Latest ideas and analyses related to ESG investors

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
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
COIN , V

+34 pts



$COIN - Oppenheimer sees strong case for bitcoin as inflation hedge and financial freedom, believes 'massive retail adoption' is coming

By realjoe on June 7, 2021, 11:31 a.m.
Tagged topics: analyst checks , non deal roadshow , cryptocurrency , fintech , Oppenheimer , ESG investors , retail adoption

Views: 116, Votes: 2, Responses: 0, Attachments: 3
BYND , CLXT , LSF , MBII , STKL

+31 pts



$LSF, $BYND - Canaccord sees strong demand, expects LSF to outperform from catch-up trade while Beyond Meat constrained by competitive concerns

By junkfoodlover on May 4, 2021, 12:47 p.m.
Tagged topics: valuations , plant based meat , earnings preview , Canaccord Genuity , ESG investors , ag tech , food tech

Views: 104, Votes: 1, Responses: 0, Attachments: 26
AMZN , ETSY , BABA , MELI , POSH , REAL , FVRR

+1 pts





By drmikeinvest on May 1, 2021, 11:46 a.m.
Tagged topics: eCommerce , deep dive , Goldman Sachs , ESG initiatives , ESG investors , decarbonization

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , ETSY , BABA , MELI , POSH , REAL , FVRR

+1 pts





By drmikeinvest on May 1, 2021, 11:37 a.m.
Tagged topics: eCommerce , deep dive , Goldman Sachs , ESG initiatives , ESG investors , decarbonization

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BABA , AMZN , ETSY , MELI , FVRR , POSH , REAL

+40 pts



Goldman analyzes the expanding ESG of ecommerce, highlights stocks that could attract more ESG investors

By josiebe on April 30, 2021, 4:54 p.m.
Tagged topics: eCommerce , deep dive , Goldman Sachs , ESG initiatives , ESG investors , decarbonization

Views: 193, Votes: 5, Responses: 2, Attachments: 85
BYND

+32 pts



$BYND - Piper Sandler data suggests plant-based meat more on-trend with younger consumers and could drive growth for years to come

By josiebe on April 7, 2021, 3:17 p.m.
Tagged topics: analyst checks , consumer lifestyles , plant based meat , Piper Sandler , Gen Z , ESG investors , teens , consumer trends

Views: 118, Votes: 1, Responses: 0, Attachments: 5
URBN , DECK , TPR , CPRI , REAL , POSH , TDUP

+30 pts



Jefferies expects the secondhand market will grow to 'mid-teens %' of apparel market, sees opportunity for $URBN, $DECK, $TPR and $CPRI from influx of ESG capital

By labjordan on April 7, 2021, 1:13 p.m.
Tagged topics: eCommerce , secular growth , Jefferies , ESG initiatives , Gen Z , ESG investors , secondhand clothes , secondary apparel market

Views: 95, Votes: 1, Responses: 0, Attachments: 33
WMT , HD

+30 pts



$WMT - RBC says Walmart is as 'well-accomplished' as Home Depot on ESG initiatives, but Walmart remains significantly under-owned by ESG investors

By labjordan on April 7, 2021, 12:49 p.m.
Tagged topics: buying opportunity , Flipkart , PhonePe , RBC , ESG initiatives , ESG investors

Views: 89, Votes: 1, Responses: 0, Attachments: 9
GM

+5 pts



Nice

By arstgurujai on March 31, 2021, 11:55 a.m.
Tagged topics: management commentary , non deal roadshow , JP Morgan , ESG initiatives , ESG investors , Mary Bara , Hydrotec , Cruise , BrightDrop

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