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Merlin’s Capital
Special Edition ER Review for Next Week
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Special Edition ER Review for Next Week

Gems Found

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Merlin Capital
May 21, 2023
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Special Edition ER Review for Next Week
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Index

I. Prelude

II. Earnings

A. IV Ride Strategy

B. Major Earnings

C. Minor Earnings

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Prelude

Special Edition today covering top earnings next week. This next week on ER’s will likely represent the BIGGEST moves of the season given it is consumer discretionary. It is not as straightforward as it seems, but in this post I go ER by ER evaluating which ones’ will pop and which ones’ will drop.

Wrap up close outs from my portfolio this week:

Sold out on PLTR 0.00%↑ for a 69% (ya, I’m serious) increase from average entry position.

Enjoying a big run in May right now, and it feels good.

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