December, 2021 // Posts published in December, 2021
Clover Is Keeping Fiserv Competitive With The Fintechs (FISV)
Research Question: Will Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square? Companies: ADYEY, AMZN, BAC, C, FIS, FISV, GPN, JPM, MA, NCR, ORCL, PYPL, SHOP, SQ, TOST, V, WFC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Fiserv Inc.’s (FISV) Clover point-of-sale […]
Insulet’s Omnipod 5 a Solid Upgrade–Not Breakthrough Technology (PODD, TNDM, MDT, ABT, DXCM)
Research Question: Will Insulet’s Omnipod 5 take share in the insulin pump market? Companies: ABT, DXCM, MDT, MODD, NVO, PODD, SENS, TNDM, VRTX, ZEAL By: David Franklin Click here to download report (.pdf) Summary of Findings The pending approval and launch of Insulet Corp.’s (PODD) next-generation insulin pump, Omnipod 5, is considered a welcome […]
Energy Trends: E&P Capex to Grow Mid-double Digits in ’22; Energy Transition Continues
Research Question: What are the expectations for oilfield or green-power spending in 2022 compared to last year? Which companies are likely to benefit the most? Companies: BKR, BW, ECL, HP, LBRT, NBR, PDS, PTEN By: Janis Johnson Click here to download report (.pdf) Highlights E&P capital expenditures in 2022 are expected to grow in […]
Travel and Tourism Industry Idea Proposal (AAL, ABNB, CCL, DAL, DIS, EXPE, HLT, IHG, LUV, MAR, NCLH, RCL, TRIP, UAL)
What are travel and tourism booking trends for 2022 as winter pandemic fears grow? Report Available: January 13, 2022 Blueshift’s initial research found Covid cases rising rapidly as the holidays approach, potentially damaging the travel and tourism comeback that began in the summer. This is also a popular time of year for families to […]
Price Increase Good Start for Dollar Tree, But A Lot of Work Left (DLTR)
Research Question: Will price increases be the beginning of Dollar Tree’s turnaround? Companies: AMZN, DG, DLMAF, DLTR, FIVE, KR, TGT, WM By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings Raising prices is a good first step in Dollar Tree Inc.’s (DLTR) turnaround effort, but a lot more work remains to […]
Snap Idea Proposal (SNAP)
Have Apple’s new privacy restrictions permanently damaged Snapchat’s ad business? Report Available: January 20, 2022 Blueshift’s ongoing research found SNAP disappointing investors with its ad revenue outlook in the wake of AAPL’s newest anti-tracking measures, which have upended the digital advertising landscape. SNAP, FB, and others are working on ways to continue delivering precisely […]
Tech Trends: Broadband Expansion Poised To Explode In 2022
Research Question: Does the U.K.’s fast broadband rollout hold clues for a similar effort that is part of the U.S.’s new infrastructure bill? How will the spread of fast internet to rural and underserved areas affect the economy? What tech sectors stand to benefit, and which may be hurt? AMZN, CIEN, CMCSA, COMM, CSCO, DISH, ERIC, […]
Zoetis Poised for Continued Growth as Pandemic Fuels Demand for More Pet Care (ZTS)
Research Question: Will the pandemic-related pet boom and recovering livestock agriculture segment drive growth for Zoetis? Companies: BAYRY, CHWY, CVET, ELAN, IDXX, NVS, VETO.PA, ZTS By: David Franklin Click here to download report (.pdf) Summary of Findings The pandemic-driven increase in the consumption of pet healthcare is expected to fuel Zoetis Inc.’s (ZTS) results […]
Energy Trends: New Technologies Enhancing Field Work; ESG Protocols in Place
Research Question: Are there any new green power or oilfield technologies being tested that will enhance productivity in the field? Companies: ABB, BKR, NBR, NJDCY, VLTA, XPRO By: Janis Johnson Click here to download report (.pdf) Highlights Demand is growing for geothermal drilling, autonomous operations, and certain auxiliary equipment to help electrically powered operations, according […]
Bill.com’s New Tools: A Good Step Toward Fending Off Threats (BILL)
Research Question: Will Bill.com’s recent acquisitions propel the company to a new level in an increasingly competitive environment? Companies: AVDX, AXP, BILL, EXFY, GOOG/GOOGL, HUBS, INTU, MA, SGGEF, SIVB, ORCL, XROLF By: Seth Agulnick Click here to download report (.pdf) Summary of Findings com Holdings Inc. (BILL) is becoming more vulnerable to competitors on […]
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