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Latest ideas and analyses related to analyst checks
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The recent rally in IG/HY (i.e., the spreads compression) does not signal an inflection point. The combined effect from tighter monetary policy + slower growth...
By marschenntdeb729bd97b0413b on Aug. 5, 2022, 7:35 p.m. Tagged topics: analyst checks
Latest ideas and analyses related to analyst checks
+10 pts
Bringing the Aluminum Industry into the Future
By mooreideas on Aug. 18, 2022, 12:26 p.m.
Tagged topics: analyst checks , deep dive
Views: 1, Votes: 1, Responses: 0, Attachments: 1
+33 pts
$SPLK Splunk Cloud Gaining Momentum, Rapidly Evolving Competitive Landscape On the Security Analytics Side
By cassie on Aug. 17, 2022, 4:13 p.m.
Tagged topics: analyst checks
Views: 8, Votes: 4, Responses: 0, Attachments: 1
+33 pts
Survey Says… The Future of Fitness Is Hybrid
By mooreideas on Aug. 17, 2022, 1:18 p.m.
Tagged topics: analyst checks
Views: 34, Votes: 3, Responses: 0, Attachments: 1
+35 pts
GS Supply Chain Congestion Scale: Aug 15th; Bottleneck Scale Drops Back to '5' As Container Ship Backlogs Ease
By ethonomics on Aug. 16, 2022, 3:36 p.m.
Tagged topics: analyst checks , supply chain constraints
Views: 15, Votes: 4, Responses: 0, Attachments: 1
+39 pts
American Current - Weather, Covid, and Gas Pull
By ethonomics on Aug. 16, 2022, 3:29 p.m.
Tagged topics: analyst checks
Views: 24, Votes: 6, Responses: 0, Attachments: 1
+32 pts
Online Shopping Trends in July
By josiebe on Aug. 15, 2022, 2:30 p.m.
Tagged topics: analyst checks , online shopping
Views: 7, Votes: 3, Responses: 0, Attachments: 1
+33 pts
$WMT Why Margin Pressure May Be Temporary
By mooreideas on Aug. 12, 2022, 11:57 a.m.
Tagged topics: analyst checks
Views: 13, Votes: 4, Responses: 0, Attachments: 1
+47 pts
Reviewing B2B valuations - Mind the Gap (as requested)
By junkfoodlover on Aug. 10, 2022, 5:11 p.m.
Tagged topics: analyst checks
Views: 30, Votes: 6, Responses: 0, Attachments: 2
+31 pts
$AKAM: No Surprise, International Hurt, Traffic Volumes Slow, Margins Pressured
By josiebe on Aug. 10, 2022, 5 p.m.
Tagged topics: analyst checks
Views: 14, Votes: 2, Responses: 0, Attachments: 1
+32 pts
$PLTR 10-Q Recap: Updated SPAC TRACker, More Limited Disclosures
By realjoe on Aug. 10, 2022, 1:03 p.m.
Tagged topics: analyst checks
Views: 7, Votes: 2, Responses: 0, Attachments: 1
+35 pts
$NFLX Trending, 8/9/22: Focus on Ad Tier & Paid Sharing Into '23, Modest 2H Sub Growth But Meaningful FCF in '22
By realjoe on Aug. 10, 2022, 12:59 p.m.
Tagged topics: analyst checks
Views: 22, Votes: 3, Responses: 0, Attachments: 1
+33 pts
The Boat Race Is On! Mgmt Follow-Up Takes Across The Space & Global Inventory Review
By realjoe on Aug. 10, 2022, 12:47 p.m.
Tagged topics: analyst checks
Views: 7, Votes: 4, Responses: 0, Attachments: 1
+31 pts
$W Trends at Wayfair Likely to Stay Soft, N-T
By josiebe on Aug. 9, 2022, 12:17 p.m.
Tagged topics: analyst checks
Views: 3, Votes: 2, Responses: 0, Attachments: 1
+20 pts
The recent equity rally is unsustainable, given that market is ahead of itself in terms of pricing in a Fed pivot. Hence, a sensible strategy...
By ntanminchen on Aug. 8, 2022, 8:04 p.m.
Tagged topics: analyst checks
Views: 26, Votes: 10, Responses: 0, Attachments: 0
+33 pts
$TSLA Visiting the Fremont cybernetic collective
By cassie on Aug. 8, 2022, 12:43 p.m.
Tagged topics: analyst checks
Views: 10, Votes: 2, Responses: 0, Attachments: 1
+36 pts
Signals, Flows & Key Data
By mooreideas on Aug. 8, 2022, 12:18 p.m.
Tagged topics: analyst checks
Views: 17, Votes: 3, Responses: 1, Attachments: 1
+10 pts
The recent rally in IG/HY (i.e., the spreads compression) does not signal an inflection point. The combined effect from tighter monetary policy + slower growth...
By marschenntdeb729bd97b0413b on Aug. 5, 2022, 7:35 p.m.
Tagged topics: analyst checks
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+39 pts
Technicals vs. fundamentals
By ethonomics on Aug. 5, 2022, 5:05 p.m.
Tagged topics: analyst checks
Views: 23, Votes: 4, Responses: 1, Attachments: 1
+34 pts
Brazil: Reassessing SOEs' risk/reward ahead of upcoming elections
By ethonomics on Aug. 5, 2022, 5:04 p.m.
Tagged topics: election year , analyst checks
Views: 16, Votes: 4, Responses: 0, Attachments: 1
+40 pts
$AAPL to Compete with $META for Ad Revs
By realjoe on Aug. 5, 2022, 12:53 p.m.
Tagged topics: analyst checks , growing competition
Views: 66, Votes: 6, Responses: 0, Attachments: 1