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December, 2019  // Posts published in December, 2019

Updates From Oil Patch: Midcontinent Oilfield Activity Slows at Year’s End

Research Question: What is the status of the oil and gas industry in the Midcontinent region as it relates to upstream drilling and completion activity? Companies: BAS, FTSI, HAL, HP, PTEN, QES, RNGR, SLB, UNT   Click here to download report (.pdf)   Highlights According to an industry specialist, the market for oilfield services at year’s […]

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Profitability Attainable as Carvana is Evolving How Used Cars are Sold (CVNA)

Research Question: Does Carvana truly have a unique business model that will eventually become profitable? Companies: AN, CARG, CARS, COST, CVNA, INFO, KMX, LAD, TRUE By: David Franklin Click here to download report (.pdf)   Summary of Findings Profits are attainable for Carvana Co. (CVNA) and its partially unique business model—if it continues to adjust […]

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Tech Trends: NoSQL Database World Heads Toward Commodity (MDB)

Research Question: Can standalone, unstructured database companies withstand native cloud competition from Microsoft and AWS when companies like MongoDB increasingly have to point their customers to those big clouds to host their rapidly growing unstructured data? Companies: AMZN, BABA, GOOG/GOOGL, MDB, MSFT By: John Harrington Click here to download report (.pdf)   Key Findings Our […]

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