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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 7 months ago
  • tags: NFLX AMZN NWS CMCSA
  • Trefis has great articles but I always wonder if they ver consider financials (eg price to earning). They downgraded a couple of stocks apart from Amazon. 10% downgrade on amazon after posting loss is still a ratio of about 200 times. [ less... ]
    Trefis has great articles but I always wonder if they ver consider financials (eg price to earning). They downgraded a couple of stocks apart from Amazon. 10% downgrade on amazon after posting loss is still a ratio of about 200 times.
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