Latest ideas and analyses related to scale advantages

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
AMZN

+16 pts



The Fulfillment Network: Built Through '24 and Ready to Let EBIT Flow

By mooreideas on Sept. 22, 2022, 9:19 a.m.
Tagged topics: scale advantages , fulfillment business

Views: 8, Votes: 4, Responses: 0, Attachments: 1
TSLA

+11 pts



I'm still surprised just how many analysts with a buy rating are still expecting a less than current market level price over the next 12months....

By Tubularpizza on Nov. 9, 2021, 5:52 a.m.
Tagged topics: scale advantages , electric vehicles , market share gains , competitive advantage

Views: 3, Votes: 2, Responses: 0, Attachments: 0
TSLA

+55 pts



$TSLA is likely to look scarier to the auto industry in the next few years as it moves towards mid-market set to gain share from large OEMs

By cassie on Nov. 8, 2021, 11:15 a.m.
Tagged topics: scale advantages , electric vehicles , market share gains , competitive advantage

Views: 949, Votes: 10, Responses: 1, Attachments: 1
TTD

+35 pts



Needham says $TTD 100% self-service revenue maximizes its global scalability and margin growth

By labjordan on Oct. 4, 2021, 12:12 p.m.
Tagged topics: digital advertising , scale advantages , Needham

Views: 167, Votes: 2, Responses: 0, Attachments: 2
COIN

+1 pts



Buy opportunity...

By GandalfBTG on Aug. 11, 2021, 2:36 p.m.
Tagged topics: scale advantages , market share gains , cryptocurrency , Goldman Sachs , D.A. Davidson

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

+39 pts



$COIN - analysts bullish following Q2 results as platform gained share and appear 'poised to dominate'

By realjoe on Aug. 11, 2021, 11:30 a.m.
Tagged topics: scale advantages , market share gains , cryptocurrency , Goldman Sachs , D.A. Davidson

Views: 190, Votes: 2, Responses: 1, Attachments: 4
AMZN , GOOGL , FB

+7 pts



1- Great company 2- Still has room to run 3- Has a reflection on other stocks 4- Earnings are always a blowout...

By Live_News_Nick on June 18, 2021, 12:26 p.m.
Tagged topics: digital advertising , scale advantages , eCommerce , big tech , analyst top pick , JP Morgan

Views: 6, Votes: 3, Responses: 0, Attachments: 0
AMZN , GOOGL , FB

+40 pts



$AMZN - JP Morgan bullish on advertising (high growth and high margin), as Amazon scales to 3rd largest ad platform behind $GOOGL and $FB

By labjordan on June 18, 2021, 11:53 a.m.
Tagged topics: digital advertising , scale advantages , eCommerce , big tech , analyst top pick , JP Morgan

Views: 223, Votes: 3, Responses: 1, 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: 181, Votes: 1, Responses: 0, Attachments: 10
DKNG

+31 pts



$DKNG - Deutsche highlights read throughs from PointsBet Q3 results...importance of scale and high lifetime value of customers

By phenphen on April 30, 2021, 2:01 p.m.
Tagged topics: scale advantages , customer acquisition cost , sports betting , online gambling , Deutsche Bank , earnings read through , PointsBet , lifetime value of customers

Views: 244, Votes: 3, Responses: 0, Attachments: 2
COUR

+32 pts



$COUR - Morgan Stanley says Coursera's platform is well positioned to scale, see clear path to 25% long-term growth

By realjoe on April 26, 2021, 5:28 p.m.
Tagged topics: scale advantages , expanding TAM , deep dive , long-term growth , Morgan Stanley , online learning , online education , EdTech

Views: 191, Votes: 1, Responses: 0, Attachments: 27
WMT

+76 pts



$WMT - RayJay says Walmart has a structural advantage in scaling its new ventures in healthcare, financials, advertising because of its existing customers

By ethonomics on March 3, 2021, 11:16 a.m.
Tagged topics: management commentary , scale advantages , competitive advantage , Raymond James

Views: 226, Votes: 1, Responses: 0, Attachments: 1
UBER

+30 pts



More proof that UBER's network effect is limited to local markets

By phenphen on Dec. 16, 2019, 4:19 p.m.
Tagged topics: Uber Eats India , scale advantages , network effect

Views: 166, Votes: 1, Responses: 0, Attachments: 0