Latest ideas and analyses related to growing competition

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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
TSLA , NIO , XPEV , F , LI

+33 pts



$TSLA - signs of fading Tesla fever in China? JP Morgan finds declining wait times but consistent store traffic, though competition is heating up

By cassie on June 7, 2021, 1:23 p.m.
Tagged topics: analyst checks , China , growing competition , electric vehicles , JP Morgan

Views: 156, Votes: 1, Responses: 0, Attachments: 4
GOOGL , MSFT , CRM , ZM , WORK , RNG , EGHT

+1 pts





By uniqueerique on June 5, 2021, 4:05 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

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

+30 pts



$BYND - Oppenheimer store checks indicate very aggressive pricing competition from Impossible Foods

By junkfoodlover on June 1, 2021, 10:03 a.m.
Tagged topics: price war , growing competition , plant based meat , Oppenheimer , store checks

Views: 103, Votes: 1, Responses: 0, Attachments: 13
SPLK , ESTC , DDOG , CRWD , MSFT

+32 pts



$SPLK - Goldman suggests stock could bounce on even in-line Q1 because investor expectations are so low

By realjoe on May 31, 2021, 10:32 a.m.
Tagged topics: low expectations , growing competition , earnings preview

Views: 167, Votes: 1, Responses: 0, Attachments: 5
NIO , XPEV , LI , China Autos

+5 pts





By khlifihussein on May 31, 2021, 5:53 a.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage

Views: 6, Votes: 1, Responses: 0, Attachments: 0
NIO , XPEV , LI , China Autos

+1 pts





By joe_sole on May 28, 2021, 3:30 p.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage

Views: 4, Votes: 1, Responses: 0, Attachments: 0
RIDE , TSLA , F

+32 pts



$RIDE - Deutsche lukewarm on Lordstown as the large market opportunity is offset by operational challenges, lack of capital, and competition (deep dive)

By cassie on May 28, 2021, 11:14 a.m.
Tagged topics: growing competition , electric vehicles , deep dive , supply constrained , Deutsche Bank , electric pickups , operational challenges

Views: 120, Votes: 1, Responses: 0, Attachments: 21
NIO , XPEV , LI , China Autos

+48 pts



$NIO - Chip shortages, competition and inflation fears drove the pullback, but JPM believes investors should buy again even with 'potential hiccups'

By cassie on May 27, 2021, 2:03 p.m.
Tagged topics: China , growing competition , electric vehicles , JP Morgan , risk to estimates , semi shortage , inflation fears , chip shortage

Views: 8584, Votes: 5, Responses: 2, Attachments: 4
AMZN , NFLX , DIS

+11 pts





By Noto on May 26, 2021, 1:23 p.m.
Tagged topics: spin-off , growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

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