Latest ideas and analyses related to investor day

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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: 193, 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: 167, Votes: 3, Responses: 1, Attachments: 13
DKNG

+67 pts



$DKNG - Needham sees DKNG's leadership position gaining investor mindshare, raises target to $80, says Mar 9 investor day next catalyst

By phenphen on March 1, 2021, 10:06 a.m.
Tagged topics: positive catalyst , investor day , sports betting , online gambling , analyst raises target , Needham , growing investor interest

Views: 153, Votes: 2, Responses: 0, Attachments: 8
SNAP

+67 pts



$SNAP - Morgan Stanley sees higher long-term monetization opportunities, while Needham prefers video over camera (battle of analysts POV)

By labjordan on Feb. 24, 2021, 12:04 p.m.
Tagged topics: digital advertising , investor day , social media , Morgan Stanley , Needham , bull vs bear

Views: 148, Votes: 2, Responses: 0, Attachments: 25
WMT

+65 pts



$WMT - Deutsche says let the bears focus on near term, because Walmart will be well ahead of competition

By ethonomics on Feb. 19, 2021, 10:45 a.m.
Tagged topics: near term vs long term , investor day , earnings results , Deutsche Bank

Views: 169, Votes: 1, Responses: 0, Attachments: 4
WMT

+65 pts



$WMT - Morgan Stanley says expectations are low and Feb 18 Investor Day could be a catalyst

By josiebe on Feb. 11, 2021, 12:43 p.m.
Tagged topics: low expectations , investor day , post-COVID , reopening , Morgan Stanley

Views: 176, Votes: 1, Responses: 0, Attachments: 11
TWTR , AAPL

+69 pts



$TWTR - analysts say buy ahead of Feb 25 Analyst Day, see less impact from AAPL privacy changes

By junkfoodlover on Feb. 10, 2021, 10:58 a.m.
Tagged topics: analyst day , data privacy , investor day , earnings results , iOS14

Views: 156, Votes: 2, Responses: 0, Attachments: 16
PYPL

+66 pts



$PYPL - Barclays sees Feb 11 Investor Day as a catalyst, highlighting the evolution of Venmo and PayPal App as well as share gains from BNPL

By phenphen on Feb. 9, 2021, 12:35 p.m.
Tagged topics: positive catalyst , investor day , Barclays , Venmo , buy now pay later

Views: 166, Votes: 1, Responses: 0, Attachments: 7
PYPL

+65 pts



$PYPL - next catalyst: Feb 11 investor day focused on new initiatives that are gaining momentum

By phenphen on Feb. 4, 2021, 11:47 a.m.
Tagged topics: positive catalyst , investor day , digital wallets , cryptocurrency , Venmo , QR code

Views: 158, Votes: 1, Responses: 0, Attachments: 13
NFLX , DIS

+31 pts



I'm holding on to DIS!

By phenphen on Dec. 15, 2020, 6:34 p.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 41, Votes: 1, Responses: 0, Attachments: 0
NFLX , DIS

+39 pts



Bull You Must Remain, Young Skywalker

By adamsmith on Dec. 14, 2020, 3:23 p.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 43, Votes: 3, Responses: 1, Attachments: 0
DIS , NFLX

+43 pts



$DIS, $NFLX - BMO downgrades Disney from Buy to Hold after recent run up on reopening hopes and investor day, puts Netflix back on their Top Pick

By mooreideas on Dec. 14, 2020, 11:11 a.m.
Tagged topics: Disney+ , investor day , catalysts , analyst downgrade

Views: 179, Votes: 2, Responses: 2, Attachments: 12
SBUX

+37 pts



$SBUX - Morgan Stanley raises target to $106 on stronger margin outlook, 2022 growth, and additional refranchising optionality

By puckerman17 on Dec. 10, 2020, 1:36 p.m.
Tagged topics: management commentary , investor day , analyst raises target

Views: 248, Votes: 2, Responses: 0, Attachments: 6
DIS

+39 pts



$DIS - JP Morgan says Disney+ subscriber and profitability will be the focus of Investor Day on Dec 10

By mooreideas on Dec. 7, 2020, 11:56 a.m.
Tagged topics: guidance , Disney+ , investor day

Views: 236, Votes: 4, Responses: 0, Attachments: 7
DIS

+31 pts



$DIS - Goldman believes Disney+ can approach Netflix-like scale and economics over next five years

By junkfoodlover on Oct. 13, 2020, 1:35 a.m.
Tagged topics: Disney+ , investor day , reorganization

Views: 117, Votes: 1, Responses: 0, Attachments: 4
CRM

+33 pts



Updated FY20 and Preliminary FY21 Outlook In Line

By puckerman17 on Nov. 20, 2019, 3:10 p.m.
Tagged topics: guidance , Dreamforce , investor day , organic growth

Views: 202, Votes: 1, Responses: 0, Attachments: 0
CRM

+32 pts



4 potential catalysts for Investor Day

By puckerman17 on Nov. 16, 2019, 2:38 p.m.
Tagged topics: valuations , Tableau , acquisition , Dreamforce , investor day , F'21 outlook , revenue targets

Views: 146, Votes: 2, Responses: 0, Attachments: 0
CRM

+34 pts



All about organic growth, margin expansion, and M&A at Analyst Day

By phenphen on Nov. 16, 2019, 12:30 p.m.
Tagged topics: acquisition , analyst day , analyst checks , Dreamforce , margin expansion , investor day , organic growth

Views: 174, Votes: 3, Responses: 0, Attachments: 0
CRM

+24 pts



Top 3 things to look for at Dreamforce and Investor Day?

By cassie on Nov. 16, 2019, 11:23 a.m.
Tagged topics: Dreamforce , investor day , organic growth

Views: 497, Votes: 2, Responses: 3, Attachments: 0