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ZM , FSLY , DBX , SMAR , COUR , JCOM , DCT , DOCU , TWLO , PEGA

+1 pts





By rogoman on June 11, 2021, 3:16 p.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 1, Votes: 1, Responses: 0, Attachments: 0
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+35 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 113, Votes: 2, Responses: 1, Attachments: 29
FIVN , RNG , ZM , NTNX , FFIV , CVLT , NET

+35 pts



Piper Sandler identifies top software picks for 2H following earnings season, driven by cloud communication, security secular shift, and gaming tailwinds

By labjordan on June 10, 2021, 1:06 p.m.
Tagged topics: gaming , software , analyst top pick , Piper Sandler , security software , cloud communication

Views: 108, Votes: 2, Responses: 0, Attachments: 12
NFLX , VIAC

+5 pts





By Noto on June 4, 2021, 3:43 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

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

+12 pts





By yrc7777 on June 4, 2021, 12:52 p.m.
Tagged topics: streaming , share buyback , subscriber growth , SVOD , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 5, Votes: 1, Responses: 1, Attachments: 0
RKT , PFSI , UWMC

+37 pts



$RKT, $PFSI - Jefferies sees strong outlook for tech-enabled mortgage finance companies, highlights RKT and PFSI as Top Picks (deep dive from Dec 2020 as requested)

By mooreideas on April 6, 2021, 5:37 p.m.
Tagged topics: deep dive , low interest rates , analyst top pick , mergers and acquisitions , fintech , Jefferies , home mortgages , real estate

Views: 134, Votes: 4, Responses: 0, Attachments: 96
AMZN , GOOGL , FB , SNAP , ATVI , PINS , FTCH , ZNGA , PLTK

+5 pts



Thanks

By Melyche on April 6, 2021, 4:57 a.m.
Tagged topics: digital advertising , gaming , big tech , analyst top pick , Morgan Stanley , new behavior from pandemic , post recovery

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , FB , SNAP , ATVI , PINS , FTCH , ZNGA , PLTK

+5 pts



Thanks

By Melyche on April 6, 2021, 4:57 a.m.
Tagged topics: digital advertising , gaming , big tech , analyst top pick , Morgan Stanley , new behavior from pandemic , post recovery

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , FB , ATVI , PLTK , ZNGA , FTCH , SNAP , PINS

+41 pts



Morgan Stanley short-lists stocks they're most bullish on, set to benefit from 'structural behavioral change' post recovery

By labjordan on March 30, 2021, 6:06 p.m.
Tagged topics: digital advertising , gaming , big tech , analyst top pick , Morgan Stanley , new behavior from pandemic , post recovery

Views: 169, Votes: 3, Responses: 2, Attachments: 50
NFLX , VIAC

+36 pts



Good stuff

By hrhlordhector on March 15, 2021, 2:50 p.m.
Tagged topics: streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing

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