Latest ideas and analyses related to investor day

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UPS

+31 pts



$UPS - JP Morgan sees guidance falling short of expectations, just as investors anticipate a positive stock reaction on June 9 Investor Day

By rIsILAwr on June 1, 2021, 10:17 a.m.
Tagged topics: investor day , JP Morgan , high expectations , risk to guidance , parcel delivery

Views: 115, Votes: 1, Responses: 0, Attachments: 26
KKR

+35 pts



$KKR - JP Morgan impressed by scope and depth from Investor Day

By lejooon on May 6, 2021, 3:28 p.m.
Tagged topics: valuations , investor day , JP Morgan

Views: 34, Votes: 4, Responses: 0, Attachments: 14
F

+31 pts



$F - Deutsche sees near-term rally for Ford as favorable vehicle mix/pricing and savings likely to drive Q1 beat, and offset chip shortage impact

By cassie on April 22, 2021, 11:10 a.m.
Tagged topics: positive catalyst , analyst checks , investor day , electric vehicles , Deutsche Bank , cost restructuring , upside to estimates

Views: 194, Votes: 2, Responses: 0, Attachments: 1
AMD , INTC , NVDA , MRVL

+33 pts



$AMD, $INTC - analysts see $NVDA's Grace CPU as more competition for both AMD and Intel, but bodes well for $MRVL

By josiebe on April 13, 2021, 11:49 a.m.
Tagged topics: investor day , increased competition , Ampere , Goldman Sachs , BMO , semiconductors , Grace CPU , Jensen Huang

Views: 118, Votes: 2, Responses: 0, Attachments: 9
NVDA

+31 pts



$NVDA - Oppenheimer raises estimates following bullish investor day, says Nvidia's evolving platform creates recurring revenues opportunities going forward

By josiebe on April 13, 2021, 11:38 a.m.
Tagged topics: investor day , AI , gaming , analyst raises estimates , edge computing , Oppenheimer , semi shortage , Grace

Views: 116, Votes: 1, Responses: 0, Attachments: 7
DKNG

+5 pts



Nice

By arstgurujai on March 28, 2021, 9:36 a.m.
Tagged topics: non-event , investor day , TAM expansion , sports betting , online gambling , Deutsche Bank

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

+30 pts



$IAC - Piper Sandler expects Vimeo spin off to occur in May and begin trading in mid-May

By puckerman17 on March 25, 2021, 3:49 p.m.
Tagged topics: buying opportunity , spin-off , investor day , mergers and acquisitions , Piper Sandler , Vimeo

Views: 152, Votes: 1, Responses: 0, Attachments: 3
F

+31 pts



$F - Barclays upgrades to Overweight after deep dive, believes shift to BEV more aggressive than street appreciates, sees Spring Investor Day as positive catalyst

By cassie on March 19, 2021, 2:08 p.m.
Tagged topics: positive catalyst , new CEO , investor day , electric vehicles , analyst upgrade , Barclays , ICE vs BEV , VW alliance

Views: 146, Votes: 1, Responses: 0, Attachments: 27
DKNG

+60 pts



$DKNG - Needham says potential oligopoly market structure developing, would benefit Draftkings as a market leader

By phenphen on March 10, 2021, 10:04 a.m.
Tagged topics: analyst checks , investor day , sports betting , online gambling , Needham , oligopoly , market leader

Views: 94, Votes: 1, Responses: 0, Attachments: 3
DKNG

+69 pts



$DKNG - Deutsche says new TAM forecasts from Investor Day unlikely to change investors' theses

By mooreideas on March 9, 2021, 5:13 p.m.
Tagged topics: non-event , investor day , TAM expansion , sports betting , online gambling , Deutsche Bank

Views: 94, Votes: 3, Responses: 1, Attachments: 13