Latest ideas and analyses related to pandemic trends

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CRM

+2 pts



thx!...

By grinch123.yjy on Feb. 6, 2022, 11:45 p.m.
Tagged topics: earnings results , pandemic trends , Goldman Sachs , relationship management software

Views: 1, Votes: 2, Responses: 0, Attachments: 0
ZM

+10 pts



At current valuations long case is now more obvious, sell off seems to be overdone as losses in smaller businesses is being made up by...

By GekkoJLDN on Sept. 1, 2021, 5:15 a.m.
Tagged topics: earnings results , work from home , pandemic trends , Morgan Stanley

Views: 2, Votes: 1, Responses: 0, Attachments: 0
ZM

+37 pts



$ZM - Morgan Stanley can outperform growth expectations over next 12 months despite disappointing guide and SMB churn

By josiebe on Aug. 31, 2021, 3:55 p.m.
Tagged topics: earnings results , work from home , pandemic trends , Morgan Stanley

Views: 202, Votes: 2, Responses: 1, Attachments: 2
ATVI , EA , TTWO , RBLX

+30 pts



Stifel data indicates May gaming metrics trending ahead of expectations, and see upside to Q2 estimates

By junkfoodlover on June 7, 2021, 5:55 p.m.
Tagged topics: analyst checks , gaming , pandemic trends , tough comps , Stifel

Views: 192, Votes: 1, Responses: 0, Attachments: 26
CNK , IMAX

+35 pts



$CNK, $IMAX - Goldman downgrades to Sell on 'heightened risk to the recovery' from growing streaming competition

By phenphen on June 2, 2021, 1:48 p.m.
Tagged topics: analyst downgrade , pandemic trends , movie theaters , Goldman Sachs , changing consumer behavior

Views: 223, Votes: 2, Responses: 0, Attachments: 18
PG , CLX

+31 pts



$PG vs. $CLX - Barclays analyzes the sustainable growth of the home cleaning market post-pandemic, recommends P&G over Clorox (deep dive)

By junkfoodlover on May 27, 2021, 2:17 p.m.
Tagged topics: post-COVID , deep dive , pandemic trends , future of cleaning , Barclays , home cleaning , Mr. Clean

Views: 275, Votes: 1, Responses: 0, Attachments: 16
SHOP

+1 pts



Great research report!...

By rogoman on May 25, 2021, 12:02 p.m.
Tagged topics: GMV , eCommerce , secular growth , pandemic trends , fintech , RBC , reopening fears

Views: 2, Votes: 1, Responses: 0, Attachments: 0
CULP

+33 pts



$CULP - Initiate Coverage Of Culp, Inc. (CULP) With A Moderately Risky Rating And $20 Price Target

By beat_the_street on May 13, 2021, 9:59 p.m.
Tagged topics: Consumer spending , pandemic trends , initiation report

Views: 82, Votes: 3, Responses: 0, Attachments: 8
SHOP

+35 pts



$SHOP - RBC says Shopify's platform acceleration is more important to the stock than the already expected GMV deceleration

By realjoe on April 29, 2021, 11:19 a.m.
Tagged topics: GMV , eCommerce , secular growth , pandemic trends , fintech , RBC , reopening fears

Views: 213, Votes: 2, Responses: 1, Attachments: 9
CRSR

+5 pts



Honestly, I think there's better stocks out there, not necessarily in this industry, just in general. I like CRSR, but I feel the risk/reward profile...

By Noto on April 28, 2021, 5:03 p.m.
Tagged topics: buying opportunity , analyst checks , gaming , earnings preview , pandemic trends , tough comps , D.A. Davidson

Views: 1, Votes: 1, Responses: 0, Attachments: 0
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
ATVI , EA , TTWO

+8 pts



I couldn't disagree more with this report. As I've posted before, I don't find ATVI as solid a buy as I do EA, simply because...

By Noto on April 28, 2021, 4:51 p.m.
Tagged topics: valuations , Apex Legends , Call of Duty , video games , pandemic trends , JP Morgan , FIFA , reopening fears , Grand Theft Auto

Views: 7, Votes: 4, Responses: 0, Attachments: 0
ATVI , EA , TTWO

+35 pts



$ATVI, $EA, $TTWO - JPM data suggests sustained strong Q1 engagement for CoD, GTA, and Apex Legends, but slowdown for FIFA; bracing for tough comps ahead

By junkfoodlover on April 28, 2021, 4:28 p.m.
Tagged topics: valuations , Apex Legends , Call of Duty , video games , pandemic trends , JP Morgan , FIFA , reopening fears , Grand Theft Auto

Views: 184, Votes: 4, Responses: 0, Attachments: 17
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: 184, Votes: 1, Responses: 1, Attachments: 15
CRSR

+33 pts



$CRSR - DA Davidson says if 2H sales growth comes in softer due to tough comps, use it as a buying opportunity

By junkfoodlover on April 28, 2021, 12:16 p.m.
Tagged topics: buying opportunity , analyst checks , gaming , earnings preview , pandemic trends , tough comps , D.A. Davidson

Views: 183, Votes: 1, Responses: 1, Attachments: 5
ZM , FIVN , RNG , CSCO , JCOM , TEAM , GOOGL , FB , SMAR , MSFT

+31 pts



$ZM, $FIVN, $RNG - Piper Sandler says 'party isn't over' for the communication software space as downloads slow but remain up vs pre-pandemic

By labjordan on April 16, 2021, 1:24 p.m.
Tagged topics: app downloads , work from home , pandemic trends , post-pandemic , Piper Sandler , return to office , video conferencing , zoom calls

Views: 222, Votes: 1, Responses: 0, Attachments: 16
KTB , ELF , LOW , FOUR , BBY , YETI , HD , BIG , OSTK , VFC , CMG , WING , WEN , LESL , CHWY , GIS , AXP , ZM , W

+32 pts



Piper Sandler data suggest increased interest in spending on reopening areas (apparel, restaurants), but also continued strength among 'COVID winners' (home, pets, outdoors)

By josiebe on April 12, 2021, 1:22 p.m.
Tagged topics: analyst checks , eCommerce , post-COVID , reopening , fiscal stimulus , pandemic trends , Piper Sandler , stimulus checks

Views: 178, Votes: 2, Responses: 0, Attachments: 94
EA , ATVI , Video Games

+30 pts



Jefferies data show 75% gamers gained during COVID are 'stayers', even though gaming stocks are out of favor with investors on reopening fears

By junkfoodlover on April 11, 2021, 1:15 p.m.
Tagged topics: valuations , consumer lifestyles , post-COVID , video games , pandemic trends , Jefferies , buy the dip , reopening trade , reopening fears

Views: 188, Votes: 1, Responses: 0, Attachments: 17
EA , ATVI , TTWO

+5 pts



Report

By Pisu on April 5, 2021, 6:28 p.m.
Tagged topics: gaming , pandemic trends , Raymond James

Views: 1, Votes: 1, Responses: 0, Attachments: 0
HD , LOW

+32 pts



$HD, $LOW - RBC says US housing market very stable despite concerns of affordability, sees all-time high home equity levels as bullish sign for home improvement

By junkfoodlover on March 31, 2021, 3:36 p.m.
Tagged topics: home improvement sales , home price appreciation , US housing , work from home , pandemic trends , RBC , accelerated demand

Views: 195, Votes: 2, Responses: 0, Attachments: 10