North/South And a Plan

Both ZI and UPST reported this evening after the Bell.

  1. ZI had a good report but provided guidance that, if anywhere near accurate, projects a significant slowdown. Of course we all know that they are sandbagging unless they’re not - which brings this to mind:

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&…

As others have pointed out, this appears to be the same sort of sandbagging that leads to another 50% Y/Y growth report. I suppose but lots of folks were taking the off ramp during After Hours. Hard to say what the adults will do tomorrow. Here is their report:

https://seekingalpha.com/pr/18673062-zoominfo-announces-four…

  1. UPST cranked it out of the park appearing to resolve all the various and sundry questions that led the original Hallelujah bandwagon jumpers to slide right off the bandwagon after the last report. Hard to tell if they will be back on the bandwagon or not. During After Hours there appeared to be a lot of folks trying to take advantage of the after report pop to offload shares. Along with the nifty report the company burned the boats and is going for a pretty significant Share Buyback program - which rings the bell for confidence.

S0 - I suppose, depending on which view the market gives me, I will either relegate ZI to the Scout Team or trade it entirely for cash and a player to be named later. I will take half those funds and pour them into UPST. At least thats the plan as it sits just now. Could change I auppose. Here is the UPST report:

https://seekingalpha.com/pr/18673103-upstart-announces-fourt…

All the Best,

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