Going Over Q1 2022 Earnings:
$LKQ $WBD $MITK $OZK $PYPL $OMAB $SPOT $GOOG $VMD $SFM $FF $IAC $CVS $OPFI $WWE $HII
With limited time that I have, I decided to do a podcast/recording with images to go along for you to follow.
Unfortunately half way through it the audio started to “break up” and it started to become crappy quality, so I decied to do release without audio (kind of sad about it) as I do not have more time to try it again. (Hope you will understand). Thank you.
If you have any qustions on any of the companies, don’t hasitate to email me…
$VMD - Good quarter, moving along nicely (doing share buy backs)…
$LKQ - Better then I expected (very excited on what will come but also causious to not get too happy about it)…
$IAC - Market has it wrong…



$SFM - Needs more time…
$SPOT - Everything looked good except for the “no improvement on gross margins” that market was “expecting” which I think is not a deal breaker given they are moving into podcast more…

$PYPL - CEO admited to messing up, I’m cautious but not not optimistic. Giving this one more time…
$OZK - Good earnings, moving in the right direction but management is very cautious and moved into defense for now…
$GOOG - I’m cautiously optimistic…

$CVS - Moving along nicely…
$HII - Okay quarter, this is my hedge against what is going on in Ukraine/Russia…
$WWE - Looking good…
$WBD - Not yet HBO related, really need to wait until 2023 to see some progress…
$FF - I was disappointed…
$OPFI - Trusting managment is all thats left (for now)…
$MITK - Earnings okay but need to watch out for their acquisition…
$OMAB - Looking good, paying down debt, passanger traffic increasing and paying dividends…
I think that’s all of it…
Lastly, I would really appreciate if you would share this newsletter with anyone who you think might benefit from this or might just enjoy reading what I’m writing about.
Sincerely,
Mr Zaye
P.S. Check out my LinkTree ⬅️ .
P.S.S. Don’t forget to ❤️ if you enjoyed it.
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