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  • Writer's pictureAbacus Research

Stock Ideas

It is hard not to be bearish and focus on macro. Fed clearly not on the side of growth investors, plus recession risk is increasing.

  • This is therefore the time to do the work on the fallen angels in the market as investors abandon them. ‘Sorting through the rubble’ will enable us to find some gems.

  • The stocks we have come up with so far: PINS, CSGP, ETSY are all seeing slowing growth and each company has decided to accelerate investment back into the business pushing margins lower. Not the best recipe for today, but in three years… it might well be.

To be clear, we see reasonable probability that all three companies miss near term numbers, our point is that the market is so focused on the short term, it has forgotten about the long-term.

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