Company Insights
Netflix is investing heavily in India but is struggling to capture the market
Netflix is thinking globally and putting its hopes and dollars in a relatively new and untapped market, India.
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Company Insights
Netflix’s production machine is on track to release more titles in 2021 than this year
Despite a major slowdown in production amid the pandemic, Netflix announced during an investor call in October that it is on track to release more originals in 2021 than it will this year, alleviating some investors’ concerns that pipeline troubles could threaten the company’s lead in streaming video.
Company Insights
Tesla proves skeptics wrong with new products and green energy boost
2020 has been a hugely profitable year for Tesla.
Amazon
Amazon’s profits skyrocket in Q3 and the company reveals an aggressive expansion plan which is too risky for stock investors
Amazon surpassed Wall Street’s revenue projections for Q3.
Company Insights
Yeti, too hot of a stock, is going to chill soon
Yeti is doing well, too well, after running up strong performance the first half of the year as a pandemic stock. Now it’s overpriced.
Company Insights
Peloton’s blockbuster demand hits snag with shipping delays
Peloton faces continued shipping delays for its products causing long wait times and poor customer service, despite strong growth in the first quarter of this year.
Company Insights
If Covid hasn’t Forced Beyond Meat to Establish Loyal Consumers, they Never Will
Unlike most, Beyond Meat is thriving in 2020. The company’s stock is up 114% as of October 27, far outpacing the S&P 500’s 6.
Etsy
Etsy’s partnership with Klarna is a boon for holiday shoppers
Just in time for the holidays, Etsy shoppers can now use Klarna to “buy now, pay later,” on certain purchases.
Company Insights
Delta’s decision to continue blocking middle seats is the right one for now
Delta Air Lines announced in August that it will continue to block middle seats until at least January 6, 2021. The company will be the last of the four major U.S.
Earnings
Netflix Subscriptions Overall Prove Underwhelming But Growth Abroad Looks Promising
Although the coronavirus aided Netflix’s 2020 subscription growth, its performance against unprecedented competition in the past year showed that the novel ‘streaming wars’ will not be fought domestically but in expansions abroad.
Peloton
Peloton’s secret weapon: its fitness instructors and their social clout
As moats go, Peloton’s got a few: high-tech equipment refined over years, established supply chains and a native focus on virtual fitness.
Company Insights
Nvidia Should Stick to What It Does Best
Constant shortages of Nvidia’s top-selling graphics cards is not only leading to lost sales but is spurring frustration among its consumers and inviting competitors to fill the void.