Latest ideas and analyses related to supply chain constraints

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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: 230, 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: 218, 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: 55, 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: 239, Votes: 6, Responses: 1, Attachments: 5
ROKU , VZIO

+36 pts



$ROKU $VZIO - supply chain headwinds may weigh on net adds but there's likely upside to ARPU

By junkfoodlover on Oct. 27, 2021, 1:40 p.m.
Tagged topics: ARPU , connected TV , supply chain constraints , earnings preview

Views: 61, Votes: 3, Responses: 0, Attachments: 2
US Macro

+33 pts



Track My Package: A Roadmap for Supply Chain Normalization

By ethonomics on Oct. 26, 2021, 11:53 a.m.
Tagged topics: holiday season , supply chain constraints , chip shortage

Views: 49, Votes: 1, Responses: 0, Attachments: 2
NXPI , MCHP , ON , STM

+35 pts



Jefferies data indicate lead times for select pockets of #semiconductors keep stretching, but sees good set up for 3Q earnings

By bbern3 on Oct. 26, 2021, 11:18 a.m.
Tagged topics: supply chain constraints , lead times , semiconductors

Views: 191, Votes: 3, Responses: 0, Attachments: 2
NFLX , SNAP , FCX , MAT , IHRT , WHR , CCO , COTY , NBR , NWL , OMF , RIG

+2 pts



Thanks for this one....

By uniqueerique on Oct. 25, 2021, 7:54 a.m.
Tagged topics: supply chain constraints , risk to estimates , stock picking , contagion

Views: 2, Votes: 2, Responses: 0, Attachments: 0
NFLX , SNAP , FCX , MAT , IHRT , WHR , CCO , COTY , NBR , NWL , OMF , RIG

+3 pts



Generalizing report mentioning supply chain disruption which is known for awhile....

By Thorndyke on Oct. 24, 2021, 4:53 a.m.
Tagged topics: supply chain constraints , risk to estimates , stock picking , contagion

Views: 3, Votes: 3, Responses: 0, Attachments: 0
SNAP , WHR , COTY , MAT , NWL , IHRT , CCO , RIG , NBR , FCX , NFLX , OMF

+51 pts



The extending reach of supply chain issues

By mooreideas on Oct. 23, 2021, 2:05 p.m.
Tagged topics: supply chain constraints , risk to estimates , stock picking , contagion

Views: 138, Votes: 11, Responses: 2, Attachments: 2
AAPL

+31 pts



$AAPL - Deutsche looks at the potential impact on iPhone sales from supply chain shortgages

By labjordan on Aug. 3, 2021, 6:05 p.m.
Tagged topics: analyst checks , supply chain constraints , big tech , Deutsche Bank , iPhone upgrade cycle

Views: 51, Votes: 1, Responses: 0, Attachments: 2
AMZN

+30 pts



$AMZN - Jefferies says Amazon's aggressive logistics investments will pay off despite a backdrop of broad supply chain challenges

By mooreideas on June 25, 2021, 2:25 p.m.
Tagged topics: supply chain constraints , eCommerce , Jefferies , smart move , same-day delivery

Views: 198, Votes: 1, Responses: 0, Attachments: 1
AAPL

+31 pts



Assumptions for $AAPL through this crisis

By josiebe on April 3, 2020, 10:32 a.m.
Tagged topics: analyst checks , China , iPhone , service growth , upgrade cycle , App Store , coronavirus , store closures , supply chain constraints , Rest of World

Views: 305, Votes: 2, Responses: 0, Attachments: 0
AAPL

+31 pts



Big cuts to AAPL 1H estimates, should see recovery in the fall

By labjordan on March 24, 2020, 12:30 p.m.
Tagged topics: analyst checks , China , buybacks , coronavirus , supply chain constraints , demand pressures

Views: 363, Votes: 2, Responses: 0, Attachments: 0