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NOW

+1 pts



thanks...

By grinch123.yjy on March 28, 2022, 3:10 a.m.
Tagged topics: digital transformation , deep dive , analyst raises target , Morgan Stanley , underpenetrated TAM , workflow automation

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

+1 pts



long...

By bardia.keyhan on Feb. 13, 2022, 7:32 a.m.
Tagged topics: TAM expansion , underpenetrated TAM , Metaverse vs Omniverse

Views: 4, Votes: 1, Responses: 0, Attachments: 0
NVDA

+44 pts



$NVDA TAM Growth Opportunities For NVIDIA Corporation

By Btam on Feb. 13, 2022, 3:05 a.m.
Tagged topics: TAM expansion , underpenetrated TAM , Metaverse vs Omniverse

Views: 73, Votes: 4, Responses: 1, Attachments: 1
DDOG , CFLT

+1 pts



thanks...

By i_sarut on Nov. 14, 2021, 10:28 a.m.
Tagged topics: strong fundamentals , premium valuation , underpenetrated TAM

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

+49 pts



$DDOG - large under-penetrated opportunity, rapid innovation, and established track record help justify stock's premium valuation

By josiebe on Nov. 5, 2021, 11:11 a.m.
Tagged topics: strong fundamentals , premium valuation , underpenetrated TAM

Views: 285, Votes: 8, Responses: 1, Attachments: 1
NOW

+37 pts



$NOW - Morgan Stanley deep dive on TAM suggests long runway for growth, raises target to $796

By josiebe on Oct. 5, 2021, 1:46 p.m.
Tagged topics: digital transformation , deep dive , analyst raises target , Morgan Stanley , underpenetrated TAM , workflow automation

Views: 198, Votes: 3, Responses: 1, Attachments: 2
AAPL , GOOGL , APPS

+7 pts



Excellent company with quality management. CEO knows how to execute on plan, with great supporting characters. All C level management seems to be on top...

By Pooh_Sheisty on Sept. 1, 2021, 12:38 p.m.
Tagged topics: valuations , Oppenheimer , adtech , underpenetrated TAM , Baby FAANG

Views: 7, Votes: 3, Responses: 0, Attachments: 0
APPS , GOOGL , AAPL

+50 pts



$APPS - Oppenheimer says Digital Turbine is a #BabyFAANG poised to take greater share of the $300bn TAM in #AdTech

By josiebe on Sept. 1, 2021, 11:30 a.m.
Tagged topics: valuations , Oppenheimer , adtech , underpenetrated TAM , Baby FAANG

Views: 501, Votes: 7, Responses: 1, Attachments: 2
SQSP , WIX

+41 pts



$SQSP - Goldman sees 50% upside to web design platform Squarespace given its quality product design, ease of use, and discount to $WIX (deep dive)

By realjoe on June 15, 2021, 6:42 p.m.
Tagged topics: discount valuation , deep dive , Goldman Sachs , underpenetrated TAM , web design platform

Views: 458, Votes: 5, Responses: 0, Attachments: 10
ETSY

+34 pts



$ETSY - Jefferies says Etsy's 99% traffic growth in Mar reflects its strong presence in home nesting categories, believes stock already priced in downside risk from reopening

By phenphen on April 9, 2021, 12:38 a.m.
Tagged topics: valuations , strong fundamentals , long-term story , eCommerce , tough comps , Jefferies , underpenetrated TAM

Views: 278, Votes: 2, Responses: 0, Attachments: 8
DASH

+30 pts



$DASH - RBC's deep dive neutral initiation report from Jan 2021 (as requested)

By realjoe on March 19, 2021, 11:54 a.m.
Tagged topics: reasonable valuation , deep dive , RBC , initiation report , market leader , underpenetrated TAM

Views: 142, Votes: 1, Responses: 0, Attachments: 49