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AMZN , AFRM

+1 pts





By i_sarut on Sept. 2, 2021, 12:22 a.m.
Tagged topics: partnership , eCommerce , fintech , Barclays , BNPL , game changer

Views: 4, Votes: 1, Responses: 0, Attachments: 0
AFRM , AMZN

+39 pts



$AFRM - Barclays says $AMZN partnership is a game-changer, sees 33% upside to F23 street estimates

By realjoe on Aug. 31, 2021, 10:49 a.m.
Tagged topics: partnership , eCommerce , fintech , Barclays , BNPL , game changer

Views: 294, Votes: 2, Responses: 1, Attachments: 2
AFRM , AMZN

+35 pts



Deutsche estimates $AMZN #BNPL deal will bring incremental revenues of $385m to $AFRM

By realjoe on Aug. 30, 2021, 12:12 p.m.
Tagged topics: partnership , fintech , Deutsche Bank , BNPL

Views: 99, Votes: 1, Responses: 0, Attachments: 2
PLTR

+5 pts





By ayesha on May 25, 2021, 12:53 a.m.
Tagged topics: partnership , margin improvement , earnings results , customer acquisition cost , Goldman Sachs

Views: 7, Votes: 1, Responses: 0, Attachments: 0
PLTR

+10 pts





By firzenpro on May 12, 2021, 3:12 p.m.
Tagged topics: partnership , margin improvement , earnings results , customer acquisition cost , Goldman Sachs , buy the dip

Views: 7, Votes: 1, Responses: 0, Attachments: 0
PLTR

+61 pts



$PLTR - Goldman says Palantir's rapidly growing distribution network will help it reach 30% CAGR over the next several years

By ethonomics on May 11, 2021, 6:53 p.m.
Tagged topics: partnership , margin improvement , earnings results , customer acquisition cost , Goldman Sachs

Views: 384, Votes: 11, Responses: 2, Attachments: 5
UBER

+6 pts





By Noto on May 5, 2021, 9:53 p.m.
Tagged topics: partnership , Morgan Stanley , last mile delivery , Gopuff , asset light solution , Uber subscription , micro-fulfillment

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

+33 pts



$UBER - Morgan Stanley says integrating Gopuff is an asset-light solution to a low-reward problem, and a boost to Uber subscription

By realjoe on May 5, 2021, 11:35 a.m.
Tagged topics: partnership , Morgan Stanley , last mile delivery , Gopuff , asset light solution , Uber subscription , micro-fulfillment

Views: 163, Votes: 1, Responses: 1, Attachments: 3
RBLX , HAS

+31 pts



$RBLX - Morgan Stanley says Hasbro partnership exemplifies opportunities that could add $1bn+ to long-term EBITDA

By rIsILAwr on April 14, 2021, 12:36 p.m.
Tagged topics: partnership , long-term story , growth stock , gaming , Morgan Stanley , 3D content , upside to estimates

Views: 131, Votes: 1, Responses: 0, Attachments: 4
NET , NVDA

+30 pts



$NET - RBC says partnership with $NVDA could lead to a larger TAM

By josiebe on April 14, 2021, 11:55 a.m.
Tagged topics: partnership , long-term story , AI , TAM expansion , edge computing , RBC

Views: 125, Votes: 1, Responses: 0, Attachments: 2