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Thirty Excel Notes - 11/13/2023

11/13/2023 - 8:19 am PT

o Duolingo (DUOL; ranked #5 in our Q4 SmallMidCap Rankings) has been going bonkers this year.

The Pittsburgh based learning company is up 192% YTD vs 15% gain for the S&P 500. The company has been one of our top ranked names in the SmallMidCap space, but we think that it may have used a lot of its juice in this run up. So far, we have been more cautious on the price than the overall market appears to be. We are definitely positive on the name in intermediate term at this point.

o Another name that has held up pretty well even during market volatility in the 3rd quarter of this year has been Dell (DELL; ranked #60 in our Q4 Large Cap Rankings). We have been surprised in the technical strength and it has been one on our radar for potential option opportunities.

o I love wings, and Wingstop (WING; ranked #13 in our Q4 SmallMidCap Rankings) has been an outperformer that we have been watching as well. The stock recently saw another run up in the last month as it rose 23%. YTD the stock is up around 60% which has been a good holding for those long term investors.

The stock pays a dividend and is one of the fast casual growing names with a great brand. One to keep an eye on if you need restaurant exposure even during a potential downturn; since it’s not an expensive dining experience.

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