Latest ideas and analyses related to post-COVID

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ABNB

+42 pts



$ABNB - sticky long-term bookings, child vaccination, improving cross-border, supply expansion, and return to cities & business travel among the many tailwinds for stock in 2022

By josiebe on Nov. 18, 2021, 1:26 p.m.
Tagged topics: management commentary , post-COVID , travel recovery , return to cities , business travel

Views: 125, Votes: 7, Responses: 0, Attachments: 1
Global Macro

+36 pts



A challenging macro backdrop for emerging market assets in 2022

By ethonomics on Nov. 17, 2021, 5:17 p.m.
Tagged topics: China , emerging market , post-COVID

Views: 105, Votes: 4, Responses: 0, Attachments: 1
Batteries , Clean Energy

+2 pts





By chomu on Nov. 17, 2021, 10:22 a.m.
Tagged topics: post-COVID , deep dive , clean energy

Views: 1, Votes: 3, Responses: 0, Attachments: 0
Batteries , Clean Energy

+12 pts





By realmomobags on Nov. 17, 2021, 2:12 a.m.
Tagged topics: post-COVID , deep dive , clean energy

Views: 1, Votes: 4, Responses: 0, Attachments: 0
Batteries , Clean Energy

+7 pts





By SnooAvocados9889 on Nov. 16, 2021, 9:20 p.m.
Tagged topics: battery technology , post-COVID , deep dive , clean energy , ESG investors

Views: 1, Votes: 4, Responses: 0, Attachments: 0
Batteries , Clean Energy

+2 pts





By mohamad.mollaei on Nov. 16, 2021, 5:39 p.m.
Tagged topics: post-COVID , deep dive , clean energy

Views: 1, Votes: 3, Responses: 0, Attachments: 0
Clean Energy , Batteries

+64 pts



The Battery is the New Oil - COVID accelerated the battery economy by 5 to 10 years

By underdog on Nov. 16, 2021, 3:31 p.m.
Tagged topics: post-COVID , deep dive , clean energy

Views: 159, Votes: 12, Responses: 4, Attachments: 1
OKTA , MSFT , PING , SAIL , CRWD , ZS , PANW , NET , VRNS , VMW , RPD

+49 pts



Bullish on Cyber Security as it's set to gain prominence in a post-COVID world, and expand beyond the traditional on-prem datacenter

By josiebe on Nov. 8, 2021, 12:14 p.m.
Tagged topics: post-COVID , secular growth , deep dive , security software

Views: 403, Votes: 7, Responses: 0, Attachments: 2
Global Macro , Information Technology

+5 pts





By SnooAvocados9889 on Oct. 17, 2021, 12:46 a.m.
Tagged topics: strong growth , innovation , earnings , post-COVID , big tech , post-pandemic , disruptive technology , Goldman Sachs , small caps , earning yield

Views: 1, Votes: 1, Responses: 0, Attachments: 0
BIDU , BABA , NIO

+42 pts



Can International Investors Still Participate in China's Technology Sectors?

By EqualOcean on Oct. 8, 2021, 5:54 a.m.
Tagged topics: China , post-COVID , deep dive

Views: 54, Votes: 5, Responses: 0, Attachments: 3
ZM , FIVN

+30 pts



$ZM - Needham sees #Genesys and $KLTR as 'Plan B options' if $FIVN deal is derailed, remains cautious on stock

By josiebe on Sept. 21, 2021, 11:25 a.m.
Tagged topics: post-COVID , work from home , mergers and acquisitions , Needham , return to office

Views: 128, Votes: 1, Responses: 0, Attachments: 2
MTCH , BMBL

+31 pts



$MTCH $BMBL - JP Morgan see continued healthy trends for online dating, but warns Tinder may be a risk given its exposure to countries with partial lockdowns

By junkfoodlover on July 28, 2021, 4:02 p.m.
Tagged topics: dating apps , post-COVID , online gambling , JP Morgan , index inclusion

Views: 206, Votes: 1, Responses: 0, Attachments: 2
EA

+32 pts



$EA - BMO upgrades rating to Outperform, sees video game industry trending better than investors expect coming out of COVID

By junkfoodlover on July 13, 2021, 3:39 p.m.
Tagged topics: valuations , post-COVID , video games , analyst upgrade , BMO , upside to estimates

Views: 200, Votes: 2, Responses: 0, Attachments: 11
GOOGL , FB , SNAP , WMT , PINS , KIM , SPG

+1 pts





By Igarbuz on June 27, 2021, 12:06 p.m.
Tagged topics: digital advertising , post-COVID , social media , economic recovery , Morgan Stanley , online advertising

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+32 pts



Goldman expects drivers of recent price spikes (demand, semi shortage, labor shortage) to diminish over the next few quarters, but not commodities

By phenphen on June 14, 2021, 1:13 p.m.
Tagged topics: price increase , post-COVID , pandemic spending , Goldman Sachs , semi shortage , inflation fears , labor shortage

Views: 141, Votes: 2, Responses: 0, Attachments: 8
GOOGL , FB , SNAP , WMT , PINS , KIM , SPG

+3 pts





By rogoman on June 14, 2021, 10:01 a.m.
Tagged topics: digital advertising , post-COVID , social media , economic recovery , Morgan Stanley , online advertising

Views: 3, Votes: 1, Responses: 1, Attachments: 0
ONTF

+1 pts





By rogoman on June 11, 2021, 5:25 p.m.
Tagged topics: post-COVID , deep dive , work from home , big data , Goldman Sachs , remote work

Views: 2, Votes: 1, Responses: 0, Attachments: 0
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: 231, Votes: 1, Responses: 0, Attachments: 16
GOOGL , FB , SNAP , WMT , PINS , KIM , SPG

+2 pts





By anon7828 on May 24, 2021, 3:49 p.m.
Tagged topics: digital advertising , post-COVID , social media , economic recovery , Morgan Stanley , online advertising

Views: 3, Votes: 2, Responses: 0, Attachments: 0
FB , SNAP , PINS , GOOGL , WMT , KIM , SPG

+44 pts



$FB, $SNAP, $PINS, $GOOGL - Morgan Stanley calls online advertising 'the new rent', sees acceleration continuing (deep dive)

By labjordan on May 24, 2021, 2:22 p.m.
Tagged topics: digital advertising , post-COVID , social media , economic recovery , Morgan Stanley , online advertising

Views: 256, Votes: 5, Responses: 3, Attachments: 29