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  Royal Caribbean has started generating positive cash flows. The company has a large debt load, but EPS targets top $5 next year due to strong demand. The stock only trades at 11x '23 EPS targets and the cruise line has a path to produce higher earnings. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   While  Royal Caribbean Cruises  ( NYSE: RCL ) has seen their business hit a major inflection point, the stock trades at the yearly lows. Despite the storm clouds dissipating on Covid fears, the market has now shifted to concerns on a recession in spite of  pent-up consumer demand. My investment thesis remains ultra-Bullish on the cruise lines with the disconnect between demand and stock valuations rather large at this point. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.  Update - June 24 The neg...

  Pinterest hasn't seen much of a bounce after solid Q1'22 results with a market stuck on user growth issues. The company has the ability to vastly expand the monetization of the user base. The stock is cheap at less than 4x '23 revenue targets with a path to far higher revenues over time with or without future user growth. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » As the social media space faces drama with the  Twitter  ( TWTR ) buyout by Elon Musk taking a different twist every day, the market mostly ignored the better than feared  Q1'22 results  by  Pinterest  ( NYSE: PINS ). A research report suggesting the digital ad market will more than double by 2026 makes Pinterest a strong investment target after normalization following Covid pull forwards. My  investment thesis  remains very Bullish on the stock trading back close to the lows. Read the full article ...

  Roblox reported more weak Q1'22 numbers and provided weak estimates for April. The company continues to grow overall users and hours engaged, but the business faces tough comps in the key U.S. market. The stock bounced on weak numbers in a bullish sign, but Roblox has bounced too far to chase here. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our model portfolio.   Learn More » After warning people a few months ago that the struggles at  Roblox  ( NYSE: RBLX ) would persist, the stock likely reached a capitulation point last week. The online gaming and metaverse company continues to face tough  comps from the huge covid pull forwards last year. My  investment thesis  is more bullish on the stock, though the large snap back rally last week should be faded. Read the full article on Seeking Alpha.  Disclosure: No position. Please read the disclaimer page for more details.  Update - ...

  Payoneer easily surpassed Q1'22 consensus estimates. The global payments company has seen the Ukraine customer base remain resilient with up to 50% of the business intact. The stock is cheap at 2x '23 EV/S targets after the company hiked '22 revenue guidance by $20 million. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Only a few months ago,  Payoneer Global  ( NASDAQ: PAYO ) was hit by a cut to 2022 revenue expectations due to the war in Ukraine. The company reported a strong Q1'22 and the Ukraine business is  stronger than expected as most of the country is free from Russian attacks or control. My  investment thesis  remains ultra Bullish on the global payments company due to the extreme stock weakness while growth is strong. Read the full article on Seeking Alpha.  Disclosure: Long PAYO. Please review the disclaimer page for more details.  Update - June 1 P...

Summary Blade reported another strong quarter as demand returns to above pre-covid levels with the reopening of airport services. The urban air mobility company still has several years of work ahead to reach EBITDA positive. The stock only trades at ~1.5x '23 EV/S targets while the business is poised to soar starting with EVAs in '24. Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street.  Learn More » Blade Air Mobility  ( NASDAQ: BLDE ) continues to make great progress towards building a platform for flying taxies. The air mobility platform has seen business rebound past pre-Covid levels, while the stock has slumped to $5 with the  collapse of former SPAC stocks. My  investment thesis  remains highly Bullish on the stock as travel rebounds to pre-Covid levels and the market moves toward eVTOLs that expand the market opportunity of helicopters. Read the full article on Seeking Alpha.  Disclosure: No position mentioned....

  SoFi falls over 10% following the surprise early release of Q1'22 numbers. The fintech smashed Q1'22 targets and guided up for the year. The stock only trades at 2x '23 sales targets despite a path to 40% growth because the market latches onto small negatives. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.    Learn More » A confluence of events has  SoFi Technologies  ( NASDAQ: SOFI ) plunging to new lows despite the company boosting 2022 financial targets on the early release of  Q1'22 earnings . The fintech has faced a frustrating  year with the Biden admin. extending the federal student loan payment moratorium multiple times causing a disruption to their business. My  investment thesis  remains ultra-Bullish on the stock after dipping again despite forecasting a very strong year ahead. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review...

  WM Tech. reported a strong Q1 and forecast solid 30% growth for the year. The company continues to invest in building a robust technology platform for cannabis commerce. The stock has a forward EV/S multiple of 2x '23 sales targets. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.    Learn More » While a lot of SPACs have failed to meet financial goals, the market continues to overlook businesses with strong growth potential such as  WM Technology  ( NASDAQ: MAPS ). The cannabis technology provider and marketplace hasn't  always met financial targets, but the owner of Weedmaps is still growing at a 30% clip. My  investment thesis  remains Bullish on the stock trading near the lows below $6. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

  Yelp reported another strong quarter as the reopen play tops 2019 levels. The consumer review site guided towards record revenues of $1.2 billion in 2022. The stock remains cheap at only 7x EV/EBITDA targets with growth far exceeding this valuation multiple. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » As the domestic economy is fully reopen now,  Yelp  ( NYSE: YELP ) is on to generating record revenues. Though, the stock is nowhere close to record prices or valuations with Yelp actually trading closer to the recent  lows around $30. My  investment thesis  remains ultra Bullish on the consumer review site stock following the performance of the business higher. Read the full article on Seeking Alpha.  Disclosure: Long YELP. Please review the disclaimer page for more details. 

Twitter reported a strong Q1'22 earnings report. The company has constantly grown users in the 15% to 20% range for years despite the opposite market view. The stock was not sold for a premium price and the deal being voted down could unlock more upside. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.     Learn More » The one major concern with  Twitter  ( NYSE: TWTR ) suddenly accepting the Elon Musk deal was fears over weak results. The company actually reported  solid Q1'22 numbers  with the growth most market pundits suggest  doesn't exist. My  investment thesis  remains Bullish on the social media company moving on from the deal in hand currently. Read the full article on Seeking Alpha.  Disclosure: Long TWTR. Please review the disclaimer page for more details.  Update - May 16 Take the $1B from Musk and run a better company....pretty simple. -With the odds of his $44 ...

  AMD is now priced for serious weakness in the chip business while the data continues to support strong growth. The company remains supply constrained with Intel still forecasting chip challenges until 2024. The stock trades at only 15.5x '23 EPS targets, providing plenty of cushion for unexpected weakness. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » Advanced Micro Devices  ( NASDAQ: AMD ) has fallen a massive amount this year that any major cut to financial targets is already baked into expectations. Amazingly, the chip company has faced a multi-year issue with supply  constraint problems, yet the stock market built a view of supply needing to already be cut. My  investment thesis  remains ultra Bullish on the chip company now trading below $90 due to the  Intel  ( INTC )  earnings disappointment . Top trending article on Seeking Alpha.  Read the full article ...