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Idea Proposals  // Browsing posts in Idea Proposals

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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Dollarama Idea Proposal (TSE:DOL)

Dollarama Idea Proposal (TSE:DOL)

Will competition from rapidly expanding Miniso derail Dollarama’s growth?   Report Available: August 29, 2018   Blueshift’s initial research found Dollarama (TSE:DOL), Canada’s largest dollar-store retailer with nearly 1,200 stores, performing efficiently and executing on its plan to grow to 1,700 stores by 2027. But declining same store sales, a tight labor market, a higher […]

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Freight Brokers Idea Proposal (CHRW, JBHT, KNX, LSTR, XPO)

Freight Brokers Idea Proposal (CHRW, JBHT, KNX, LSTR, XPO)

Are digital platforms like Uber Freight gaining momentum in their quest to disrupt traditional freight brokers such as C.H. Robinson and XPO Logistics? Report Available: August 23, 2018   Blueshift’s initial research found digital freight brokers like Uber Freight and Convoy promising to disrupt the freight brokerage market, but making little headway so far. With […]

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Nearmap Idea Proposal (ASX:NEA)

Nearmap Idea Proposal (ASX:NEA)

Will Nearmap’s aerial imagery business in the U.S. be $30 million or $100 million in three years? Report Available: August 16, 2018   Blueshift’s initial research found NEA successfully growing its aerial imagery business in the U.S., more than doubling its Annual Contract Value in the last year and exceeding its own expectations. It is […]

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Indivior Sublocade Idea Proposal (LSE:INDV)

Indivior Sublocade Idea Proposal (LSE:INDV)

Is the addiction treatment and patient community going to adopt buprenorphine depot injections? Report Available: July 26, 2018   Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch and INDV […]

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Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Is Spotify the next Netflix or the next Pandora? Report Available: July 24, 2018   Blueshift’s initial research found strong revenue and subscriber growth in SPOT’s first earnings report as a public company but also some question marks around profitability and revenue per user. SPOT’s success and growing influence in the music industry has led […]

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