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Business Services  // Browsing posts in Business Services

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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Digital Freight Brokers’ Gains Still Slow and Incremental (CHRW, JBHT, XPO)

Research Question: Are digital platforms like Uber Freight and Convoy gaining momentum in their quest to disrupt traditional freight brokers such as C.H. Robinson and XPO Logistics? Companies: AMZN, CHRW, JBHT, KNX, UPS, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Digital freight-matching platforms continue to make inroads against […]

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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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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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Zillow Has the Tools to Succeed and Lead in the iBuyer Space (Z/ZG)

Research Question: Will Zillow’s new house flipping business propel or derail the company’s growth? Companies: BRK.A/B, BX, INVH, LEN, LON:PURP, RDFN, RLGY, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Sources expect Zillow Group Inc. (Z/ZG) to succeed and see continued growth in its expanded Instant Offers program and […]

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PayPal Idea Proposal (PYPL)

PayPal Idea Proposal (PYPL)

Will PayPal’s acquisition of iZettle give it critical momentum to boost in-store use? Report Available: June 28, 2018   Blueshift’s initial research found PYPL making a major acquisition that could increase its presence in physical stores. The company continues to make gains with is peer-to-peer payment app but faces stiff competition from a bank-backed platform. […]

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ANGI Homeservices Providers’ Ad Spending Flat to Declining (ANGI)

Research Question: Are home service providers increasing their advertising spending with ANGI Homeservices’ Home Advisor and Angie’s List brands? Companies: ANGI, GOOG/GOOGL, IAC, VZ, YELP By: David Franklin Click here to download report (.pdf)   Summary of Findings Overall, home service providers who advertise on ANGI Homeservices Inc.’s (ANGI, with IAC/InterActive Corp.) HomeAdvisor and Angie’s […]

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Zillow Idea Proposal (Z/ZG)

Zillow Idea Proposal (Z/ZG)

Will Zillow’s new house flipping business propel or derail the company’s growth? Report Available: June 7, 2018   Blueshift’s initial research found Z/ZG surprising the real estate and investment industries by announcing that it would be entering the home buying and selling/flipping business and expanding its Instant Offers program. The news potentially eliminates or at least […]

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