For February 2024
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Earning Tidbits #5: Amazon, Palantir, Alibaba
Three tech giants: 2 Buys, 1 Avoid
Feb 8
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Ahan Vashi
1
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Earning Tidbits #5: Amazon, Palantir, Alibaba
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January 2024
TQI Earning Tidbits #4: Google, Microsoft, Advanced Micro Devices
Big Tech earnings to trigger a market sell-off?
Jan 31
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Ahan Vashi
2
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TQI Earning Tidbits #4: Google, Microsoft, Advanced Micro Devices
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TQI's Earning Tidbits #3: SoFi Technologies
The profit party is just getting started
Jan 30
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Ahan Vashi
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TQI's Earning Tidbits #3: SoFi Technologies
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TQI's Earning Tidbits #2: Tesla (TSLA)
On the back of a double miss for Q4, Tesla's stock plunged double digits to extend YTD losses to ~30%. Is TSLA stock a buy?
Jan 27
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Ahan Vashi
1
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TQI's Earning Tidbits #2: Tesla (TSLA)
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TQI's Earning Tidbits #1: ServiceNow
Solid numbers fail to justify lofty investors expectations
Jan 25
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Ahan Vashi
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TQI's Earning Tidbits #1: ServiceNow
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