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AMZN , WMT , W , TGT , ULTA , BBY , DKS , BJ , COST , HD , LOW

+30 pts



JPM believes retail won't die, but ecom won't step back on reopening, and $AMZN will overtake $WMT as largest US retailer in 2022 (deep dive)

By mooreideas on June 11, 2021, 11:14 a.m.
Tagged topics: retail , home improvement , eCommerce , deep dive , pandemic spending , post-pandemic , JP Morgan , sporting goods

Views: 99, Votes: 1, Responses: 0, Attachments: 106
AMZN

+1 pts





By uniqueerique on June 5, 2021, 4:03 a.m.
Tagged topics: eCommerce , non deal roadshow , RBC , online shopping

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN

+34 pts



$AMZN - RBC-hosted experts say Amazon native brands continue to steal market share as big brands waste ad dollars and struggle to learn the Amazon game

By mooreideas on June 4, 2021, 11:43 a.m.
Tagged topics: eCommerce , non deal roadshow , RBC , online shopping

Views: 116, Votes: 2, Responses: 1, Attachments: 1
AMZN , UBER , DASH

+31 pts



$AMZN - Morgan Stanley sees signs of broader Prime Now rollout (free 2-hour same-day delivery), competitive edge against $UBER and $DASH

By mooreideas on June 3, 2021, 11:29 a.m.
Tagged topics: eCommerce , Morgan Stanley , Prime Now , 2 hour same day delivery , on demand , logistics , setting expectations

Views: 97, Votes: 1, Responses: 0, Attachments: 13
NFLX , RBLX , GOOGL , MSFT , FB , AMZN

+32 pts



$NFLX - Barclays says Netflix's expansion into gaming would involve acquisitions, and capital return should be more conservative

By mooreideas on May 28, 2021, 3:29 p.m.
Tagged topics: buybacks , streaming , gaming , mergers and acquisitions , Barclays , media , evolution of content

Views: 133, Votes: 2, Responses: 0, Attachments: 5
AMZN , NFLX , DIS

+11 pts





By Noto on May 26, 2021, 1:23 p.m.
Tagged topics: spin-off , growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 3, Votes: 2, Responses: 0, Attachments: 0
AMZN , NFLX , DIS

+34 pts



$AMZN, $NFLX, $DIS - MGM Studios strengthens Amazon's competitive position and could boost Prime, but may be a bigger issue for streaming competitors

By mooreideas on May 26, 2021, 12:54 p.m.
Tagged topics: growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 149, Votes: 2, Responses: 1, Attachments: 7
AMZN , GOOGL , FB , MSFT , GM , TWTR , BABA , SNOW , C , FCX , ILMN

+1 pts





By anon7828 on May 21, 2021, 12:59 p.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FB , MSFT , AMZN , GOOGL , BABA , C , GM , FCX , ILMN , SNOW , TWTR

+43 pts



Goldman says $FB, $MSFT, $AMZN, $GOOGL, $BABA are currently the most popular long positions among hedge funds

By labjordan on May 21, 2021, 11:42 a.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 214, Votes: 5, Responses: 1, Attachments: 28
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+1 pts





By mooreideas on May 20, 2021, 1:46 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 1, Votes: 1, Responses: 0, Attachments: 0