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Latest ideas and analyses related to investment themes
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Latest ideas and analyses related to investment themes
+36 pts
2Q22 Recap: Stronger top lines and NII trajectory, with more capital built
By ethonomics on July 25, 2022, 5:17 p.m.
Tagged topics: investment themes
Views: 18, Votes: 4, Responses: 0, Attachments: 1
+36 pts
Key takeaways from regional bank and consumer finance earnings
By ethonomics on July 22, 2022, 2:50 p.m.
Tagged topics: investment themes
Views: 11, Votes: 5, Responses: 0, Attachments: 1
+38 pts
The State of Biotechnology in 2H22
By ethonomics on July 18, 2022, 6:16 p.m.
Tagged topics: investment themes
Views: 23, Votes: 6, Responses: 0, Attachments: 1
+45 pts
Analysts believe investors should look to #Automation, #Cybersecurity and The Future of #Mobility over the next 12 months
By rIsILAwr on June 6, 2022, 4:46 p.m.
Tagged topics: deep dive , investment themes
Views: 299, Votes: 7, Responses: 0, Attachments: 1
+1 pts
done https://street-guru.com/opinion/qcom_qcom-jp-morgan-tmc-conference-takeaways-as-requested_20220527_608/...
By realjoe on May 27, 2022, 4:11 p.m.
Tagged topics: investment themes
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+8 pts
Thanks for sharing the cover pages. Would you mind please posting the QCOM takeaways? Thank you....
By JH on May 27, 2022, 3:59 p.m.
Tagged topics: investment themes
Views: 4, Votes: 2, Responses: 1, Attachments: 0
+50 pts
Networking & Hardware Themes Across Companies and Investor Conversations from 50th Annual TMC Conference
By realjoe on May 27, 2022, 3:17 p.m.
Tagged topics: investment themes
Views: 38, Votes: 5, Responses: 2, Attachments: 1
+33 pts
Re-imagining the CPG Company of the Future
By junkfoodlover on May 26, 2022, 12:19 p.m.
Tagged topics: deep dive , investment themes , future of consumer products
Views: 13, Votes: 3, Responses: 0, Attachments: 3
+40 pts
Bond yields up, Equities down, Value outperformed
By ethonomics on May 9, 2022, 5:09 p.m.
Tagged topics: investment themes
Views: 31, Votes: 5, Responses: 0, Attachments: 1
+34 pts
Healthcare Pulse: Pray, Play Or Go Away In May? ... Investor sentiment; market color; sector themes; charts to watch
By ethonomics on May 9, 2022, 5:08 p.m.
Tagged topics: investment themes
Views: 24, Votes: 2, Responses: 0, Attachments: 1
+1 pts
thanks very informative report #valuations*...
By Melyche on April 8, 2021, 12:24 a.m.
Tagged topics: valuations , fintech , RBC , inflation fears , investment themes , inflation hedge , higher prices
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+1 pts
thanks...
By Melyche on April 8, 2021, 12:22 a.m.
Tagged topics: fintech , RBC , inflation fears , investment themes , inflation hedge , higher prices
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+37 pts
Deutsche says we're only halfway through the banks' rally, sees EPS growth supporting a further 30-50% rise in stocks over next 2-3 years
By ethonomics on April 7, 2021, 11:02 a.m.
Tagged topics: buying opportunity , investment banks , Deutsche Bank , investment themes , multi-year story , upside to estimates , US banks, #earnings growth
Views: 173, Votes: 4, Responses: 0, Attachments: 41
+32 pts
$MA, $V - RBC believes Mastercard and Visa represent the best way to invest for the potential rise in inflation
By ethonomics on April 7, 2021, 10:36 a.m.
Tagged topics: fintech , RBC , inflation fears , investment themes , inflation hedge , higher prices
Views: 155, Votes: 2, Responses: 2, Attachments: 6
+36 pts
Thanks
By uniqueerique on March 10, 2021, 1:44 a.m.
Tagged topics: deep dive , long-term growth , Barclays , investment themes
Views: 2, Votes: 1, Responses: 0, Attachments: 0
+75 pts
Barclays identifies 34 investment themes for the next decade
By phenphen on March 9, 2021, 10:19 a.m.
Tagged topics: deep dive , long-term growth , Barclays , investment themes
Views: 215, Votes: 4, Responses: 1, Attachments: 73