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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Kayak Logo
  • commented 5/1/13
  • tags: TRIP EXPE KYAK BKNG
  • Priceline is committed to removing hotel rate disparities and contracts hotels on that basis. If successful this practice will completely undermine the value of Kayak. [ less... ]
    Priceline is committed to removing hotel rate disparities and contracts hotels on that basis. If successful this practice will completely undermine the value of Kayak.
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