January, 2019 // Posts published in January, 2019
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 […]
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 […]
Subprime Loans Set to Grow in Personal and Mortgage But to Fall in Auto
Research Question: Can the subprime lending industry sustain its late-year bounce and extend gains through 2019? Companies: BAC, BX, CACC, COF, CPSS, DFS, ELVT, ENVA, FCFS, LON:EXPN, OMF, SC, USB, WFC By: David Franklin Click here to download report (.pdf) Summary of Findings Gains in the subprime lending industry through 2019 will be challenged […]
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 […]
Cruise Bookings Will Continue to Rise in 2019, Will Outpace 2018 (CCL, RCL, NCLH)
Research Question: Will the cruise industry’s 2019 bookings be ahead of 2018’s pace? Companies: CCL/CUK, DIS, NCLH, RCL By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Cruise lines are on track to see bookings growth in 2019 outpace 2018, according to 18 of 22 sources, continuing the trend found […]
Profitability for PayPal’s Venmo Will Take Years But the Path Is There (PYPL)
Research Question: Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Companies: AAPL, AMZN, AXP, BAC, DFS, EPA:ING, FDC, GOOG/GOOGL, GRUB, JPM, KRX:005930, MA, PYPL, SQ, TCEHY, V, WFC, WMT By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Turning Venmo profitable will be a slow […]
Tech Trends: Part 2: Data Center Networking to Define IT Winners and Losers (NVDA, MDB, MLNX)
Research Question: Which technologies will lead the way in digital transformation this year? How will legacy technology vendors be affected? Companies: AMZN, ANET, CLDR, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MDB, MLNX, MSFT, NVDA, ORCL By: John Harrington Click here to download report (.pdf) Key Findings This is the second of three Blueshift Research reports that […]
HSIC’s Redesign Will Bring Some High-Margin Growth, But AMZN Will Dominate Supplies (PDCO)
Research Question: Will Henry Schein’s latest company redesign be enough to generate growth in its dental and medical supply business and stay ahead of Amazon and other competitors? Companies: AMZN, DHR, HSIC, MCK, MMM, PDCO, SAUHY, WMT, XRAY, ZBH By: David Franklin Click here to download report (.pdf) Summary of Findings Henry Schein Inc.’s […]
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