Latest ideas and analyses related to deep dive

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ONTF

+1 pts





By rogoman on June 11, 2021, 5:25 p.m.
Tagged topics: post-COVID , deep dive , work from home , big data , Goldman Sachs , remote work

Views: 2, Votes: 1, Responses: 0, Attachments: 0
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
AMZN , WMT , W , TGT , ULTA , BBY , DKS , BJ , COST , HD , LOW

+30 pts



JPM believes retail won't die, but ecom won't step back on reopening, and $AMZN will overtake $WMT as largest US retailer in 2022 (deep dive)

By mooreideas on June 11, 2021, 11:14 a.m.
Tagged topics: retail , home improvement , eCommerce , deep dive , pandemic spending , post-pandemic , JP Morgan , sporting goods

Views: 99, Votes: 1, Responses: 0, Attachments: 106
FSLY

+32 pts



$FSLY - RBC sees long-term opportunity in Edge and Security, but believes the stock is fully valued (deep dive)

By josiebe on June 11, 2021, 10:51 a.m.
Tagged topics: premium valuation , deep dive , edge computing , RBC , security software

Views: 96, Votes: 2, Responses: 0, Attachments: 41
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
PANW

+1 pts





By mourinhaplays on June 10, 2021, 8:30 p.m.
Tagged topics: multiple expansion , free cash flow , margin improvement , deep dive , Stifel , security software , upside to valuation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BLK , BSIG , BEN , IVZ , TROW , VCTR , VRTS , WETF , SCHW , EQT , BX , WFC

+32 pts



Morgan Stanley see the rise of Alternative Asset Managers and fall of Traditional Asset Managers driven by demand for private market access (deep dive)

By ethonomics on June 10, 2021, 1:28 p.m.
Tagged topics: Wealth Management , deep dive , cryptocurrency , Morgan Stanley , ESG investors , alternative asset managers , UHNW , private market access

Views: 92, Votes: 2, Responses: 0, Attachments: 89
RIDE

+30 pts



$RIDE - RBC sees Lordstown's market as "small and fiercely competitive", recommends staying away from stock (deep dive)

By cassie on June 10, 2021, 11:40 a.m.
Tagged topics: downside risk , e-pickups , growing competition , electric vehicles , deep dive , RBC , small TAM

Views: 104, Votes: 1, Responses: 0, Attachments: 49
PANW , CRWD , CSCO

+35 pts



$PANW - Deutsche provides an in-depth look at why a large US enterprise is going "All-In" with Palo Alto Networks solutions

By junkfoodlover on June 10, 2021, 11:29 a.m.
Tagged topics: Prisma Cloud , deep dive , Deutsche Bank , cybersecurity , Prisma Access , Cloudgenix , SASE architecture

Views: 84, Votes: 3, Responses: 0, Attachments: 3
ETSY

+1 pts





By rogoman on June 9, 2021, 2:07 p.m.
Tagged topics: buying opportunity , margin improvement , eCommerce , deep dive , Jefferies , buy the dip

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