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January, 2014  // Posts published in January, 2014

Monsanto Whisper

Monsanto Whisper

Research Question: Can Monsanto’s Integrated Farming Systems (IFS) platform give it a competitive edge as seed companies fight for market share? Companies Covered: Monsanto (MON), Syngenta AG (SYT), Du Pont (DD), The Dow Chemical Company (DOW) Report Available: February 13, 2014   Blueshift’s initial research shows Monsanto growing revenue through its soybean seed sales, while facing […]

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Tesla Whisper

Tesla Whisper

Research Question: Can Tesla maintain its high demand throughout 2014? Companies Covered: Tesla Motors (TSLA) Report Available: February 6th, 2014   Blueshift’s initial research indicates that Tesla Motors is hitting on all cylinders with its Model S outperforming expectations, though it faces headwinds including possible production challenges, rising infrastructure capital expenditures, and the sustainability of the company’s […]

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Rental Car Whisper

Rental Car Whisper

Research Question: Are the rental car fleets for Hertz, Avis & Enterprise a rational size for profit and what is the inventory utilization rate? Companies Covered: Hertz Global (HTZ), Avis (CAR), & Enterprise Rent-A-Car Report Available: February 5, 2014   Blueshift’s initial research indicates rising rental car rates through 2014, driven by an improving economy, increased travel, […]

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Getty, Shutterstock Retain Their Ends of the Stock Photo Market

Research Question: Can Getty Images maintain its higher-priced stock photo business, or is the industry shifting toward lower-priced providers like Shutterstock? Companies: SSTK, YHOO By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings Getty Images Inc. will continue to dominate the high-end image market. However, it will be challenged in entering the growing […]

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Bitcoin Innovation Will Alter But Not Undermine Traditional Payment Services

Research Question: Will Bitcoin’s emergence be the downfall of traditional payment services, or will existing payment companies benefit from integrating the cryptocurrency? Companies: AMZN, AXP, BAC, DFS, EBAY, GOOG, JPM, MA, V, WU By: David Franklin Click here to download the report (.pdf)   Summary of Findings The emergence of Bitcoin will not be the total downfall of […]

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Jan 14 2014 Media & Print, Services

Spending Shifts to Digital Throughout All Media

Research Question: Where will the greatest shifts in media spending occur in 2014? Companies: AAPL, AOL, BLC, CBS, CCO, CMCSA, DIS, DISCA, GCI, GOOG, LAMR, MSFT, NFLX, NLSN, NWS, P, SBGI, SNI, SSP, SYNC, TWTR, TWX, VCI, VIA, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Social and online video continue […]

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3D Printing Whisper

3D Printing Whisper

Research Question: Will 3D Systems’ ProJet or Stratasys’ PolyJet win the 3D professional printermarket share competition? Companies Covered: 3D Systems (DDD), Stratasys (SSYS), ExOne (XONE) Report Available: January 23, 2014   Blueshift’s initial research shows competition heating up between 3D Systems and Stratasys for market share in the growing PolyJet segment of 3D printers, with the […]

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Teva Pharmaceuticals Whisper

Teva Pharmaceuticals Whisper

Research Question: Can Teva’s new CEO unify the company with a solution for its proprietary and generics businesses? Companies Covered: Teva Pharmaceuticals (TEVA) Report Available: January 31, 2014   Blueshift’s initial research shows Teva at a crossroads as it hires its new CEO, with the company divided on whether to emphasize its lower-margin yet more dependable […]

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Jan 13 2014 Services, Travel & Leisure

Wave Season Bookings Swell, Carnival Flounders

Research Question: What is the outlook for 2014 wave season bookings, pricing and incentives, and market share? Companies: CCL, DIS, HKG:0678, LON:TT, NCLH, RCL, TYO:9101/NPNYY By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Bookings for 2014’s wave season (January through March) have swelled, while cruise pricing has been stable to up […]

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Bitcoin Network Utility Extremely Disruptive; Focus on Price Misplaced

Research Question: Will Bitcoin drive a revolution in payment technology? Companies: AMZN, EBAY, FB, GOOG, ICE, MA, MGI, NDAQ, NYX, V, WU By: Joseph Presti Click here to download the report (.pdf)   Summary of Findings from The Future of Money and Technology Summit The emphasis on Bitcoin’s price volatility is misplaced. It has captured too much of […]

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