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The Edge | Company Analysis

Company Analysis
Dec 09. 2019

Macau Casino Analysts Believe 2020 Will Be Mass-ive

Casino operators in Macau have been struggling from less visiting traffic due to tensions in Hong Kong, macro ...

author: Johnathan Ritucci

Company Analysis
Dec 05. 2019

ASML’s EUV Monopoly May Stack Chips in 2020

Analysts Forecast EUV Delivery Upside ASML’s breakthroughs in ...

author: Johnathan Ritucci

Company Analysis
Nov 19. 2019

Google SEO Shake-up Sends Expedia On A Bad Trip

Weaker Macro, Operational Issues and SEO Headwinds Lower Profit Estimates Expedia analysts drastically cut ...

author: Johnathan Ritucci

Company Analysis
Nov 18. 2019

Uber Eats Away At Grubhub's Growth and Profitability

Rivals Lure “Promiscuous” Customers  Grubhub (GRUB) customers have become increasingly less loyal as rival ...

author: Johnathan Ritucci

Company Analysis
Jun 12. 2018

Explore the players in online food ordering and on-demand music streaming services

author: Visible Alpha

Company Analysis
Apr 11. 2018

A deep dive into Facebook, Snapchat and Twitter

author: Visible Alpha

Company Analysis
Mar 28. 2018

Go Beyond Consensus Webinar: Deep dive into Facebook (FB), Twitter (TWTR) and Snap (SNAP)

author: Visible Alpha

Company Analysis
Feb 28. 2018

Facebook: Consensus Estimates Diverging with Stock Underperformance

We’ve noticed an interesting divergence between recent Facebook (FB) performance and consensus estimates. Over ...

author: Visible Alpha

Company Analysis
Feb 15. 2018

Uncovering insights on Apple, Under Armour and Netflix

You are probably familiar with top line and bottom line consensus estimates from the sell side, but

author: Visible Alpha

Company Analysis
Dec 11. 2017

It's the most magical time of the year...especially for this retailer

With Black Friday and Cyber Monday behind us, the 2017 holiday season is in full swing. For retailers, this is a ...

author: Visible Alpha