Latest ideas and analyses related to stay-at-home

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

+37 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: 167, Votes: 3, Responses: 1, Attachments: 29
LULU , NKE , VFC

+30 pts



$LULU - Piper Sandler says sell off of 'stay-at-home' stocks like LULU provides 'compelling entry point', sees favorable long-term growth prospects

By puckerman17 on March 29, 2021, 3:04 p.m.
Tagged topics: buying opportunity , stay-at-home , earnings preview , Piper Sandler , buy the dip , athleisure , casualization of apparel

Views: 132, Votes: 1, Responses: 0, Attachments: 7
W

+30 pts



Thanks for this amazing post!

By mourinhaplays on Jan. 26, 2021, 9:02 a.m.
Tagged topics: home improvement , COVID-19 , stay-at-home

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

+30 pts



Netflix

By _ATCQ_ on Jan. 16, 2021, 6:06 p.m.
Tagged topics: price increase , net adds , stay-at-home , covid restrictions , JP Morgan

Views: 5, Votes: 1, Responses: 0, Attachments: 0
NFLX

+30 pts



this idea is helful for me

By khuntori on Jan. 16, 2021, 5:59 a.m.
Tagged topics: price increase , net adds , stay-at-home , covid restrictions , JP Morgan

Views: 3, Votes: 1, Responses: 0, Attachments: 0
NFLX

+49 pts



$NFLX - JP Morgan projects 6.9m net adds for Q1, expects COVID restrictions to help offset any pressures from recent price increase

By puckerman17 on Jan. 13, 2021, 10:04 a.m.
Tagged topics: price increase , net adds , stay-at-home , covid restrictions , JP Morgan

Views: 234, Votes: 3, Responses: 2, Attachments: 20
W

+37 pts



$W - Credit Suisse says Wayfair should benefit from sustain elevated home improvement spending due to limited travel

By cassie on Nov. 2, 2020, 12:06 p.m.
Tagged topics: home improvement , COVID-19 , stay-at-home

Views: 70, Votes: 2, Responses: 1, Attachments: 20
NFLX

+31 pts



$NFLX - Morgan Stanley raises target to $575 on growing scale benefits and likely Q2 beat

By realjoe on July 15, 2020, 3:55 p.m.
Tagged topics: analyst checks , international growth , stay-at-home , scale benefits

Views: 61, Votes: 2, Responses: 0, Attachments: 3
CSCO , MSFT , ZM , RNG , FIVN

+30 pts



$ZM, $RNG, $FIVN - intial COVID-driven tailwind becoming a headwind

By phenphen on April 22, 2020, 1:12 p.m.
Tagged topics: analyst checks , COVID-19 , stay-at-home

Views: 287, Votes: 2, Responses: 0, Attachments: 0