The Set-Up:AAPL is trading near all-time highs and expectations have been lofty for the upcoming iPhone 12 launch. Thesis Based Questions:1. Will financial distress caused by Covid and "shelter-in-place" / social distancing create an unexpected headwind? 2. In China,...

The Set-Up: W is off some ~53% from all-time highs set in March of 2019. Rising costs, increased competition, and China concerns have investors worried about growth prospects. Thesis Based Questions:1. What percentage of Wayfair customers cross-shop Amazon for the...

GRUB is off 40%+ today following yesterday's earnings release. After parsing through managements' commentary we thought it might be helpful to validate some of their comments. The two pieces we are going to focus on are: GRUB referenced competition increasing from the...

Third party delivery apps have come more into buyside focus recently. The disruption being brought to the space will create inflection points for winners and losers. We have useful insights with history on casual dining, third party delivery, meal kits, grocery...

Use cases for social media platforms in India vary greatly. Below is a rundown of what account holders with each platform use it for. The word clouds below serve as an interesting excerpt from our detailed survey of social media trends in India. If you are interested...

With increasing competition in the US putting NFLX under pressure, investors are spending a lot of time focusing on the international landscape. India is a battleground that seems to be of interest at the moment, so we decided to launch coverage of NFLX in India to go...

Our PTON survey results have a balance of positives in negatives for investors to consider. Below is one area we are highlighting because we haven't heard it being discussed as much. Consumers who are higher income, consumers whose financial situation has improved in...