The ODP Stock Forum

In Q2 - I continued to build my core positions. I've been primarily focused on continuing to build my positions in $Spotify Technology(SPOT.US)$ $Meta Platforms(META.US)$ $Amazon(AMZN.US)$ and $Roku Inc(ROKU.US)$ .
I love the idea of $SHOP and $SQ, but valuation and capital allocation concerns have me worried about continuing to add to these positions. I find it hard to focus on so many different positions, so I've continued to focus deploying new capital into a more consolidated po...

Gainers:
In reaction to earnings/guidance:
• $The ODP(ODP.US)$ +8.03% (The ODP Corporation gains on guiding Q2 and FY22 earnings above the consensus; to buyback shares of $600M)
• $Synchrony Financial(SYF.US)$ +4.2%(The financial services company posted adjusted earnings per share of $1.60 for the June ended quarter, beating analysts' estimates of $1.41 per share, according to FactSet.)
• $Goldman Sachs(GS.US)$ +4.2% (Goldman Sachs beats...

$The ODP(ODP.US)$  I love this stock