Research Notes: Junky Earnings

Updating the rule of 100. Plus a look at some questionable earnings moves.

📍 TLDR

• We revisit our famed proprietary index, the Sh—co Rule of 100.

• The quickly fading case for a long trade in COIN.

• HIMS surprises both in Q3 and its fundamentals.

• TLS is an avoid after a two-thirds plunge.

• Staying the course with a short of COOK.