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_conversations-with-jaguars-december-20-biotech-top-pick-three-key-risks-unmanned-aircrafts.webp "--- I find it interesting that last week on Thursday, December 14th, I presented a bull case in Conversations podcast for a biotech called Perrigo ($PRGO) that nobody ever really discusses and yesterday JP Morgan made it a Top Pick for 2024. This is why stock was so strong yesterday up +5%. Just reiterating the bull case ahead of Opill launch in Q1 which could materially move estimates higher for 2024 while valuations are very undemanding at just 11.5x forward FY24 earnings. Stay long.nn--- FedE")
⏲ 17 min 14 sec ✓ 20-Dec-2023
_amazon-tour-what-happens-after-you-place-that-order.webp "The Dallas Morning News")
_amazon-scout.webp "amazon")
_conversations-with-jaguars-january-18-three-channel-checks-and-read-throughs.webp "--- Presenting a bear case for Mohawk Industries ($MHK) which is the biggest producer of ceramic materials with 300 million pounds of square meters of tiles sold in the United States each year. The problem is, the biggest input cost for making ceramic tiles is alumina, and we have seen alumina prices skyrocket higher in the last 4 weeks by +30% due to supply disruptions in Guinea and Australia. Therefore, I don't think MHK will see the margin recovery they hope for and stock will suffer. Trade:")
⏲ 16 min 75 sec ✓ 18-Jan-2024
_i-bought-3613500-worth-of-unopened-amazon-packages-amazon-return-pallet-unboxing.webp "ItsYeBoi")
⏲ 15 minutes 39 seconds 👁 965.4K
_how-amazon-delivery-works-124-how-amazon-delivers-your-packages-so-fast.webp "Code Brew Labs")
⏲ 4 minutes 39 seconds 👁 10.7K
_sellectec-bluetooth-4-1-speaker-portable-wireless-speakerphone-amazon-co-uk.webp "As soon as I opened the parcel I was impressed with the quality and style of the box the speaker is in, it looked like I had bought a very expensive speaker. Inside the box was a good layer of protective foam to protect the speaker during transit. Inside the box is the speaker, micro USB charging cable, a aux audio cable and instructions.nThe speaker is turned on & off with a slide switch on the back. You can connect your speaker by one of 3 ways, audio lead, Bluetooth and NFC. I found the s")
⏲ 4 min 36 sec ✓ 17-Aug-2016
_finally-special-parcel-super-happynepaliindianfamilydailyvlogs.webp "Nepali mom’s Dubai Vlogs#routinesvlog#recipes#")
⏲ 12 minutes 41 seconds 👁 1.5K
_inside-amazon39s-smart-warehouse.webp "Tech Vision")
_conversations-with-jaguars-february-20-contract-award-pricing-deflation-channel-checks-gap-fill.webp "--- Reiterating bull case for Elbit Systems ($ESLT) which was covered in detail in Jaguar 1Q24 Outlook. Please note this Israel-based defense contractor works in secrecy so you don't get a lot of news flow or street coverage. They announced $300 million defense contract this morning but no details provided. I am long common and I am expecting a breakout through key resistance between $215 and $220 range eventually with earnings in late March.nn--- Presenting a bear case for Whirlpool ($WHR) afte")
⏲ 18 min 72 sec ✓ 20-Feb-2024
_what-time-does-amazon-deliver-too.webp "ASK QUESTIONS w/ Lucy")
_how-i-organize-300-packages-amazon-delivery-driver-vlog-2.webp "PrimeNate")
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