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Latest ideas and analyses related to near term vs long term
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#online entertainment platform* Platform play #outsourcing* Has outsourced creation #valuations* Good #Kids stickiness* Kids have high recall #Metaverse* Increasing spend #user engagement* Hours...
$RBLX - Jefferies sees near term upside from street overestimating reopening downside, but is skeptical of long term aging-up, China, and metaverse themes
Jefferies data shows elevated ecommerce growth in Q1 but warns of tough comps ahead, most positive on $AMZN into earnings, also likes $ETSY & $MELI long-term
Latest ideas and analyses related to near term vs long term
+46 pts
$BABA - long-term strategy intact, but stock likely to take longer to recover
By rIsILAwr on Jan. 6, 2022, 11:39 a.m.
Tagged topics: near term vs long term , China
Views: 160, Votes: 7, Responses: 0, Attachments: 2
+36 pts
$SE Potential Selldown Of Tencent’s Stake In SE
By Btam on Jan. 4, 2022, 10:49 p.m.
Tagged topics: near term vs long term , Capital Markets , Internet
Views: 51, Votes: 5, Responses: 0, Attachments: 1
+1 pts
Thanks!...
By uniqueerique on Nov. 16, 2021, 6:28 a.m.
Tagged topics: near term vs long term , Disney+ , streaming , media
Views: 23, Votes: 1, Responses: 0, Attachments: 0
+48 pts
$DIS - despite near term headwinds, Disney's DTC and Parks long-term outlook is intact
By puckerman17 on Nov. 15, 2021, 1:39 p.m.
Tagged topics: near term vs long term , Disney+ , streaming , media
Views: 234, Votes: 6, Responses: 1, Attachments: 1
+33 pts
$AMZN - JPM sees near-term headwinds from tough comps and higher investments, but maintains bullish long-term
By josiebe on Oct. 5, 2021, 12:35 p.m.
Tagged topics: near term vs long term , eCommerce , tough comps , JP Morgan
Views: 179, Votes: 2, Responses: 0, Attachments: 2
+10 pts
#online entertainment platform* Platform play #outsourcing* Has outsourced creation #valuations* Good #Kids stickiness* Kids have high recall #Metaverse* Increasing spend #user engagement* Hours...
By kyunbhai on Sept. 8, 2021, 12:07 p.m.
Tagged topics: valuations , near term vs long term , user engagement , deep dive , Jefferies , online entertainment platform , 3D content , upside to estimates , Kids stickiness , outsourcing , Metaverse
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+1 pts
thanks...
By i_sarut on Aug. 27, 2021, 1:11 p.m.
Tagged topics: near term vs long term , deep dive , Jefferies , 3D content , upside to estimates
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+42 pts
$RBLX - Jefferies sees near term upside from street overestimating reopening downside, but is skeptical of long term aging-up, China, and metaverse themes
By rIsILAwr on Aug. 26, 2021, 1:29 p.m.
Tagged topics: near term vs long term , deep dive , Jefferies , 3D content , upside to estimates
Views: 211, Votes: 4, Responses: 2, Attachments: 2
+38 pts
$TWLO - Oppenheimer expects aggressive investments will continue to weigh on margins but confident they will pay off
By junkfoodlover on July 30, 2021, 12:57 p.m.
Tagged topics: near term vs long term , earnings results , Oppenheimer , leading in CPaas , aggressive investments
Views: 266, Votes: 4, Responses: 0, Attachments: 2
+32 pts
$PLUG - Morgan Stanley says tight hydrogen supply hurt margins, but expect headwinds to ease in 2H21, long-term outlook remains strong
By cassie on June 23, 2021, 11:43 a.m.
Tagged topics: near term vs long term , margin pressure , Morgan Stanley , hydrogen fuel cell , tight supply
Views: 189, Votes: 1, Responses: 0, Attachments: 3
+33 pts
$TSMC - JPM beat back the bears saying margin concerns overblown, sees beginning of a multi-year growth phase and no long-term margin concerns
By bbern3 on June 21, 2021, 10:37 a.m.
Tagged topics: near term vs long term , JP Morgan , bull vs bear , multi-year story , concerns overblown
Views: 176, Votes: 2, Responses: 0, Attachments: 4
+34 pts
$SPLK - Goldman says to look through near-term 'bumps along the road', buy the dip on strong long-term fundamentals and '50% discount'
By realjoe on June 3, 2021, 11:17 a.m.
Tagged topics: near term vs long term , Goldman Sachs , earnings miss , buy the dip , cloud transition
Views: 193, Votes: 3, Responses: 0, Attachments: 7
+30 pts
$F - the F-150 Lightning is margin dilutive, but it will protect their Golden Goose and dominance in pickups
By cassie on May 24, 2021, 12:42 p.m.
Tagged topics: near term vs long term , margin pressure , electric vehicles , RBC , dominance in pickups
Views: 185, Votes: 1, Responses: 0, Attachments: 5
+31 pts
$BYND - Canaccord cautions against stock and warns additional downward revisions to EBITDA may be required
By junkfoodlover on May 10, 2021, 11:15 a.m.
Tagged topics: near term vs long term , margin pressure , growing competition , risk to estimates , Canaccord Genuity , rising costs , stay on the sidelines
Views: 153, Votes: 1, Responses: 0, Attachments: 4
+8 pts
Thank you to ever posted this. #don't buy the dip* #guidance* #home mortgages* #declining market*...
By jrtonyday on May 6, 2021, 11:55 p.m.
Tagged topics: guidance , near term vs long term , price war , don't buy the dip , earnings results , Jefferies , earnings miss , home mortgages , temporary setback , declining market
Views: 8, Votes: 4, Responses: 0, Attachments: 0
+36 pts
$RKT - Jefferies says broker war headwinds are likely temporary, see 'solid visibility' to >$2 per share EPS next year
By mooreideas on May 6, 2021, 6:17 p.m.
Tagged topics: near term vs long term , price war , earnings results , Jefferies , earnings miss , home mortgages , temporary setback
Views: 183, Votes: 2, Responses: 1, Attachments: 5
+55 pts
$NIO - Deutsche says semi shortage is masking impressive execution and very robust underlying demand, see 'true reach of NIO's brand power' in Q4
By cassie on May 3, 2021, 11:32 a.m.
Tagged topics: near term vs long term , buying opportunity , China , electric vehicles , Deutsche Bank , ET7 , semi shortage
Views: 450, Votes: 11, Responses: 0, Attachments: 3
+6 pts
I wish this report expanded more on why AWS revenues haven't grown in the way many (such as myself) expected. I thought AWS would grow...
By Noto on April 28, 2021, 4:57 p.m.
Tagged topics: near term vs long term , digital advertising , AWS , eCommerce , earnings preview , pandemic trends , tough comps , Jefferies
Views: 5, Votes: 2, Responses: 0, Attachments: 0
+34 pts
Jefferies data shows elevated ecommerce growth in Q1 but warns of tough comps ahead, most positive on $AMZN into earnings, also likes $ETSY & $MELI long-term
By phenphen on April 28, 2021, 1:59 p.m.
Tagged topics: near term vs long term , digital advertising , AWS , eCommerce , earnings preview , pandemic trends , tough comps , Jefferies
Views: 168, Votes: 1, Responses: 1, Attachments: 15
+37 pts
$TSLA - Goldman says to look beyond the supply chain challenges, and see the secular long-term growth opportunity
By cassie on April 27, 2021, 12:33 p.m.
Tagged topics: near term vs long term , Model Y , battery technology , electric vehicles , supply constrained , Goldman Sachs , semi shortage
Views: 88, Votes: 4, Responses: 0, Attachments: 5