Latest ideas and analyses related to competitive advantage

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CRWD

+45 pts



$CRWD - CrowdStrike's superior cloud-native technology is a sustainable competitive advantage driving an expanding TAM

By realjoe on Nov. 18, 2021, 11:16 a.m.
Tagged topics: deep dive , competitive advantage , security software

Views: 184, Votes: 9, Responses: 0, Attachments: 1
MSFT , CRM , SHOP , SNOW , NOW

+1 pts



thanks...

By i_sarut on Nov. 18, 2021, 2:17 a.m.
Tagged topics: network effect , competitive advantage , data moat , future of software

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

+11 pts



I'm still surprised just how many analysts with a buy rating are still expecting a less than current market level price over the next 12months....

By Tubularpizza on Nov. 9, 2021, 5:52 a.m.
Tagged topics: scale advantages , electric vehicles , market share gains , competitive advantage

Views: 3, Votes: 2, Responses: 0, Attachments: 0
TSLA

+55 pts



$TSLA is likely to look scarier to the auto industry in the next few years as it moves towards mid-market set to gain share from large OEMs

By cassie on Nov. 8, 2021, 11:15 a.m.
Tagged topics: scale advantages , electric vehicles , market share gains , competitive advantage

Views: 949, Votes: 10, Responses: 1, Attachments: 1
MSFT , CRM , SHOP , SNOW , NOW

+79 pts



The future of software is less about software and more about data moats and vibrant ecosystems; $MSFT $CRM $SHOP $SNOW and $NOW well positioned

By ethonomics on Nov. 2, 2021, 12:47 p.m.
Tagged topics: network effect , competitive advantage , data moat , future of software

Views: 322, Votes: 27, Responses: 1, Attachments: 1
TSLA

+11 pts



Gamma squeeze on! But this is to be expected with the Reddit crowd whilst the stock continues to gain momentum due to FOMO on the...

By Kas on Oct. 29, 2021, 11:48 a.m.
Tagged topics: electric vehicles , competitive advantage , bull vs bear , Tesla Killers

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

+40 pts



$TSLA - 'Tesla Killers' have not earned their moniker

By cassie on Oct. 28, 2021, 11:28 a.m.
Tagged topics: electric vehicles , competitive advantage , bull vs bear , Tesla Killers

Views: 85, Votes: 4, Responses: 1, Attachments: 1
TSLA

+10 pts



The 2025 revenue projection looks super conservative, given Tesla's guidance is 50% CAGR 2025 revenues would be at least 220-240 billion $ (2x the current...

By Previous_Answer_9660 on Oct. 24, 2021, 10:44 p.m.
Tagged topics: margin expansion , electric vehicles , big data , competitive advantage , Oppenheimer

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

+1 pts



Buying Tesla - Multibagger until 2040...

By Previous_Answer_9660 on Oct. 24, 2021, 9:52 p.m.
Tagged topics: margin expansion , electric vehicles , big data , competitive advantage , Oppenheimer

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

+5 pts



This was a great piece of research for sure. I will try to post my research too. Thank you very much for sharing. I look...

By uniqueerique on Oct. 21, 2021, 4:18 p.m.
Tagged topics: margin expansion , electric vehicles , big data , competitive advantage , Oppenheimer

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

+43 pts



$TSLA - Oppenheimer says Tesla has a huge data advantage, and the results are proving it

By cassie on Oct. 21, 2021, 11:40 a.m.
Tagged topics: margin expansion , electric vehicles , big data , competitive advantage , Oppenheimer

Views: 63, Votes: 2, Responses: 3, Attachments: 2
TSM , INTC

+36 pts



$TSMC - Deutsche says 3nm delay is not going to change TSMC's dominance in leading-edge share

By bbern3 on Oct. 14, 2021, 10:11 a.m.
Tagged topics: competitive advantage , Deutsche Bank , semiconductors , Market dominance , 3nm delays

Views: 214, Votes: 3, Responses: 0, Attachments: 2
TSLA

+41 pts



$TSLA - Morgan Stanley says #verticalintegration gives Tesla an edge on moving faster to mitigate #chipshortage

By cassie on Oct. 5, 2021, 11:14 a.m.
Tagged topics: vertical integration , electric vehicles , competitive advantage , Morgan Stanley , chip shortage

Views: 645, Votes: 4, Responses: 0, Attachments: 2
NFLX , DIS

+1 pts



Early Innings of OTT transformation...

By pdw45498kf@privaterelay.appleid.com on Oct. 2, 2021, 2:23 a.m.
Tagged topics: competitive advantage , Barclays , cultural zeitgeist , strategic moat

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

+43 pts



Barclays believes $NFLX role in the cultural zeitgeist is a bigger strategic moat than $DIS franchises

By puckerman17 on Oct. 1, 2021, 11:42 a.m.
Tagged topics: competitive advantage , Barclays , cultural zeitgeist , strategic moat

Views: 443, Votes: 5, Responses: 1, Attachments: 2
AMD , TSM , INTC

+43 pts



$AMD - analysts believe AMD simply needs to stay the course to drive further share gains given its transistor advantage through 2024

By bbern3 on July 28, 2021, 12:19 p.m.
Tagged topics: market share gains , competitive advantage , Deutsche Bank , JP Morgan , Piper Sandler , Raymond James , semiconductors , Genoa

Views: 424, Votes: 6, Responses: 0, Attachments: 8
TSM , INTC

+41 pts



$TSMC $INTC - Needham says TSMC's competitive advantage is built on 'a wholistic foundry model' and won't be impacted by Intel's aim to achieve technology parity

By bbern3 on July 27, 2021, 12:57 p.m.
Tagged topics: competitive advantage , Needham , semiconductors , foundry industry

Views: 169, Votes: 6, Responses: 0, Attachments: 2
TSM , INTC

+35 pts



$TSMC, $INTC - Needham says TSMC's competitive advantage is 'self-reinforcing' and difficult to eclipse, says the greater risk is geopolitical

By bbern3 on July 13, 2021, 1:20 p.m.
Tagged topics: US-China rivalry , competitive advantage , Needham , semiconductors , geopolitical tensions , superpower competition

Views: 242, Votes: 3, Responses: 0, Attachments: 42
AMZN , GOOGL , PUBM

+32 pts



RBC says $AMZN blocking $GOOGL from collecting data on its properties signals that Amazon is serious about its role as a demand side platform

By mooreideas on June 17, 2021, 2:12 p.m.
Tagged topics: big tech , competitive advantage , RBC , adtech , demand side platform , DSP

Views: 262, Votes: 4, Responses: 0, Attachments: 1
AMZN

+32 pts



$AMZN - Morgan Stanley says Amazon's investment in labor will deepen its moat and pressure its margin-sensitive competitors

By mooreideas on April 20, 2021, 11:35 a.m.
Tagged topics: margin pressure , growing competition , eCommerce , competitive advantage , Morgan Stanley , competition for labor

Views: 196, Votes: 2, Responses: 0, Attachments: 5