Latest ideas and analyses related to discount valuation

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AVGO

+32 pts



$AVGO - Barclays says Broadcom is the best way to play the enterprise recovery

By bbern3 on Sept. 3, 2021, 9:47 a.m.
Tagged topics: discount valuation , market share gains , analyst top pick , Barclays , semiconductors

Views: 139, Votes: 2, Responses: 0, Attachments: 2
GM , F

+32 pts



JP Morgan expect $GM and $F to 'handily surpass' Q2 and full year expectations, recommends buying on current discount valuations

By cassie on July 22, 2021, 3:57 p.m.
Tagged topics: discount valuation , electric vehicles , earnings preview , JP Morgan , transition from ICE to BEV

Views: 11364, Votes: 1, Responses: 0, Attachments: 2
GM , F

+30 pts



JP Morgan expect $GM and $F to 'handily surpass' Q2 and full year expectations, recommends buying on current discount valuations

By cassie on July 22, 2021, 3:55 p.m.
Tagged topics: discount valuation , electric vehicles , earnings preview , JP Morgan

Views: 3, Votes: 1, Responses: 0, Attachments: 0
GM , F

+30 pts



JP Morgan expect $GM and $F to 'handily surpass' Q2 and full year expectations, recommends buying on current discount valuations

By cassie on July 22, 2021, 12:53 p.m.
Tagged topics: discount valuation , electric vehicles , earnings preview , JP Morgan , transition from ICE to BEV

Views: 4, Votes: 1, Responses: 0, Attachments: 2
GM , F

+31 pts



JP Morgan expect $GM and $F to 'handily surpass' Q2 and full year expectations, recommends buying on current discount valuations

By cassie on July 22, 2021, 11:42 a.m.
Tagged topics: discount valuation , electric vehicles , earnings preview , JP Morgan , transition from ICE to BEV

Views: 59, Votes: 2, Responses: 0, Attachments: 2
RUN

+35 pts



$RUN - Morgan Stanley says Sunrun is 'the most compelling clean energy stock' given its strong growth ahead and discount valuation

By josiebe on June 16, 2021, 1:13 p.m.
Tagged topics: discount valuation , electric vehicles , analyst top pick , analyst raises target , Morgan Stanley , clean energy

Views: 155, Votes: 2, Responses: 0, Attachments: 19
AMZN , GOOGL

+2 pts





By rogoman on June 16, 2021, 11:25 a.m.
Tagged topics: discount valuation , eCommerce , analyst top pick , Jefferies , permanent shift to e-commerce

Views: 3, Votes: 2, Responses: 0, Attachments: 0
AMZN , GOOGL

+35 pts



$AMZN - Jefferies replaces $GOOGL with Amazon on their 'Franchise Pick List' as jump in ecommerce appears permanent and shares at ~10% discount to historical average

By mooreideas on June 16, 2021, 10:59 a.m.
Tagged topics: discount valuation , eCommerce , analyst top pick , Jefferies , permanent shift to e-commerce

Views: 190, Votes: 2, Responses: 1, Attachments: 10
SQSP , WIX

+39 pts



$SQSP - Goldman sees 50% upside to web design platform Squarespace given its quality product design, ease of use, and discount to $WIX (deep dive)

By realjoe on June 15, 2021, 6:42 p.m.
Tagged topics: discount valuation , deep dive , Goldman Sachs , underpenetrated TAM , web design platform

Views: 372, Votes: 4, Responses: 0, Attachments: 10
V , MA

+33 pts



$V, $MA - Piper Sandler upgrades Visa to OW on favorable US travel trends and valuation discount to Mastercard

By ethonomics on June 7, 2021, 1:30 p.m.
Tagged topics: discount valuation , travel recovery , analyst upgrade , fintech , Piper Sandler

Views: 146, Votes: 3, Responses: 0, Attachments: 5