Latest ideas and analyses related to valuations

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
TWTR

+32 pts



$TWTR - At the level of expectations

By arstgurujai on Sept. 8, 2021, 8:24 p.m.
Tagged topics: valuations , earnings results , social media

Views: 17, Votes: 2, Responses: 0, Attachments: 2
RBLX

+10 pts





By kyunbhai on Sept. 8, 2021, 12:07 p.m.
Tagged topics: valuations , near term vs long term , user engagement , deep dive , Jefferies , online entertainment platform , 3D content , upside to estimates , Kids stickiness , outsourcing , Metaverse

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

+5 pts





By kyunbhai on Sept. 8, 2021, 11:55 a.m.
Tagged topics: valuations , streaming , growth stock , TAM expansion , gaming , live entertainment , Barclays , online entertainment platform , merchandizing

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

+32 pts



3Q GDP Hits Traffic

By khuntori on Sept. 4, 2021, 4:58 a.m.
Tagged topics: valuations , analyst checks , lower GDP forecast

Views: 26, Votes: 2, Responses: 0, Attachments: 2
QQQ

+33 pts



Multi Asset Macro Pack

By khuntori on Sept. 2, 2021, 8:45 a.m.
Tagged topics: valuations , analyst checks , deep dive

Views: 25, Votes: 2, Responses: 0, Attachments: 2
AAPL , GOOGL , APPS

+6 pts





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

Views: 4, Votes: 2, Responses: 0, Attachments: 0
APPS , GOOGL , AAPL

+39 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: 371, Votes: 3, Responses: 1, Attachments: 2
CSCO

+33 pts



$CSCO - FY22 to be a strong growth year

By arstgurujai on Aug. 23, 2021, 11:33 p.m.
Tagged topics: valuations , software , analyst upgrade

Views: 36, Votes: 2, Responses: 0, Attachments: 2
HOOD

+33 pts



$HOOD - analysts bullish on growth and potential path to 'super app', but lack confidence in regulatory environment (deep dive)

By josiebe on Aug. 23, 2021, 1:36 a.m.
Tagged topics: valuations , regulatory risks , deep dive , fintech , JP Morgan , Barclays , Piper Sandler , retail investors

Views: 321, Votes: 1, Responses: 0, Attachments: 6
GE

+33 pts



$GE - $117 Price Target

By arstgurujai on Aug. 20, 2021, 9:10 p.m.
Tagged topics: valuations , earnings results , Covid impact

Views: 24, Votes: 2, Responses: 0, Attachments: 2