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Tesla Motors Logo
TSLA $215
  • made a price estimate 11/7/13
  • tags: TSLA
  •  Revenue per Unit of Model S Sold
      [ less... ]
     Revenue per Unit of Model S Sold
     
    Alphabet Inc. Logo
    GOOG $1,015
  • made a price estimate 9/27/13
  • tags: GOOG
  •  Google's Revenue per Search on PCs
      [ less... ]
     Google's Revenue per Search on PCs
     
    Yelp Logo
    YELP $67.90
  • made a price estimate 8/13/13
  • tags: YELP
  •  S&M as a % of Revenue
     CapEx % of Revenues
     R&D as a % of Revenue
      [ less... ]
     S&M as a % of Revenue
     CapEx % of Revenues
     R&D as a % of Revenue
     
    UnitedHealth Group Logo
    UNH $176
  • made a price estimate 3/19/13
  • tags: UNH
  •  UNH's Medicare Market Share
     Total U.S. Private Health Insurance Enrollments
     UNH's Monthly Medicare Premiums Per Enrollment
     Monthly Health Insurance Revenue Per Enrollment
     UNH's Monthly Medicaid Premiums Per Enrollment
     UNH's Private Health Insurance Market Share
      [ less... ]
     UNH's Medicare Market Share
     Total U.S. Private Health Insurance Enrollments
     UNH's Monthly Medicare Premiums Per Enrollment
     Monthly Health Insurance Revenue Per Enrollment
     UNH's Monthly Medicaid Premiums Per Enrollment
     UNH's Private Health Insurance Market Share
     
    Limited Brands Logo
    LTD $51.91
  • made a price estimate 3/19/13
  • tags: LTD
  •  Victoria's Secret Stores EBITDA Margin
     Bath & Body Works Stores EBITDA Margin
     La Senza & Henri Bendel Revenues
     Bath & Body Works Revenue per Square Foot
     Victoria's Secret Revenue per Square Foot
     Number of Bath & Body Works Stores
     Victoria's Secret Direct Revenues
      [ less... ]
     Victoria's Secret Stores EBITDA Margin
     Bath & Body Works Stores EBITDA Margin
     La Senza & Henri Bendel Revenues
     Bath & Body Works Revenue per Square Foot
     Victoria's Secret Revenue per Square Foot
     Number of Bath & Body Works Stores
     Victoria's Secret Direct Revenues
     
    VMware Logo
    VMW $54.80
  • made a price estimate 3/14/13
  • tags: VMW
  •  SG&A as % of Gross Profit
     R&D as % of Gross Profit
     VMware Price per Server
     VMware Market share
      [ less... ]
     SG&A as % of Gross Profit
     R&D as % of Gross Profit
     VMware Price per Server
     VMware Market share
     
    nVIDIA Logo
    NVDA $108
  • made a price estimate 3/12/13
  • tags: NVDA
  •  Discrete Notebook GPUs Sold as % of Notebook Shipments
     Discrete Desktop Graphics EBITDA Margin
     Discrete Desktop GPUs Sold as % of Desktop Shipments
      [ less... ]
     Discrete Notebook GPUs Sold as % of Notebook Shipments
     Discrete Desktop Graphics EBITDA Margin
     Discrete Desktop GPUs Sold as % of Desktop Shipments
     
    Abercrombie & Fitch Co. Logo
    ANF $15.98
  • made a price estimate 3/6/13
  • tags: ANF
  •  Number of Abercrombie & Fitch Stores
     Abercrombie & Fitch Stores EBITDA Margin
      [ less... ]
     Number of Abercrombie & Fitch Stores
     Abercrombie & Fitch Stores EBITDA Margin
     
    General Electric Logo
    GE $32.11
  • made a price estimate 3/5/13
  • tags: GE
  •  Global Healthcare Equipment Market Size
      [ less... ]
     Global Healthcare Equipment Market Size
     
    Perfect World Logo
    PWRD $13.59
  • made a price estimate 2/26/13
  • tags: PWRD
  •  Revenue from Games Outside of China
     Active Paying Customers (APC)
     Average Revenue Per Paying User (ARPPU)
      [ less... ]
     Revenue from Games Outside of China
     Active Paying Customers (APC)
     Average Revenue Per Paying User (ARPPU)
     
