Latest ideas and analyses related to supply chain constraints

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US Macro

+34 pts



GS Supply Chain Congestion Scale: Aug 1st; Sequential Bottleneck Relief, Scale Back Down to '5'

By ethonomics on Aug. 2, 2022, 5:06 p.m.
Tagged topics: analyst checks , supply chain constraints

Views: 7, Votes: 4, Responses: 0, Attachments: 1
SE

+31 pts



$SE SEA Ltd - A Play On Recovering Supply Chains

By Btam on July 25, 2022, 4:02 a.m.
Tagged topics: supply chain constraints

Views: 6, Votes: 2, Responses: 0, Attachments: 1
Global Macro

+33 pts



GS Supply Chain Congestion Scale: Week of June 21st; Bottleneck's See Relief, but Scale Stays at '5'

By ethonomics on June 22, 2022, 12:26 p.m.
Tagged topics: supply chain constraints

Views: 13, Votes: 3, Responses: 0, Attachments: 1
China

+11 pts



The supply chain disruption in China is improving. However, the biggest challenge still lies within the logistics around the country. Although on 30th April, customs...

By marschenntdeb729bd97b0413b on May 5, 2022, 12:22 a.m.
Tagged topics: analyst checks , supply chain constraints

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

+43 pts



Tracking supply chain disruptions Part 2: Weaker demand; production gradually resuming but could derail

By ethonomics on May 4, 2022, 1:39 p.m.
Tagged topics: analyst checks , supply chain constraints

Views: 119, Votes: 6, Responses: 1, Attachments: 1
Global Macro

+16 pts



Very useful, this looks hopeful for inflation coming down. Although the data did show a down move before, and it accelerated again. Hopefully this won’t...

By realmomobags on Feb. 23, 2022, 5:54 p.m.
Tagged topics: supply chain constraints

Views: 19, Votes: 2, Responses: 0, Attachments: 0
Global Macro

+42 pts



High frequency data indicates further easing of supply chain congestion

By ethonomics on Feb. 23, 2022, 5:07 p.m.
Tagged topics: supply chain constraints

Views: 133, Votes: 4, Responses: 1, Attachments: 1
US Macro

+35 pts



Supply Chain Congestion Scale: Week of Feb. 14th; Weekly Scale Reveals Bottlenecks No Longer a '10'

By ethonomics on Feb. 15, 2022, 5:06 p.m.
Tagged topics: supply chain constraints

Views: 25, Votes: 2, Responses: 0, Attachments: 1
PANW

+36 pts



$PANW - F1Q estimates look achievable given strong fundamental environment and easier comps, but supply chain issues could limit upside

By josiebe on Nov. 17, 2021, 10:29 a.m.
Tagged topics: supply chain constraints , earnings preview , security software

Views: 266, Votes: 5, Responses: 0, Attachments: 2
MRNA

+35 pts



$MRNA - Feedback from Company Meeting with Investors, Early CV Data at AHA

By junkfoodlover on Nov. 15, 2021, 11:11 a.m.
Tagged topics: supply chain constraints , non deal roadshow , healthtech

Views: 52, Votes: 3, Responses: 0, Attachments: 2
MTSI

+36 pts



LONG MTSI

By sgrant94920 on Nov. 12, 2021, 10:51 p.m.
Tagged topics: multiple expansion , supply chain constraints , positive end markets

Views: 66, Votes: 5, Responses: 0, Attachments: 0
WMT

+36 pts



$WMT likely to weather Q4 better than peers

By labjordan on Nov. 12, 2021, 12:08 p.m.
Tagged topics: retail , supply chain constraints , eCommerce , earnings preview

Views: 145, Votes: 3, Responses: 0, Attachments: 1
BYND

+39 pts



$BYND - expectations now reset to levels that may offer revenue upside, but risks to margin from competition, inflation, & supply chains will likely limit stock

By junkfoodlover on Nov. 11, 2021, 10:22 a.m.
Tagged topics: expectations reset , growing competition , supply chain constraints , earnings miss , food inflation

Views: 158, Votes: 5, Responses: 0, Attachments: 2
PYPL

+48 pts



$PYPL - Expectations reset but investors will likely take pause following the disappointing print, so patience is required for stock to work

By labjordan on Nov. 9, 2021, 10:48 a.m.
Tagged topics: supply chain constraints , eCommerce , analyst lowers estimates , fintech , reopening fears , pandemic beneficiaries

Views: 300, Votes: 7, Responses: 0, Attachments: 11
ROKU

+16 pts



top highlights: * apple IDFA changes compel advertisers to go to Roku since it owns its 1P data * Roku's platform monetization is strong despite...

By ygenyk24 on Nov. 6, 2021, 10:16 p.m.
Tagged topics: digital advertising , connected TV , supply chain constraints , tough comps , earnings miss , attractive valuation

Views: 6, Votes: 2, Responses: 0, Attachments: 0
ROKU

+53 pts



$ROKU supply chain headwinds and tough comps from 2020 pull-forward will pass, valuation appears attractive

By labjordan on Nov. 4, 2021, 11:29 a.m.
Tagged topics: digital advertising , connected TV , supply chain constraints , tough comps , earnings miss , attractive valuation

Views: 219, Votes: 8, Responses: 1, Attachments: 3
BABA , JD

+58 pts



$BABA $JD - tough comps and transient-but-strong macro headwinds likely to impact near-term results, despite easing regulatory uncertainty

By puckerman17 on Nov. 2, 2021, 3:15 p.m.
Tagged topics: China , downside risk , supply chain constraints , eCommerce

Views: 212, Votes: 18, Responses: 0, Attachments: 1
AAPL

+1 pts



thanks...

By i_sarut on Oct. 29, 2021, 11:52 p.m.
Tagged topics: buying opportunity , supply chain constraints , big tech , iPhone 13 , earnings miss

Views: 2, Votes: 1, Responses: 0, Attachments: 0
US Macro

+33 pts



Wider CPI-PCE Gap and a Hotter Inflation Dashboard in 2022

By ethonomics on Oct. 29, 2021, 4:59 p.m.
Tagged topics: supply chain constraints , inflation fears , CPI

Views: 49, Votes: 2, Responses: 0, Attachments: 1
AAPL

+46 pts



$AAPL - supply chain challenges worse than expected, but no one should believe this is thesis changing for the stock

By mooreideas on Oct. 29, 2021, 10:33 a.m.
Tagged topics: buying opportunity , supply chain constraints , big tech , iPhone 13 , earnings miss

Views: 228, Votes: 6, Responses: 1, Attachments: 5