larrycheung
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July Fundamental Analysis Note: Using Netflix, Tesla, TSM, and American Express to forecast what's coming next for markets
🕑 Added 2023-07-23 14:18:29 +0000 UTCMembers & Friends,
I hope you are all having a great weekend. Welcome back to another Strategy Letter - this one is focused on Fundamental Analysis now that we have entered earnings season.
I will be using NFLX, TSLA, TSM, and AXP earnings to assess what this means for the fundamental picture and the market's next move.
This letter is quite comprehensive because I have included quite a bit of blurbs from management commentary in the earnings transcript to help the folks gain perspective on what these companies are seeing.
At the end of the note, I will again share a short list of stocks that I am watching for the weeks ahead as I'm always hunting for opportunities in the market for the folks here.
I think you will enjoy this if you are a Fundamental Analyst.
Best,
Larry
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