Latest ideas and analyses related to cost savings

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JD , PDD

+10 pts



$JD $PDD Cost Cutting Works for JD And Pinduoduo

By Btam on Sept. 19, 2022, 12:35 a.m.
Tagged topics: cost savings

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

+1 pts



Great research piece thx...

By rogoman on June 14, 2021, 7:17 a.m.
Tagged topics: cost savings , deep dive , Goldman Sachs , virtual power plants , energy data software

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

+5 pts



Extremely positive that such a large research house is positive on this and have initiated coverage. The same can't be said for many SPACs...

By GekkoJLDN on June 8, 2021, 9:41 a.m.
Tagged topics: cost savings , deep dive , Goldman Sachs , virtual power plants , energy data software

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

+10 pts



Star peak is a fundamentally promising business with a SaaS type aspect to it. Large contracted backlog currently also. Spac projections seem ovrly ambitious but...

By yrc7777 on May 25, 2021, 7:23 a.m.
Tagged topics: cost savings , deep dive , Goldman Sachs , clean energy , virtual power plants , energy data software

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

+50 pts



$STEM - Goldman bullish on virtual power plants, sees TAM of $146bn by 2030 (deep dive)

By cassie on May 24, 2021, 3:46 p.m.
Tagged topics: cost savings , deep dive , Goldman Sachs , virtual power plants , energy data software

Views: 426, Votes: 9, Responses: 3, Attachments: 24
TSP

+30 pts



$TSP - Needham recommends buying TuSimple as it is the future 5G network for autonomous freight (deep dive)

By cassie on May 10, 2021, 12:08 p.m.
Tagged topics: cost savings , autonomous vehicles , deep dive , Needham , 5G network , autonomous freight , Level 4 autonomy , thin margins , trucking industry

Views: 365, Votes: 1, Responses: 0, Attachments: 47
AAPL , INTC

+30 pts



$AAPL - Raymond James estimates Apple saves $2.5 billion annually by moving to internally developed silicon for Macs

By bbern3 on Nov. 13, 2020, 12:12 a.m.
Tagged topics: cost savings , Mac , silicon , lost revenues

Views: 105, Votes: 2, Responses: 0, Attachments: 2
FDX , TFII

+44 pts



Fedex dead money for now; TFII better

By copycatinvest on Sept. 18, 2019, 1:39 p.m.
Tagged topics: cost savings , lowered guidance , dead money for now

Views: 187, Votes: 5, Responses: 1, Attachments: 0
T , SJR.B , BCE , RCI.B

+41 pts



Unlimited plans should drive savings

By cassie on Aug. 2, 2019, 1:36 p.m.
Tagged topics: unlimited data plans , Q2 results , cost savings

Views: 196, Votes: 7, Responses: 0, Attachments: 0
RCI.B , Canadian telcos

+56 pts



Unlimited data plans will impact 2H results

By josiebe on July 23, 2019, 10:52 a.m.
Tagged topics: unlimited data plans , ARPU , overage revenues , 2H results , management , monthly rate plans , service revenue growth , cost savings

Views: 189, Votes: 6, Responses: 5, Attachments: 0