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Idea Proposals  // Browsing posts in Idea Proposals

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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Estee Lauder Idea Proposal (EL)

Estee Lauder Idea Proposal (EL)

Can Estee Lauder successfully penetrate and compete in the specialty makeup segment? Report Available: April 13, 2017   Blueshift’s initial research shows EL adversely affected by the decline in traffic in department stores, its core distribution channel. In an effort to stay current and go where the customers are, EL is pushing into the specialty […]

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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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Deckers Idea Proposal (DECK)

Deckers Idea Proposal (DECK)

Will Deckers’ UGG survive the decline of the department store and the mall by growing its direct to consumer revenue? Report Available:April 12, 2017   Blueshift’s initial research shows DECK pivoting to emphasize its direct-to-consumer channel after another poor performance in the wholesale channel as department stores and malls continue their steady decline. DECK’s ecommerce […]

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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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GrubHub Idea Proposal (GRUB)

GrubHub Idea Proposal (GRUB)

Will GrubHub fend off the challenge from UberEATS and Amazon? Report Available:April 5, 2017   Blueshift’s initial research shows GRUB continuing its strong growth trajectory, but competition is on the rise, including from well-known consumer-facing companies Amazon and Uber that are expanding aggressively.   Observations GRUB’s Q4 profits missed expectations, though revenue grew 38% year […]

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Under Armour Idea Proposal (UA)

Under Armour Idea Proposal (UA)

Has Under Armour’s brand been tarnished by CEO Kevin Plank’s comments about and involvement with President Trump? Report Available:March 23, 2017   Blueshift’s initial research found controversy surrounding UA on the heels of CEO Kevin Plank’s praise of President Trump. Backlash ensued, including from some of the brand’s highest profile athletes, and Plank was forced […]

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Applied Commercial HVAC Idea Proposal (JCI)

Applied Commercial HVAC Idea Proposal (JCI)

Will Johnson Controls keep pace with its competitors in the applied commercial HVAC space? Report Available:March 15, 2017   Blueshift’s initial research showed JCI disappointing with low organic growth in its recent earnings, falling behind its competitors in the applied commercial HVAC space. But JCI operates in different geographies, contracts with the federal government, and […]

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FedEx Idea Proposal (FDX)

FedEx Idea Proposal (FDX)

Will FedEx’s new fulfillment service be successful enough to take market share from Fulfillment by Amazon? Report Available:March 16, 2017   Blueshift’s initial research finds FedEx aggressively entering the fast growing ecommerce fulfillment-as-a-service (FaaS) business for small and midsize companies with FedEx Fulfillment.  This new service will compete directly with its partner, Amazon, which offers […]

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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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