Latest ideas and analyses related to reopening beneficiaries

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V , MA

+31 pts



$V $MA - Morgan Stanley sees upside from robust US spending, but delta variant casting some doubt on travel recovery outlook

By realjoe on July 21, 2021, 3:04 p.m.
Tagged topics: earnings preview , secular growth , fintech , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 105, Votes: 2, Responses: 0, Attachments: 15
BMBL , MTCH

+30 pts



$BMBL - RBC likes Bumble's 'quality over quantity' approach, sees strong margin upside because pricing power is 'just scratching the surface' (deep dive)

By junkfoodlover on July 9, 2021, 2:58 p.m.
Tagged topics: deep dive , social media , RBC , online dating , reopening beneficiaries

Views: 84, Votes: 1, Responses: 0, Attachments: 28
DIS

+32 pts



$DIS - Deutsche real time data shows Disney Parks attendance reaching post-reopening highs during July 4th weekend

By puckerman17 on July 8, 2021, 10:47 a.m.
Tagged topics: Disney World , Disneyland , Universal Parks , Deutsche Bank , reopening beneficiaries

Views: 93, Votes: 2, Responses: 0, Attachments: 4
MTCH , BMBL

+30 pts



$MTCH, $BMBL - Jefferies checks indicate upside to Q2 numbers, sees fundamentals inflecting from vaccination progress

By junkfoodlover on June 21, 2021, 11:33 a.m.
Tagged topics: dating apps , inflection point , Jefferies , online dating , upside to estimates , reopening beneficiaries

Views: 112, Votes: 1, Responses: 0, Attachments: 2
DIS

+30 pts



$DIS - JP Morgan says Disney can strike the sweet spot in balancing linear and streaming for sports content (deep dive)

By puckerman17 on June 17, 2021, 12:14 p.m.
Tagged topics: streaming , deep dive , JP Morgan , linear TV , ESPN+ , reopening beneficiaries , sports content

Views: 133, Votes: 1, Responses: 0, Attachments: 19
WMT

+10 pts





By labjordan on May 18, 2021, 11:31 a.m.
Tagged topics: retail sales , analyst raises estimates , fiscal stimulus , analyst raises target , Oppenheimer , reopening beneficiaries , raised guidance

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

+35 pts



$DIS - the streaming subs miss changes nothing...I'd buy the dip

By puckerman17 on May 14, 2021, 10:12 a.m.
Tagged topics: buying opportunity , Disney+ , streaming , Goldman Sachs , Morgan Stanley , earnings miss , buy the dip , high expectations , reopening beneficiaries

Views: 123, Votes: 2, Responses: 0, Attachments: 12
UBER

+30 pts



$UBER - Morgan Stanley says labor regulation is likely manageable, and remains bullish on this recovery play because of its scale and cash flow potential

By realjoe on May 6, 2021, 11:23 a.m.
Tagged topics: better visibility to cash flows , scale advantages , earnings results , Morgan Stanley , driver classification , reopening beneficiaries , labor regulation

Views: 124, Votes: 1, Responses: 0, Attachments: 10
AAP , GPC , ORLY

+30 pts



$AAP - Goldman does rare double-upgrade from Sell to Buy saying discount valuation have not caught up to improved fundamentals

By cassie on May 4, 2021, 6:16 p.m.
Tagged topics: buying opportunity , price increase , discount valuation , Goldman Sachs , DIY auto industry , reopening beneficiaries , auto parts retailers

Views: 99, Votes: 1, Responses: 0, Attachments: 14
MTCH

+30 pts



$MTCH - Jefferies sees muted Q1, but expect strong 2H rebound driven by Tinder Platinum, Hinge monetization, and reopening gaining momentum

By junkfoodlover on May 4, 2021, 10:58 a.m.
Tagged topics: price increase , post-COVID , earnings preview , Jefferies , reopening trade , reopening beneficiaries , Tinder Platinum , Hinge

Views: 87, Votes: 1, Responses: 0, Attachments: 6