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Dec 2022 US Inflation - My interpretation

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Inflation numbers for Dec 2022 are released today (Jan 12) CPI reduced by 0.1% MOM and stood at 6.5% YOY compared to 7.1% in Nov 22 Core CPI increased by 0.3% and stood at 5.7% YOY compared to 6% in Nov 22 Real average hourly earnings for all employees increased 0.4 percent from November to December.  This result stems from an  increase of 0.3 percent in average hourly earnings combined with a decrease of 0.1 percent in the  Consumer Price Index for All Urban Consumers Unemployment rate edged down to 3.5% in  December Before we get into details, here is short summary Overall numbers are in right direction, but not enough to celebrate yet  ( Devil in details ) . Let's get into details now. Here is the split of the numbers based on the category Green rows represent drop in inflation Yellow rows represent minor increase in inflation Red rows represent major increase in inflation Inflation reduced primarily in the commodity category (both energy and non-energy). Within commodities, it
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GoPro

  Summary Pros Good balance sheet Valuation is cheap Debt is manageable and not growing Low stock-based comp and dilution Subscription based revenue is increasing Product is good  Cons Growth is not consistent Subscription based revenue is less compared to overall revenue Limited product SKU's Competition is more Consumer durable and products will be less attractive during recession What the company does? GoPro, Inc. engages in manufacturing and selling camera and camera accessories. The firm offers a family of cameras, including its cloud connected HERO10 Black, HERO9 Black, HERO8 Black and MAX cameras. Its HERO10 Black camera offers 5,300 pixels (5.3K) video at 60 frames per second, HERO9 Black camera offers 5K video at 30 frames per second, and HERO8 Black camera can shoot video in 4K at 60 frames per second. Its MAX captures video in 360-degrees at 6K resolution and stitches to 5.6K. The company offers a range of mounts and accessories, either bundled with a camera or sold sepa
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Location: Kirkland, WA, USA
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