THE HAWK LETTER

Oct

04

Is it a good time to buy? | Stock Market 2022 Crash

S&P Fair Value and Implied Risk Premium are probably the best ways to answer the question...is now a good time to buy?

Oct 4, 2022

6 min read

Sep

20

Bad News... Adobe acquires Figma for $20B | Stock Analysis: Should I Buy?

Adobe buys Figma for... *gulp* $20B... clearly overpaid, but creates a potential opportunity for going long $ADBE.

Sep 20, 2022

7 min read

Sep

08

Is iBuying A Failed Experiment? My $20K+ Loss in OPEN & OPAD Stocks

Will Opendoor & Offerpad stocks ever come back? I'm not sure, but there's a better pick for real estate exposure imo.

Sep 8, 2022

5 min read

Aug

25

Peloton Stock Analysis 🚲 Is it a good stock to buy?

I really struggled to even care about this name, even at it's peak during the pandemic, tbh. As a guy

Aug 25, 2022

6 min read

Aug

15

Bear Market Rally Or New Bull Market? 😰 2022-2023 Recession

This is the question on everyone's mind. So, let's try to discuss the facts... and the facts only.

Aug 15, 2022

8 min read

Aug

10

Upstart vs Lending Club [2022 Update]

Upstart isn't living up to it's hype, and it's clear when we compare execution to Lending Club.

Aug 10, 2022

1 min read

Aug

02

PINS Stock Earnings 📌 Is Pinterest A Good Stock To Buy?

Not your grandma's social media network (anymore)?

Aug 2, 2022

6 min read

Jul

26

Is SNAP a buy or is it dead? 👻 Snapchat Stock Analysis

Is Snap just for nudes, or can it take it's fair share of ad tech growth?

Jul 26, 2022

7 min read

Jul

21

CHIPS Act 🍟 Which Semi Stocks To Buy? Intel AMD Nvidia | Nancy Pelosi Stocks

The CHIPS Act just passed in the US Senate, which was a big hurdle to the US semiconductor industry and the global chip shortage as a whole. Let's talk about why this is important? Who benefits? And, of course, which stocks to buy.

Jul 21, 2022

5 min read

Jul

17

Chinese EV Stocks ⚡ BYD vs Tesla Killers (NIO, XPEV) 🤔 Warren Buffet & Cathie Wood Stocks

BYD, a company that both Warren Buffet and Cathie Wood are in... is this THE tesla killer? Let's dive into Chinese EVs...

Jul 17, 2022

6 min read