    Chesapeake Logo
    CHK $7.55
  • made a price estimate 2/13/13
  • tags: CHK
  •  Average Natural Gas Sales Price
      [ less... ]
     Average Natural Gas Sales Price
     
    Halliburton Company Logo
    HAL $40.53
  • made a price estimate 2/13/13
  • tags: HAL
  •  Revenue per Rig
     North America EBITDA Margin
      [ less... ]
     Revenue per Rig
     North America EBITDA Margin
     
    China Unicom Logo
    CHU $14.03
  • made a price estimate 2/13/13
  • tags: CHU
  •  China Unicom's Share of Mobile Market in China
     Mobile Phone Users in China
     China Unicom's Average Monthly Mobile Revenue Per User
      [ less... ]
     China Unicom's Share of Mobile Market in China
     Mobile Phone Users in China
     China Unicom's Average Monthly Mobile Revenue Per User
     
    Intel Logo
    INTC $42.19
  • made a price estimate 12/4/12
  • tags: INTC
  •  Global Desktop Shipments
     PC & Mobile Platform EBITDA Margin
      [ less... ]
     Global Desktop Shipments
     PC & Mobile Platform EBITDA Margin
     
    [SAP-WEB0126]
  • shared a clip 1/26/12
  • tags: MSFT SAP IBM ORCL
  • [ less... ]




    Starbucks Logo
    SBUX $63.26
  • made a price estimate 1/25/12
  • tags: SBUX
  •  Beverage Spend per Customer Visit
      [ less... ]
     Beverage Spend per Customer Visit
     
    Charles Schwab Logo
  • commented 1/23/12
  • tags: SCHW
  • Test

    test [ less... ]
    Test test
    BNY Mellon Logo
    BK $55.64
  • made a price estimate 12/21/11
  • tags: BK
  •  BNY's Assets Under Custody & Administration
      [ less... ]
     BNY's Assets Under Custody & Administration
     
  • commented 10/18/11
  • tags: C BAC WFC JPM
  • Banks are lending more in 2011. Consumer and commercial loans grew slightly in 2011 after declining throughout 2010. However, real estate loans remain a weak spot.



    Clipped from dealbook.nytimes.com using the Trefis clipping tool:
    Despite all the bleak economic news, a funny thing has been happening in the financial industry over the last few months: the banks have quietly turned on the lending spigot.

    Loan growth is still modest. And it
    ... Read more

    [ less... ]
    Banks are lending more in 2011. Consumer and commercial loans grew slightly in 2011 after declining throughout 2010. However, real estate loans remain a weak spot. Clipped from dealbook.nytimes.com using the Trefis clipping tool: Despite all the bleak economic news, a funny thing has been happening in the financial industry over the last few months: the banks have quietly turned on the lending spigot. Loan growth is still modest. And it ... Read more



  • commented 10/13/11
  • tags: NFLX AMZN
  • Shows how Netflix still stacks up favorably against the competition. The $8/month streaming offering is lower than BlockBuster and mostly in line with others. Differentiation will be in content inventory and user experience more so than pricing.



    Clipped from m.paidcontent.org using the Trefis clipping tool:
    It took Coca-Cola 77 days of New Coke to bring back Coke Classic. It took *Netflix* co-founder and CEO Reed Hastings less than three weeks to shelf the idea of splitting Netflix (NSDQ: NFLX) into two brands - Qwikster ... Read more

    [ less... ]
    Shows how Netflix still stacks up favorably against the competition. The $8/month streaming offering is lower than BlockBuster and mostly in line with others. Differentiation will be in content inventory and user experience more so than pricing. Clipped from m.paidcontent.org using the Trefis clipping tool: It took Coca-Cola 77 days of New Coke to bring back Coke Classic. It took *Netflix* co-founder and CEO Reed Hastings less than three weeks to shelf the idea of splitting Netflix (NSDQ: NFLX) into two brands - Qwikster ... Read more



  • commented 10/12/11
  • tags: RIMM AAPL NOK
  • Shows how Apple's iPhone share has surpassed RIM BlackBerry's share in the U.S. and Nokia's smartphone share globally. These are two big accomplishments since RIM has traditionally dominated the U.S. smartphone market while Nokia has dominated the international smartphone market.



