Andres Cardenal | TalkMarkets | Page 2

Andres Cardenal

CFA Economist, financial analyst, columnist
Entrepreneurial, analytic and independent thinker, with a passion for communication and education about economic markets and investment ideas. Investment manager and consultant.
Following: 43 Followers: 1637

Articles

Latest Posts
17 to 32 of 255 Posts
<<< 1 2 3 4 ... 16 >>>
Airbnb Stock: Excellent Business Model And Long-Term Upside
Tuesday, July 13, 2021 11:38 AM EDT
It is always important to be careful when investing in a relatively recent IPO such as Airbnb, as the company still has a lot to prove in terms of its ability to consistently execute in the years ahead.
In this article: EXPE, BKNG
Read
Palantir: Strong Execution And Attractive Upside Potential
Monday, June 28, 2021 5:50 PM EDT
Palantir is a leading beneficiary from the big data boom in the years ahead. The company has a compelling business model and solid competitive strengths.
In this article: PLTR Also: IBM, ADBE, CRWD
Read
Etsy: Underappreciated Growth Story
Tuesday, June 22, 2021 12:01 PM EDT
Etsy is broadly seen as a "stay at home stock", but this perspective is too short-sighted.
In this article: ETSY
Read
Pinterest Down After Earnings: Buying Opportunity
Wednesday, April 28, 2021 11:58 AM EDT
Pinterest stock was crashing by 11% after earnings due to modest user growth guidance. Some kind of slowdown in user growth is natural and to be expected, but the business fundamentals remain as strong as ever.
In this article: PINS Also: SHOP
Read
Why I Own Palantir Stock
Wednesday, November 18, 2020 1:00 PM EDT
Palantir is a fairly unique business, the company offers both exceptional upside potential and some very singular risks.
In this article: PLTR
Read
Novocure: A Disruptive Growth Play In Cancer Treatments
Thursday, November 12, 2020 3:01 PM EDT
Novocure stock is in a healthy uptrend, prices pulled back substantially in the second half of October, and the stock then found support near the 50-day moving average around $110 on Nov. 3.
In this article: NVCR
Read
Growth Stocks Getting Hammered: Buying Opportunity
Tuesday, November 10, 2020 12:43 PM EDT
Monday was a strong day for many sectors in the market due to the news about the Pfizer/BioNTech vaccine. But the gap in performance across different areas was quite staggering.
In this article: AMZN, PYPL, CRWD Also: PFE, QQQ, ZM, BNTX
Read
MercadoLibre Is On Fire
Thursday, November 5, 2020 12:50 PM EDT
MercadoLibre is delivering accelerating growth and record performance in both the e-commerce and fintech segments. The company is broadening its competitive moat via the network effect and higher logistics penetration.
In this article: MELI
Read
Fastly: The Bull Case Gets Stronger
Thursday, October 29, 2020 9:28 AM EDT
It looks like Fastly is finally losing TikTok. This is bad news, but it is still a one-time event unrelated to the company and already reflected on expectations. The rest of the business is firing on all cylinders.
In this article: FSLY
Read
Fiverr: Accelerating Growth And Big Upside Potential
Thursday, October 29, 2020 5:39 AM EDT
Fiverr was facing demanding expectations this quarter, but the company still managed to outperform a high bar. Growth is accelerating and profitability is clearly moving in the right direction.
In this article: FVRR
Read
Twilio: Sustained Growth Ahead
Tuesday, October 27, 2020 11:41 AM EDT
Twilio delivered remarkably solid numbers for the third quarter, especially at the top line. Dollar-Based Net Expansion Rate was particularly strong at 137%.
In this article: TWLO Also: CRM, GOOG, GOOGL, ZEN
Read
Etsy Is Positioned For Abundant Upside Potential
Tuesday, October 20, 2020 4:40 PM EDT
Etsy is benefiting from strong tailwinds due to accelerating demand for e-commerce during the pandemic, and management is translating these tailwinds into vigorous revenue growth and expanding profitability.
In this article: ETSY Also: AMZN
Read
A Bullish Signal For SPDR S&P 500
Monday, October 19, 2020 11:29 AM EDT
The widely followed SPDR S&P 500 (SPY) is caught between cross-currents nowadays.
In this article: SPY Also: AMZN, IEF, RCD, RHS, XLP, XLY
Read
Fastly: Keep Calm And Be Patient
Friday, October 16, 2020 4:56 AM EDT
Fastly stock is crashing, and this seems more like a temporary setback than anything else. Reduced guidance is probably backward-looking information because of the uncertainty affecting TikTok in recent months.
In this article: FSLY Also: AMZN, TWLO, SNOW
Read
3 Reasons Why I Own Pinterest Stock
Thursday, October 15, 2020 10:16 AM EDT
Pinterest is building a unique brand in social media. The company has enormous room for growth in both advertising and e-commerce. It is moving in the right direction with accelerating international growth and healthy engagement.
In this article: PINS Also: GOOG, SHOP, META
Read
Market Outlook: Forget About Political Noise And Follow The Data
Monday, October 12, 2020 12:45 PM EDT
The market has been dancing to the tune of political developments. The coronavirus stimulus negotiations are having an impact on prices in the short term, and investors are worried about the elections and what they could mean for the stock market.
In this article: DBC, EEM, EFA, GLD, IWM, SHY, SPY, TLT, VNQ
Read
17 to 32 of 255 Posts
<<< 1 2 3 4 ... 16 >>>