Latest ideas and analyses related to Goldman Sachs

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RENT

+1 pts



As requested https://street-guru.com/opinion/rent_rent-eenabling-apparel-sharing-economy-as-world-re-opens_20211203_316/...

By ethonomics on Dec. 3, 2021, 6:10 a.m.
Tagged topics: Goldman Sachs , initiation report

Views: 4, Votes: 1, Responses: 0, Attachments: 0
RENT

+1 pts



As requested https://street-guru.com/opinion/rent_rent-eenabling-apparel-sharing-economy-as-world-re-opens_20211203_316/...

By ethonomics on Dec. 3, 2021, 6:10 a.m.
Tagged topics: Goldman Sachs , initiation report

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

+1 pts



Don't have GS but JPM and Piper posted here. https://street-guru.com/opinion/rent_rent-initiations-as-requested_20211203_718/...

By underdog on Dec. 3, 2021, 6:07 a.m.
Tagged topics: Goldman Sachs , initiation report

Views: 2, Votes: 1, Responses: 0, Attachments: 0
RENT

+7 pts



$RENT Looking for any Rent The Runway initiations. Will tip big, Thank you.

By Supersaverguy on Dec. 2, 2021, 10:30 p.m.
Tagged topics: Goldman Sachs , initiation report

Views: 55, Votes: 2, Responses: 3, Attachments: 0
GLOG

+0 pts



Does anyone have access to Goldmans update on Embracer Group?

By lejooon on Nov. 19, 2021, 1:35 a.m.
Tagged topics: gaming , analyst lowers estimates , Goldman Sachs

Views: 7, Votes: 1, Responses: 0, Attachments: 0
ADBE

+21 pts



Investment Thesis Monopoly on the creative products market. à outstanding margins and free cash flow generation Subscriptions-based SaaS business model provide stable recurring revenue. Strong...

By grinch123.yjy on Nov. 18, 2021, 9:21 p.m.
Tagged topics: management commentary , TAM expansion , non deal roadshow , Goldman Sachs

Views: 5, Votes: 2, Responses: 0, Attachments: 0
ADBE

+1 pts



thanks...

By i_sarut on Nov. 15, 2021, 6:13 a.m.
Tagged topics: management commentary , TAM expansion , non deal roadshow , Goldman Sachs

Views: 1, Votes: 1, Responses: 0, Attachments: 0
INTC , TSM , MU , AMAT , LRCX , ENTG , KLAC , ASML

+1 pts



thanks...

By i_sarut on Nov. 6, 2021, 8:08 a.m.
Tagged topics: deep dive , Goldman Sachs , semiconductors , EUV , Extreme Ultraviolet lithography

Views: 4, Votes: 1, Responses: 0, Attachments: 0
CHPT

+11 pts



Definitely looks like CHPT could be a winner but so many risks, their business does not seem to have very strong moats to stop other...

By GekkoJLDN on Oct. 28, 2021, 4:46 a.m.
Tagged topics: growing competition , electric vehicles , secular growth , deep dive , charging infrastructure , Goldman Sachs

Views: 3, Votes: 2, Responses: 0, Attachments: 0
MSFT

+35 pts



$MSFT - Goldman expects continued commercial cloud momentum from robust demand

By rIsILAwr on Oct. 20, 2021, 6:13 p.m.
Tagged topics: analyst checks , earnings preview , big tech , Goldman Sachs , strong demand , Commercial Cloud

Views: 43, Votes: 2, Responses: 0, Attachments: 2
ADBE

+44 pts



$ADBE - Goldman says TAM expansion keeps Adobe firmly in growth mode

By rIsILAwr on Oct. 20, 2021, 6:09 p.m.
Tagged topics: management commentary , TAM expansion , non deal roadshow , Goldman Sachs

Views: 61, Votes: 2, Responses: 2, Attachments: 2
Oil and Gas

+34 pts



Global Markets Daily: MENA — A Defensive Oil Exposure

By ethonomics on Oct. 20, 2021, 11:28 a.m.
Tagged topics: buying opportunity , commodities , Goldman Sachs , Egypt , Middle East

Views: 54, Votes: 1, Responses: 0, Attachments: 2
Derivatives

+36 pts



Vol Vitals - Steep Term Structure: Debt Ceiling and Beyond, Goldman sees attractive entry point for hedges

By ethonomics on Oct. 20, 2021, 11:22 a.m.
Tagged topics: Goldman Sachs , options , volatility

Views: 56, Votes: 3, Responses: 0, Attachments: 2
RUN , SEDG , ENPH , NOVA , STEM , FSLR , CSIQ

+12 pts



Great report. Very bullish on the sector as a whole and believe it will go to new highs. Other than polysilicon pricing, it has massive...

By realmomobags on Oct. 20, 2021, 10:38 a.m.
Tagged topics: Goldman Sachs , clean energy , solar power

Views: 2, Votes: 3, Responses: 0, Attachments: 0
ENPH , SEDG , NOVA , FSLR , RUN , STEM , CSIQ

+41 pts



Goldman sees waning #geopoliticalrisks and improving supply chain for solar, but some EPS risks, prefers $ENPH $SEDG $NOVA

By josiebe on Oct. 20, 2021, 10:27 a.m.
Tagged topics: Goldman Sachs , clean energy , solar power

Views: 227, Votes: 2, Responses: 1, Attachments: 2
Global Macro

+12 pts



Considering markets to rallye on year end due to Santa Rallye, I expect safe haven assets to underpeform risk assets. #safe haven* #Santa Claus Rally*...

By javiersb7 on Oct. 20, 2021, 4:45 a.m.
Tagged topics: safe haven , Santa Claus Rally , Goldman Sachs , flight to safety , stagflation , reflation , gold

Views: 3, Votes: 3, Responses: 0, Attachments: 0
PWR , SRE , CNP

+11 pts



The ESG and green infrastructure movement in the early innings. Banks pulling back lending in legacy oil/coal projects and consumer demand for green energy products...

By Supersaverguy on Oct. 19, 2021, 2:25 p.m.
Tagged topics: Goldman Sachs , ESG investors , green capex

Views: 1, Votes: 2, Responses: 0, Attachments: 0
SRE , PWR , CNP

+37 pts



Investing in Green Capex & Stocks to Own

By ethonomics on Oct. 19, 2021, 12:50 p.m.
Tagged topics: Goldman Sachs , ESG investors , green capex

Views: 63, Votes: 4, Responses: 1, Attachments: 2
US Macro

+38 pts



5 Questions on Fiscal Policy

By ethonomics on Oct. 19, 2021, 12:03 p.m.
Tagged topics: Goldman Sachs , Biden policies , fiscal policy , deficit

Views: 63, Votes: 4, Responses: 0, Attachments: 2
WMT , TGT

+35 pts



Goldman adds $WMT to Conviction List and removes $TGT from re-assessing profitability improvement

By ethonomics on Oct. 19, 2021, 12:01 p.m.
Tagged topics: retail , margin improvement , eCommerce , Goldman Sachs

Views: 97, Votes: 1, Responses: 0, Attachments: 2