Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

July, 2020  // Posts published in July, 2020

Apartments.com May See Small Boost With Increased Vacancies (CSGP)

Research Question: How will growing rental vacancies spurred by the lifting of eviction moratoriums and the potential end of federal unemployment stimulus affect Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, RP, Z/ZG By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) Apartments.com is expected to see some increase in […]

Read more...

Jul 23 2020 Financial, Insurance

Aon Plc Idea Proposal (AON, WLTW)

Aon Plc Idea Proposal (AON, WLTW)

Will Aon’s merger with Willis Towers Watson lead to significant disruptions with employees leaving and taking clients with them? Will Aon’s push for a more data driven model succeed? Report Available: August 20, 2020   Blueshift’s initial research found the second and third largest insurance broker and investment consulting firms, AON and WLTW, announcing the […]

Read more...

Updates From Oil Patch: Oilfield Service Activity Likely to Remain Muted for 2H 2020

Research Question: What is the outlook for oilfield service activity in the second half of 2020? Companies: BAS, FANG, HAL, HP, LBRT, NBR, NEX, PE, PTEN, PUMP, RNGR Click here to download report (.pdf)   Highlights According to an industry specialist, the market for oilfield services in the United States for the remainder of 2020 […]

Read more...

Tech Trends: Budget Chaos to Disrupt IT Security Sales Through 2021

Research Question: What are the threats to established firewall and network filtering vendors as customer budgets are cut, causing them to find different IT security approaches in a cloud-focused and mobile market? Companies: AMZN, CHKP, CRWD, CSCO, DDOG, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings […]

Read more...

Equitrans Midstream Idea Proposal (EQM, ETRN)

Equitrans Midstream Idea Proposal (EQM, ETRN)

Will Equitrans Midstream successfully navigate its remaining legal hurdles and complete the Mountain Valley Pipeline? Report Available: August 3, 2020   Blueshift’s initial research found EQM preparing for the completion of the Mountain Valley Pipeline (MVP) amid a cascade of both positive and negative court rulings and news regarding pipelines around the nation. The company […]

Read more...

AAA CLOs Not a Threat to Financial System; Lower-Tranche CLOs Are at Risk

Research Question: How much of a threat does the leveraged loan and collateralized loan obligation market represent for the financial system? Companies: BK, BX, C, CG, ECC, JPM, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings The collateralized loan obligation (CLO) industry is a “tale of two markets.” In […]

Read more...

Tech Trends: Smart, Agile Cloud Software Services Burn Old IT Stars

Research Question: How did a company like Fastly become more valuable than an established vendor like F5 Networks? Does this shift portend the rise of a new generation of software services companies that will thrive in the cloud age? Companies: AMZN, CRWD, CSCO, DDOG, DELL, FFIV, FSLY, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW By: John […]

Read more...

PayPal/Square Idea Proposal (PYPL, SQ)

PayPal/Square Idea Proposal (PYPL, SQ)

Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Report Available: July 24, 2020   Blueshift’s ongoing research found growing enthusiasm for SQ and PYPL as the coronavirus crisis pushed consumer spending habits toward contactless transactions and online shopping. SQ helped small businesses adapt […]

Read more...

Atlassian’s Appeal is Widening, Boosted by Remote Work Shift (TEAM)

Research Question: Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? Companies: AMZN, BOX, CRM, DBX, GOOG/GOOGL, MSFT, NOW, TEAM, WORK, ZEN, ZM By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Atlassian Corp. PLC’s (TEAM) suite of collaboration and tracking software is becoming more mission […]

Read more...

CoStar Group’s Apartments.com Idea Proposal (CSGP)

CoStar Group’s Apartments.com Idea Proposal (CSGP)

How will the lifting of the moratorium on evictions affect Apartments.com? Report Available: July 23, 2020   Blueshift’s initial research found CSGP’s Apartments.com managing the pandemic well, at least through April. It noted increased revenue, a surge in impressions as residents sheltered in place, and higher year-to-year leads and revenue per listing as higher vacancy […]

Read more...