Latest ideas and analyses related to investment themes

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C , JPM , BAC , MS , WFC , PNC , USB

+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
FITB , COF , DFS , SIVB , HBAN , KEY , BKU

+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
AMGN , REGN , VRTX , BMRN , KRTX , ALLO , SGEN

+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
Automation , Cybersecurity , Future of Mobility

+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
QCOM , CSCO , ANET , JNPR , KEYS , FFIV , CDW , WOLF , GLW , IIVI , LITE , LAZR , CMBM , XRX , NSIT

+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
QCOM , CSCO , ANET , JNPR , KEYS , FFIV , CDW , WOLF , GLW , IIVI , LITE , LAZR , CMBM , XRX , NSIT

+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
IIVI , LITE , ANET , CMBM , CDW , CSCO , GLW , FFIV , NSIT , LAZR , JNPR , KEYS , QCOM , WOLF , XRX

+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
Consumers

+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
Global Macro

+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
AMGN , ANTM , BMY , CVS , HCA , MOH , MRK , HSIC , NVST , ZBH

+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
MA , V

+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
MA , V

+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
BAC , C , GS , JPM , MS , PNC , USB , WFC , TFC , Banks

+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
MA , V

+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
Global Macro

+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
Global Macro

+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