Latest ideas and analyses related to TAM expansion

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ADBE

+21 pts





By grinch123.yjy on Nov. 18, 2021, 9:21 p.m.
Tagged topics: management commentary , TAM expansion , non deal roadshow , Goldman Sachs

Views: 5, Votes: 2, Responses: 0, Attachments: 0
DDOG

+1 pts





By haroldw on Nov. 17, 2021, 5:27 p.m.
Tagged topics: infrastructure software , TAM expansion , deep dive

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

+40 pts



$DDOG - significant runway for growth ahead as portfolio adoption broadens and product innovation accelerates

By mooreideas on Nov. 16, 2021, 9:33 a.m.
Tagged topics: infrastructure software , TAM expansion , deep dive

Views: 101, Votes: 6, Responses: 1, Attachments: 1
ADBE

+1 pts





By i_sarut on Nov. 15, 2021, 6:13 a.m.
Tagged topics: management commentary , TAM expansion , non deal roadshow , Goldman Sachs

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MA , PYPL

+39 pts



$MA showcases its investments are expanding its TAM, including #BNPL and #crypto, alleviating investors fears of disintermediation threat

By josiebe on Nov. 11, 2021, 11:26 a.m.
Tagged topics: TAM expansion , cryptocurrency , fintech , BNPL

Views: 35, Votes: 5, Responses: 0, Attachments: 1
DDOG

+1 pts





By nabegh on Oct. 30, 2021, 10:09 p.m.
Tagged topics: infrastructure software , TAM expansion , secular growth

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

+12 pts





By Supersaverguy on Oct. 29, 2021, 3:12 p.m.
Tagged topics: TAM expansion , secular trends , strong demand , casualization of apparel

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

+37 pts



$LULU - underlying demand materially exceeding reported revenues

By puckerman17 on Oct. 29, 2021, 1:36 p.m.
Tagged topics: TAM expansion , secular trends , strong demand , casualization of apparel

Views: 38, Votes: 2, Responses: 1, Attachments: 1
DDOG

+42 pts



$DDOG - accelerated innovation

By bbern3 on Oct. 28, 2021, 7:39 p.m.
Tagged topics: infrastructure software , TAM expansion , secular growth

Views: 39, Votes: 4, Responses: 1, Attachments: 1
NFLX

+2 pts





By i_sarut on Oct. 27, 2021, 11:50 a.m.
Tagged topics: streaming , APAC , TAM expansion , gaming , cheap call options

Views: 7, Votes: 2, Responses: 0, Attachments: 0
NFLX

+5 pts





By uniqueerique on Oct. 21, 2021, 4:17 p.m.
Tagged topics: streaming , APAC , TAM expansion , gaming , cheap call options

Views: 2, Votes: 1, Responses: 0, Attachments: 0
NFLX

+44 pts



$NFLX - Morgan Stanley sees upside from APAC penetration and 'cheap call options' including gaming

By mooreideas on Oct. 21, 2021, 12:36 p.m.
Tagged topics: streaming , APAC , TAM expansion , gaming , cheap call options

Views: 189, Votes: 3, Responses: 2, Attachments: 2
ADBE

+44 pts



$ADBE - Goldman says TAM expansion keeps Adobe firmly in growth mode

By rIsILAwr on Oct. 20, 2021, 6:09 p.m.
Tagged topics: management commentary , TAM expansion , non deal roadshow , Goldman Sachs

Views: 39, Votes: 2, Responses: 2, Attachments: 2
ROKU , TTD

+43 pts



Needham says both $ROKU & $TTD are winners with 'winners take most' economics, recommends buying both

By labjordan on Oct. 15, 2021, 11:29 a.m.
Tagged topics: digital advertising , TAM expansion , Needham , winners vs losers

Views: 373, Votes: 7, Responses: 0, Attachments: 4
UPWK

+10 pts





By realmomobags on Oct. 11, 2021, 1 p.m.
Tagged topics: TAM expansion , Needham , initiation report , Trend of Freelance work

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

+36 pts



$UPWK - latest initiation and investor feedback reports from Needham (as requested)

By bbern3 on Oct. 8, 2021, 11:11 a.m.
Tagged topics: TAM expansion , Needham , initiation report , Trend of Freelance work

Views: 20, Votes: 3, Responses: 1, Attachments: 4
ROKU , NFLX , AMZN , GOOGL

+41 pts



$ROKU - Needham says #YouTube is the best comp, and suggests 10x valuation upside for ROKU from here

By puckerman17 on Sept. 27, 2021, 11:13 a.m.
Tagged topics: streaming , TAM expansion , AVOD , Needham , growth driver , unlock value

Views: 228, Votes: 5, Responses: 0, Attachments: 2
MRNA

+31 pts



$MRNA - Jefferies expects the valuation debate between specialists and generalist investors to continue following R&D Day

By phenphen on Sept. 10, 2021, 10:10 a.m.
Tagged topics: TAM expansion , Jefferies , healthtech , covid vaccines , investor sentiments , R&D Day

Views: 106, Votes: 1, Responses: 0, Attachments: 2
LULU

+33 pts



$LULU - analysts raise targets as Q2 beat-and-raise illustrate LULU's strong brand, pricing power, and athleisure's expanding TAM

By puckerman17 on Sept. 9, 2021, 11:06 a.m.
Tagged topics: TAM expansion , earnings results , analyst raises estimates , analyst raises target , beat and raise , athleisure

Views: 164, Votes: 2, Responses: 0, Attachments: 10
UBER

+35 pts



$UBER - Morgan Stanley says #UberFreight has a $900bn US TAM and could drive industry leading margins

By realjoe on Sept. 9, 2021, 10:02 a.m.
Tagged topics: TAM expansion , ride share , Morgan Stanley , Uber Freight

Views: 176, Votes: 2, Responses: 0, Attachments: 2