Weekend Spotlight

ATVI versus TTWO versus RBLX

Sep 19, 2021

Pandemic-induced changes in behavior flipped the world of entertainment on its head last year. In 2020, it is estimated that video games brought in more revenue than movies and North American sports combined. Wow! LikeFolio data confirms a massive surge in video game adoption. While these levels are tempering in 2021, every major video game trend tracked remains higher versus…

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The King of Sports Bets?

Sep 18, 2021

With the return of professional football in the United States, Sports Gambling Mentions are picking up steam. Consumer Mentions of placing bets on sporting events have begun to accelerate, pacing +24% QoQ on a 30-day moving average. Sports betting in the U.S. showed unusual strength in 2020, especially in the months after the post-lockdown return of professional sports. On the…

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Crypto Check — 2 Winners, 1 Loser

Sep 12, 2021

After an incredibly bullish Labor Day weekend, the infamous crypto market volatility reared its ugly head. The price of Bitcoin ($BTC) fell from $51,000 to below $43,000 in a matter of hours on Tuesday morning, triggering a correction of more than 10% across the market at large. Overzealous leverage likely contributed to this flash crash. However, for more measured investors, the recent…

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We’re Watching These Two IPO Candidates

Sep 11, 2021

At LikeFolio, we like to stay ahead of the curve. Way ahead. That’s why we start watching as trends develop on Main Street — even before the companies are traded on Wall Street. Today, I’m going to highlight two of these private companies that are showing high promise in terms of consumer adoption, and that could be on the initial…

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This Stock is Breaking the Mold

Sep 05, 2021

In the past two weeks, we’ve watched major pandemic winners fall from grace. ZM, CHWY, and PTON shares plummeted after earnings failed to dazzle investors. You can see each company’s relative stock performance over the last month on the chart below. Each of these companies benefited from major shifts in consumer behavior in the past year and a half. Think…

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Don’t Forget About One of the Most Important Rules of Trading…

Sep 04, 2021

When I was little, my grandmother taught me how to fish. Every weekend in the summer, I begged my parents to drop me off at the family farm so I could spend time with her at the lake. My grandmother was a tenacious woman, and she passed along two truths of fishing she learned through experience: Catfish love frozen hot…

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It’s PSL Season

Aug 29, 2021

Fall is here. Forget the sweltering temperatures outside. Or the Farmers’ Almanac. These things are irrelevant. Savvy investors know there’s ONE publicly traded company that dictates when fall begins, like it or not. Any guesses? If you said Starbucks, you’re right. Every year, Starbucks releases fall menu items, typically near the end of August. This fall menu includes the infamous…

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Is PTON Still a ‘Must Buy’ Stock?

Aug 28, 2021

On Thursday, Peloton (PTON) posted a “disappointing” earnings report, showing less profit than Wall Street expected and announcing a price cut to its base-model bike. Could this short-term volatility be a long-term opportunity for savvy investors? Let’s dig into the data! First of all, there are plenty of good reasons to be concerned about Peloton stock in the near term….

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Chip Shortage ‘Pin Action’

Aug 22, 2021

As an investor, I’m always on the lookout for the secondary effects of major trends. The “pin action.” The other day, I drove by the Kentucky Speedway in Sparta, Kentucky, and guess what I saw? Thousands and thousands of Ford F-150 trucks — brand new ones — as far as the eye could see. In fact, just a few weeks…

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Target ‘Gets’ its Consumers

Aug 21, 2021

“Target really gets me,” I think as I check a notification on my Apple Watch. It’s almost 8 p.m. on a Tuesday and I’m grinding away on my Peloton, cramming in a workout during a busy work week as head of research for LikeFolio. That’s when I get a notification on my phone from Shipt, Target’s same-day delivery service provider….

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