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Idea Proposals  // Browsing posts in Idea Proposals

Fuel Cell and Hydrogen Economy Idea Proposal (BE, BLDP, FCEL, PLUG)

Fuel Cell and Hydrogen Economy Idea Proposal (BE, BLDP, FCEL, PLUG)

Will the response to Russia’s invasion of Ukraine hasten the adoption of green hydrogen and fuel cell technology? If so, which companies are best positioned to benefit? Report Available: May 5, 2022   Blueshift’s initial research found the war in Ukraine causing a change in energy geopolitics and providing another catalyst for the transition away […]

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Upstart Holdings Idea Proposal (UPST)

Upstart Holdings Idea Proposal (UPST)

Does Upstart’s AI-based technology give it a competitive edge that will help it thrive in auto financing as well as continue to flourish in a credit downturn? Report Available: April 14, 2022   Blueshift’s initial research found UPST growing quickly and profitably as an originator for unsecured consumer loans. The company touts its machine learning […]

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Sporting Hardgoods Idea Proposal (AOUT, ASO, BGFV, CLAR, DKS, FOXF, GRMN, GPRO, JOUT, SPWH, VSTO)

Sporting Hardgoods Idea Proposal (AOUT, ASO, BGFV, CLAR, DKS, FOXF, GRMN, GPRO, JOUT, SPWH, VSTO)

Will sporting hardgoods category growth and sales continue in 2022 and beyond or will it return to historical levels? Report Available: March 2, 2022   Blueshift’s initial research found a significant increase in outdoor activities such as hiking, biking, fishing, boating, hunting, camping, and golf driven by COVID pandemic restrictions. Every segment of the outdoor […]

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Monster Beverage Idea Proposal (MNST)

Monster Beverage Idea Proposal (MNST)

Will Monster return to growing its market share in 2022? Report Available: February 3, 2022   Blueshift’s ongoing research found MNST losing market share in the energy drinks category as Red Bull and CELH outperform, while also seeing gross margin pressure from higher aluminum, logistics, and distribution costs.  MNST is trying to combat this trend […]

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Affirm Idea Proposal (AFRM)

Affirm Idea Proposal (AFRM)

Do merchants see Affirm as a necessary and valuable partner that stands out from competitors? Report Available: February 17, 2022   Blueshift’s ongoing research into the payments industry found AFRM growing rapidly as one of the fintech leaders of the burgeoning “buy now, pay later” (BNPL) trend. Merchants continue to warm to installment plans because […]

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P3 Health Partners and Value-Based Care Idea Proposal (PIII)

Will P3 capitalize on Medicare’s refreshed strategy for advancing value-based healthcare to achieve its 2022 growth goals? Does P3’s partnering business model give it a competitive edge? Report Available: January 27, 2022   Blueshift’s initial research found Plll and its competitors slowly transforming healthcare from the traditional fee-for-service system (FFS) to a value-based care (VBC) […]

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Travel and Tourism Industry Idea Proposal (AAL, ABNB, CCL, DAL, DIS, EXPE, HLT, IHG, LUV, MAR, NCLH, RCL, TRIP, UAL)

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 […]

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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 […]

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Dollar Tree Idea Proposal (DLTR, DG)

Dollar Tree Idea Proposal (DLTR, DG)

Will price increases be the beginning of Dollar Tree’s turnaround? Report Available: December 16, 2021   Blueshift’s initial research found DLTR underperforming the market and peer DG since its acquisition of Family Dollar in 2015. It has suffered from disappointing traffic, a lagging topline, high freight costs, and pressured margins. It responded by raising prices […]

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Fiserv Idea Proposal (FISV)

Fiserv Idea Proposal (FISV)

Will Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square? Report Available: December 23, 2021   Blueshift’s initial research found FISV’s point-of-sale platform, Clover, growing at a healthy clip and generating renewed enthusiasm for the company’s merchant acquisition business. Clover’s emergence comes at a time of widespread concern […]

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