Latest ideas and analyses related to coronavirus

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BIB

+32 pts



U.S. Medical Supplies & Devices:

By KHUN on Jan. 5, 2022, 7:36 a.m.
Tagged topics: analyst checks , coronavirus , analyst upgrade

Views: 49, Votes: 2, Responses: 0, Attachments: 1
AAPL

+31 pts



Assumptions for $AAPL through this crisis

By josiebe on April 3, 2020, 10:32 a.m.
Tagged topics: analyst checks , China , iPhone , service growth , upgrade cycle , App Store , coronavirus , store closures , supply chain constraints , Rest of World

Views: 306, Votes: 2, Responses: 0, Attachments: 0
LULU

+30 pts



Current LULU estimates way too optimistic

By mooreideas on March 26, 2020, 11:57 a.m.
Tagged topics: coronavirus , store closures , distribution center closures

Views: 227, Votes: 1, Responses: 0, Attachments: 0
AAPL

+31 pts



Big cuts to AAPL 1H estimates, should see recovery in the fall

By labjordan on March 24, 2020, 12:30 p.m.
Tagged topics: analyst checks , China , buybacks , coronavirus , supply chain constraints , demand pressures

Views: 364, Votes: 2, Responses: 0, Attachments: 0
LULU

+30 pts



This is a great buying opportunity for LULU

By phenphen on March 23, 2020, 9:34 a.m.
Tagged topics: international growth , men’s , coronavirus , strong balance sheet , digital penetration

Views: 334, Votes: 1, Responses: 0, Attachments: 0
AAPL

+30 pts



Bigger risk from recession slowing spending

By josiebe on March 16, 2020, 11:31 a.m.
Tagged topics: China , 5G iPhone cycle , coronavirus , store closures , recession

Views: 207, Votes: 1, Responses: 0, Attachments: 0
AAPL

+37 pts



Sizing up AAPL's store closure impact

By labjordan on March 16, 2020, 8:25 a.m.
Tagged topics: China , coronavirus , store closures

Views: 374, Votes: 2, Responses: 1, Attachments: 0
Consumer Discretionary

+31 pts



Maybe time to start to buying

By phenphen on March 12, 2020, 7:04 p.m.
Tagged topics: coronavirus , market pullback , liquidity strains , oil shocks , mild recession

Views: 274, Votes: 1, Responses: 0, Attachments: 0
NFLX

+31 pts



Coronavirus could be bad for NFLX

By junkfoodlover on March 10, 2020, 12:16 p.m.
Tagged topics: subscriber losses , coronavirus , COVID-19

Views: 322, Votes: 2, Responses: 0, Attachments: 0
AMD

+43 pts



AMD highlights from investor day in Santa Clara

By josiebe on March 6, 2020, 2:20 p.m.
Tagged topics: guidance , analyst day , machine learning , coronavirus , GPU , Radeon DNA , gaming , Compute DNA

Views: 335, Votes: 2, Responses: 2, Attachments: 0
UBER

+33 pts



UBER has reasonably priced in coronavirus impact

By realjoe on March 4, 2020, 10:19 a.m.
Tagged topics: buying opportunity , coronavirus , airports , EBITDA breakeven

Views: 351, Votes: 3, Responses: 0, Attachments: 0
AAPL

+32 pts



Apple's March guidance warning not a thesis changing event

By labjordan on Feb. 18, 2020, 11:37 a.m.
Tagged topics: guidance , China , 5G iPhone cycle , coronavirus

Views: 300, Votes: 3, Responses: 0, Attachments: 0
AAPL

+31 pts



Look through the near term noise

By phenphen on Jan. 29, 2020, 12:20 p.m.
Tagged topics: China , ecosystem lock-in , coronavirus , Wuhan

Views: 226, Votes: 1, Responses: 0, Attachments: 0
AAPL

+39 pts



Playing devil's advocate on AAPL; 4 concerns from the strong F'Q1 results

By josiebe on Jan. 29, 2020, 11:47 a.m.
Tagged topics: guidance , China , iPad , 5G iPhone cycle , iPhone 11 , coronavirus

Views: 359, Votes: 3, Responses: 1, Attachments: 0