FA Alpha Weekly Digest 6-21-2022

Wall Street’s stock picks can’t be trusted and the advertising bias of the mainstream financial media makes their news only sensationalist-driven. In this week's digest, you'll learn what actual metrics to look at when headlines cherry-pick the worst results.

We bring you the FA Alpha Weekly Digest, a roundup of FA Alpha’s unique and unparalleled equity, credit, and macroeconomic insights over the past week.

In today’s digest, we featured U.S. earnings season, Coinbase Global, Inc. (COIN), ZoomInfo Technologies Inc. (ZI), General Dynamics Corporation (GD), and Elliott Capital.

Financial media made earnings out to be a bloodbath…Here’s how they are missing the picture

The financial media is fanning the flames of the recession narrative as headlines about lower-than-expected earnings, inflation, and supply chain woes make their way into the front page. Explore how U.S. corporate earnings report a different outlook for America’s economic trajectory.

If crypto is the new gold, it’s time to look at the pickaxe sellers instead of the miners

The crypto market stands on shaky grounds following the shocks brought about by the Luna crash and the plunging Bitcoin prices. Coinbase Global, Inc. (COIN), one of the largest crypto exchanges in the world, sits at the center of this volatility, causing investors to worry about the firm’s profitability. Unearth Coinbase’s true earning power with Uniform Accounting.

Credit rating agencies need better information on ZoomInfo

As data becomes the currency of the future, ZoomInfo Technologies, Inc. (ZI), a provider of data-driven insights and database solutions, exhibits massive growth potential. However, credit rating agencies seem amiss about the firm’s ability to leverage the data revolution given its high yield grade. Dissect ZoomInfo’s credit risk using the Credit Cash Flow Prime.

General Dynamics is taking off thanks to the rise in private jets

General Dynamics Corporation (GD) experienced a soaring demand for its private jets under its Gulfstream brand as a result of the increase in private plane usage during the pandemic. Yet as-reported metrics show that the company’s profitability has not even taken flight. Discover the firm’s true profitability here.

From football clubs to board rooms, this fund takes on them all

Paul Singer epitomizes a vulture capitalist’s mindset. He takes over near-default businesses, high-risk sovereign debt, and even AC Milan, a once dying football club, and turns them around to become profitable. Take a look into his fund Elliott Capital’s top holdings to see what stocks lay in a vulture capitalist’s nest.

We hope you find this week’s FA Alpha Daily articles insightful.

See you next Monday as we talk about another set of interesting names.

To get access to FA Alpha’s best macro insights and top stock picks each month, click here.