RJ Hamster
Get on the Right Side of Next Week’s Holiday
Get on the Right Side of Next Week’s Holiday Heist
BY MICHAEL SALVATORE, EDITOR, TRADESMITH DAILY
A new earnings season is right around the corner… and the market is about to hand out a fresh set of “surprises.”
But as Landon Swan explains in this interview, most earnings surprises aren’t surprises at all. They’re just a delayed reveal of what consumers already knew – and acted on – weeks earlier.
That’s the edge behind LikeFolio’s Earnings Season Pass. With Andy and Landon Swan’s unique Data Engine, they track what people are buying, searching, downloading, visiting, and talking about online.
With this goldmine of data, they can spot the gap between what Wall Street expects and what’s actually happening in big consumer stocks.
In this conversation, Landon breaks down what that looks like in practice – including a recent trade where the media narrative was negative, but consumers were “buying in droves”… and the opportunity delivered over 100% in two days.
He also explains why earnings moves get so volatile, why consumer-facing names are their favorite hunting ground, and how their weekly scorecard is built, top to bottom.
And yes – he shares several upcoming earnings reports he’s watching closely, including Shopify (SHOP), Dutch Bros (BROS), Oddity (ODD), and his latest take on Nike (NKE).
Watch the interview right here.
The most tradeable quarter of the year is right in front of us.
This is when companies finally reveal what happened during the holiday shopping season – the stretch that can make (or break) the entire year for consumer brands.
As Landon points out, the truth is already out there: consumers lived it, companies can see it in real time… but Wall Street is still guessing.
That’s what Andy and Landon call the “Holiday Heist” setup.
They use LikeFolio’s Date Engine to identify where expectations are wrong, and then capitalize when earnings force the market to reprice reality.
If you want to see how this works – and why this quarter can deliver the biggest earnings opportunities of the year – click here to learn more about Earnings Season Pass.
The next issue of Earnings Season Pass drops next Sunday at 7:00 p.m.Get access now and get ready to trade what may prove the best earnings season all year.
To building wealth beyond measure,
Michael Salvatore
Editor, TradeSmith Daily
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