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2018  // Posts published in 2018

Dental Supply Idea Proposal (PDCO, HSIC, AMZN)

Dental Supply Idea Proposal (PDCO, HSIC, AMZN)

How is share in the equipment and consumable dental supply market shifting between the three main distributors? Report Available: May 23, 2018   Blueshift’s initial research found PDCO, HSIC and Benco Dental engaged in aggressive competition to maintain and grow their share in the dental supply market. At the same time, they are fending off […]

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Tech Trends: Cloud Software “Time Bomb” Looms for Traditional IT Vendors

Research Question: How is the traditional IT security equipment sales landscape affected by the flood of cloud-style networking, software-only virtual firewalls, secure application accelerators and other virtual IT security machines? Companies: AMZN, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, ORCL, PANW, RHT, VMW By: John Harrington Click here to download report (.pdf) […]

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Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

What is the level of risk for financial institutions from the failure of subprime auto lenders and the rapid growth of subprime mortgages? Report Available: May 31, 2018   Blueshift’s initial research found that three small specialized subprime auto lenders recently went bankrupt or closed. Several others are at high risk of failure due to the […]

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Pandora Trending Flat to Down; Shine Not a Savior Despite Good Start (PNDORA)

Research Question: Will the new Shine jewelry collection keep Pandora’s bubble from bursting? Companies: CPH:PNDORA, DIS, SIG, TIF By: Reverdy Johnson Click here to download (.pdf)   Summary of Findings Pandora A/S’ (CPH:PNDORA) sales are trending flat to down. Although the new Shine line is off to a good start and will likely add a […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Will Zillow’s new house flipping business propel or derail the company’s growth? Report Available: June 7, 2018   Blueshift’s initial research found Z/ZG surprising the real estate and investment industries by announcing that it would be entering the home buying and selling/flipping business and expanding its Instant Offers program. The news potentially eliminates or at least […]

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Report Update: Facebook Data Use Changes Create Temporary Challenges for Shopify (SHOP)

Research Question: Will tighter Facebook data sharing restrictions doom Shopify? Companies: FB, GOOG/GOOGL, SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Considering the Facebook Inc. (FB) data privacy breach, the Federal Trade Commission investigation and the Citron Research report, Shopify Inc. (SHOP) and some of its customers using Facebook […]

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Tech Trends: IT Vendors Are at Major Risk As VARs Begin to Struggle

Research Question: As VARs move away from straight DIY product sales and toward their own set of client services that bypass reseller commissions, how much risk does this pose to major IT vendors? Which ones are most vulnerable? Companies: AMZN, ANET, CDW, CHKP, CSCO, CTXS, DVMT, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MSFT, PANW, PSDO, SHA:600751 […]

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ANGI Homeservices Idea Proposal (ANGI)

ANGI Homeservices Idea Proposal (ANGI)

Are service contractors increasing their spending with Angie’s List and Home Advisor?   Report Available: May 2, 2018   Blueshift’s initial research showed ANGI merging the declining Angie’s List brand with the HomeAdvisor platform. Salesforce expansion, cost savings initiatives, and monetization of web traffic are said to be ahead of plan. A key challenge to […]

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Few Signs of Synergies, New Products from Johnson Controls/Tyco Merger (JCI)

Research Question: Is Johnson Controls gaining traction with its synergies and new products from the Tyco merger? Companies: EPA:SU, HON, IR, JCI, KRX:003550/003555, KRX:005930, LII, SIEGY, TYO:6367, TYO:6501, TYO:6503, UTX By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Johnson Controls International plc (JCI) is not seeing any sales success with […]

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Dropbox Idea Proposal (DBX)

Dropbox Idea Proposal (DBX)

Will Dropbox be able to grow its subscription base in a competitive cloud-storage market? Report Available: May 9, 2018   Blueshift’s initial research found significant enthusiasm for DBX during its recent IPO. The file sharing and cloud storage company’s revenues have been growing and its losses narrowing. However, DBX faces a tough fight to grow […]

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