Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Financial  // Browsing posts in Financial

Take It to the Bank: PayPal Continues to Shine (PYPL)

Research Question: Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations? Or are there threats on the horizon? Companies: AAPL, AMZN, AXP, BABA, BAC, C, COF, DFS, FDC, GOOG/GOOGL, GPN, HKG:0700, JPM, KRX:005930/005935, MA, PAY, PYPL, SQ, TSE:SHOP, TSS, V, VNTV, WFC By: Seth Agulnick […]

Read more...

Apartments.com’s Dominance Secure in 2017; Challenges Ahead (CSGP)

Research Question: Can CoStar’s Apartments.com maintain its dominance in the ILS market despite fierce competition and a low barrier to entry? Companies: CSGP, FB, GOOG/GOOGL, RP, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com will continue to dominate the internet listing services (ILS) market […]

Read more...

PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Now that PayPal has crossed the $100 billion mark in quarterly payment volume, can it continue to outpace expectations or are there threats on the horizon that will slow its growth?   Report Available: September 7, 2017   Blueshift’s initial research found PYPL continuing its impressive rate of growth in revenue, platform volume, and new […]

Read more...

Q2 Holdings Idea Proposal (QTWO)

Q2 Holdings Idea Proposal (QTWO)

Will Q2’s new products and recent product enhancements be the catalyst that ensures its upmarket success? Report Available: September 15, 2017   Blueshift’s initial research shows QTWO’s cloud-based banking service continuing to grow at a rapid pace during the first half of 2017, including impressive new business in the Tier 2 and 3 markets. The […]

Read more...

Subprime Lenders Self-Correct, Reduce Risk; 2017 Returns Pressured But Stable

Research Question: Has tighter underwriting isolated the subprime lending problems to 2015 vintages? Are 2017 risk-adjusted returns attractive? Companies: ALLY, BOFI, CACC, COF, CPSS, FNMA, GM, IMH, JPM, NICK, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Subprime problems extend beyond just the 2015 “vintage” loans. Late 2014 […]

Read more...

Subprime Lending Idea Proposal

Subprime Lending Idea Proposal

Has tighter underwriting isolated the subprime lending problems to 2015 vintages? Are 2017 risk-adjusted returns looking attractive? Report Available:July 20, 2017   Blueshift’s initial research shows the subprime lending industry and auto dealers signaling the end of the subprime lending bubble. Recent loan default metrics have declined for mortgages and auto loans. In addition, the […]

Read more...

Ellie Mae Looks Ready to Face Down Challenges (ELLI)

Research Question: Is Ellie Mae vulnerable if a strong competitor emerges for small and midsize lenders? Companies: ACN, ASPS, BAC, BKFS, CNDT, ELLI, FISV, FMCC, FNMA, JPM, NSE:WIPRO, TSX:DH By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Ellie Mae Inc. (ELLI) is on solid footing as customers are generally happy […]

Read more...

Ellie Mae Idea Proposal (ELLI, BKFS)

Ellie Mae Idea Proposal (ELLI, BKFS)

Is Black Knight’s new loan origination software a threat to Ellie Mae? Report Available:June 8, 2017   Blueshift’s initial research found ELLI’s mortgage management software growing rapidly among small and mid-size loan originators. ELLI has had little direct competition to date but now faces a big test as BKFS, a leader in loan servicing software, […]

Read more...

Lending Club in a Tight Spot Despite Demand for Online Loans (LC)

Research Question: Is the appetite for consumer credit loans from borrowers and banks robust enough to return Lending Club to growth in 2017? Companies: AMZN, C, DFS, FIG, FITB, GS, JEF, JPM, LC, STI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Lending Club Corp. (LC) faces powerful competitive and […]

Read more...

Bank of the Ozarks Is Aggressive But Not Reckless in Key Markets (OZRK, HOMB)

Research Question: Are Bank of the Ozarks and Home Bancshares taking on outsized risk in order to gain share in the New York City and South Florida multifamily and condo construction markets? Companies: ARI, BAC, BK, BXMT, COF, CSE, EPA:KN, HOMB, ISBC, JPM, LADR, MTB, OZRK, PACW, STWD, TD, VNO, WFC By: Seth Agulnick Click […]

Read more...