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ZM , FIVN

+30 pts



$ZM - Needham sees #Genesys and $KLTR as 'Plan B options' if $FIVN deal is derailed, remains cautious on stock

By josiebe on Sept. 21, 2021, 11:25 a.m.
Tagged topics: post-COVID , work from home , mergers and acquisitions , Needham , return to office

Views: 78, Votes: 1, Responses: 0, Attachments: 2
US Macro , Global Macro , Housing

+33 pts



Goldman says tight supply and delayed construction will continue to push home prices higher in US, Canada and UK

By ethonomics on Sept. 2, 2021, 11:36 a.m.
Tagged topics: US housing , work from home , Goldman Sachs , inflation fears , real estate , tight supply , labor shortage

Views: 102, Votes: 2, Responses: 0, Attachments: 2
ZM

+10 pts





By GekkoJLDN on Sept. 1, 2021, 5:15 a.m.
Tagged topics: earnings results , work from home , pandemic trends , Morgan Stanley

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

+37 pts



$ZM - Morgan Stanley can outperform growth expectations over next 12 months despite disappointing guide and SMB churn

By josiebe on Aug. 31, 2021, 3:55 p.m.
Tagged topics: earnings results , work from home , pandemic trends , Morgan Stanley

Views: 138, Votes: 2, Responses: 1, Attachments: 2
ONTF

+1 pts





By rogoman on June 11, 2021, 5:25 p.m.
Tagged topics: post-COVID , deep dive , work from home , big data , Goldman Sachs , remote work

Views: 2, Votes: 1, Responses: 0, Attachments: 0
ZM , FSLY , DBX , SMAR , COUR , JCOM , DCT , DOCU , TWLO , PEGA

+1 pts





By rogoman on June 11, 2021, 3:16 p.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 1, Votes: 1, Responses: 0, Attachments: 0
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+39 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 172, Votes: 4, Responses: 1, Attachments: 29
GOOGL , MSFT , CRM , ZM , WORK , RNG , EGHT

+1 pts





By uniqueerique on June 5, 2021, 4:05 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

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

+43 pts



$PTON - Oppenheimer says concerns over guidance miss overblown, estimates Peloton has captured 23.4% of churned gym members

By phenphen on April 30, 2021, 1:43 p.m.
Tagged topics: buying opportunity , earnings preview , work from home , Oppenheimer , Tread+ , workout from home during pandemic , concerns overblown

Views: 284, Votes: 5, Responses: 0, Attachments: 6
RNG , ZM , MSFT , EGHT , CRM , WORK , GOOGL

+36 pts



$RNG - Oppenheimer warns of fierce and growing competition as well as unbundling with Zoom video, downgrades stock to Perform despite likely strong Q1

By labjordan on April 23, 2021, 11:18 a.m.
Tagged topics: valuations , growing competition , work from home , analyst downgrade , Oppenheimer , video conferencing , UCaaS

Views: 407, Votes: 2, Responses: 1, Attachments: 12