Stock Talk

Stock Talk #39: OneSpaWorld

Today we are going to continue our theme of reopening stocks. OneSpaWorld is 100% a company that will benefit from positive vaccine news. They operate onboard spas and sell beauty products for a variety of cruise line companies. So maybe you got too much exposure to the Cruises… (Carnival, Norwegian), but you still want a …

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Stock Talk #36: Cloudflare

We wanted to do our stock talk round-up today, but that’ll have to wait till tomorrow as we urgently need to highlight this stock. We still remember when we were sitting in our office when this company IPO’d last year. It was Mid-September and it was one of those exciting but also under-the-radar IPOs for 2019. …

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Stock Talk #35: Twilio

Yes, earnings season is upon us. As usual, the banks kick it off the first week with J.P. Morgan and Citi beating both top and bottom-line expectations this morning. The Market is flat this morning with the Nasdaq barely green. This stock talk is well overdue, especially after having a HUGE day yesterday… Twilio. Twilio is …

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