Latest ideas and analyses related to near term vs long term

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BABA

+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
SE

+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
DIS

+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
DIS

+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
AMZN

+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
RBLX

+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
RBLX

+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
RBLX

+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
TWLO

+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
PLUG

+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
TSM

+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
SPLK

+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
F

+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
BYND

+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
RKT

+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
RKT

+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
NIO

+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
AMZN , ETSY , EBAY , MELI

+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
AMZN , EBAY , ETSY , MELI

+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
TSLA

+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