Blueshift Research’s Top 25 Best Ideas: August 28, 2020
New Research Ideas:
Companies Covered on Our Research List:
Research Questions:
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1.
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How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? | ||
| Last Report: N/A |
Next Report: 9.10.20 |
Next Earnings: 10.28.20 (DT) |
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2.
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As the continuous glucose monitoring market continues to innovate, integrate, and grow, are insulin pump makers Tandem, Insulet, and Medtronic poised to follow? | ||
| Last Report: 3.26.20 |
Next Report: 9.3.20 |
Next Earnings: 10.29.20 (TNDM) |
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3.
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With Intel’s latest production delays, how big a share of the CPU market can AMD capture? | ||
| Last Report: N/A |
Next Report: 10.1.20 |
Next Earnings: 10.27.20 (NVDA) |
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4.
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Which of ServiceNow’s new and emerging products, both within and outside its IT segment, will drive the company’s growth over the next three to five years? | ||
| Last Report: 8.27.20 |
Next Report: Jan/Feb |
Next Earnings: 10.28.20 (NOW) |
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5.
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Will Aon’s merger with Willis Towers Watson lead to significant disruptions due to employees leaving and taking clients with them? Will Aon’s push for a more data-driven model succeed? | ||
| Last Report: 8.20.20 |
Next Report: Dec/Jan |
Next Earnings: 10.30.20 (AON) |
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6.
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Will Coupa’s procurement software become more or less important in a post-COVID-19 world? Can its Coupa Pay module become a massive take-rate business? | ||
| Last Report: 8.14.20 |
Next Report: Nov/Dec |
Next Earnings: 9.8.20 (COUP) |
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7.
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Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? | ||
| Last Report: 7.24.20 |
Next Report: Nov/Dec |
Next Earnings: 10.28.20 (PYPL) |
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8.
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Will Chewy’s recent strong sales trend continue as states begin to reopen? | ||
| Last Report: 6.4.20 |
Next Report: Sept/Oct |
Next Earnings: 9.10.20 (CHWY) |
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9.
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Will CarMax maintain its market leading position or has the COVID-19-related surge in use of ecommerce for used car sales fueled the competition? | ||
| Last Report: 7.30.20 |
Next Report: Nov/Dec |
Next Earnings: 9.24.20 (KMX) |
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10.
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Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’s industry-leading da Vinci system? How long will the COVID-19 slump impact Intuitive Surgical’s procedure and system revenue? | ||
| Last Report: 6.25.20 |
Next Report: Oct/Nov |
Next Earnings: 10.20.20 (ISRG) |
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11.
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Will the workplace trends that have fueled Atlassian’s growth accelerate in a post-COVID world? | ||
| Last Report: 7.2.20 |
Next Report: Nov/Dec |
Next Earnings: 10.29.20 (TEAM) |
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12.
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Will Chembio’s DPP COVID-19 system gain and sustain commercial success? How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests? | ||
| Last Report: 6.12.20 |
Next Report: Sept/Oct |
Next Earnings: 11.5.20 (CEMI) |
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13.
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What will be the key early indicators that the trucking industry is on the upswing after the coronavirus shutdown? | ||
| Last Report: 5.21.20 |
Next Report: Sept/Oct |
Next Earnings: 10.15.20 (JBHT) |
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14.
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Is the deceleration in Anaplan’s billings growth a blip or a warning sign? | ||
| Last Report: 4.30.20 |
Next Report: Oct/Nov |
Next Earnings: 11.25.20 (PLAN) |
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15.
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How much of a threat does the leveraged loan and collateralized loan obligation market represent for the financial system? | ||
| Last Report: 7.9.20 |
Next Report: Nov/Dec |
Next Earnings: 10.13.20 (WFC) |
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16.
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How will demand for Sientra’s implants for cancer and aesthetics procedures ramp post COVID-19? Will Sientra’s share gains continue? | ||
| Last Report: 5.20.20 |
Next Report: Sept/Oct |
Next Earnings: 11.9.20 (SIEN) |
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17. |
What type of growth rate can Ansys deliver over the next few years in the simulation software market? | ||
| Last Report: 6.18.20 |
Next Report: Nov/Dec |
Next Earnings: 11.4.20 (ANSS) |
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18.
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Will Equitrans Midstream successfully navigate its remaining legal hurdles and complete the Mountain Valley Pipeline? | ||
| Last Report: 7.31.20 |
Next Report: Nov/Dec |
Next Earnings: 11.3.20 (ETRN) |
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19.
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How will the lifting of the moratorium on evictions affect Apartments.com? | ||
| Last Report: 7.23.20 |
Next Report: Dec/Jan |
Next Earnings: 10.27.20 (CSGP) |
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20.
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What effect will Exact Sciences’ telehealth efforts have on Cologuard test numbers during and after COVID-19 quarantines? | ||
| Last Report: 5.4.20 |
Next Report: Aug/Sept |
Next Earnings: 10.29.20 (EXAS) |
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21.
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How will COVID-19 affect demand for clear aligners? | ||
| Last Report: 4.23.20 |
Next Report: Sept/Oct |
Next Earnings: 10.21.20 (ALGN) |
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22.
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Will podcasts and artist services give Spotify revenue upside and set it apart from competitors? | ||
| Last Report: 4.9.20 |
Next Report: Oct/Nov |
Next Earnings: 10.28.20 (SPOT) |
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23.
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How big will the market be for AI inferencing chips? How large a share can Nvidia capture? | ||
| Last Report: 2.26.20 |
Next Report: Sept/Oct |
Next Earnings: 11.19.20 (NVDA) |
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24.
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Can Ulta defend itself against e-commerce and direct-to-consumer competition? | ||
| Last Report: 2.20.20 |
Next Report: Sept/Oct |
Next Earnings: 8.27.20 (ULTA) |
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25.
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What impact will competition from Disney, Apple, HBO, and others have on Netflix in 2020? | ||
| Last Report: 1.17.20 |
Next Report: Sept/Oct |
Next Earnings: 10.15.20 (NFLX) |
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