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Financial  // Browsing posts in Financial

Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)

Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)

Are Bank of the Ozarks and Home Bancshare taking on outsized risk in order to gain share in the NYC and south Florida multi-family and condo construction markets? Report Available: April 6, 2017   Blueshift’s initial research found OZRK and HOMB expanding through strategic acquisitions of other banks and new loans, especially in the multi-family […]

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Zillow Idea Proposal (Z, ZG)

Zillow Idea Proposal (Z, ZG)

Will Premier Agent spending continue to drive growth for Zillow in 2017? Report Available: March 29, 2017   Blueshift’s initial research shows Z winning the battle for consumer visits to their websites and continuing to attract real estate agents to their Premier Agent program, where they are willing to consistently increase their advertising spending. Headwinds […]

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Lending Club Idea Proposal (LC)

Lending Club Idea Proposal (LC)

Is the appetite for consumer credit loans from small and regional banks robust enough to return Lending Club to growth in 2017? Report Available: April 6, 2017   Blueshift’s initial research shows LC just coming out of remediation and recovery mode from an internal investigation that found irregularities and led to the resignation of the […]

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Auto Lending Idea Proposal

Auto Lending Idea Proposal

Are rising delinquencies of subprime auto loans signs of a bubble set to burst or is it the new normal? Report Available:March 22, 2017   Blueshift’s initial research shows subprime auto loan delinquencies continuing to increase. According to the S&P Global Rating data, 1 in 5 borrowers in the subprime category are 60 days behind […]

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Nov 22 2016 Real Estate, Technology

CoStar’s Apartments.com Continues Leading Role in the Top-Tier Rental Market (CSGP)

Research Question: Is CoStar’s Apartments.com the best platform for advertising and returns for rental property managers? Companies: APPF, FB, CSGP, GOOG/GOOGL, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com is a top-performing internet listing service (ILS) and is an important part of a multifaceted […]

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Zillow Can’t Sustain ARPA Growth Rate But Is Still the Leading Real Estate Site (Z)

Research Question: Can Zillow sustain its gains in average revenue per account? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z) average revenue per account (ARPA) will be flat, according to seven Zillow premier agents and five executives whose real estate agencies […]

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Zillow Idea Proposal

Zillow Idea Proposal

Are Zillow’s gains in average revenue per account sustainable?   Report Available: September 22, 2016   Blueshift’s ongoing research shows Zillow continuing to be the go-to site for real estate buyers, renters, and sellers. The average revenue per account rose 43% year to year. However, the headcount of agent advertisers has been flat or even […]

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Subprime Auto Loan Market Conditions Are Deteriorating

Research Question: Is the subprime auto loan industry in a bubble that will burst in the next 12 to 18 months? Companies: ALLY, COF, JPM, SC, WFC By: David Franklin Click here to download the report (.pdf)   Summary of Findings Subprime auto loan market conditions have deteriorated since Blueshift Research’s 4 report, in which only three […]

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Bats Global Has Major Hurdles to Catching NYSE and Nasdaq

Research Question: Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Companies: AMTD, AXP, BAC, BATS, BCS, BLK, CME, CS, DB, GS, IAP, ICE, IVZ, JPM, KCG, MS, NDAQ, SCHW, STT, TRI, TYO:8604, VIRT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Bats Global […]

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No Meaningful Growth for RealPage Until New and Updated Software Is Released

Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]

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