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

Latest

Apr
28
Solar Stocks 2022: Enphase (ENPH) is NOT the best...  Generac (GNRC) is πŸ”₯

Solar Stocks 2022: Enphase (ENPH) is NOT the best... Generac (GNRC) is πŸ”₯

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

Buying Netflix from Bill Ackman?! πŸ€‘ 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? πŸ‘€ 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
Mar
15
Cathie Wood Stocks | ROKU Analysis

Cathie Wood Stocks | ROKU Analysis

Let's talk about one of Cathie Wood's favorite stocks – one that is sitting in the top 3 holdings by weight in the ARKK fund... ROKU.
7 min read
Mar
03
SNOW Stock Analysis ❄ Is the bottom in? | Snowflake

SNOW Stock Analysis ❄ Is the bottom in? | Snowflake

Shares of snowflake had a 30% drop afterhours last night upon reporting earnings. Slowing revenue growth was the concern. But, there's no doubt that one of last year's hottest IPO stocks, which grew revenues 100% since then... is an intriguing "buy the dip" opportunity.
7 min read
Feb
28
ETSY Stock Analysis | Buy or Sell? ❀ Elon β€˜kinda loves’ it

ETSY Stock Analysis | Buy or Sell? ❀ Elon β€˜kinda loves’ it

We've seen some crazy swings in the markets lately, and one of those that caught my eye was ETSY which jumped 16% post-earnings last week. Is this stock a buy or sell? Let's find out...
6 min read
Feb
23
Top Stablecoin Yields (20-60% APY) πŸ€‘ USDC DEI UST

Top Stablecoin Yields (20-60% APY) πŸ€‘ USDC DEI UST

With this diversified allocatioI'd be getting a 22.7% blended APY on DeFi vs essentially nothing on TradFi. It seems like an obvious thing to do, and the risk/reward just makes sense
5 min read
Feb
17
2X πŸš€ Adyen vs dLocal Stock Analysis πŸ‘€ ADYEY DLO or PayPal?

2X πŸš€ Adyen vs dLocal Stock Analysis πŸ‘€ ADYEY DLO or PayPal?

I want to talk about payment processors Adyen and dLocal – I think these are both solid businesses in growing markets internationally. I would love to own both, at the right valuation.
7 min read