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 8/9/14
  • tags: EBAY GRPN AMZN
  • Disclosure - not an employee or investor in Groupon. They continually make acquisitions. This makes it harder to tease out organic growth from growth by acquisition. Thus, IMHO, investors spook at bad news. [ less... ]
    Disclosure - not an employee or investor in Groupon. They continually make acquisitions. This makes it harder to tease out organic growth from growth by acquisition. Thus, IMHO, investors spook at bad news.
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