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North Bluff Capital

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Summary

Sector Generalists
Content Type Commentary
Website Twitter
Paywall No

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Average Rating 9.0
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Ranking 105

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$MSFT Microsoft’s Satya Nadella Is Betting Everything on AI: The CEO can’t imagine life without artificial intelligence—even if it’s the last thing invented by humankind.

June 14, 2023, 11:02 a.m.

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$UNH (-5% pre-mkt) $SYK ("hips, knees" commentary)

Marc Lehman
$UNH got smoked from comments at Goldmans HC Conf a/h brought alot of the names down , ie $HUM
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June 14, 2023, 10:58 a.m.

No Paywall
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$BYND Impossible Foods' Workers See Their Shares Tumble 89% Since 2021

June 13, 2023, 4:17 p.m.

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"Nearly 40% of retailers said they hired more people to their loss prevention teams in 2022, the NRF found." $ZBRA $TGT Shoplifting Is Getting Worse. Retailers Are Fighting Back.

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June 13, 2023, 4:13 p.m.

No Paywall
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$AMZN Prime day losing one of its staples.

Bloomberg
The maker of the Instant Pot pressure cooker and Pyrex glassware filed for bankruptcy on Monday after high interest rates and waning access to credit made its debts unsustainable

June 13, 2023, 4:08 p.m.

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Watched "Avatar 2" over the weekend, three more seem absurdly unnecessary. $DIS Disney Dates New ‘Star Wars’ Movie, Shifts ‘Deadpool 3’ and Entire Marvel Slate, Delays ‘Avatar’ Sequels Through 2031

June 13, 2023, 4:06 p.m.

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$ilmn

Lauren Hirsch
Illumina CEO Francis deSouza has resigned. Company has been waging a battle with regulators over its acquisition of cancer test company Grail. It resisted Carl Icahns efforts to push out deSouza last month over the deal. But shares dropped on the news.
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June 11, 2023, 3:26 p.m.

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$HHC

Daniel McNamara
Howard Hughes Corp., the Texas-based real estate developer that counts hedge fund manager Bill Ackman as its chairman, is struggling to find viable financing for new apartment projects as lenders pull back @markets #CMBS

June 8, 2023, 4:19 p.m.

No Paywall
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$GME Gamestop fires CEO, names Ryan Cohen executive director. -7% AH

June 7, 2023, 8:13 p.m.

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$DG Dollar General’s cash-strapped customers are turning to food banks, CEO says

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June 2, 2023, 12:12 p.m.

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$DG Dollar General’s cash-strapped customers are turning to food banks, CEO says

June 2, 2023, 12:10 p.m.

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$AVGO Broadcom beats on eps, rev in-line. "Broadcom's first quarter performance reflects continued strength in infrastructure demand across all our end markets," said Hock Tan, President and CEO of Broadcom Inc. -0.25% AH.

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June 1, 2023, 8:40 p.m.

No Paywall
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$LULU Lululemon beats on eps, beats on rev. +12% AH

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June 1, 2023, 8:24 p.m.

No Paywall
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$MDB MongoDB beats, +14.5% AH

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June 1, 2023, 8:13 p.m.

No Paywall
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$FIVE Five Below beats on eps, miss on rev. "We are pleased with our rst quarter results that were in-line with our outlook highlighted by a 3.9% comp transaction increase. While our customers face multiple macro headwinds, we continue to be there for them..." +6% AH

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June 1, 2023, 8:10 p.m.

No Paywall
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$M Macy's lowers guidance. -6.5% pre-market "On the low-end, updated guidance assumes macro pressures on the consumer worsen. The high-end assumes heightened macro pressures experienced in mid-March through April persist."

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June 1, 2023, 11:18 a.m.

No Paywall
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$HRL Hormel beats on eps, miss on rev.

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June 1, 2023, 10:49 a.m.

No Paywall
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$OKTA Okta -20.9% pre-market

Jamin Ball
Question on Okta Q&A: Q: "...did the macro actually get worse from last quarter or did it stay the same?" A: "Yes. Yes, it definitely got worse." Timing of re-acceleration in software getting murkier. '23 numbers feel de-risked, but '24 numbers in question

June 1, 2023, 10:14 a.m.

No Paywall
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$VEEV Veeva beats, +6.2% AH

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May 31, 2023, 8:40 p.m.

No Paywall
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$VEEV Veeva offering the required AI commentary

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May 31, 2023, 8:32 p.m.

No Paywall
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$JWN Nordstrom beats on eps, miss on rev. +8% AH

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May 31, 2023, 8:23 p.m.

No Paywall
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$CRM Salesforce beats, -4.5% AH

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May 31, 2023, 8:19 p.m.

No Paywall
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$CRWD Crowdstrike beats, -12.5% AH

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May 31, 2023, 8:10 p.m.

No Paywall
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$OKTA Okta beats, stock -12% AH

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May 31, 2023, 8:06 p.m.

No Paywall
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$AAP Advance Auto Parts: "While we anticipated the first quarter would be challenging, our results were below our expectations." "We expect the competitive dynamics we faced in the first quarter to continue, resulting in a shortfall to our 2023 expectations." -28% pre-mkt

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May 31, 2023, 11:21 a.m.

No Paywall