Jaguar Java episodes:

• April 15, 2020$SGEN with nice technical set up and has pathway for accelerated approval of advanced urothelial cancer. $BLL is benefiting from strong canned food and drink shipments as people hoard during shutdown

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• April 13, 2020Continuing theme of finding stocks that fit definition of “Scarcity of Growth Assets” and discussing two stocks today; $ZYXI and $TDOC both with nice technical view and channel checks

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• April 08, 2020Big fade yesterday, watching $SPX 2620 as near term support. $IRM Records Mgmt and Shredding businesses down sharply and heavy May put accumulation. $IQ saw put buying down to Jan 5 strike y'day.

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• April 07, 2020$SPX is now back my 2700-2750 range resistance we talked about many times. Hard to make case of any fundamental upside from here. $PFPT is stealing market share with 5 of last 12 deals displaced

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• April 03, 2020We are seeing major selling in mortgage servicing companies along with heightened put activity. This podcast discusses several of those names including $PFSI $BXMT $ESNT $HST $PK $LC $BAP and others

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• April 02, 2020The world needs a breakthrough. May be $GILD will give us just that pretty soon. Worth a speculative trade ahead of Chinese clinical trial.

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• April 01, 2020Bear case for Software Sector $IGV as digital transformation initiatives slow as companies delay spending decisions. Group trades at 8.5x EV/Sales vs 1.5x trough in 2008

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• March 30, 2020There is scarcity of growth assets to buy. $CHWY and $SPOT are showing strong channel checks. Analysis show with 100% stores closed $PLAY has 3 months of liquidity before it goes bust.

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• March 27, 2020A high level view. I have a hard time grappling with idea that we can suddenly reopen the country given COVID trends. So what is the fair value of $SPX is such scenario? Some thoughts presented.

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• March 26, 2020Catasys $CATS is seeing recording volume growth from COVID-19. AT&T $T with heavy put buying second time this week as the street slashes Wireline and WarnerMedia estimates from shutdowns.

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