Latest ideas and analyses related to dead money for now

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NFLX

+40 pts



$NFLX now on flatter demand curve in most Western markets, initiatives on password sharing & ad-based tier could take 18-24 months

By junkfoodlover on April 20, 2022, 11:20 a.m.
Tagged topics: dead money for now , earnings results

Views: 163, Votes: 3, Responses: 0, Attachments: 3
PYPL

+37 pts



$PYPL - limited visible catalysts means the stock may not have much upside near term

By labjordan on Jan. 12, 2022, 11:42 a.m.
Tagged topics: dead money for now , lacks a catalyst

Views: 192, Votes: 4, Responses: 0, Attachments: 2
TSM

+10 pts



This is a very detailed report. However, given TSM's latest earnings, the reasons mentioned in this report were not verified. I'm going to continue to...

By irenyang.to on Oct. 16, 2021, 5:53 p.m.
Tagged topics: dead money for now , analyst downgrade , crowded trades , Morgan Stanley , semiconductors

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

+33 pts



$BABA - JP Morgan (bull) expects stock to be range-bound near term following 'unexciting' Q1

By puckerman17 on Aug. 3, 2021, 11:32 a.m.
Tagged topics: China , dead money for now , earnings results , eCommerce , JP Morgan , range-bound

Views: 184, Votes: 2, Responses: 0, Attachments: 2
TSM

+57 pts



$TSMC - Morgan Stanley downgrades stock to EW saying it has become a consensus long, but it's 'dead money' for the next 12-18 months (deep dive)

By bbern3 on June 21, 2021, 10:28 a.m.
Tagged topics: dead money for now , analyst downgrade , crowded trades , Morgan Stanley , semiconductors

Views: 446, Votes: 8, Responses: 1, Attachments: 76
DELL , INTC

+43 pts



Looks like dead money for now

By ethonomics on Nov. 27, 2019, 3:47 p.m.
Tagged topics: China , dead money for now , mixed Q3 , lowered sales outlook , CPU shortage , server , price competition , component cost

Views: 439, Votes: 2, Responses: 1, Attachments: 0
FDX , AMZN , UPS

+41 pts



2 reasons why I'm increasingly bearish on Fedex Parcels and UPS

By cassie on Sept. 18, 2019, 2:45 p.m.
Tagged topics: e-commerce , dead money for now , volume growth , last mile competition , AMZN breakup

Views: 294, Votes: 3, Responses: 0, Attachments: 0
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
FDX

+43 pts



Fedex path for rebound unclear

By cassie on Sept. 18, 2019, 12:11 p.m.
Tagged topics: lowered guidance , lower buyside expectations , dead money for now

Views: 225, Votes: 4, Responses: 2, Attachments: 0