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Financial  // Browsing posts in Financial

Subprime Loans Set to Grow in Personal and Mortgage But to Fall in Auto

Research Question: Can the subprime lending industry sustain its late-year bounce and extend gains through 2019? Companies: BAC, BX, CACC, COF, CPSS, DFS, ELVT, ENVA, FCFS, LON:EXPN, OMF, SC, USB, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Gains in the subprime lending industry through 2019 will be challenged […]

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Profitability for PayPal’s Venmo Will Take Years But the Path Is There (PYPL)

Research Question: Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Companies: AAPL, AMZN, AXP, BAC, DFS, EPA:ING, FDC, GOOG/GOOGL, GRUB, JPM, KRX:005930, MA, PYPL, SQ, TCEHY, V, WFC, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Turning Venmo profitable will be a slow […]

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Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

Can the subprime lending industry sustain its late year bounce and extend gains through 2019? Report Available: January 23, 2019   Blueshift’s ongoing research found that the subprime lending industry saw significant gains in the second half of 2018. The economy and the current regulatory conditions seem to be lining up to drive even more […]

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PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Report Available: January 10, 2019   Blueshift’s ongoing research found PYPL’s social payments platform, Venmo, thriving. PYPL has been ratcheting up its efforts to monetize the highly popular app. Venmo, however, has encountered higher-than-expected levels of fraud, especially with a key […]

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Zillow Offers Will Capture Share of Limited iBuyer Market, But Premier Agent Revenue at Risk (Z/ZG)

Research Question: Is the Zillow Offers program on track to become Zillow’s next growth story, or is the program detracting from the company’s core premier agent business? Companies: BRK.A/B, FB, GOOG/GOOGL, LON:PURP, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) Zillow Offers is […]

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Zillow Idea Proposal (ZG)

Zillow Idea Proposal (ZG)

Is Zillow’s Instant Offers on track to become the company’s next growth story or is it detracting from the core Premier Agent business? Report Available: October 24, 2018   Blueshift’s initial research found ZG expanding its Instant Offers program beyond Phoenix and Las Vegas to Atlanta and Denver despite the program having posted zero revenue […]

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Nearmap Idea Proposal (ASX:NEA)

Nearmap Idea Proposal (ASX:NEA)

Will Nearmap’s aerial imagery business in the U.S. be $30 million or $100 million in three years? Report Available: August 16, 2018   Blueshift’s initial research found NEA successfully growing its aerial imagery business in the U.S., more than doubling its Annual Contract Value in the last year and exceeding its own expectations. It is […]

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Jul 12 2018 Financial, Real Estate

Agent Recruitment and Retention Remain Challenges for Realogy (RLGY)

Research Question: Is Realogy losing top agents to competitors like Compass and Redfin, or are the company’s recruitment and retention efforts working? Companies: AMZN, BRK.A/B, EXPI, PRPPF, RDFN, RLGY, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Realogy Holdings Corp. (RLGY) has made little to no progress in its […]

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Zillow Has the Tools to Succeed and Lead in the iBuyer Space (Z/ZG)

Research Question: Will Zillow’s new house flipping business propel or derail the company’s growth? Companies: BRK.A/B, BX, INVH, LEN, LON:PURP, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Sources expect Zillow Group Inc. (Z/ZG) to succeed and see continued growth in its expanded Instant Offers program and […]

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Undisciplined Nonbank Subprime Auto Lenders Still at Risk

Research Question: What is the level of risk for financial institutions from the failure of subprime auto lenders and the rapid growth of subprime mortgages? Companies: ALLY, BAC, BMO, BX, CACC, COF, CPSS, EXPN, FCAU, GM, JPM, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Some nonbank subprime […]

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