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Twitter Inc (TWTR US)
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202
Analysis
Information Technology
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United States
Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.
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bullish
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Snap
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01 Nov 2021 19:25
Do You Buy Snap or Facebook or Both?
Snapchat blew up on earnings last week, Facebook followed. We think both merit buying; Snapchat will revert to 50%+ growth, while Facebook is too...
Aaron Gabin
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151 Views
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bullish
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Amazon.com Inc
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01 Nov 2021 19:19
Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
Aaron Gabin
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117 Views
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bullish
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Thematic (Sector/Industry)
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28 Oct 2021 19:00
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Syndicated
Weekly Innovation Review (WIRE) #55
Hertz (HTZZ) just made the largest EV purchase ever, acquiring 100k Teslas (TLSA) for a reported $4.2b - half of which will go...
Granite Bay Capital
79 Views
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bullish
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Paypal Holdings
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22 Oct 2021 04:00
Paypal + Pinterest Initial Thoughts
We are more bullish on the deal logic than initial reaction from the market and sell-side and would buy Paypal on this pullback.
Aaron Gabin
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323 Views
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bullish
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Bangkok Expressway and Metro
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20 Oct 2021 15:41
Bangkok Expressway (BEM): Ridership Increase
the reopening date is set, and with the support from the Thai government to jump-start the tourism sector, the MRT ridership is set to increase....
Henry Soediarko
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191 Views
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