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April, 2021  // Posts published in April, 2021

Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Will Facebook Shops become a dominant end-to-end ecommerce platform? Report Available: May 27, 2021   Blueshift’s ongoing research found FB seeing strong initial uptake for Facebook Shops as it tries to become an online sales portal and not just a connector between advertisers and consumers. Some analysts are predicting Facebook Shops will be a meaningful […]

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Oil Patch: Paradigm Shift Begins in Energy Industry, E&P Capex Increases

Research Question: What is the status of the energy industry’s transition to more eco-friendly operations and how are oilfield capital expenditures being affected because of higher commodity prices? Companies: BASX, BKR, BP, CHX, HAL, HP, NBR, NEX, PTEN, PUMP, RNGR, SLB, XOM Click here to download report (.pdf)   Highlights The energy industry is going […]

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More Upside for PayPal in Financing, Venmo than In-store, Crypto (PYPL)

Research Question: What are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform? Companies: AAPL, ADYEY, AFRM, AFTPF, AMZN, BABA, C, FIS, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Point-of-sale financing and Venmo are the most lucrative […]

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Zillow Will Evolve into a Real Estate Transaction Firm Over Time (Z/ZG)

Research Question: Will Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits? Companies: COMP, OPEN, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z/ZG) transition from an advertising and media company to a real estate transaction company is […]

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Solar Tracking Systems Idea Proposal (ARRY, FLEX, FTC Solar)

Solar Tracking Systems Idea Proposal (ARRY, FLEX, FTC Solar)

Which company has the best solar panel tracking technology and is best positioned in the market? Report Available: May 13, 2021   Blueshift’s initial research found the solar tracking market experiencing a whirlwind of IPOs and spinoff speculation for some its leading companies. Solar trackers direct solar panels toward the sun, changing their orientation throughout […]

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Ulta Stores to Recover From Pandemic; Online Continues to Shine (ULTA)

Research Question: Will Ulta see a jump in store sales as vaccinations increase and the pandemic subsides? AMZN, EL, JWN, KSS, LVMUY, M, REV, SBH, TGT, ULTA, WMT By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Customers are returning to Ulta Beauty Inc. (ULTA) stores, with traffic and sales increasing […]

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Tech Trends: Nvidia Needs Arm as Compute Moves to the Edge (NVDA)

Research Question: Are dramatic developmental changes in chip technology putting increased pressure on Nvidia to close its deal to buy chip design firm Arm? Companies: AMD, GOOG/GOOGL, INTC, MSFT, NVDA, QCOM By: John Harrington Click here to download  report (.pdf)   Key Findings Billions of devices embedded with tiny processors designed by UK-based Arm (formerly ARM […]

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Tech Trends: Software Devolves into Wild Cloud Style Services Fight

Research Question: What cloud services software is poised for growth and what is more likely to fall off for the remainder of 2021? Companies: AMZN, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, SNOW, SPLK, VMW, ZM (UI Path IPO, Automation Anywhere potential IPO) By: John Harrington Click here to download report (.pdf)   […]

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Pinterest Has Brand Appeal But Remains a Second-Tier Ad Option (PINS)

Research Question: Is Pinterest poised to capture a greater share of ad budgets in 2021? Companies: AAPL, AMZN, FB, GOOG/GOOGL, MSFT, PINS, SHOP, SNAP, TTD, TWTR, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Pinterest Inc. (PINS) is unlikely to see a major breakout in 2021 as advertisers continue […]

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