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NFLX

+30 pts



$NFLX - Credit Suisse says stock is "well positioned" but risk/reward "balanced" into Q3

By junkfoodlover on Oct. 5, 2020, 10:29 a.m.
Tagged topics: analyst checks , streaming , earnings results

Views: 120, Votes: 1, Responses: 0, Attachments: 26
NFLX

+30 pts



$NFLX - RBC provides an inside look at Netflix's corporate culture

By junkfoodlover on Oct. 4, 2020, 3:41 p.m.
Tagged topics: analyst checks , corporate culture , deep dive

Views: 124, Votes: 1, Responses: 0, Attachments: 2
WMT , TGT , EBAY , W , GOOGL

+32 pts



RayJay data show how shopping trends are evolving with COVID

By josiebe on Oct. 2, 2020, 11:06 a.m.
Tagged topics: analyst checks , Consumer spending , eCommerce

Views: 112, Votes: 2, Responses: 0, Attachments: 14
Housing

+31 pts



Goldman says US house price growth accelerating, but rent growth moderating

By ethonomics on Oct. 1, 2020, 1 p.m.
Tagged topics: analyst checks , US housing , rent growth , price growth

Views: 114, Votes: 1, Responses: 0, Attachments: 27
AMZN

+31 pts



$AMZN - Pivotal Research says street has been valuing Amazon "all wrong", and explains why it is the best mega cap for years ahead

By phenphen on Oct. 1, 2020, 12:46 p.m.
Tagged topics: valuations , analyst checks , long-term story

Views: 133, Votes: 1, Responses: 0, Attachments: 8
AMZN

+32 pts



$AMZN - Jefferies gets "logistics expert" to analyze Amazon's fulfillment network

By phenphen on Oct. 1, 2020, 7:32 a.m.
Tagged topics: capacity expansion , analyst checks , grocery delivery , expert analysis

Views: 308, Votes: 1, Responses: 0, Attachments: 1
TSLA

+35 pts



$TSLA - Jefferies gets "battery expert" to analyze technical claims at Battery Day

By cassie on Sept. 30, 2020, 11:36 a.m.
Tagged topics: analyst checks , Battery Day , expert analysis

Views: 151, Votes: 1, Responses: 0, Attachments: 17
TSLA

+31 pts



$TSLA - Credit Suisse says Q3 likely to meet rising expectations

By phenphen on Sept. 30, 2020, 7:57 a.m.
Tagged topics: analyst checks , Q3 results , electric vehicles , vehicle deliveries

Views: 141, Votes: 1, Responses: 0, Attachments: 5
GOOGL , FB , SNAP

+31 pts



$GOOGL, $FB, $SNAP - Barclays and Jefferies see continued digital ad recovery

By mooreideas on Sept. 29, 2020, 10:18 a.m.
Tagged topics: analyst checks , digital advertising , COVID-19

Views: 113, Votes: 2, Responses: 0, Attachments: 12
WMT

+34 pts



$WMT - some optimistic data points from investor meetings hosted by Credit Suisse

By josiebe on Sept. 29, 2020, 7:53 a.m.
Tagged topics: analyst checks , COVID-19 , Walmart+ , investor meetings

Views: 134, Votes: 1, Responses: 0, Attachments: 2
NFLX

+30 pts



$NFLX - Jefferies raises target on potential price hike, which could add $500m-$1bn to F'21 revenues

By realjoe on Sept. 28, 2020, 8:30 a.m.
Tagged topics: price increase , analyst checks , pricing power

Views: 115, Votes: 1, Responses: 0, Attachments: 8
GOOGL

+31 pts



$GOOGL - Morgan Stanley data shows Google still at the top of the e-Commerce funnel, by far

By labjordan on Sept. 24, 2020, 9:29 a.m.
Tagged topics: analyst checks , COVID-19 , eCommerce , Shelter-In Holiday

Views: 151, Votes: 1, Responses: 0, Attachments: 14
DIS

+31 pts



$DIS - Needham lowers estimates on continuing COVID impact

By mooreideas on Sept. 24, 2020, 6:59 a.m.
Tagged topics: analyst checks , COVID-19 , analyst lowers estimates

Views: 113, Votes: 1, Responses: 0, Attachments: 6
TSLA

+32 pts



$TSLA - summary of analyst thoughts following Battery Day

By ethonomics on Sept. 23, 2020, 10:09 a.m.
Tagged topics: analyst checks , Battery Day , After the event

Views: 112, Votes: 2, Responses: 0, Attachments: 7
AAPL

+31 pts



$AAPL - Raymond James raise estimates ahead of iPhone 12 launch on "favorable mix"

By bbern3 on Sept. 22, 2020, 9:14 a.m.
Tagged topics: pricing , analyst checks , 5G iPhone cycle , product mix

Views: 111, Votes: 1, Responses: 0, Attachments: 5
TSLA

+30 pts



$TSLA - Morgan Stanley previews Battery Day with "7 Mind Blowing Things" they're expecting

By ethonomics on Sept. 17, 2020, 11:18 a.m.
Tagged topics: positive catalyst , analyst checks , Battery Day

Views: 130, Votes: 1, Responses: 0, Attachments: 3
TSLA

+30 pts



$TSLA - Tesla weekly app download suggests growth in China

By ethonomics on Sept. 14, 2020, 10:04 a.m.
Tagged topics: analyst checks , China , app downloads

Views: 111, Votes: 1, Responses: 0, Attachments: 3
MRNA

+32 pts



$MRNA - becoming the Apple or Amazon in biotech?

By phenphen on Sept. 10, 2020, 10:12 a.m.
Tagged topics: buying opportunity , analyst checks , COVID-19

Views: 111, Votes: 1, Responses: 0, Attachments: 5
TSLA

+32 pts



$TSLA - thoughts ahead of Battery Day on Sep 22

By cassie on Sept. 9, 2020, 10:33 a.m.
Tagged topics: positive catalyst , analyst checks , Battery Day

Views: 119, Votes: 1, Responses: 0, Attachments: 1
WYND , HGV , STAY , WH , IHG , MAR , HLT , H

+31 pts



$HGV and $WYND highlighted as best positioned Travel & Leisure names for the recovery

By mooreideas on Sept. 8, 2020, 12:37 p.m.
Tagged topics: analyst checks , COVID-19 , travel recovery

Views: 117, Votes: 1, Responses: 0, Attachments: 2