Latest ideas and analyses related to pandemic trends

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ZM

+10 pts





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: 138, 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: 148, Votes: 1, Responses: 0, Attachments: 26
CNK , IMAX

+34 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: 152, 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: 210, Votes: 1, Responses: 0, Attachments: 16
SHOP

+1 pts





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

Views: 1, 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 arstgurujai on May 13, 2021, 9:59 p.m.
Tagged topics: Consumer spending , pandemic trends , initiation report

Views: 38, 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: 143, Votes: 2, Responses: 1, Attachments: 9
CRSR

+5 pts





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





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