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Idea Proposals  // Browsing posts in Idea Proposals

Comtech Idea Proposal (CMTL)

Comtech Idea Proposal (CMTL)

Will Comtech’s Next Gen 911 products continue to drive growth or is the momentum from the rollout fading? Report Available: November 14, 2018   Blueshift’s initial research found CMTL posting its third consecutive year of growth and winning a string of business that has produced a record-high backlog as it enters fiscal year 2019. CMTL’s […]

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Upwork Idea Proposal (UPWK)

Upwork Idea Proposal (UPWK)

Will newly IPO’d Upwork generate significant, sustainable growth in 2019? Report Available: October 31, 2018   Blueshift’s initial research found UPWK, the leading freelance employee marketplace, scheduled for its IPO on October 3rd. The company hopes to raise $169 million with a total valuation of $1.3 billion, pricing its offering between $12 and $14. Given the […]

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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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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Will Facebook be able to monetize Stories at the same level as news feed ads? Report Available: October 18, 2018   Blueshift’s initial research found investor backlash to FB’s second-half revenue and margin guidance. Its disappointing forecast partly stems from its efforts to promote the Stories feature on the main FB platform, a concept that […]

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Grainger Idea Proposal (GWW)

Grainger Idea Proposal (GWW)

Did MRO buyers front-load purchases ahead of tariffs? What does this mean for Grainger? Report Available: October 11, 2018   Blueshift’s initial research found MRO industry leader GWW having a great year. The company’s price reduction initiative, increased digital marketing, and improved ecommerce platforms are driving increasing purchase volume from existing accounts, inspiring inactive accounts […]

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Burberry Idea Proposal (LON:BRBY)

Burberry Idea Proposal (LON:BRBY)

Will Burberry’s upmarket move to the luxury category lead to a successful turnaround story for the company?   Report Available: September 27, 2018   Blueshift’s initial research found BRBY on the verge of introducing the first collection from its new creative director as it looks to move more firmly into the luxury category. The brand […]

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Capital Investment Idea Proposal

Capital Investment Idea Proposal

Are companies increasing their capex spending as a result of more favorable expensing rules? Which industries are most affected?   Report Available: November 1, 2018   Blueshift’s initial research found potential incentives for capital spending in the major tax reform law approved last year. As companies develop their 2019 spending plans, the ability to fully expense […]

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Vicor Idea Proposal (VICR)

Vicor Idea Proposal (VICR)

How big are the opportunities and what are the potential obstacles for Vicor’s Power-on-Package technology?   Report Available: September 26, 2018   Blueshift’s initial research found VICR’s revenue spiking as artificial intelligence and other data center trends increase demand for better power sources. A new solution from VICR is generating buzz as big players like […]

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Wix.com Idea Proposal (WIX)

Wix.com Idea Proposal (WIX)

Will Wix Code spur a major spike in Wix’s paid subscription base or revenue per user?   Report Available: September 12, 2018   Blueshift’s initial research found WIX improving its 2018 revenue forecast after a strong Q2. The company is banking on new tools like Wix Code to expand its addressable market and improve conversion […]

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Amazon Health Idea Proposal (AMZN, HSIC, PDCO, XRAY)

Amazon Health Idea Proposal (AMZN, HSIC, PDCO, XRAY)

How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult to overcome? Report Available: September 13, 2018   Blueshift’s initial and past research found AMZN disrupting the healthcare industry on several fronts. Amazon Business has been selling medical and dental supplies for the […]

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