Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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  • commented 1/19/12
  • tags: V
  • Ceilings for interchange will limit loyalty rewards bank issuers provide to cardholders. Any fees Visa loses due to more aggressive fee/volume negotiations will be made up in other areas. [ less... ]
    Ceilings for interchange will limit loyalty rewards bank issuers provide to cardholders. Any fees Visa loses due to more aggressive fee/volume negotiations will be made up in other areas.
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