Latest ideas and analyses related to reopening trade

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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
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: 109, Votes: 1, Responses: 0, Attachments: 6
LYFT , UBER

+30 pts



$LYFT, $UBER - Jefferies bullish on rideshare as reopening plays, but says Lyft likely to outperform first because it has more exposure to US

By realjoe on May 3, 2021, 12:37 p.m.
Tagged topics: ride share , post-COVID , post-vaccine , travel recovery , herd immunity , Jefferies , reopening trade

Views: 344, Votes: 1, Responses: 0, Attachments: 5
EA , ATVI , Video Games

+30 pts



Jefferies data show 75% gamers gained during COVID are 'stayers', even though gaming stocks are out of favor with investors on reopening fears

By junkfoodlover on April 11, 2021, 1:15 p.m.
Tagged topics: valuations , consumer lifestyles , post-COVID , video games , pandemic trends , Jefferies , buy the dip , reopening trade , reopening fears

Views: 127, Votes: 1, Responses: 0, Attachments: 17
UBER

+5 pts



Nice

By arstgurujai on April 6, 2021, 6:39 a.m.
Tagged topics: valuations , margin improvement , post-COVID , reopening , travel recovery , deep dive , economic recovery , Jefferies , reopening trade

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , BA , ST , ZM , CMG , CVS , MCD , ROST , WBA , DAL , WDC , AXP , CAR , CHTR , DPZ , KO , LUV

+5 pts



P

By Melyche on April 4, 2021, 3:37 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 3, Votes: 1, Responses: 0, Attachments: 0
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , BA , ST , ZM , CMG , CVS , MCD , ROST , WBA , DAL , WDC , AXP , CAR , CHTR , DPZ , KO , LUV

+5 pts



Rep

By Melyche on April 4, 2021, 3:37 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

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

+34 pts



$AAPL - Goldman (bear) sees downside to street estimates on Services driven by slowdown in App Store growth post COVID

By labjordan on April 1, 2021, 3:05 p.m.
Tagged topics: negative catalyst , Apple TV+ , App Store , post-COVID , analyst lowers estimates , Goldman Sachs , reopening trade

Views: 373, Votes: 2, Responses: 0, Attachments: 12
UBER

+33 pts



$UBER - yet another broker, Jefferies recommends buying Uber for reopening, says Mobility set to rebound sharply this year and Delivery to double by next year

By realjoe on April 1, 2021, 10:45 a.m.
Tagged topics: valuations , margin improvement , post-COVID , reopening , travel recovery , deep dive , economic recovery , Jefferies , reopening trade

Views: 157, Votes: 2, Responses: 1, Attachments: 35