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

Equitrans’ MVP Faces Significant Headwinds as it Strives for Completion (EQM, ETRN)

Research Question: Will Equitrans Midstream successfully navigate its remaining legal hurdles and complete the Mountain Valley Pipeline? Companies: ALA, ED, ETRN, NEE, RGCO By: David Franklin Click here to download report (.pdf)   Summary of Findings Equitrans Midstream Corp.’s (ETRN) Mountain Valley Pipeline (MVP) faces significant permitting and legal challenges before it can resume construction […]

Read more...

CarMax Will Continue to Dominate Used Car Market as Online Sales Grow (KMX)

Research Question: Will CarMax maintain its market leading position or has the COVID-19-related surge in ecommerce for used car sales fueled the competition? Companies: ABG, AN, BRK.A/B, CARG, CARS, CVNA, GPI, KMX, LAD, PAG, RMBL, SAH, TRUE, VRM By: David Franklin Click here to download report (.pdf)   Summary of Findings CarMax Inc. (KMX) will […]

Read more...

Coupa Software Idea Proposal (COUP)

Will Coupa’s procurement software become more or less important in a post-COVID world? Can its Coupa Pay module become a massive take-rate business? Report Available: August 13, 2020     Blueshift’s ongoing research found COUP’s business spend management software continuing to thrive, leading to record Q1 revenues. There are some positive signs about COUP’s importance to businesses […]

Read more...

PayPal and Square Getting Boosts From COVID-19 Payment Trends (PYPL, SQ)

Research Question: Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Companies: AAPL, ADYEY, AFTPF, AMZN, AXP, BCS, C, DFS, FISV, GOOG/GOOGL, JPM, KRX:005930, LYG, MA, PNYTF, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

Read more...

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...