New Research Ideas:

Companies Covered on Our Research List:

Research Questions:

1. 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?

Companies: Upstart (UPST), Fair Isaac Corp (FICO), Lending Club (LC), SoFi (SOFI)

Last Report: N/A                           Next Report: 4.14.22                     Next Earnings: 5.17.22 (UPST)

2. Will DocuSign regain momentum to bring on new customers and grow existing customer spending in its core e-signature segment? Will its contract lifecycle management (CLM) product gain meaningful traction?

Companies: DocuSign (DOCU), Adobe (ADBE), Citrix (CTXS)

Last Report: N/A                           Next Report: 4.1.22                     Next Earnings: 6.9.22 (DOCU)

3. Will Tivity Health benefit from the expansion of Medicare Advantage’s ancillary services to achieve its growth expectations? What competitive threats could derail Tivity’s SilverSneakers program?

Companies: Tivity Health (TVTY), UnitedHealth Group (UNH), Centene (CNC)

Last Report: 3.24.22                           Next Report: Aug/Sept                     Next Earnings: 5.26.22 (TVTY)

4. Will sporting hardgoods category growth and sales continue in 2022 and beyond, or will it return to historical levels?

Companies: Dick’s (DKS), Academy Sports and Outdoors (ASO), Big 5 Sporting Goods (BGFV)

Last Report: 3.2.22                           Next Report: July/Aug                     Next Earnings: 3.29.22 (ASO)

5. Will Vacasa’s platform set it apart from its short-term-rental competitors?

Companies: Vacasa (VCSA), Airbnb (ABNB), Booking.com (BKNG), Expedia (EXPE)

Last Report: 2.23.22                           Next Report: June/July                     Next Earnings: 6.15.22 (VCSA)

6. Will Monster return to growing its market share in 2022?

Companies: Monster (MNST), Celsius (CELH), Coca-Cola (KO), PepsiCo (PEP)

Last Report: 2.3.22                           Next Report: May/June                     Next Earnings: 5.26.22 (MNST)

7. Do merchants see Affirm as a necessary and valuable partner that stands out from competitors?

Companies: Affirm (AFRM), PayPal (PYPL), Block (SQ), Coinbase (COIN), Synchrony (SYF)

Last Report: 2.17.22                           Next Report: July/Aug                     Next Earnings: 5.12.22 (AFRM)

8. Have Apple’s new privacy restrictions permanently damaged Snapchat’s ad business?

Companies: Snap (SNAP), Apple (AAPL), Facebook (FB), Pinterest (PINS), Twitter (TWTR)

Last Report: 1.20.22                           Next Report: May/June                     Next Earnings: 5.5.22 (SNAP)

9. What are travel and tourism booking trends for 2022 as winter pandemic fears grow?

Companies: Carnival (CCL), Delta (DAL), Disney (DIS), Hilton (HLT), Royal Caribbean (RCL)

Last Report: 1.13.22                           Next Report: June/July                     Next Earnings: 5.6.22 (RCL)

10. 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?

Companies: P3 Health Partners (PIII), 1Life Healthcare (ONEM), Privia Health Group (PRVA)

Last Report: 1.27.22                           Next Report: July/Aug                     Next Earnings: 4.15.22 (PIII)

11. Will Fiserv’s Clover platform help it fend off threats in merchant acquiring from next-gen competitors like Square?

Companies: Fiserv (FSV), NCR Corp (NCR), PayPal (PYPL), Square (SQ)

Last Report: 12.23.21                           Next Report: May/June                     Next Earnings: 5.10.22 (FISV)

12. Will Insulet’s Omnipod 5 take share in the insulin pump market?

Companies: Tandem (TNDM), Dexcom (DXCM), Abbott (ABT), Insulet (PODD), Medtronic (MDT)

Last Report: 12.22.21                           Next Report: June/July                     Next Earnings: 4.27.22 (ABT)

13. Will price increases be the beginning of Dollar Tree’s turnaround?

Companies: Dollar Tree (DLTR), Amazon (AMZN), Dollar General (DG), Target (TGT), Walmart (WMT)

Last Report: 12.16.21                           Next Report: June/July                     Next Earnings: 6.1.22 (DLTR)

14. Is Nike managing the expected inventory shortage well enough to mitigate concerns as the holiday shopping season begins?

