THE HAWK LETTER
Ideas, thoughts, and analysis on the financial markets

Latest

Jun
30
SHOP Stock Analysis 🛒 Is Shopify a Good Stock to Buy Post 10-1 Split?

SHOP Stock Analysis 🛒 Is Shopify a Good Stock to Buy Post 10-1 Split?

Is Shopify a buy after its 10-1 stock split? How about being down nearly 80% from the highs? Let's find out.
1 min read
Jun
26
EV Stocks ⚡ Who Wins? GGPI PSNY TSLA LCID RIVN NIO XPEV Analysis

EV Stocks ⚡ Who Wins? GGPI PSNY TSLA LCID RIVN NIO XPEV Analysis

7 min read
Jun
20
Crypto Crash: Time to Buy ETH? Full DCF Analysis

Crypto Crash: Time to Buy ETH? Full DCF Analysis

Performing a DCF analysis on ETH post-merge is one of the safest way to gain conviction in buying the crypto crash. Here's what I found in doing so...
7 min read
Jun
08
NEW Covid Vaccine Approved?! 🤢 Novavax (NVAX) Stock Analysis

NEW Covid Vaccine Approved?! 🤢 Novavax (NVAX) Stock Analysis

The FDA approved a fourth COVID vaccine, which means big bucks for the manufacturer and a pump for the stock. But, this one's a bit more interesting because it can potentially win over the anti-vaxxers.
6 min read
May
19
Target 🎯 a rare buying opportunity? | WMT COST TGT Stock Analysis | Best Retailer Stock To Buy in 2022

Target 🎯 a rare buying opportunity? | WMT COST TGT Stock Analysis | Best Retailer Stock To Buy in 2022

This stock dropped nearly 25% yesterday – it's worst drop since 1987's Black Monday crash. Is now a good time to buy?
6 min read
Apr
28
Solar Stocks 2022: Enphase (ENPH) is NOT the best...  Generac (GNRC) is 🔥

Solar Stocks 2022: Enphase (ENPH) is NOT the best... Generac (GNRC) is 🔥

Enphase has strong fundamentals, but valuation-wise there's a better pick... 🔥 Generac (GNRC) 🔥
7 min read
Apr
21
Buying Netflix from Bill Ackman?! 🤑 NFLX STOCK ANALYSIS

Buying Netflix from Bill Ackman?! 🤑 NFLX STOCK ANALYSIS

Does it make sense to buy Netflix on this second dip (from Ackman)? I do a full analysis and discuss the opportunities.
1 min read
Apr
06
Elon Musk Twitter Shares: MISTAKE vs DeSo ?!

Elon Musk Twitter Shares: MISTAKE vs DeSo ?!

Is Elon making a mistake with his Twitter investment? 👀 Open-source is NOT decentralized (i.e. DeSo).
7 min read
Apr
01
UiPath (PATH) Analysis | Cathie Wood Stocks

UiPath (PATH) Analysis | Cathie Wood Stocks

Cathie Wood is buying up this potential secular compounder. But, is the growth story fading? Let's find out...
5 min read
Mar
24
MercadoLibre Stock Analysis (MELI) | 2022 Stock Pick?

MercadoLibre Stock Analysis (MELI) | 2022 Stock Pick?

Mercado has enjoyed significant growth (~80%) in 2021, and down 40% from ATH... Is now the time to get in?
6 min read