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July, 2018  // Posts published in July, 2018

Fitbit Likely to Get No More Than a Short-Term Boost from the Versa (FIT)

Research Question Will Fitbit’s Versa smartwatch lead a resurgence for the company? Companies: AAPL, FIT, FOSL, GOOG/GOOGL, GRMN, HMI, KORS, KRX:005930 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Fitbit Inc.’s (FIT) newest smartwatch, the Versa, does not appear to be a sustainable hit that can reverse the struggling device […]


Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)

Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]


Tech Trends: F5’s Product Development Likely Can’t Keep Up with Computing Advancements (FFIV)

Companies: AMZN, FFIV, GOOG/GOOGL, MSFT By: John Harrington Click here to download report (.pdf)   Summary The new cloud architectures have no use for F5’s main products. As the gap between high-performance computing and everyday enterprise network application workloads continues to narrow, many technologies that came to market in the late 1990s and early 2000s […]


Hugo Boss’ Turnaround Efforts Slowed by Mediocre Spring/Summer Sales in Europe (ETR:BOSS)

Research Question: Are Hugo Boss’ rebranding efforts and focus on growing its men’s casual wear line leading to improved sales in Europe? Companies: BME:ITX, CPH:HM-B, EPA:CDI, EPA:KER, ETR:BOSS, FRA:AAH, GOOS, HKG:0458, KORS, LON:BRBY, LON:TED, PVH, RL By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Hugo Boss AG (ETR:BOSS) has had […]


Indivior’s Sublocade Launch Off to Slow Start, Faces Many Challenges (INDV)

Research Question: Will the OUD treatment and patient community adopt monthly buprenorphine injections? What percentage of MAT patients will Sublocade be used for? Companies: ALKS, BDSI, CPH:CAMX, CPH:ORX, LON:INDV, TTNP By: David Franklin Click here to download report (.pdf)   Summary of Findings Although still early, the launch of Sublocade, Indivior plc’s (LON:INDV) monthly injectable […]


The Facebook Juggernaut Rolls On (FB)

Research Question: Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in the second quarter? Companies: ACXM, AMZN, CRM, EFX, FB, GOOG/GOOGL, HKG:0700, MSFT, SNAP, T, TWTR, VZ   By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Facebook Inc. (FB) appears […]


Tech Trends: IT Veterans Forecast Which Technologies Face Extinction

Research Question: Are rapidly evolving trends like on-demand utility computing, AI and accelerated machine learning pushing large incumbent IT companies to the brink of extinction? If so, which companies in which IT categories are threatened, and which will emerge in the next frontier? Companies: AMZN, ANET, BABA, CHKP, CSCO, CTXS, DVMT, ETR:DTE, FFIV, FTNT, GOOG/GOOGL, HPE, […]


Jul 12 2018 Financial, Real Estate

Agent Recruitment and Retention Remain Challenges for Realogy (RLGY)

Research Question: Is Realogy losing top agents to competitors like Compass and Redfin, or are the company’s recruitment and retention efforts working? Companies: AMZN, BRK.A/B, EXPI, PRPPF, RDFN, RLGY, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Realogy Holdings Corp. (RLGY) has made little to no progress in its […]