Companies: Nike (NKE), Deckers (DECK), Dick’s (DKS), Foot Locker (FL), Under Armour (UA)

Last Report: 11.11.21                           Next Report: May/June                     Next Earnings: 6.20.22 (NKE)

15. Will Bill.com’s recent acquisitions propel the company to a new level in an increasingly competitive environment?

Companies: Bill.com (BILL)

Last Report: 12.1.21                      Next Report: May/June                     Next Earnings: 5.5.22 (BILL)

16. Will the pandemic-related pet boom and recovering livestock agriculture segment drive growth for Zoetis?

Companies: Zoetis (ZTS), Covetrus (CVET), Elanco Animal Health (ELAN)

Last Report: 12.9.21                          Next Report: May/June                     Next Earnings: 5.17.22 (ZTS)

17. Does either NuVasive or Alphatec have a competitive edge in the spine surgery market?

Companies: Alphatec Holdings (ATEC), Medtronic (MDT), NuVasive (NUVA)

Last Report: 11.3.21                           Next Report: July/Aug              Next Earnings: 5.25.22 (NUVA)

18. Will Lululemon successfully expand beyond its core apparel business into a broader lifestyle and wellness brand?

Companies: Lululemon (LULU), Nike (NKE), Under Armour (UA)

Last Report: 9.30.21                           Next Report: June/July                Next Earnings: 3.29.22 (LULU)

19. Will SailPoint be able to fend off rising competition from Okta and others in the identity governance and administration market?

Companies: SailPoint (SAIL), Okta (OKTA)

Last Report: 10.28.21                           Next Report: May/June             Next Earnings: 5.30.22 (SAIL)

20. Will Exact Sciences experience growth by nearly doubling its Cologuard sales team after adjusting its joint sales effort with Pfizer?

Companies: Exact Sciences (EXAS), Boston Scientific (BSX), Pfizer (PFE)

Last Report: 10.7.21                           Next Report: June/July               Next Earnings: 5.24.22 (EXAS)

21. Is Celsius’ growth sustainable?

Companies: Celsius Holdings (CELH), Coca-Cola (KO), Monster (MNST), PepsiCo (PEP)

Last Report: 10.13.21                         Next Report: May/June               Next Earnings: 5.31.22 (CELH)

22. Which fuel cell company or companies are best positioned to benefit from the federal bill on infrastructure?

Companies: Bloom Energy (BE), Ballard Power (BLDP), FuelCell (FCEL), Plug Power (PLUG)

Last Report: 9.8.21                          Next Report: June/July                    Next Earnings: 5.12.22 (BE)

23. What competitive advantage will Establishment Labs bring to the U.S. breast implant market, if any? Will ESTA challenge for meaningful share?

Companies: Establishment Labs (ESTA), Sientra (SIEN)

Last Report: 10.22.21                       Next Report: June/July                  Next Earnings: 5.31.22 (ESTA)

24. Are Aurinia’s Lupkynis and GSK’s Benlysta for the treatment of LN gaining traction? Are they challenging the standard of care? Is one performing better than the other? Is there a place for both?

Companies: Aurinia Pharmaceuticals (AUPH), AbbVie (ABBV), GlaxoSmithKline (GSK)

Last Report: 9.24.21                        Next Report: July/Aug             Next Earnings: 5.30.22 (AUPH)

25. Will Equitrans Midstream successfully navigate its remaining legal, political, financial, and contractual challenges and complete the Mountain Valley Pipeline?

Companies: Equitrans Midstream (ETRN)

Last Report: 10.14.21                      Next Report: April/May                    Next Earnings: 5.24.22 (ETRN)