Latest ideas and analyses related to growing competition

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AAPL , META

+40 pts



$AAPL to Compete with $META for Ad Revs

By realjoe on Aug. 5, 2022, 12:53 p.m.
Tagged topics: analyst checks , growing competition

Views: 66, Votes: 6, Responses: 0, Attachments: 1
GOOGL , META , ROKU

+38 pts



$GOOGL: TikTok Taking Share from YouTube

By labjordan on July 27, 2022, 5:32 p.m.
Tagged topics: growing competition , TikTok

Views: 25, Votes: 5, Responses: 0, Attachments: 1
TSLA

+40 pts



$TSLA Tesla’s Competition: A Framework for Ranking 20th-Century Auto Brands

By josiebe on July 13, 2022, 1:11 p.m.
Tagged topics: growing competition

Views: 29, Votes: 5, Responses: 0, Attachments: 1
AMZN , GRUB , DASH , UBER , JET

+36 pts



AMZN/GRUB Partnership: What it Means and What to Monitor

By mooreideas on July 7, 2022, 10:56 a.m.
Tagged topics: growing competition , food delivery

Views: 27, Votes: 5, Responses: 0, Attachments: 1
LSXMK , CHTR , CMCSA , LBRDK

+36 pts



Broadband's post-pandemic hangover for net adds likely to continue into 2022

By underdog on Dec. 13, 2021, 1:49 p.m.
Tagged topics: growing competition , deep dive

Views: 49, Votes: 4, Responses: 0, Attachments: 1
CRWD

+1 pts



Thnks...

By uniqueerique on Nov. 16, 2021, 6:27 a.m.
Tagged topics: downside risk , growing competition , deep dive

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

+49 pts



$CRWD - It's a Matter of Price (deep dive as requested)

By phenphen on Nov. 15, 2021, 3:56 p.m.
Tagged topics: downside risk , growing competition , deep dive

Views: 85, Votes: 7, Responses: 1, Attachments: 1
BYND

+39 pts



$BYND - expectations now reset to levels that may offer revenue upside, but risks to margin from competition, inflation, & supply chains will likely limit stock

By junkfoodlover on Nov. 11, 2021, 10:22 a.m.
Tagged topics: expectations reset , growing competition , supply chain constraints , earnings miss , food inflation

Views: 159, Votes: 5, Responses: 0, Attachments: 2
CPNG

+39 pts



$CPNG - market share gain momentum intact, but GMV mix shift and costs are structural pressures on margins

By phenphen on Nov. 3, 2021, 2:56 p.m.
Tagged topics: margin pressure , growing competition , eCommerce , South Korea , rising costs

Views: 193, Votes: 4, Responses: 0, Attachments: 1
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
AMZN , NET , FSLY , AKAM

+1 pts



thanks...

By i_sarut on Oct. 3, 2021, 1:03 a.m.
Tagged topics: AWS , growing competition , edge computing , Piper Sandler , CloudFront

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

+31 pts



$PETS - Jefferies sees intensifying competition and rising customer acquisition costs after a temporary COVID boost

By phenphen on Oct. 2, 2021, 5:17 p.m.
Tagged topics: growing competition , deep dive , Jefferies , pet adoption , pet medication

Views: 176, Votes: 1, Responses: 0, Attachments: 2
AKAM , NET , FSLY , AMZN

+37 pts



Piper Sandler believes $AKAM and $NET better positioned even as $AMZN focuses on investing in #CloudFront

By josiebe on Oct. 2, 2021, 4:04 p.m.
Tagged topics: AWS , growing competition , edge computing , Piper Sandler , CloudFront

Views: 277, Votes: 2, Responses: 1, Attachments: 2
AMZN , MSFT , NET

+10 pts



Cloudflare is a great company, but when even major bulls go bearish, that's a good reason to short it. Also, the competiton side should not...

By realmomobags on Sept. 27, 2021, 1:02 p.m.
Tagged topics: premium valuation , growing competition , analyst downgrade , tough comps , Oppenheimer

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NET , MSFT , AMZN

+38 pts



$NET - Oppenheimer (former bull) downgrades stock on competition, valuation and tough comps

By josiebe on Sept. 24, 2021, 11:08 a.m.
Tagged topics: premium valuation , growing competition , analyst downgrade , tough comps , Oppenheimer

Views: 246, Votes: 2, Responses: 1, Attachments: 2
AMZN , ROKU , VZIO

+43 pts



JP Morgan believes $AMZN TV will have limited impact on $ROKU and $VZIO

By puckerman17 on Sept. 13, 2021, 5:50 p.m.
Tagged topics: growing competition , connected TV , JP Morgan , Amazon TV

Views: 543, Votes: 6, Responses: 0, Attachments: 2
AMZN , MA , V

+1 pts



Many thanks!...

By orsova on Sept. 5, 2021, 1:11 a.m.
Tagged topics: growing competition , fintech , Deutsche Bank , Department of Justice , BNPL , concerns overblown

Views: 1, Votes: 1, Responses: 0, Attachments: 0
V , MA , AMZN

+44 pts



$V $MA - Deutsche says regulatory and competition concerns overdone, doesn't see network models changing

By realjoe on Sept. 3, 2021, 11:01 a.m.
Tagged topics: growing competition , fintech , Deutsche Bank , Department of Justice , BNPL , concerns overblown

Views: 315, Votes: 5, Responses: 1, Attachments: 2
CHWY

+35 pts



$CHWY - Needham says Rx share gains not a slam dunk, and the next leg of growth likely entails partnership with vets

By phenphen on Aug. 23, 2021, 7:44 p.m.
Tagged topics: growing competition , eCommerce , Needham , pet adoption

Views: 201, Votes: 2, Responses: 0, Attachments: 2
UWMC

+34 pts



Barclays says $UWMC well positioned for the market's shift to purchase volume

By realjoe on Aug. 17, 2021, 12:10 p.m.
Tagged topics: margin improvement , growing competition , fintech , Barclays , home mortgages

Views: 263, Votes: 3, Responses: 0, Attachments: 2