    Clipped from seekingalpha.com:
    Steve Jobs is really gone foreverthis time. Many questions surrounding where Apple (AAPL) as a company would be headed without Jobs. Jobs had such a rare combination of artistry, business savvy, and salesmanship that the void left ... Read more [ less... ]
    Shows how Apple's iPhone share has surpassed RIM BlackBerry's share in the U.S. and Nokia's smartphone share globally. These are two big accomplishments since RIM has traditionally dominated the U.S. smartphone market while Nokia has dominated the international smartphone market. Clipped from seekingalpha.com: Steve Jobs is really gone foreverthis time. Many questions surrounding where Apple (AAPL) as a company would be headed without Jobs. Jobs had such a rare combination of artistry, business savvy, and salesmanship that the void left ... Read more



  • commented 10/11/11
  • tags: NFLX GOOG
  • Really highlights how distribution via consoles (Wii, PS3, Xbox) are collectively important for Netflix and an advantage over other online video services.



    Clipped from wired.com:
    Just as Netflix owns broadband, YouTube owns mobile. A new Allot Communications report credits YouTube with consuming 22% of all mobile bandwidth globally, and 52% of all mobile streaming video. Besides its deep integration in Android and iOS. ... Read more

    [ less... ]
    Really highlights how distribution via consoles (Wii, PS3, Xbox) are collectively important for Netflix and an advantage over other online video services. Clipped from wired.com: Just as Netflix owns broadband, YouTube owns mobile. A new Allot Communications report credits YouTube with consuming 22% of all mobile bandwidth globally, and 52% of all mobile streaming video. Besides its deep integration in Android and iOS. ... Read more



  • commented 10/11/11
  • tags: NFLX
  • Price points for Netflix's Latin America expansion -- they're all around USD $7.99 equivalent. This is roughly in line with the Trefis expectations within the international division of Netflix (accounts for about 30% of the Trefis estimate for Netflix's value).



    Clipped from engadget.com:
    The roll out will be staggered over the coming days, with most areas getting a price point equivalent to $7.99 in American currency and some having both English and Spanish language options. ... Read more

    [ less... ]
    Price points for Netflix's Latin America expansion -- they're all around USD $7.99 equivalent. This is roughly in line with the Trefis expectations within the international division of Netflix (accounts for about 30% of the Trefis estimate for Netflix's value). Clipped from engadget.com: The roll out will be staggered over the coming days, with most areas getting a price point equivalent to $7.99 in American currency and some having both English and Spanish language options. ... Read more



  • commented 10/11/11
  • tags: NFLX
  • A succinct image explaining one of the main reasons why Netflix's stock has tanked in the last month. The downward revision in subscriber expectations. The silver lining is that the DVD only business is shrinking faster. Hopefully they can get everyone on the streaming bandwagon quickly.




    [ less... ]
    A succinct image explaining one of the main reasons why Netflix's stock has tanked in the last month. The downward revision in subscriber expectations. The silver lining is that the DVD only business is shrinking faster. Hopefully they can get everyone on the streaming bandwagon quickly.



  • commented 10/11/11
  • tags: NFLX GOOG AKAM
  • "Real-time entertainment" is a growing portion of internet traffic. Translation -- Netflix, YouTube, Hulu and other video sites are accounting for more of the internet's traffic. Good news for Akamai. Netflix benefits too as people become more accustomed to streaming and Netflix can eventually shut-down the DVD business.



    Clipped from reelseo.com:
    So everyone's talking about this new Spring 2011 Global Internet Phenomena Report from Sandvine—a self-described “leading provider of intelligent broadband network solutions for fixed and mobile operators.” The big, gaudy stat everyone's running in their headline ... Read more

    [ less... ]
    "Real-time entertainment" is a growing portion of internet traffic. Translation -- Netflix, YouTube, Hulu and other video sites are accounting for more of the internet's traffic. Good news for Akamai. Netflix benefits too as people become more accustomed to streaming and Netflix can eventually shut-down the DVD business. Clipped from reelseo.com: So everyone's talking about this new Spring 2011 Global Internet Phenomena Report from Sandvine—a self-described “leading provider of intelligent broadband network solutions for fixed and mobile operators.” The big, gaudy stat everyone's running in their headline ... Read more