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Idea Proposals  // Browsing posts in Idea Proposals

Platform Specialty Products/Element Solutions Idea Proposal (PAH/ESI)

Platform Specialty Products/Element Solutions Idea Proposal (PAH/ESI)

Will Platform Specialty Products/Element Solutions outpace growth expectations in 2019? Report Available: February 20, 2019   Blueshift’s initial research found PAH trying to reinvent itself with the sale of a new division, a new top management team, and a new name. Executives have warned that Q4 results will be disappointing and offered a tepid view […]

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Turtle Beach Idea Proposal (HEAR)

Turtle Beach Idea Proposal (HEAR)

Will Turtle Beach build on its 2018 breakout or crash back to Earth in 2019? Report Available: February 13, 2019   Blueshift’s initial research found sales of HEAR headsets exploding, largely thanks to the popularity of multiplayer games like Fortnite. However, it is not clear whether such games can continue their massive growth. In a […]

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Vicor Idea Proposal (VICR, NVDA)

Vicor Idea Proposal (VICR, NVDA)

How quickly will data centers ramp up their purchases of Nvidia GPUs powered by Vicor technology? Report Available: February 7, 2019   Blueshift’s initial research found VICR’s revenue spiking as artificial intelligence and other data center trends increase demand for better power sources. VICR’s Power-on-Package technology is generating buzz as big players like NVDA have […]

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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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Dental Supply Distribution Idea Proposal (HSIC, AMZN, PDCO)

Dental Supply Distribution Idea Proposal (HSIC, AMZN, PDCO)

Will Henry Schein’s latest company redesign be enough to generate growth and stay ahead of Amazon and other competitors? Report Available: January 8, 2019   Blueshift’s ongoing research found the dental supply market expanding with new competitors challenging for share. In response, HSIC is reshaping the company to better serve and grow its relationships in […]

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Adobe Idea Proposal (ADBE)

Adobe Idea Proposal (ADBE)

Will Adobe’s Creative Cloud continue to experience year-to-year subscription growth? Report Available: December 12, 2018   Blueshift’s initial research shows ADBE reaping the rewards of its decision five years ago to switch to a SaaS model, charging a monthly subscription for its renamed Creative Cloud instead of the perpetual license for its Creative Suite. Revenue […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Is Grubhub losing share to competitors? Report Available: November 29, 2018   Blueshift’s initial research found GRUB putting up record revenue and delivery numbers, expanding aggressively with YUM’s KFC and Taco Bell locations, and increasing guidance. It is adding to its platform, acquiring a delivery company focused on college campuses, as well as bringing on […]

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Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Will Netflix’s subscriber growth be slowed in 2019 by the proliferation of new content options such as Disney’s upcoming SVOD channels, or streaming devices like Roku that make competing OTT content easier to find? Report Available: November 29, 2018   Blueshift’s initial research found NFLX bouncing back with strong subscriber growth in Q3, while offering […]

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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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