Latest ideas and analyses related to RBC

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ZM , FSLY , DBX , SMAR , COUR , JCOM , DCT , DOCU , TWLO , PEGA

+1 pts





By rogoman on June 11, 2021, 3:16 p.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FSLY

+32 pts



$FSLY - RBC sees long-term opportunity in Edge and Security, but believes the stock is fully valued (deep dive)

By josiebe on June 11, 2021, 10:51 a.m.
Tagged topics: premium valuation , deep dive , edge computing , RBC , security software

Views: 96, Votes: 2, Responses: 0, Attachments: 41
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+35 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 113, Votes: 2, Responses: 1, Attachments: 29
RIDE

+30 pts



$RIDE - RBC sees Lordstown's market as "small and fiercely competitive", recommends staying away from stock (deep dive)

By cassie on June 10, 2021, 11:40 a.m.
Tagged topics: downside risk , e-pickups , growing competition , electric vehicles , deep dive , RBC , small TAM

Views: 104, Votes: 1, Responses: 0, Attachments: 49
UBER , LYFT , ABNB , DASH , BKNG , EXPE , ANGI , CVNA , FVRR , CARG , RDFN , ZG , WIX

+1 pts





By rogoman on June 9, 2021, 8:53 a.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , real estate

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

+1 pts





By uniqueerique on June 5, 2021, 4:03 a.m.
Tagged topics: eCommerce , non deal roadshow , RBC , online shopping

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

+34 pts



$AMZN - RBC-hosted experts say Amazon native brands continue to steal market share as big brands waste ad dollars and struggle to learn the Amazon game

By mooreideas on June 4, 2021, 11:43 a.m.
Tagged topics: eCommerce , non deal roadshow , RBC , online shopping

Views: 116, Votes: 2, Responses: 1, Attachments: 1
EXPE , BKNG , ABNB , ZG , RDFN , UBER , LYFT , DASH , CVNA , CARG

+30 pts



RBC highlights investors feedback on their Internet stock recommendations, from inflationary fears ($ZG $RDFN), profitability concerns ($UBER $LYFT $DASH), to duration of travel rebound ($ABNB $EXPE $BKNG)

By realjoe on June 3, 2021, 5:16 p.m.
Tagged topics: travel recovery , RBC , inflation fears , investor sentiments , profitability concerns

Views: 144, Votes: 1, Responses: 0, Attachments: 2
UBER , LYFT , ABNB , DASH , BKNG , EXPE , ANGI , FVRR , CVNA , CARG , RDFN , WIX , ZG

+10 pts





By yrc7777 on May 27, 2021, 8:33 a.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , reopening trade , real estate

Views: 1, Votes: 1, Responses: 0, Attachments: 0
UBER , LYFT , ABNB , DASH , BKNG , EXPE , ANGI , FVRR , CVNA , CARG , RDFN , WIX , ZG

+1 pts





By anon7828 on May 27, 2021, 12:25 a.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , reopening trade , real estate

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