Coronavirus isn’t all bad

[The beef 675] [I'm an image] “You hate to see people dying, but there’s still some winners out there.” - Jeff Hey there carnivores, Markets were mixed on Wednesday, with the Nasdaq eeking out gains. Today we’re talking about a few companies actually benefiting from coronavirus. Keep raging, Jeff & Jason [Image] [I'm an image] Coronavirus isn’t all that bad A weird dystopia where a potential global pandemic benefits business? That’s capitalism, baby! US markets have gotten slaughtered this week as the world (rightfully) freaks the f*ck out about the coronavirus. But that doesn’t mean all companies are suffering. Two in particular, Zoom and Peloton, have flipped the script over corona concerns, as investors seemingly think disease is good for business. Let’s ride Peloton stock [rose over 7%]( to $29.19 yesterday on the expectation that the fear of an infected stranger breathing heavily near you will cause more people to work out at home. As opposed to the fear of people laughing at your squat form keeping you home. US consumers may feel more comfortable getting their sweat on in their own personal dojo, making millennials [more likely to purchase]( a $2k exercise bike instead of risking a hospital trip just to go to a Barre class. It’s already had an impact on gyms in China, which are forced to live stream classes in order to keep people off the streets. And you thought Instagram live was annoying... Zoom Zoom Dust off that webcam, because videoconferences are back, too. Zoom [has already added]( more monthly active users (MAUs) in the first two months 2020 compared to all of last year. With an increase of 2.22M in under three months, it’s eclipsed 2019’s total of 1.99M, as businessmen and women are more likely to meet over voice and video calls instead of in person as they stockpile canned soup and fear for the worst. The ChatRoulette alternative’s stock price has risen 40% in February, as investors see a strong correlation between Zoom’s revenue and its MAUs, DAUs (daily active users, not to be confused with DUIs), and downloads. Zoom recently removed a 40-minute meeting limit on free users from China, and while many of the new users are free, there’s a chance that those freebies would be converted to premium members down the line. The bottom line... Let’s not forget that at the beginning of the week $PTON was still under its September IPO price of $25.24. While the 7.67% jump is certainly great on the day, it’s still about 20% off from its ATH of $35.23. Has anyone considered that Peloton could be flourishing because all of its short sellers are dying off? Of course for every company making a killing (sorry, I had to) from coronavirus fears there are hundreds getting absolutely steamrolled (think: airlines, casino operators, chip-makers, and even Microsoft… but more on that later.) [I'm an image] Urgent: While the stock market remains at the mercy of the coronavirus… one man continues to defy the odds. Since Jan 21, Jeff Williams is up a whopping 940%, turning $500 into $5200. What If… What You’re Being Told About Penny Stocks, Are Cold Hard Lies… Robbing You of the Financial Freedom You Deserve. [Image]( Brand New Guide Reveals The Hidden Truth, In How Tap Into This Explosive Market [Grab Your Copy Today]( [I'm an image] ☑️High IQ. Blackstone is making a big bet that the UK isn’t going to fall apart post-Brexit. The investment group [bought IQ Student Accommodations]( from a separate group owned by Goldman Sachs for just over $6B... and a Shepherd's pie. IQ owns around 28k beds at facilities throughout the UK that international students often pay large fees for while they attend “university.” Despite the fees, the beds are still those weird, nylon dorm mattresses. In fact, the education business is no small pint across the pond, bringing in over $27.6B as of 2017. The deal indicates Blackstone’s bet that European investment will increase now that Prince Harry has left... I mean, Brexit has become official. Investment in Europe is already up to $94B this year, 16% higher than last year. Investment and coronavirus cases both up... coincidence? Probably. ☑️Plant-based, eh? Starbucks is going green...er. This time, it’s going green in the plant-based sense of the word. The coffee-maker [is partnering with Beyond Meat]( to launch a meatless sandwich in Canada beginning March 3rd. COO Rosaling Brewer promised a plant-based sandwich coming to the US and Canada, and here we are. It’s a little surprising to see Beyond Meat sleeping around with another coffee company after Dunkin’ first announced a major partnership last year. Kind of like my girlfriend freshman year. The question remains as to whether or not meatless meat consumption with continue its growth. I’ll admit, I had one. Don’t need another. ☑️Hot outta the oven. The Papa is back! Well, not “the” papa. Papa John’s announced that it expects to see [positive sales growth]( in same-store sales for locations open longer than one year in 2020. Sales were flat last year, and declined in 2018 after CEO John Schnatter made racist remarks on a conference call. And don’t get him started on pineapple on pizza. It has been a battle ever since with Schnatter kicking and screaming on his way out the door, and most recently claiming he ate 40 pizzas in 30 days to prove that the recipe had changed. [Turns out, he was lying.]( Papa’s stock fell 9% yesterday, after it announced a $5.6M loss for Q4. Still, analysts agree this is the beginning of a turnaround in a “yeasty” pizza industry (read: it’s rising). Looking back on this whole ordeal, there’s really only one reason Papa John’s is making a comeback… Shaq. ☑️What do you mean it’s in the computer? Not even technology is safe from coronavirus these days! Microsoft gave warning that it [does not expect to meet revenue guidance]( in its More Personal Computing unit thanks to the spread of the disease this quarter. The announcement follows a similar guidance reduction by Apple last week. The problem isn’t just that Microsoft operations are slowing, it’s moreso that its customers are delaying updates to the Windows 10 operating software that will likely push the realization of that revenue back #accounting. MPC accounted for roughly 36% of Microsoft’s total revenue in Q2, which is still expected to come in between $10.75 and $11.15B for the quarter ending March 31. The news sent MSFT down 2% on the day. It’s down 4% during the recent sell-off, which is actually better than the 6.5% the whole market has lost. Virus protection can only get you so far. RagingBull, LLC 62 Calef Hwy. #233, Lee, NH 03861 Neither Raging Bull nor RagingBull.com, LLC (publisher of Raging Bull) is registered as an investment adviser nor a broker/dealer with either the U. S. Securities & Exchange Commission or any state securities regulatory authority. Users of this website are advised that all information presented on this website is solely for informational purposes, is not intended to be used as a personalized investment recommendation, and is not attuned to any specific portfolio or to any user's particular investment needs or objectives. Past performance is NOT indicative of future results. Furthermore, such information is not to be construed as an offer to sell or the solicitation of an offer to buy, nor is it to be construed as a recommendation to buy, hold or sell (short or otherwise) any security. All users of this website must determine for themselves what specific investments to make or not make and are urged to consult with their own independent financial advisors with respect to any investment decision. The reader bears responsibility for his/her own investment research and decisions, should seek the advice of a qualified securities professional before making any investment, and investigate and fully understand any and all risks before investing. All opinions, analyses and information included on this website are based on sources believed to be reliable and written in good faith, but should be independently verified, and no representation or warranty of any kind, express or implied, is made, including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. In addition, we undertake no responsibility to notify such opinions, analyses or information or to keep such opinions, analyses or information current. Also be aware that owners, employees and writers of and for RagingBull.com, LLC may have long or short positions in securities that may be discussed on this website or newsletter. Past results are not indicative of future profits. This table is accurate, though not every trade is represented. Profits and losses reported are actual figures from the portfolios Raging Bull manages on behalf of RagingBull.com, LLC. If you no longer wish to receive our emails, click the link below: [Click Here to stop receiving emails from support@ragingbull.com]( [Unsubscribe from all RagingBull emails](