Latest ideas and analyses related to pricing power

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TSM

+39 pts



TSMC holds the cards as customers remain desperate for high-quality supply

By bbern3 on Jan. 14, 2022, 12:31 p.m.
Tagged topics: pricing power

Views: 186, Votes: 4, Responses: 0, Attachments: 1
US Macro

+1 pts





By uniqueerique on Nov. 4, 2021, 4:22 a.m.
Tagged topics: margin expansion , pricing power , earnings results , automation , inflation

Views: 2, Votes: 1, Responses: 0, Attachments: 0
US Macro

+61 pts



Q3 earnings seasons evidence supply-driven inflation, corporate pricing power, a healthy consumer, and increased automation

By ethonomics on Nov. 3, 2021, 10:50 a.m.
Tagged topics: margin expansion , pricing power , earnings results , automation , inflation

Views: 161, Votes: 19, Responses: 1, Attachments: 1
NFLX

+33 pts



$NFLX - Morgan Stanley sees continued strength post-pandemic with long runway for subscriber growth, pricing power, and cash flow inflection

By mooreideas on April 14, 2021, 1:47 p.m.
Tagged topics: buying opportunity , FCF growth , streaming , pricing power , subscriber growth , post-COVID , Morgan Stanley , reopening fears

Views: 169, Votes: 3, Responses: 0, Attachments: 23
NFLX

+30 pts



$NFLX - Jefferies raises target on potential price hike, which could add $500m-$1bn to F'21 revenues

By realjoe on Sept. 28, 2020, 8:30 a.m.
Tagged topics: price increase , analyst checks , pricing power

Views: 74, Votes: 1, Responses: 0, Attachments: 8
TTD , FB , GOOGL , AMZN

+613 pts



Why TTD poised to be a big outperformer for 2020

By puckerman17 on Dec. 19, 2019, 1:14 p.m.
Tagged topics: digital advertising , US ad spend , political ads , ad units , OTT streaming services , no ad loads , pricing power , regulatory scrutiny , open internet

Views: 343, Votes: 3, Responses: 0, Attachments: 0