WSO Alpha

As we covered yesterday, Square (SQ) acquired Australian buy-now-pay-later (BNPL) company AfterPay (AFTPY) for $29 billion. Let’s look at an example of how BNPL works: A customer decides to buy a pair of shoes for $100 Instead of paying $100 upfront, BNPL companies allows the...

Last week was a tough one for Pinterest (PINS). Shares fell more than -18% on Friday after the company posted weak second quarter financial results. Analysts were scared by a decline in monthly active users (MAUs), a key metric used to gauge interest in the...

Overview: Twilio Inc. (TWLO) provides a cloud-based communications platform that enables businesses to embed messaging, voice, video, and authentication capabilities directly into their software applications. The company's platform allows developers to build and manage applications without the complexity of creating and maintaining underlying infrastructure. Bulls...

Still love the company long term - want to get more exposure here to online ad spend with reduction in its competitor View Trade

Earnings confirmed our fears but still relatively cheap overall - want to continue rotation into competitor View Trade

Earnings season came in like a lion… and out like a lamb. I’d written over the last few weeks how we might see some fireworks during earnings season. My spidey-sense went off because: The Nasdaq 100 relative strength index (RSI) was at its highest point...