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More Single Stock Work Coming Your Way

by Alex King.

Starting today, we'll be including a lot more single-stock analysis here in the Inner Circle service.

First up we will provide earnings analysis notes for each and every stock that we cover, not just those in the Inner Circle model portfolios. If there's a genuine need for it, we'll post these very quickly after the company prints, but in the main I plan these notes to be more thoughtful, more detailed, and therefore to take a little more time than just the flash number / chart format we provide elsewhere.

The first writeup will be The Trade Desk ($TTD) which printed its Q4 of FY12/23 yesterday after the close. This is a member of the High Beta Model Portfolio here in the Inner Circle. Earnings were good; the stock reaction was very strongly positive. Look for that note later today.

Any questions, if you're a paying member here, reach out in Slack as always.

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Cestrian Capital Research, Inc - 16 February 2024.