Valens Equity Weekly Insights and Inflections for June 29, 2021
Company Specific Highlights Insights:AES, ANET, CF, CHDN, DASH, FLR, GPS, IPGP, NCR, NVDA, ODFL, PANW, PAYC, SABR, SBUX, TDG, TPR, UAA, UPS Aggregate ECF Trend Analysis: Management confidence showed a robust recovery in May through July 2020 after the pandemic-driven drop in management confidence earlier in 2020. The green shoots in May through July did moderate some through Q3, and are now only at more average levels entering Q1 2021 earnings season, Read More The post Valens Equity Weekly Insights and Inflections for June 29, 2021 appeared first on Valens Research .
Valens Equity Weekly Insights and Inflections for June 29, 2021
Company Specific Highlights Insights:AES, ANET, CF, CHDN, DASH, FLR, GPS, IPGP, NCR, NVDA, ODFL, PANW, PAYC, SABR, SBUX, TDG, TPR, UAA, UPS Aggregate ECF Trend Analysis: Management confidence showed a robust recovery in May through July 2020 after the pandemic-driven drop in management confidence earlier in 2020. The green shoots in May through July did moderate some through Q3, and are now only at more average levels entering Q1 2021 earnings season, Read More The post Valens Equity Weekly Insights and Inflections for June 29, 2021 appeared first on Valens Research .